Panel Discussion – The Evolution of the Client Expectations and Advice

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Panel Discussion The Evolution of the Client Expectations and Advice

Did the chicken or the egg come first? In the world of wealth management are digital technologies and solutions developing to reflect evolving client demand and expectations? Or are the solutions leading to greater client expectations? Well, the answer is probably a bit of both, rather like in the smart phone industry, as apps appear to cater to demand or to actually create new demand.  

This panel discussion will see our chosen experts zoom in on changing customer expectations in the wealth industry, especially as the older, founder generations either pass away, or pass more of their wealth to the second generation – who is increasingly comfortable with digital – or to the millennials and even younger generations, who are essentially digital natives.

The experts will discuss how the Fintechs, and digital solutions providers are creating or adapting their products to cater to this sea change, and whether they are delivering the right solutions at the right speed to cater to these evolving demands.

Of course, it is not only the end users – the private clients – who are availing themselves of these technologies. To deliver a more client-centric, efficient, and seamless service to clients, the banks and EAMs must improve the digital solutions available in-house for everything along the line, from back- to front-office. The proposition will fall flat if clients struggle to onboard digitally and rapidly, if they do not receive the right reporting on portfolios, and very importantly if they do not receive the right degree of client relevance and client focus from their RMs and advisors.

At the heart of this discussion is the thesis that digital solutions and new approaches are both reacting to client expectations, but also moving ahead of those needs, thereby delivering a transformational offering to both the providers – the banks, EAMs and others – but also the clients themselves. This is of course especially vital as the younger generations emerge holding the keys to the family safes, and as the mass affluent wealth expands apace.

Chair

Philippe Amarante
Head of Middle East
Henley & Partners

Panel Members

Gary Dugan

Chief Executive Officer
The Global CIO Office

Tim Searle
Chairman
Globaleye

Philip Rosenberg
Managing Director and Head of Distribution - Middle East
GAM Investments

Marc-Andre Sola
Founder & Chairman
1291 Group

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