Matchi Masters of Technology Podcast Series

Season 2, Episode 2

In this episode, we meet Chris Eichhorn, Business Development manager at Investsuite. Investsuite provides B2B wealth management solutions on a white-label basis including roboadvisory & a self-execution trading platform.
The roboadvisor’s proprietary portfolio construction framework is based on a 4th-generation approach to risk (beyond C-VaR) which minimizes investment risk and protects capital during market downturns.

Discussion Topics

1. Robo-advisory: Overview and insight into 3 known business models
2. Why are B2B models well-suited for banks and bank customers?
3. Robo-advisors within the context of the global financial services markets

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