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PWM WEALTH TECH SUMMIT
The global wealth management industry, along with many other sectors, is embarking on its journey towards digitalisation and overall technology integration. With this digital shift well in motion, advancing digital technology is at the top of the private banking agenda and at the centre of achieving operational excellence and customer satisfaction. With technology set to offer benefits such as improved portfolio management strategies, greater understanding of asset liquidity and increasing levels of customer service, the move towards digitailsed functionality will reshape operations, decision making and client journeys industry-wide. Not only are traditional wealth managers and private banks looking to enhance their strategies for digital adoption, it is estimated that currently, $1 billion USD is managed worldwide by digital only wealth managers, signifying a steady transformation and at the same time, a fundamental shift in the demographics and desires of the customer of the future.
The Wealth Tech Summit will bring together leading wealth managers, investors and technology companies to discuss the tectonic changes shaping the wealth management industry as they know it. The industry is setting its sights on the future, which is bringing with it a new generation of wealth and talent with new demands and new expectations. Join us as we discuss and debate the emerging challenges, opportunities and risks.
Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.
The wealth management and funds industries are changing fast in core European, Asiana and American markets. Driven by an incoming local and global regulatory tide, commercial imperatives and client demand, private banks and investment houses must redraw their business models to comply with the new reality. In an industry driven by regulation, technology and economic disruption, PWM provides strategic advice and information to key decision-makers.
PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.
PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America.
Across print, digital and event channels, PWM provides strategic advice to key decision-makers working in all stages of the distribution process.