If a firm categorises itself as a robo-adviser, we believe the firm should give personal financial advice. That is, if a firm that identifies itself as a robo-adviser cannot provide personal financial advice, then our view is that it cannot be termed a robo-adviser.
If you are an expert in investing, have the time needed to conduct regular research, and have the discipline to adhere to an investing methodology objectively, you can do your own investing.
Given the nature of our business at QuietGrowth, our team members socialise in public places across geographies with wealthy people very frequently at a personal level.
