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Taras Rybak
Sociolinguist | Admissions Counselor
Taras Rybak is an investment management professional focused on promoting asset allocation-based investing and systematic investment solutions with a focus on strategic asset allocation, factor investing, and tail risk hedging. With a proven track record in origination and execution of investments in developed and emerging markets, Taras maintains strong relationships at a senior level in the UK, Europe, Russia & CIS, and China. He works closely with private banks, wealth managers, and family offices, helping them deliver long-term investment returns to their clients while protecting the downside. Taras is particularly interested in how technology is shaping the future of wealth and asset management and frequently speaks at finance and technology conferences.
In addition to his professional pursuits, Taras is a long-time boxer, having competed professionally for over seven years, and still gets in the ring on a regular basis. He also advocates for a plant-based diet and has trained for cold exposure using the Wim Hof Method. Taras is a firm believer in doing meaningful work and fostering meaningful relationships, always happy to connect with industry professionals and like-minded people to make a positive impact.
Highlights
HSBC looks to double UK wealth business as banks target 'mass affluent' 👇
"For the mass affluent market, banks are pursuing a hybrid model of digital technology combined with advisers... banks are able to offer better services, and younger clients especially are more willing to use them".
A hybrid model is the future, especially in this client segment.
If you are a financial adviser looking to add digital proposition to your existing business, check out the JustFA - More than a platform
#financialplanning #financialadvice #hybridadvice #investmentplatform Debbie Dry John Driscoll Alexandra (Sasha) Ilinskaia Taras Rybak
Technology is reshaping the financial advice industry:
𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: Automating routine tasks allows advisors to focus on higher-priority activities.
𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Offering digital services can help reach geographically dispersed beneficiaries.
𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Tools like AI can enhance productivity by automating follow-up tasks and generating meeting notes.
Embracing technology is essential for modern financial advisory practices.
Source: Kings Court Trust Ltd
#FinTech #Automation #AI #FinancialAdvice Debbie Dry Norman MacLeod John Driscoll Alexandra (Sasha) Ilinskaia JustFA - More than a platform
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