Event Presentation - Why does the world need Wealth advisors?

Damian Hitchen

Chief Executive Officer, MENA

Saxo

Why does the world need Wealth advisors?

Damian Hitchen
Chief Executive Officer, MENA
Saxo Bank

  • Advisors and private wealth managers face an increasingly challenging external operating environment. What are the main challenges?
  • Which focus does the industry have on helping clients understand their investing mentality and emotional state over time as an investor? What is the risk of a product-focus game?
  • How can advisors become even more client-focused and create a better financial future for their clients?
  • What does the modern advisor’s digital toolset look like, and what should it look like? Digital communication throughout the investment life cycle, central portfolio management and AI are some of the new ways to provide investment advice or managed investment solutions.
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