Nick Middleton | Co-Head at UBS SmartWealth
U.B.S. Wealth Management

Nick Middleton, Co-Head at UBS SmartWealth, U.B.S. Wealth Management

Appearances:



Wealth 2.0 day 1 @ 09:30

Lessons on disruption from an incumbent: how a focus on client needs, rather than new competitors, led us to UBS SmartWealth

  • The impact of robo-advice on the wealth management industry: An opportunity and a challenge
  • The evolution of UBS SmartWealth: How did UBS incorporate UBS SmartWealth into their business strategy
  • How technology can be used to improve client service, and where the human touch should still prevail
  • The role of robo-advice in wealth management: growing the addressable market and meeting the expectations of younger generations

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