Find the Right Wealth Manager With an Algorithm

Mit Algorithmus zum besten Vermögensverwalter

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]%3Cp%3EIn%20today&squot;s%20Tages-Anzeiger%2C%20a%20supplement%20dives%20deeper%20into%20the%20topic%20%E2%80%98Future%20of%20Finance%20and%20Investments%E2%80%99.%20FinGuide%20was%20asked%20to%20contribute%20an%20article.%20We%20decided%20to%20address%20one%20of%20our%20core%20topics%3A%20%E2%80%98Find%20the%20right%20wealth%20manager%20with%20an%20algorithm%E2%80%99%20We%20shed%20light%20on%20the%20possibilities%20and%20limitations%20of%20using%20an%20algorithm%20in%20an%20opaque%20market%20with%20limited%20data.%3C%2Fp%3E%0A%3Cp%3EFinGuide%20has%20demonstrated%20over%20the%20past%20five%20years%20that%20we%20can%20add%20substantial%20value%20for%20our%20clients%20with%20an%20algorithm.%20However%2C%20FinGuide%20customers%20know%20that%20the%20algorithm%20is%20only%20one%20stage%20in%20the%20process%20of%20selecting%20the%20best%20wealth%20manager.%20The%20decisive%20factor%20is%20the%20combination%20with%20personal%20advice.%3C%2Fp%3E%0A%3Cp%3EYou%20can%20find%20the%20text%20below%2C%20%3Ca%20href%3D%22https%3A%2F%2Fwww.finguide.ch%2Fwp-content%2Fuploads%2F2023%2F02%2FBR_FinGuide.pdf%22%20target%3D%22_blank%22%20rel%3D%22nofollow%20noopener%22%3Ehere%20is%20the%20link%3C%2Fa%3E%20to%20the%20article%20(in%20German)%20in%20the%20layout%20of%20today&squot;s%20supplement.%20Would%20you%20like%20to%20find%20out%20more%20about%20our%20services%3F%20Find%20out%20more%20on%20our%20%3Cstrong%3E%3Ca%20href%3D%22https%3A%2F%2Fwww.finguide.ch%2Fen%22%3Ehomepage%3C%2Fa%3E%3C%2Fstrong%3E.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Cp%3EAlgorithms%20need%20data.%20FinGuide%20utilizes%20an%20algorithm%20to%20find%20the%20most%20suitable%20wealth%20manager%20for%20customers%20in%20an%20opaque%20market.%3C%2Fp%3E%0A%3Cp%3EWhether%20in%20social%20media%2C%20Spotify%20or%20Google%3A%20algorithms%20analyze%20our%20behavior%20and%20make%20suggestions%20for%20content%20that%20suits%20us.%20The%20larger%20the%20amount%20of%20data%20processed%2C%20the%20more%20precise%20the%20suggestions.%20The%20Swiss%20company%20FinGuide%20has%20been%20using%20an%20algorithm%20for%20five%20years%20to%20identify%20the%20right%20wealth%20manager%20for%20investors.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Ch3%3EAnalysis%20and%20Data%20Collection%3C%2Fh3%3E%0A%3Cp%3ESwiss%20private%20banking%20is%20opaque.%20There%20is%20hardly%20any%20usable%20data%20on%20the%20websites%20of%20private%20banks%20and%20independent%20wealth%20managers.%20FinGuide%20has%20teamed%20up%20with%20firstfive%20AG%20to%20track%20down%20providers%20that%20offer%20their%20clients%20substantial%20added%20value.%20The%20core%20competence%20is%20the%20detailed%20analysis%20of%20performances%20and%20costs%20of%20investments.%20For%20providers%20who%20do%20not%20have%20their%20services%20analyzed%20by%20firstfive%2C%20FinGuide%20performs%20the%20analysis.%20Those%20who%20pass%20the%20performance%20test%20are%20checked%20for%20fair%20business%20practices%20in%20the%20next%20step.%20In%20particular%2C%20this%20involves%20weeding%20out%20those%20who%20work%20with%20hidden%20costs.%20Banks%20and%20independent%20wealth%20managers%20that%20also%20pass%20this%20test%20can%20be%20included%20on%20the%20FinGuide%20platform.%20Their%20offering%20and%20various%20key%20figures%20are%20recorded%20in%20detail.%3C%2Fp%3E%0A%3Cp%3E%C2%A0%3C%2Fp%3E%0A%3Ch3%3EMatching%3C%2Fh3%3E%0A%3Cp%3EInvestors%20looking%20for%20a%20suitable%20wealth%20manager%20can%20provide%20their%20needs%20on%20the%20FinGuide%20website.%20FinGuide%20has%20developed%20a%20catalogue%20of%20questions%20for%20this%20purpose%20and%20refined%20it%20over%20the%20years.%20Once%20the%20needs%20have%20been%20recorded%20online%2C%20the%20algorithm%20searches%20for%20the%20best%20possible%20matches%20with%20the%20provider%20data.%20However%2C%20FinGuide%20offers%20more%20than%20just%20data%20analysis%3A%20the%20results%20of%20the%20matching%20process%20are%20analyzed%20in%20more%20detail%20in%20a%20free%20of%20charge%20personal%20meeting%20and%20customers%20receive%20all%20the%20information%20they%20need%20about%20the%20providers%20in%20question.%20The%20aim%20of%20the%20meeting%20is%20to%20identify%20the%20two%20wealth%20managers%20best%20suited%20to%20the%20individual&squot;s%20needs.%3C%2Fp%3E[/artlgnc_builder_page_widget][/artlgnc_builder_page_container][artlgnc_builder_page_container 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