Seb Dovey: How technology is changing advisers’ relationships with HNW clients

by | Apr 30, 2015 | Videos | 0 comments

 

In this final part of our video series with Seb Dovey, the cofounder of wealth management consultancy Scorpio Partnership talks about roboadvisers and how technology in general is redefining the adviser-client relationship.

According to the 2014 World Wealth Report, 66% of NHWI’s would consider switching financial firms due to their digital shortcomings. And High Net Worth Individuals are demanding access to digital wealth management capabilities, regardless of age. 57% of HNWI’s expect their wealth management to be primarily digital within the next 5 years.

While Seb does believe that human advisers will be completely displaced by technology, he does think that technology will redefine adviser-client relationship.

Check out some great resources from Scorpio here.

Happy viewing!

Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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