Transforming
Wealth Management
Balancing High Touch & High Tech
Understanding what clients want in the fast-evolving wealth management market
Wealth management in Singapore is being transformed by new expectations and innovative digital technologies. Behaviors are evolving fast in terms of how clients generate investment ideas, preferred wealth management models and communication channels, and confidence in AI-enabled wealth management.
500
Our survey of
US$ 100,000
3 key findings
with investable assets of over
examines these and other key issues.
0
%
I manage it myself
Who/What do you use to manage your wealth?
Wealth manager/financial advisor
0
%
Occasional professional advice
0
%
Robo-advisor
0
%
Family members manage it
0
%
Family office
0
%
Increasing use of digital channels for
wealth management (last 2 years)
Comfort with
AI-guided wealth management decisions
0
0
0
0
0
%
%
%
%
%
Extremely comfortable
Comfortable
Neutral or Indifferent
Slightly uncomfortable
Extremely
uncomfortable
Spark your own discussion
on High Touch/High Tech
Let our experts take you through the key findings and their implications using tailored views of our survey data.
Our survey shows where change is coming to the Singapore wealth management industry
– wealth managers will need to innovate to remain relevant.
Hayley Haupt,
Partner and APAC Wealth Management Lead at Capco
Gain insights into:
Satisfaction levels with current providers, switching sentiment, barriers to accessing wealth management and more.
Attitudes to AI-guided wealth management
Use of digital channels:
robo-advisory, social media, self-service, etc.
Fast-evolving attitudes to wealth management – spotlight on investors aged under 35
Singapore survey
Download the report
Singaporeans
What do you use to
manage your wealth?
Increasing use of digital channels for wealth management (last 2 years)
Comfort with AI-guided
wealth management decisions
Not at all
4%
Not,
significantly
12%
Yes, significantly
33%
Yes, to some extent
52%
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%
Extremely
uncomfortable
0
%
Slightly uncomfortable
0
%
Neutral or Indifferent
0
%
Comfortable
0
%
Extremely comfortable
0
Comfort with AI-guided wealth management decisions
Family members manage it
0
%
Robo-advisor
0
%
Occasional professional advice
0
%
Wealth manager/financial advisor
0
%
I manage it myself
0
%
Who/What 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)
Family office
0
%
Not, significantly
12%
Not at all
4%
Yes, significantly
33%
Yes, to some extent
52%
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