Simon will present during the session; ‘The developments of robo-investing’ which will examine how far digital and hybrid financial advice has evolved over recent years. The session will also explore what a true digital and hybrid platform looks like, the value it can offer clients and how a hybrid platform can help to make financial advice more accessible.
The session will be chaired by Julian Birkinshaw, Professor of Strategy and Entrepreneurship; Institute of Entrepreneurship and Private Capital, London Business School, and will also include presentations from Joe Parkin, Head of Banks and Digital Channels (UK), Black Rock and Philip Kurtenback, Global Head of Wealth Structured Products, HSBC.
The Global Wealth Tech Summit 2021 will be a hybrid event with a virtual platform and state-of-the-art venue at St. Pauls’ in central London. The event will feature speakers from a broad range of financial institutions including Schroders, HSBC, Black Rock and St. James's Place.
Commenting on his invitation to speak at the event, Simon Binney said:
“The Global Wealth Tech Summit is the flagship event for wealth and financial adviser technology. I’m looking forward to providing an insight into how ‘robo-advice’ has evolved into a hybrid advice model, which removes the ‘heavy lifting’ from the advice process and gives advisers more time to focus on their clients' goals and aspirations”.
To register for the Global Wealth Tech Summit please visit: https://fintech.global/globalwealthtechsummit/register/
If you'd like more information on digital and hybrid advice, please email email@example.com
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