Disruption in Traditional Wealth & Discretionary Management

AIM Summit Webinar Series

30 March 2021

Speakers: Michele Ferrario, Frederic de Melker and Mehdi Fichtali

Michele Ferrario, Co-founder & CEO of StashAway StashAway, Frederic de Melker, Managing Director - Personal Banking at RAKBANK and Mehdi Fichtali, Founder & CEO of Finamaze discuss:

• How is the exponential growth in individual use of online trading & execution-only services affecting traditional wealth & discretionary management?
• What is the future of discretionary managers with the abundance of AI technology & Robo / online platforms?
• Where do fees go for managing individual portfolios given the lower brokerage fees and availability of low-cost passive ETFs & smart-beta funds?
• Do we see a continuation of AUM going to passive strategies this year or is it time for active managers to outperform?
• Why has there been an unprecedented demand for DIY trading & wealth products in the past 15 months?
• Can individuals generate better returns using online trading vs using a wealth manager?
• Is the future advisory model Robo, Hybrid or Human?