Introduction to Robo Advisors

Introduction to Robo Advisors

Adam French

Co-founder: robo-advisory firm Scalable Capital

Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.

Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.

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Introduction to Robo Advisors

13 mins 15 secs

Overview

Robo advisors offer retail investors access to technology-enabled discretionary portfolio management and investment advice in a convenient, low-cost, transparent and emotion-free manner tailored to each client’s risk preferences. The industry has grown on the back of a confluence of technology developments, the rise of passive investing, regulatory changes, and the high costs and opaqueness of traditional advice.

Key learning objectives:

  • Define robo advisors and the origins of robo advice

  • Identify the reasons for using a robo advisor

  • Define WealthTech and its future drivers

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Expert
Adam French

Adam French

Adam French has spent the last twelve years working in the financial markets. His career started at Goldman Sachs where he was working in both the equities and commodities trading divisions. After spending seven years there, he left to co-found a business called Scalable Capital.

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