Why hybrid advice offers a new way for wealth management

David Wilson of UOB Bank

Sep 25, 2017

In a video interview, David Wilson of Capgemini reveals some of the key findings of the World Wealth Report 2017 – and explains why the need to offer hybrid advice and a better client experience requires firms to transform their people, processes and propositions.

Jump to section:

1. Capgemini has just launched its World Wealth Report 2017 - what are some of the key findings?

2. Are there any concerns about the industry?

3. What is the answer to solving some of those problems?

4. How do wealth managers move forward with hybrid advice?

5. What's next for the client experience?

Video transcript

1. Capgemini has just launched its World Wealth Report 2017 - what are some of the key findings?

2. Are there any concerns about the industry?

3. What is the answer to solving some of those problems?

4. How do wealth managers move forward with hybrid advice?

5. What's next for the client experience?

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