Robo-advice: revolutionising the investment landscape

Robo-advice: revolutionising the investment landscape

Despite the obscure buzzword, robo-advice is revolutionising the investment landscape and has implications for firms of all sizes.

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While robo-advice may conjure up images of androids and fantasy landscapes, in the wealth management sector it has come to mean automated, algorithm-based portfolio management services. This is nothing new, except the wider public can now use these groundbreaking tools for the very first time – and they’re very game.

In this article, KPMG’s Matt Thomas and Andy Masters discuss the challenges for financial services in adapting to this new market milieu, the possible threats and fears surrounding it, and the way in which human and machine can work together in harmony.

Lowering barriers to entry

  • The growth of robo-advice lowers the wealth management sector’s barriers to entry, allowing more businesses to break into the industry and create a highly competitive, innovative market.
  • Dedicated robo-advice firms are growing in number and size and failure to act now means competitors will seize the opportunity instead. 

Banking by robots

  • A KPMG survey recently conducted found that 80 percent of retail bank clients aged between 18–34 are “very likely or somewhat likely” to consider use robo-advisers if their bank offers them.

Trillions of robo-assets

  • Estimates of how much the assets managed by robo-advisers will multiply over the next decade vary, but are always high, ranging from hundreds of billions to a few trillion.

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KPMG’s new-look website

KPMG’s new-look website