Roboadvisory: a perfect storm in wealth advisory services

In 2007, Warren Buffett made a million USD bet that an index fund would outperform a collection of hedge funds over the course of 10 years. In 2017 he won that bet.

In this Master Class, we will explore how the combination of Fintech and index investing has resulted in a perfect storm for the wealth advisory industry worldwide, making low cost and optimal investments portfolios available to any investor, regardless of the volume of their financial assets and level of sophistication. It will also allow for a better customization of portfolios, responding optimally to each individual investor’s needs and preferences, fostering massive growth of Social Impact or conscious investing.

This transition does not come without dilemmas: should a private company define and control those indexes? ETFs being a scale business, should only a couple of private companies control that massive global market?

Adjunct Professor Pablo Soler Bach will be tackling these questions during an engaging webinar. He is teaching at IE Business School and he is a Guest Lecturer at Universidad Autónoma de Madrid and at Università di Trento, lecturing on Finance, Innovation and Social Impact Investment.

Fintech and Proptech entrepreneur and Business Angel and Advisor to corporations and startups on strategy and digitalisation, with wide international business experience. Former BCG consultant.

Social Impact Investment, Stakeholder Capitalism and UBI (Universal Basic Income) advocate.