Fund manager interview series

Robo-adviser service with human touch

In the latest in our series on fund managers and market experts, Mr Charlie O'Flaherty, partner and head of digital strategy at Crossbridge, explains the appeal and suitability of robo-advisory services. Singapore-based Mr O'Flaherty started as a trader on Wall Street at Cantor Fitzgerald. He formerly ran HSBC Securities in Hong Kong, was co-head of private investor products for ABN Amro, and has also been a tech investor. Crossbridge manages about US$3 billion for high-net-worth clients globally.

Crossbridge's Mr Charlie O'Flaherty says his company operates a hybrid robo-adviser model, so "there is a human on the other end of the line if at any point you decide you want to talk to somebody about your investments".
Crossbridge's Mr Charlie O'Flaherty says his company operates a hybrid robo-adviser model, so "there is a human on the other end of the line if at any point you decide you want to talk to somebody about your investments".PHOTO: AZIZ HUSSIN FOR THE SUNDAY TIMES

Q What is a robo-adviser and why are they so popular now?

A We don't usually refer to ourselves as robo-advisers because there's still a very human element in what we do.

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A version of this article appeared in the print edition of The Sunday Times on April 29, 2018, with the headline 'Robo-adviser service with human touch'. Print Edition | Subscribe