Archives: Agenda
Next-Generation Intelligent Advice
How to Find the Perfect Balance Between Human-Driven vs AI-Led Client Interactions
Fireside chat: Adapting to Shifting Realities in Wealth Management
Networking Break and Refreshments
Closing Keynote Panel: How Are Swiss Private Banks Evolving Their Investment Strategies to Best Serve Future Investors?
Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services
Session 2: Building Your Alternative Asset Management Investment Strategy
Registration
Session 3: How Can Cutting-Edge Technologies Revolutionise the Client Relationship?
Winning the Next Generation of Wealth Holders: The Opportunity of a Lifetime
- How rapidly is the digital client experience and onboarding engagements growing?
- To what extent has technology enabled advancements in portfolio diversity and product execution?
- Have banks been able to successfully personalize products to optimize product innovation?