
Private Wealth Management: Strategies, Services & Industry Trends
8 марта, 2025
Asset Management vs. Private Wealth Management: Latest Trends & Insights
8 марта, 2025Digital Asset Management Platform
What is a digital asset management platform? It is software that provides:
- extensive capabilities to centrally store, organize, search, and securely share a company's digital assets;
- controlled access to documents, images, multimedia, audio and video from any Internet-connected device;
- a practical solution for businesses to manage, distribute, and protect their valuable digital assets.
Asset management continues to evolve rapidly due to technological advances, changing client expectations, and global economic dynamics.
Private wealth management trends:
- Large-scale personalization - developing customized financial strategies based on client preferences and risk tolerance;
- Digital wealth management - using digital platforms that allow clients to access their financial information, advice, and transactions with minimal face-to-face interaction.