Archives: Agenda

• 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

• 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

• 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

• 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?

• 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

• Attracting and educating Gen Z from an earlier stage – how to make a strategy for wealth transfer.
• How do wealth managers meet the needs of the digital-savvy generations?
• Rescuing £trillion assets for future generations.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services