Speaking to FT Adviser, Jonathan Webster-Smith, Chief Investment Officer at Bowmore Asset Management, shared his observations on how the way clients engage with their wealth manager is beginning to change, with artificial intelligence playing a growing role in how they prepare for conversations about their portfolios.
Technology has given clients access to more information than ever before, yet Jonathan suggests that what people fundamentally want from a wealth manager remains unchanged.
Jonathan Webster-Smith said, “I think clients are entering a portfolio valuation into AI and asking it to come up with questions to ask me. It can feel like a bit of an interrogation, but we put ourselves out there, and I’m happy to answer the questions.”
In an age of increasing automation, the value of genuine personal service may matter more than ever.
Jonathan added, “They want to be treated as individuals rather than just a number.”
FT Adviser: How one wealth manager’s clients now use AI to interact with the firm
Bowmore Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.
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