Assetization: Inside the Trillion-Dollar Investing Revolution - Hardcover

Über die Autorin bzw. den Autor

PATRICK LOEPFE is the Founder and Chairman of GenTwo. A seasoned expert in structured products and investment banking with over 25 years of experience, he revolutionized financial processes throughout his career, including development of Vontobel’s groundbreaking Deritrade platform. Patrick founded d-struct AG in 2015 and is recognized as a key figure in Switzerland’s fintech industry.

PHILIPPE A. NAEGELI is the Co-Founder and CEO of GenTwo. He brings over 30 years of international experience in trading, investment and merchant banking, corporate governance, and entrepreneurship. Philippe founded PAN Asset Management in 2007, establishing an international network of financial institutions and investment funds, and served as CEO and Managing Partner of Forstmann & Co. USA.

TOM LYONS is responsible for communications and thought leadership at GenTwo. Originally from New York and educated at Columbia University, he moved to Zurich in 1994, where he worked in communications and marketing at Clariden Bank, Credit Suisse and UBS. He founded Lyons Communications in 2014, specializing in technology storytelling with an emphasis on fintech, blockchain, and emerging technologies.

Von der hinteren Coverseite

‘ETFs cracked open the public markets. Assetization aims to crack open everything else.’
From the foreword by Jim Wiandt, Founder of ETF.com

The investment industry is democratizing, unlocking hundreds of trillions of dollars in value.

For generations, investors have been confined to whatever products large institutions chose to put on the shelf. Advisors and wealth managers have been stuck with a narrow toolset, unable to build truly custom solutions. Meanwhile, the majority of the world’s wealth―hundreds of trillions of dollars in private equity, infrastructure, real estate, and passion assets―sits outside the universe most portfolios can reach.

This is no longer good enough. And it’s finally changing.

In Assetization: Inside the Trillion-Dollar Investing Revolution, the team from the award-winning Swiss Fintech GenTwo reveal how the barriers to these opportunities are coming down. Thanks to the process they call “assetization,” investors will finally be able to build portfolios that reflect their actual beliefs, while financial advisors and wealth managers will evolve from curators of other people’s products into creators of their own unique solutions.

Written by practitioners who are building these tools, not theorists observing from the sidelines, this book provides the framework for understanding and participating in the investment revolution transforming finance right now.

www.assetizationbook.com

Aus dem Klappentext

For too long, the investment industry has operated as a seller’s market. Large institutions decided what products existed, what assets were investible, and what belonged in portfolios. Investors and their advisors had to settle for whatever appeared on the shelf.

The shift to a buyer’s market―where investors have unprecedented choice―is well underway. But assetization goes far beyond access. The real transformation is in who gets to create financial products.

Thanks to new technologies and the disaggregation of the financial product value chain, the tools for creating and issuing financial products are moving beyond the massive product factories of large banks. Independent advisors, wealth managers, and family offices can now build solutions that truly fit their clients instead of forcing clients into pre-packaged molds. This shift doesn’t just benefit investors with better products―it solves the margin squeeze facing many financial advisors and wealth managers, allowing them to differentiate, demonstrate their value, and strengthen their businesses.

Through the stories of three characters―Ada the investor, Barbara the independent advisor, and Clark the institutional wealth manager―Assetization traces the structural transformation of the investment industry across three waves, explains why it’s inevitable, quantifies the massive opportunity it represents, and provides real-world evidence from pioneers already reshaping the frontier.

Essential reading for:

• Investors ready to move beyond standard products and invest in their actual beliefs
• Independent advisors and wealth managers seeking to evolve from curator to creator
• Institutional wealth managers looking to future-proof their business models
• Financial professionals who want to understand the infrastructure transformation already underway

The revolution is happening. The question is whether you’ll be part of it.