The program
Mischa Eckart
UBS Europe
Managing Director, Head Wealth Management Markets
Alan Goodrich
ERI
Regional Sales Manager
Nora Lemhachheche
Quintet Private Bank
Co-Head of Wealth Management
Isabelle Waty
Indosuez Wealth Management
Chief Innovation Officer | Head of Client Experience
Panel: The Changing Rules of Engagement in Wealth and Private Banking
Tuesday Jan 30, 2024 06:00 - 06:45
Type: Inspiration
Venue: Main Room
The panel on "The Changing Rules of Engagement in Wealth and Private Banking" offers an in-depth exploration of the evolving dynamics and strategies within the wealth and private banking sector. It delves into the shifts in how financial institutions and wealth management firms engage with their high-net-worth clients.
This panel discussion brings together industry experts, financial advisors, and thought leaders to dissect the transformation occurring in the wealth and private banking space. It highlights how traditional approaches are giving way to innovative methods in order to cater to the changing preferences and needs of affluent individuals.
Key topics of discussion within this panel include the impact of digital technology on wealth management, the rise of robo-advisors, and the integration of AI and data analytics for more personalized and efficient client service. The changing regulatory landscape and its influence on how financial institutions offer their services to private banking clients will also be a focal point.
This panel discussion brings together industry experts, financial advisors, and thought leaders to dissect the transformation occurring in the wealth and private banking space. It highlights how traditional approaches are giving way to innovative methods in order to cater to the changing preferences and needs of affluent individuals.
Key topics of discussion within this panel include the impact of digital technology on wealth management, the rise of robo-advisors, and the integration of AI and data analytics for more personalized and efficient client service. The changing regulatory landscape and its influence on how financial institutions offer their services to private banking clients will also be a focal point.