Press Releases from JAR Capital (2 total)
Francis Menassa, JAR Capital: Wealth 2.0 - will technology overhaul the wealth m …
No industry is immune to disruption and technology has already had a large impact on the wealth management industry. This is quite clear from the rapid growth of ‘robo-advisers’ in recent years, as well as the rise of new digital communication channels that now play an important role within the industry.
However, within wealth management, technology is unlikely to replace humans completely as trust is paramount. Ultimately, wealth management is…
Francis Menassa, JAR Capital: Wealth 2.0: the future of wealth management
No sector is immune to disruption and innovation has already started to reshape wealth management amid the growth of robo-advisers and new digital communication channels. However, in an industry where clients require a tailored and flexible approach, technology is complementary to wealth managers’ activity but cannot replace them since no algorithm is more powerful than trust. Wealth management remains foremost a people business.
I. Millennials and the Great Wealth Transfer
In…
