Panel V: Bespoke 2.0: how tech is expanding the scope of the wealth industry

Private banking and wealth management might sometimes look like the last hold-out against fintech disruption. But experts say talk of competition between technology and the human touch is misplaced: the opportunities for partnership are vast.

More than perhaps any other part of financial services, private banking and wealth management has always been a people business. At its heart are trusted relationships between client and adviser that frequently stretch far beyond the performance of a portfolio.

But just as with any other part of financial services in 2020, the pursuit of improved service and efficiency is paramount.

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