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Hong kong survey
Transforming
Wealth Management
Balancing High Touch & High Tech
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
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Our survey of
500
Hong Kong respondents
with investable assets of over
US$ 100,000
examines these and other key issues.
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46%
Yes, to some
extent
Not significantly
6%
1%
Not at all
47%
Yes, significantly
Increasing use of digital channels for wealth management (last 2 years)
%
0
Face-to-face with wealth manager/advisor
%
0
Telephone/video call with wealth manager/advisor
%
0
Online chat with wealth manager/advisor
%
0
Self-serve via internet
%
0
Self-serve via mobile app
Which channels do you use to manage your wealth?
Comfort with AI-guided wealth management decisions
Slightly uncomfortable
0
Comfortable
0
0
Extremely
uncomfortable
0
Extremely comfortable
0
Neutral or Indifferent
%
%
%
%
%
Increasing use of digital channels for wealth management (last 2 years)
3 key findings
Proliferation of communication channels
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Comfort with AI-guided
wealth management decisions
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Additional perspectives
The report compares selected Hong Kong findings with data from a supplementary poll of 1,000 mainland China respondents. Examples include:
Attitudes to AI
Adoption of robo-advisory services
How respondents manage their wealth
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Gain new insights around High Touch/High Tech
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.
Book your session now
Hayley Haupt,
Partner and APAC Wealth Management Lead at Capco