Future-Proofing Wealth Management with Technology

Technology isn’t just supporting wealth management, it’s reshaping it.

In this debut episode of Wealth Insider, we sit down with Renco van Schie, Partner and Chief Investment Officer at Valuedge, to explore how forward-thinking wealth managers are using technology to scale, stand out, and stay ahead.

Renco shares a candid look at how Valuedge, a leading wealth manager based in the Netherlands, has evolved over the past decade by putting tech at the core of its client experience, compliance operations, and business strategy. From building their own client-facing app long before it was industry standard, to leveraging a multi-custodian setup for seamless service, Valuedge shows what it means to future-proof in an increasingly digital world.

We also dive into:

• Key technology trends shaping the next 5 years of wealth management
• How to evaluate what’s hype vs. what’s mission-critical
• Why choosing the right tech stack can unlock efficiency, scale, and profitability
• Lessons learned from over a decade of innovation, and advice for wealth managers just starting out

Whether you’re leading a growing wealth management firm or just beginning your digital transformation, this conversation is packed with actionable insights and reflections from one of the industry’s sharpest minds.

Watch the full episode below and get inspired to reimagine what’s possible with the right technology.