Description
This forum gathers leading thinkers from finance, technology, and regulation to examine how the wealth management industry is evolving. It explores structural changes driven by generational shifts, digital adoption, regulatory developments, and the growing importance of personalised investment approaches. Discussions cover how advisory models are adapting for both high net worth and mass affluent clients, the integration of tools such as generative AI and machine learning, and trends in areas like direct indexing, ESG integration, and alternative assets. Attendees hear perspectives from experts behind a major industry report and engage in candid dialogue about the strategic challenges and opportunities facing advisors, investors, and technologists as client expectations and market dynamics shift.
Categories
Distribution: in-person
Talk language: English