The future of wealth management is human... and technological – interview with Serge Fehr
Serge Fehr
Head of the Swiss Domestic Region for Private Clients
key takeaways.
- Artificial intelligence is transforming wealth management by optimising portfolios, enhancing analytical capabilities and automating numerous processes
- Technological tools have become an expected part of the client experience, but on their own they no longer represent a sustainable competitive advantage
- Trust-based relationships and personalised guidance remain essential to addressing the growing complexity of wealth situations
- Holistic wealth management helps align investments with life goals, financial security needs and wealth transfer objectives
- The future of wealth management will be hybrid, combining the power of technology with human judgement and experience.
Artificial intelligence is transforming wealth management, but trust, attentive listening, and human expertise remain the true drivers of high-quality wealth advisory services.
Relationships built on trust, a sustainable competitive advantage
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