Wealth Management
AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
Third of female advice clients feel patronised
With heavy use of jargon throwing up even more barriers to women engaging with financial planning
High net worth individuals flock to Asia, Australia and US
Asian duo India and Sri Lanka made up the top five with an increase of 98% and 96%, respectively
Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years