Book your session now
Hayley Haupt,
Our Hong Kong survey reveals a marked shift towards using digital channels to manage wealth. Delivering integrated hybrid models and seamless digital experiences will be critical – and challenging.
Let our experts take you through the key findings and their implications using tailored views of our survey data, including wealth segmentation.
Gain new insights around High Touch/High Tech
Adoption of robo-advisory services
Attitudes to AI
How respondents manage their wealth
Download the report
Comfort with AI-guided
Proliferation of communication channels
Increasing use of digital channels for wealth management (last 2 years)
Comfort with AI-guided wealth management decisions
%
Extremely
0
%
Slightly uncomfortable
0
%
Neutral or Indifferent
0
%
Comfortable
0
%
Extremely comfortable
0
Telephone/video call with wealth manager/advisor
0
%
Face-to-face with wealth manager/advisor
0
%
Online chat with wealth manager/advisor
0
%
Self-serve via mobile app
0
%
Self-serve via internet
0
%
Not significantly
6%
Not at all
1%
Yes, significantly
47%
Yes, to some
extent
46%
Hong Kong respondents
Exploring client preferences as wealth management models evolve
Balancing High Touch & High Tech
Transforming
Hong kong survey
3 key findings
500
Additional perspectives