Ian Cadby: Robots don't care about your clients' portfolios

Diversification, asset allocation and time are vital initial considerations for any digital wealth manager building a risk-profiled model portfolio. With numerous global macroeconomic events leading to heightened market volatility, however, it is no longer enough to leave a client's money at the mercy of the markets once a portfolio has been invested. Robots are only as good as the inputs that inform them. As such, it is vital to combine advanced algorithms with the collective knowledge of a highly-experienced investment team to embed risk management into every stage of the investment pr...