Dec 01, 2017

This 118-page report provides banks, wealth managers, fund managers and robo-advisors with the data and analysis they need to make the right decisions on how to best serve affluent and high-net-worth individuals via online investment platforms.

The data-driven report explores investors’ attitudes towards specific features of online investment platforms and the level of openness towards robo usage and digital advice in general. The key findings for each country are presented in the report and assessed for their impact on wealth managers targeting the affluent and high-net-worth segments in these five markets. In addition, a gap analysis of investors’ expectations and what robos offer today provides insights into the areas where robo-advisors have to improve.

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