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Investment Solutions Forum 2019 HK - Exclusive Insights - John Robson - 2

John Robson of Quantifeed

Sep 23, 2019

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1. How is the role of technology and digital evolving in wealth management?

Video transcript

1. How is the role of technology and digital evolving in wealth management?

One of the big opportunities that is now emerging, aside from the fact that many financial institutions want to be offering a direct-to-consumer product, there's also an emerging opportunity to enhance the activities of an advisor at private banks through digital technology. In particular, I think the private banks have recognised that for years they've been pushing away customers that don't reach their minimum threshold for having a private banking account, even sometimes culling and jettisoning some customers, and they're recognising that, by using technology, there's an opportunity to embrace these customers, which are often the pipeline to customers of the future.