WealthTech UnWrapped

80. Wealth Management, what's wrong with it? with Scott Treloar


Listen Later

This week, on WealthTech Unwrapped, Ned and Scott Treloar, Chief Investment Officer at Noviscient, discuss what is wrong with wealth management today and how it could be made better in the future through technological advancements.

Key Takeaways:
1) In investment management, the customer is considered a resource however, we should change this mindset and create an orientation where customers are central. This could be achievable thanks to the availability of WealthTech and digital-first firms.

2) Hedge fund firms and managers are stuck with frictional costs due to outdated processes. The best way to improve this could also be to adopt a digital approach.

Tune in as they discuss elaborate on a digital first model  and how it could free the wealth management industry of its common pain points, keeping it up to speed for firms and investors of the future.

...more
View all episodesView all episodes
Download on the App Store

WealthTech UnWrappedBy Ned Phillips