Wealth Tech & the Rise of Robo-Advisory Models

Presented by

Susanne Chishti, Silvan Schumacher (Swanest), Deborah Fuhr (ETFGI), Uday Nimmakayala (WealthObjects), Jared Shaw (EY)

About this talk

A webinar to explore rapid changes in the asset management & private banking sectors and how FINTECH innovations across robo-advisory and big data analytics present both an opportunity and a threat for traditional financial institutions. Who will win the Wealth Tech race? Join this webinar to find out about the latest trends & developments and how you can take advantage of Fintech solutions for the benefit of your own organizations. We will discuss: The future of robo-advisory: how will the sector evolve, AI The algorithms empowering robo-advisors: what they actually do The underestimated problem of robo-advisors: acquisition costs The reliance on European brokerages for the backend infrastructure Comparison of the US and Europe robo-advisor landscape Response of traditional financial institutions Exchange Traded Funds vs actively managed funds Who will win the race: robo-advisors vs investment advisors & banks

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