Market Watch Mindset

Fortune 2.0 – small assets management

I have highlighted in the past several major trends affecting financial services :

– Digitization of transactions, especially receipts from purchases.

– Improvement and democratization of marketplaces, lowering the cost of liquidity on transactions

– Improved leverage of assets from the emergence of collaborative consumption (Airbnb, Getaround)

Private Banking is sometimes offering to their high net worth clients the management of both their financial and non-financial assets. Is a similar approach possible for retail clients?