The Future of Wealth Management Platforms

Robo-advisors emerged after the 2008 crisis as fintechs aiming to democratize access to wealth management services. But most have failed to build sufficient scale as they struggle with customer adoption. Still, these fintechs have set a new standard for the role technological interfaces can play in the way financial services are structured and consumed. And while the pandemic has accelerated the trend toward technological adoption, it has also highlighted the need for financial management solutions that offer a human touch – a hybrid approach.

In this podcast, Bruno Patusi, who is the Lead of the Financial Services Department at EY Switzerland moderates a panel discussion on hybrid advice in Wealth Management with Nicolas de Skowronski, an Executive Board Member at Julius Baer, Michael Stemmle, the Founder and CEO of additiv and Brent Beardsley, who leads Vanguard’s Personal Advisor in Europe.