emerging
Hybrid Advisory Models
Wealthy families are increasingly adopting hybrid advisory models, combining personalized interactions with digital tools for a more tailored and convenient experience.
Timeframe
near-term
Categories
Subcategories
Impact areas
Detailed Analysis
The demand for hybrid advisory models is growing, as wealthy families seek to combine the benefits of personal advisors with the flexibility and efficiency of digital tools. While personal interactions remain highly valued, clients are embracing digital channels for enhanced control and convenience. "While clients continue to value personal interactions, we are witnessing a steady evolution in digital engagement."
Context Signals
85% of respondents prefer a hybrid advisory model (PwC Wealth Management Insights Survey)
Increased use of digital banking and financial apps
Demand for personalized and convenient financial advice
Edge
AI-powered personalized financial planning tools will become mainstream.
Increased adoption of virtual reality and augmented reality for client engagement.
Development of hybrid advisory models tailored to specific client segments.
