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Hybrid Robo-Advisors for Wealth Management and Banking Report 2016

Hybrid Robos: how combining human and automated wealth advice delivers superior results and gains market share

Feb. 09, 2016


This rigorous and detailed report tells you all you need to know for assessing this new stage in the evolution of robo-advisors, the strengths and weaknesses and lessons to be learned from of a selection of existing hybrid robo-advisor innovators and the implications for conventional wealth managers. This report makes a deep analysis of what constitutes ‘hybrid robo’ and draws out the important characteristics of this developing field. This is complemented by the MyPrivateBanking’s market projections exercise and together both give readers a clear idea of the scale of change that is underway.

                                   >>> Click here for Summary and Table of Contents

In addition, in order to illustrate different types of hybrid robo solutions, five case studies of hybrid robo innovators are included that provide insights into different ‘pathways’ to hybrid solutions. The report’s recommendations chapter provides five outline strategic goals for hybrid solutions together with a larger number of detailed considerations for wealth managers preparing to implement a hybrid strategy.

For the report, the MyPrivateBanking analyst team covering the robo-advisor development from its beginnings (see previous reports here) has further researched the leading trends (and providers) and engaged in discussions with service and technology providers as well as industry experts and wealth managers.

The report gives wealth managers, robo-advisors, banks, IT-vendors and consultants answers to the following questions:

  • What constitutes a ‘hybrid robo’ and which are the most important characteristics? What are the different ‘pathways’ to hybrid solutions?

  • What is the status of the robo-advisor market (full robo-advisors and hybrid robo-advisors) and how will it develop over the next 10 years?

  • How will the growth of the Hybrid robo-advisor be differentiated by the retail and affluent wealth segments and the HNWI/UHNWI segments.

  • What are the learning points for wealth management from the hybrid solutons of five different institutions?“

  • Which features and functions should hybrid robo-advisor solutions have to satisfy the needs of clients? 

  • What are the implications of the hybrid robo-advisor model to traditional wealth managers? How can they counter the threats? How can they benefit?

Main Content

  •  Institutional players entering the robo-advisors markets and analysis of their offerings

  • Hybrid Robo-Advisor and pure play robo-advisor market size and growth globally, including a breakdown between North America and the rest of the world

  • Hybrid Robo-Advisor market size and growth split between the retail and affluent wealth segments and the HNWI/UHNWI segments.

  • Five detailed case studies of hybrid robo solutions incl. Schwab Institutional Intelligent Portfolios, Investec and Jemstep, and Hedgeable

  • Recommendations on elements of human interaction that can enhance robo-advisors so as to win more clients 

  • 20 recommendations for conventional wealth managers (for all wealth segments) to benefit from the opportunities that hybrid robo-advisors present



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