Assetization: Inside the Trillion-Dollar Investing Revolution - Hardcover

Loepfe, Patrick; Naegeli, Philippe A.; Lyons, Tom

Hardcover

ISBN 10: 1394401760 ISBN 13: 9781394401765

Verlag: Wiley, 2026

Inhaltsangabe

A bold new look inside the trillion-dollar investing revolution currently reshaping how financial products are made and who gets to invest.

Most investors and financial advisors believe the market offers endless opportunity. Yet in reality, standard investment products capture only a narrow slice of the real economy. Trillions in value remain locked away―out of reach for all but the ultra-wealthy and major institutions.

The good news is that this is changing. Driven by advances in technology and financial engineering, pioneers the world over are transforming how financial products are made, what can be invested in, and who can access these opportunities.

In Assetization: Inside the Trillion-Dollar Investing Revolution, a team of veteran fintech innovators―including the founders of the award-winning Swiss fintech GenTwo―provide an insider’s view of this collective movement to democratize investing and bring the creator economy to finance.

Inside, you’ll discover:

• Why large parts of the global economy―and the investment opportunities they represent―are not accessible using today’s standard financial products.
• How the barriers that have previously hindered investors and financial product creators in accessing these opportunities are coming down.
• What the emerging creator economy in finance looks like, and what this means for those prepared to make use of it.
• Where innovation is already happening―through detailed research, use cases, and case studies from the cutting edge of this investment revolution.
• Why this transformation is accelerating now, and what you can do to be part of it.

As the authors show, markets around the world are shifting from a product-pushed system to a demand-driven one. Investors can now act on their convictions, and advisors and institutions can reinvent how they deliver value. Those who understand this moment will define – and reap the rewards of – the future of investing.

Who should read this book?

• Investors eager to move beyond standard products and tap into the full spectrum of opportunities the real economy has to offer.
• Wealth and investment advisors ready to shift from curators to creators in their client offering.
• Financial professionals and institutions looking to future-proof their business models.
• Entrepreneurs, students, and policymakers wanting to understand the new infrastructure transforming the investment industry.

Don’t just imagine more open, accessible markets―see how it’s happening and learn how to act. The treasure is out there. The pioneers are staking their claims. Will you join them?

Über diesen Titel

Über die Autorin bzw. den Autor

PATRICK LOEPFE is the Founder and Chairman of GenTwo. A seasoned expert in structured products and investment banking with over 25 years of experience, he revolutionized financial processes throughout his career, including development of Vontobel’s groundbreaking Deritrade platform. Patrick founded d-struct AG in 2015 and is recognized as a key figure in Switzerland’s fintech industry.

PHILIPPE A. NAEGELI is the Co-Founder and CEO of GenTwo. He brings over 30 years of international experience in trading, investment and merchant banking, corporate governance, and entrepreneurship. Philippe founded PAN Asset Management in 2007, establishing an international network of financial institutions and investment funds, and served as CEO and Managing Partner of Forstmann & Co. USA.

TOM LYONS is responsible for communications and thought leadership at GenTwo. Originally from New York and educated at Columbia University, he moved to Zurich in 1994, where he worked in communications and marketing at Clariden Bank, Credit Suisse and UBS. He founded Lyons Communications in 2014, specializing in technology storytelling with an emphasis on fintech, blockchain, and emerging technologies.

Von der hinteren Coverseite

‘ETFs cracked open the public markets. Assetization aims to crack open everything else.’
From the foreword by Jim Wiandt, Founder of ETF.com

The investment industry is democratizing, unlocking hundreds of trillions of dollars in value.

For generations, investors have been confined to whatever products large institutions chose to put on the shelf. Advisors and wealth managers have been stuck with a narrow toolset, unable to build truly custom solutions. Meanwhile, the majority of the world’s wealth―hundreds of trillions of dollars in private equity, infrastructure, real estate, and passion assets―sits outside the universe most portfolios can reach.

This is no longer good enough. And it’s finally changing.

In Assetization: Inside the Trillion-Dollar Investing Revolution, the team from the award-winning Swiss Fintech GenTwo reveal how the barriers to these opportunities are coming down. Thanks to the process they call “assetization,” investors will finally be able to build portfolios that reflect their actual beliefs, while financial advisors and wealth managers will evolve from curators of other people’s products into creators of their own unique solutions.

Written by practitioners who are building these tools, not theorists observing from the sidelines, this book provides the framework for understanding and participating in the investment revolution transforming finance right now.

www.assetizationbook.com

Aus dem Klappentext

For too long, the investment industry has operated as a seller’s market. Large institutions decided what products existed, what assets were investible, and what belonged in portfolios. Investors and their advisors had to settle for whatever appeared on the shelf.

The shift to a buyer’s market―where investors have unprecedented choice―is well underway. But assetization goes far beyond access. The real transformation is in who gets to create financial products.

Thanks to new technologies and the disaggregation of the financial product value chain, the tools for creating and issuing financial products are moving beyond the massive product factories of large banks. Independent advisors, wealth managers, and family offices can now build solutions that truly fit their clients instead of forcing clients into pre-packaged molds. This shift doesn’t just benefit investors with better products―it solves the margin squeeze facing many financial advisors and wealth managers, allowing them to differentiate, demonstrate their value, and strengthen their businesses.

Through the stories of three characters―Ada the investor, Barbara the independent advisor, and Clark the institutional wealth manager―Assetization traces the structural transformation of the investment industry across three waves, explains why it’s inevitable, quantifies the massive opportunity it represents, and provides real-world evidence from pioneers already reshaping the frontier.

Essential reading for:

• Investors ready to move beyond standard products and invest in their actual beliefs
• Independent advisors and wealth managers seeking to evolve from curator to creator
• Institutional wealth managers looking to future-proof their business models
• Financial professionals who want to understand the infrastructure transformation already underway

The revolution is happening. The question is whether you’ll be part of it.

Details zur Ausgabe

• Verlag: Wiley
• Erscheinungsdatum: 2026
• Sprache: Englisch
• ISBN 10: 1394401760
• ISBN 13: 9781394401765
• Einband: Gebundene Ausgabe
• Auflage: 2
• Anzahl der Seiten: 272
• Kontakt zum Hersteller: Wiley-VCH GmbH; product_safety@wiley.com; ; Boschstrasse 12; Weinheim; 69469; Deutschland