Wealth Management and Private Banking: is the world of Hybrid Services already upon us? What Next for Robo Advisory?
Moderator: Helene Li
Speakers: Mikaal Abdulla, Paolo Sironi, Eric CL Poon 潘智力 FCIM
In the second session, the panel provided deep insights into the Robo Advisory world and discussed how COVID-19 accelerated Robo Advisory and at the same time exposed cracks in the system requiring digital solutions.
They then talked about open and transparent relationships being the key in advisory and also the personalization and automation challenges in wealth management.
Finally, trends in Robo Advisory that will emerge in ‘the new normal’ world was discussed about.