Private Wealth and Family Offices

Robo-advice is not a hype that will go away

Examining the future of wealth management

The wealth management industry faces a range of challenges in the years ahead, including digitization, regulation, remuneration and shifting investor demographics. The Savvy Research team has curated this list of the most popular white papers from the last few months.

The first report listed below, from Robeco, considers the hotly-debated topic of robo-advice. Robeco believes that robo-advice platforms represent a real challenge to incumbent players. At present, these platforms are not sophisticated, but over time they will evolve into a more complete solution in terms of customer profiling and asset allocation.

robot robo-advice white papers

Robo-advice is not a hype that will go away (Robeco, May 2017)
The future of "robo-advice" is a keenly-debated topic. Proponents point out that it has opened up a previously unreachable low-wealth segment of the market. Detractors argue that it is merely a "dressed-down" version of full advice, with a limited number of asset classes and questionable risk categorization.

The Future of Family Offices: Trends, Regulation, Mindsets (Bloomberg)
This 18-page paper by the Bloomberg Professional Service examines the future of family offices, their increasing proliferation especially in emerging markets, and the changing ways in which they operate.

The Value of Premium Wealth Management (CFA Institute, 2017)
These two papers are a collaborative effort between CFA Institute and Scorpio Partnership. They explore what High Net Worth Individuals (HNWIs) want and how wealth managers can deliver.

Digital Investment Advice: Robo Advisors Come of Age (BlackRock)
This paper by BlackRock reviews the current landscape for digital investment advice. It examines a variety of business models and the existing regulation. It ends with a selection of observations and recommendations.

The Digital Wealth Manager of the Future (Deloitte, 2017)
This paper by Deloitte asks a number of important questions about the future of the wealth manager in an increasingly digital world.

The Future of Digital Financial Advice (Heidrick & Struggles)
This 25-page paper by Heidrick & Struggles explores what the future holds for digital financial advisors (or “robo advisors”).

Private Banking and Wealth Management: Innovation and Change (Deloitte, 2017)
This 40-page paper by Deloitte explores digital innovation in private banking and wealth management, current trends and future prospects.

The Ultra High Net Worth Investor: Coming of Age (KKR, 2017)
This paper details how the HNWI market is now "coming of age". With increasingly sophisticated global investments, HNWIs and Family Offices are in an excellent position.

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