How to successfully build and launch a winning investment hybrid advice proposition

The hybrid advice model is experiencing a surge in popularity, particularly among younger customers, highlighting a clear customer need. This new model is prompting many direct-to-consumer (D2C) investment platforms to consider whether they should offer financial advice to their customers. Our experts reveal five noteworthy factors for success in building a hybrid advice proposition. 

At Simon Kucher we regularly conduct research into the needs of consumers with respect to investments and wealth management. We see a clear emerging trend amongst customers desiring hybrid (a combination of digital and in-person) investment advice. For example: 

• A recent study in the DACH region revealed that nearly half of customers requiring advice expressed a desire for more hybrid advice models.  
• A recent study in the UK showed that around 40% of customers requiring advice would prefer to use a hybrid advice model over digital-only or…