AGENDA

The Next Step in Your Transformation Journey

0940 - 1020
2. Transformation Theatre

2030 Wealth Management: What Does the Future Look Like?

- What do today’s customers expect and how are those expectations changing?
- How will competition between new digital-first firms and established incumbents develop?
- What impact is the new generation of investors having on the wealth and asset management landscape?
- Full automation vs personable relationship driven approaches: What should we expect by 2030?
- What are the key trends and predictions for wealth and asset management over the next 5-10 years?

Speakers

Marc_Kahn
Investec
MARC KAHN
Chief Strategy Officer
Investec
DUNCAN JAMIESON
Chief Operating Officer UK
Julius Baer International Ltd.
MAX CLARKE
Chief Transformation Officer
Schroders Personal Wealth
Marie_Dzanis
Northern_Trust
MARIE DZANIS
Chief Executive Officer
Northern Trust Global Investments
EY
ROOPALEE DAVE
Partner - Wealth and Asset Management
EY

Videos