🇬🇧 Stay ahead of the markets with Swissquote · Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

Is finance becoming too digital for its own good? | Unlocked

March 5, 2026·43 min·3 clips

Manon Duez says your strongest asset isn't in the market—it's you, and you should invest in yourself first.

Before markets, invest in yourself. The early advice is practical and a little old school: learn the basics, get internships, try the work, and use that experience to choose carefully in a competitive finance industry. That mood carries into the rest of the conversation. Manon Duez is introduced as an investment professional and CFA charterholder, with a career built around discipline, curiosity, and adaptability. Then the host moves the talk toward AI. How is it changing research and trading? What does it do to society around finance? Duez keeps the answer measured. She brings up a Zurich conference where economists, portfolio managers, trading-floor roles, and technology work all looked exposed to change. But she does not treat AI as a reason to panic. It is more like a force multiplier, something that can make parts of finance faster while leaving human capital in the room. Wealth management is the clearest example. In Geneva, technology could take some of the load off bankers and portfolio managers: money management, investment oversight, consolidation, and bank orders. That sounds dry, but the point is human. If those hours come back, advisors can spend more time on trust, reassurance, and the emotional side of money. Robo-advice gets a fair hearing too. Duez cites Vanguard data saying many people who have used robot advisors, about 85 to 88 percent, would rather return to human guidance, while people with human advisors show strong willingness to stay there. So the episode lands in a fairly grounded place. Digital tools can scale the work and clear time, but people still want confidence and long term relationships. The closing risk warning is blunt: CFDs, digital assets, cryptocurrencies, volatility, regulation, fraud, cyber attacks, identity theft, and phishing are all part of the terrain.

As heard by us

A grounded look at AI's role in finance and why human advice still matters.

This episode takes a clear look at how modern finance is shifting and why human judgment still has a place. The discussion with Manon Duez, an investment professional and CFA charter holder, ties career advice to the broader changes AI is bringing to research, trading, and…

Read the full review in PlayNext →

Why you'd press play

You want a measured take on AI in finance and why human advice still matters.

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from 🇬🇧 Stay ahead of the markets with Swissquote