Can fintech revolutionise the provision of advice in Asia? Morningstar Institutional Conference practitioners’ panel recap

The proliferation of fintech could reinvent the traditional wealth management model and revolutionise the way it is provided to consumers in Asia

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The proliferation of fintech could reinvent the traditional wealth management model and revolutionise the way it is provided to consumers in Asia.  Stewart Aldcroft, Chairman, CitiTrust; Charles Wong, Co-Founder and CEO, Privé Financial; and Michael Haupt, Chief Operating Officer, Vontobel Wealth Management; offered their perspectives on whether fintech is friend or foe when it comes to providing advice and what they think the future holds for client engagement in Asia.

The panel moderator, Anthony Serhan, Morningstar’s managing director of research strategy for Asia Pacific wrapped up the discussion in the following video.

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