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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Connect Finance Unlocked to your current platform

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Disruptive Trends in Wealth Management II

Disruptive Trends in Wealth Management II

Elisabeth Dana

20 years: Wealth management & banking

In the previous video, Elisabeth provided an introduction to two key trends disrupting the WM industry and covered the impact of open banking and fintech investments. In this video, she will cover the other three key trends: Robo-advisory, entry of big tech firms and ESG investing.

In the previous video, Elisabeth provided an introduction to two key trends disrupting the WM industry and covered the impact of open banking and fintech investments. In this video, she will cover the other three key trends: Robo-advisory, entry of big tech firms and ESG investing.

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Disruptive Trends in Wealth Management II

8 mins 37 secs

Key learning objectives:

  • Understand how robo-advisory is impacting the WM industry

  • Understand how the entry of big tech firms would affect the WM industry

  • Understand the rising significance of ESG investing in the WM industry

Overview:

The disruptive trends such as robo-advisory and entry of big tech firms are primarily due to the increasing digitisation of the industry. There are also disruptions in the WM industry as a result of changing investor preferences. The most significant trend is the rapid increase of ESG investing from modern investors.

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Summary

What is robo-advisory and how is it disrupting the WM industry?

Robo-advisory is essentially automated wealth advice that is provided to clients without any human input. It is attractive to clients because the lack of human interaction means lower fees and lower minimum investments. As a result of robo-advisory, clients can now be much more involved in their investment process and also helps firms be more efficient and appropriate with their selection of investment for each client. It also helps automate and speed up processes. It is crucial for traditional managers to understand and incorporate this into their offerings. 

How can the entry of big tech firms entering the wealth management sector disrupt the WM landscape?

Customers are recognising the lack of personalised interaction and information from incumbents in the WM industry. Big tech firms on the other hand have vast volumes of customer data and this can help in personalisation, or “hyper-personalisation”. Big tech firms can use this advantage to weaken the position of incumbents in the market. These tech companies may integrate financial services into their existing offerings, taking advantage of their highly engaged customer base

How is ESG investing disrupting the WM industry?

The ever-increasing spotlight on sustainability and climate change will continue to alter the landscape of wealth management. Modern investors are keen to respond in a socially conscious manner. Hence, this era of disruption can lead to significant opportunities for global wealth managers. Investors are now insisting on ESG integration.

What is ubiquitous investing?

Ubiquitous investing involves of increased personalisation through digital touch points, products and services. Customers can access their investments at any time, anywhere. This is like a ‘relationship-first’ approach as opposed to a ‘revenue-first’ approach. Traditional wealth management firms would need to start enabling and incorporating technology to empower their advisors such that they are able to not only access this data and wealth of information but are able to strengthen their client relationships.  

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Elisabeth Dana

Elisabeth Dana

After working in banking in Paris for several years, Elisabeth joined Barclays Corporate in London in early 2008 before joining Barclays Wealth to look after High Net Worth clients and their families. She has focused on wealth management ever since, founding Infinity Circle in 2018. Elisabeth is a dual British and French national who speaks four languages. Finally, Elisabeth has a Masters in Political Science and Journalism from the University of Brussels and an MBA from the University of Chicago

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