Dunn: Personal relationships in wealth management will never disappear to AI
Brendan Holt Dunn · Our Family's Money Goes In First - Here's Why That Changes Everything · Jun 27, 2023 · at 34:16
Brendan Holt Dunn, CEO of multi-family office Holden, explains why AI and algorithmic systems will not eliminate the human relationship component of generational wealth management.
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“Maybe there's an allocation that you have to a computer generated quant fund. I can always see that working, but in terms of having that personal relationship, I don't think that's ever going to disappear.”
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