Sentences with phrase «human wealth managers»
Human wealth managers have been using automated portfolio allocation software since the early 2000s.
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Servicing the retail market with high - tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano
On the other hand, the front office is an area where Sutton believed that human interaction is necessary as finance is an industry that is very relationship centric as people leverage financial advisors and wealth managers to provide customised advice.
George Soros, the hedge fund manager and Democratic donor, has moved the bulk of his wealth to Open Society Foundations, which promotes democracy and human rights around the world.