Even before the pandemic started, wealth management was already undergoing massive shifts in the way clients and advisors interact, operate, and wish to manage their wealth.
From Robo-advisory to rising wealth amongst the youth, to rising expectations from clients and advisors on their experiences, it is safe to say that wealth management, a high-touch personal service, will have to embrace technologies and digital channels. Every client is different, and every wealthy client requires personalised, interactive, and engaged advisors.
If you want to know:
Download this exclusive webinar on wealth management and discover how investment advice is currently positioned and what awaits around the corner - for businesses and their clients.
Ayesha Abbas, General Manager - Affluent, Head of Priority & Premium Banking and Branch Network, Standard Chartered Bank
Anthony Jaganathan, Head of Operations, Middle Office & Service for Wealth Management, Emirates NBD
Mufazzal Kajiji, Head of Mashreq Gold and Executive Vice President, Mashreq Bank
Lukas Mician, Head of Investment Products & Digital, UniCredit CEE Private Banking
Dominik Łyżwa, Senior Business Consultant, Comarch