概要

This eSeminar is a recorded session of the "The Future of B2C Digital Wealth Management" webinar held on 7 May 2026.

Mr Ronald Yim and Peisi Deng explore how B2C digital wealth management is evolving beyond traditional robo-advisory toward holistic, AI enabled wealth solutions. Key topics include the shift from automated investing to digital-first wealth platforms, the growing role of systematic portfolio construction and ETFs, the use of AI to scale personalised advisory services, and the democratisation of alternative investments that are reshaping how individual investors build long-term wealth.

宗旨

After completing this course, you will be able to:

1. Describe the evolution of B2C digital wealth management, including the shift from traditional robo-advisory to digital-first investment platforms.
2. Compare key developments in digital wealth management across the US, Europe, and Asia, and explain how digital-first platforms address different investor needs.
3. Identify emerging trends shaping the future of digital wealth management, including AI-powered investment guidance, the growing role of ETFs, and the democratisation of alternative investments.

內容

1. Evolution of B2C Digital Wealth – Limitations of traditional robo-advisory and the shift toward digital-first platforms
2. The Global Landscape – Comparing the maturity of digital-first platforms and key players across the US, Europe, and Asia
3. Solving Investor Pain Points – How a digital-first journey addresses diverse financial loads from liquidity to long-term growth
4. Investment Philosophy – Executing systematic, regime-based asset allocation as a professional edge over traditional “stock-picking”
5. The Future of Advisory – Discussing how AI could empower investment guidance at scale
6. 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.