Archives: Agenda

• Understanding the demographics of wealth transfer we expect to see in the UK
• Digging into the challenges advisers face around intergenerational wealth
• Discuss how wealth management firms can begin to prepare for the future

• In what way can the millennial influence inspire wealth managers to alter their communication strategies and risk management?
•  Will hiring younger wealth managers aid in bridging the advice gap and simplifying communication with junior clients?
•  Leveraging youthful talent and expertise to lead the path in the digital transformation and development

• Organisational design in wealth management
• Vision-to-Action Framework Strategic Planning, recognition and rewards
• Scientific aligning of Business Process to KPIs and Targets
• Performance Scorecards and bonuses
• Policy Management for certainty
• Meeting management – the key to production

• How do you manage the advice guidance boundary in your business?
• Navigating policies to better forecast admist political risks and inflection points
• Mapping macroprudential measures to protect and become resilient

• Building real connectedness through communication with your clients
• How are you messaging to match client behaviour and communication in a new digital era?
• How are we minizimg the advice gap?
• Social media analytics: an insight to the trends of consumer behaviour with next gen?

• Focusing on milestone-based planning
• Sophisticated offerings and services to close the advice gap and succession planning
• Integrating latest wealth technologies to simplify accessibility
• Utilising client behaviour analytics to curate and advertise financial advice and planning
• Prioritising wealth transfer for next generations

• Unlocking strategic financial insights

• Confidently accessing the right data and metrics to support your decision making

• Agile planning to enhance your business strategies to connect portfolios, products and teams

Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It’s a great opportunity to network and stay informed about the industry’s evolving landscape.

Challenge 1: Enhancing client reporting and communications

Challenge 2: How do traditional advice companies deal with cannibalization?

Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?