JN_5744_APAC_WAM_Survey_Ceros

Transforming Wealth Management

Balancing High Touch & High Tech

Exploring client preferences as wealth management models evolve

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Hong Kong’s wealth management industry is searching for the right balance between maintaining the personal touch and leveraging new digital technologies to meet client preferences, rationalize costs and reach a wider audience. Attitudes and behaviors are changing as clients embrace new wealth management models and gain comfort with innovative tools including AI-guided decisions around wealth.

500

Our survey of

US$ 100,000

3 key findings

with investable assets of over

examines these and other key issues.

Self-serve via internet

Which channels do you use to manage your wealth?

Self-serve via mobile app

Online chat with wealth manager/advisor

Face-to-face with wealth manager/advisor

Telephone/video call with wealth manager/advisor

Increasing use of digital channels for wealth management (last 2 years)

Comfort with AI-guided wealth management decisions

Extremely comfortable

Comfortable

Neutral or Indifferent

Slightly uncomfortable

Extremely uncomfortable

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Gain new insights around High Touch/High Tech

Let our experts take you through the key findings and their implications using tailored views of our survey data, including wealth segmentation.

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.

Hayley Haupt, Partner and APAC Wealth Management Lead at Capco

Additional perspectives The report compares selected Hong Kong findings with data from a supplementary poll of 1,000 mainland China respondents. Examples include:

Adoption of robo-advisory services

Attitudes to AI

How respondents manage their wealth

Hong kong survey

Download the report

Hong Kong respondents

Proliferation of communication channels

Increasing use of digital channels for wealth management (last 2 years)

Comfort with AI-guided wealth management decisions

Not at all

Not significantly

Yes, significantly

47%

Yes, to some extent

46%

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Download the report

Increasing use of digital channels for wealth management (last 2 years)

Comfort with AI-guided wealth management decisions