概要

The B2C digital wealth management landscape has moved beyond traditional robo-advisory toward expert-managed portfolios delivered through a seamless, digital-first journey. This webinar explores how modern investment platforms bridge the "wealth management gap" in Asia by combining institutional-grade investment philosophies with the accessibility of a digital experience. This webinar will also discuss the current shift in consumer demand for portfolios that cater to varied financial needs - from liquidity to long-term growth - and look ahead at the impact of AI-powered advisory, the evolving role of ETFs, and the democratisation of alternative investments over the next 1 to 3 years.

內容

• Evolution of B2C Digital Wealth – Limitations of traditional robo-advisory and the shift toward digital-first platforms
• The Global Landscape – Comparing the maturity of digital-first platforms and key players across the US, Europe, and Asia
• Solving Investor Pain Points – How a digital-first journey addresses diverse financial loads from liquidity to long-term growth
• Investment Philosophy – Executing systematic, regime-based asset allocation as a professional edge over traditional “stock-picking”
• The Future of Advisory – Discussing how AI could empower investment guidance at scale
• The New Building Blocks – Evaluating how the rise of ETFs and democratisation of alternative investments are redefining portfolio construction for retail investors

對象

This webinar is primarily targeted at financial advisors, wealth managers, investment managers, and professionals working in the financial services industry who want to stay updated on the latest trends and developments in the asset management and investment industries.