The Future of Wealth Management:
Navigating the Next Generation of Investment
15. July 2024
As we approach 2030, the global wealth management landscape is on the cusp of significant transformation. It's projected that nearly 30% of the world’s wealth will transition to the next generation, ushering in a new era of financial stewardship. This generational wealth transfer is set to redefine the industry, with a growing focus on sustainable investing as a means to secure both financial returns and positive societal impact.
A New Era for Wealth Management
In response to these changes, the financial sector is witnessing the introduction of robust frameworks aimed at enhancing the focus on sustainability. The EU's new taxonomy for sustainability provides a structured approach to classifying sustainable investments, ensuring clarity and transparency. Furthermore, the updated MiFID regulations now mandate the inclusion of sustainability preferences in investment advice.
At DoLand Pro, we are not only prepared but enthusiastic about integrating these developments into our platform. Our mission is to empower wealth managers and financial players across Europe to offer investment solutions that align with their clients’ values. By seamlessly blending sustainable investment opportunities with cutting-edge technology, we enable our clients to pursue profits while making a positive impact on the planet.
Our Vision: Setting the Standard in European Wealth Management
With the recent launch of our platform, DoLand Pro is setting out to become the leading digital investment solution for wealth managers and financial players across Europe. We offer a comprehensive SaaS platform that combines sophisticated investment tools with personalized advice, tailored to the diverse needs of European clients.
Already, we have successfully onboarded our first customer and introduced the initial phase of our solution. But this is just the beginning. Our roadmap is filled with exciting developments, including new features and enhancements that will further solidify our position as the preferred platform for wealth management professionals.
In our view, collaboration and shared knowledge are the keys to success. Alongside us stand a range of strong, skilled, and essential partners, with whom we not only collaborate but also enhance each other's capabilities. Together we’re building vision.
We are thrilled to announce that we have several strategic partnerships in the pipeline, which will not only enhance our platform but also broaden our impact across Europe. These alliances are central to our vision of driving the future of wealth management towards greater sustainability and innovation.