PWM Wealth Tech Summit 2022 – The Future of Wealth Management in a Digitalised World: Navigating the
As demographics, wealth and ‘traditional’ clients shift, building an engaging and scalable digital investment management journey is paramount. The changing nature of private banks means that the industry must innovate to stay relevant and respond to global macro trends and movements accordingly. By rewriting the investment playbook with high quality data integration, taming complexities with automation and providing for the emerging affluent or underserved client segments with smart innovation, the wealth management ecosystem is reshaping how businesses are run and returns are generated.
Are wealth managers sufficiently prepared to serve the changing needs of their clients in a changing and disruptive environment? How far are digital wealth managers and wealthtech disrupting the space as we know it? What does the wealth manager of the future look like and what do they need to be successful?