thewealthnet

Wealth managers' hybrid offerings not yet up to scratch against retail-friendly robos

Katie Royals, 18/04/2019

Recent research from Octopus Investments revealed that advisers believe a hybrid model of technology driven and face-to-face service is the future of financial advice. Thewealthnet spoke to a range of wealth managers to find out what they are doing in this space.

Taking the term ‘hybrid’ broadly, Ruth Handcock, chief executive of Octopus Investments, said “more and more firms are incorporating technology”.

Meanwhile Dolfin’s chief operations officer Amir Nabi (pictured) said the process “has al...


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