- Preference approach Vs. suitability factor: Knowing the best way to integrate ESG into clients’ portfolios.
- Is ESG scoring going far enough? Should we have better controls on what ESG means and how it is evaluated?
- Classification of assets.
- The impact of COP28 and decarbonisation targets.
- Securing an optimal mix between positive change and favourable returns.
- Understanding the expectations of a diverse range of investors
- Rethinking go-to market investment products and services.
- Knowing your value proposition and the right business model to thrive in the face of industry upheaval.
- Managing cross-border restrictions.
- Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention.
- Provide a private, personalised, and modern client experience to increase efficiency and drive retention.
- Leverage interaction workspaces with collaborative workflows. Streamline client onboarding, account management, and everything in between.
- Oversee client accounts with a complete audit trail, role management, and seamless transfer of account interactions across staff.
- Complex wealth situation Vs. desire for simplification: How to master the challenge
- Banks and family offices – partnership or competition?
- Integrating inorganic growth into your core strategy to enhance and acquire new capabilities and drive future scope.
- Creating greater economies of scale to better service clients.
- What are the key challenges and risks to growth for the industry?
- Where do the opportunities lie for private banks and wealth managers in a complex world?
- Developing resilient models for uncertain times.
- Navigating the geopolitical crosscurrents.
- Balancing the lingering effects of high interest rates with disinflation.
- How will the direction of British politics shape wealth management?
