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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
%
Which channels do you use to manage your wealth?
Not significantly
6%
Not at all
1%
Yes, significantly
47%
Yes, to some
extent
46%
Increasing use of digital channels for wealth management (last 2 years)
examines these and other key issues.
US$ 100,000
with investable assets of over
Hong Kong respondents
Our survey of
Download the report
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.
Exploring client preferences as wealth management models evolve
Balancing High Touch & High Tech
Transforming
Hong kong survey
3 key findings
500
Additional perspectives