With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While ultra-high net worth individuals (UHNWIs) demand high-touch services that only a human can provide, their advisors can learn much from the factors making WaaS popular among investors with less sophisticated needs. Here we explore the world of mass affluent WaaS and highlight key takeaways for UHNWI advisors aiming to level up their client experience.
