How can wealth and asset managers bring the experience provided by fintechs and big tech that investors have come to expect? Are they moving fast enough to garner favorability with the new generation of investors, which are expected to inherit an estimated at US$68 trillion over the next decade?
Topics covered
- What’s driving the shift toward hybrid advisory models in European wealth management?
- Are organizations moving fast enough to keep pace with the tech-driven innovation in the financial sector and the opportunities it offers?
- What operating model changes are required to modernize legacy private banking infrastructure?
- How can firms deliver differentiated experiences to digital-native HNW clients without losing personal touch?
- What is the real ROI of AI in portfolio management?
- How are European wealth managers navigating ESG complexity when building advisory offerings across jurisdictions?
Meet the speakers
Noah Krähenmann
Global Managing Director, Wealth Management, Temenos
Mathieu Charles
VP, Customer Strategy, Temenos
Teresa Connors
Contributing Editor, Finextra | Moderator
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