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.
[embedplusvideo height=”365″ width=”600″ standard=”http://www.youtube.com/v/cJqwYEf6wk0?fs=1″ vars=”ytid=cJqwYEf6wk0&width=600&height=365&start=&stop=&rs=w&hd=0&autoplay=0&react=1&chapters=¬es=” id=”ep3760″ /]