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Investment Solutions Forum 2019 HK - Exclusive Insights - John Robson

John Robson of Quantifeed

Sep 23, 2019

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1. Which wealth management firms will thrive in the future? Who will be disintermediated?

Video transcript

1. Which wealth management firms will thrive in the future? Who will be disintermediated?

The financial organisations that are responding to customers’ expectations of providing a really effortless digital experience, as well as having the human advice component, will continue to thrive - particularly those larger organisations that already have the trust of their customers. I think the ones that will be challenged are people who are laggards in this move. I think even the largest organisations are recognising there's a threat coming from big-tech; if they can keep up with the big-tech opportunity they will continue to be relevant to their customers, and anyone who doesn't deliver technology solutions to the customers in a way and form that the customers want to receive the services in, they're going to really be challenged in the future market.