Yesterday, I connected with Alan Smith, CEO of London-based Capital Asset Management and Sebastian Dovey, Managing Partner of Scorpio-Partnership, consultants to the wealth management industry, for the latest edition of #FinalytiQHangout.
The discussion centers on how tech is changing the face of UK Wealth Management and implications for financial planners and advisers.
The consensus; online wealth management propositions like Nutmeg are no threat to advisers and there is space for both online and traditional propositions to co-exist. In fact, we are going more and more use of online technology by advisers to deliver their propositions to clients.
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