Why personalization will be the biggest differentiator in wealth management

Interview with Pablo Méndez, LarrainVial

Date:

Photo courtesyPablo Méndez, Chief Investment Strategist at LarrainVial

Author: Emilio Veiga Gil

FlexFunds and Funds Society highlight the perspectives of industry leaders on the main challenges and outlooks in asset management across Latam, Spain, and US Offshore, as part of their “Key Trends Watch” initiative

Pablo Méndez, Chief Investment Strategist at LarrainVial, emphasizes that the key lies in designing customized strategies that address clients’ real objectives—beyond products or market trends

The financial advisor must take on a more strategic role, where technology supports—but does not replace—the human ability to interpret and decide based on client goals