Panel Discussion – The rise of digital platforms and tools for investment and wealth management

Nicholas Wright of Saxo

Nov 21, 2022

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

Panel Discussion The rise of digital platforms and tools for investment and wealth management

In the past several years, we have seen an explosion in digital transformation in the global wealth management industry, and nowhere more so than with the rise of digital execution technologies and platforms. Remote working practices that have emerged since 2020 have supercharged the thrust towards ‘smart’ access to financial services of all types and fast-forwarded the wealth management industry’s business models well beyond where they were expected to be today. At the core of these developments is the drive to provide seamless investment execution aligned with a far more personalised and relevant wealth management offering.

In this panel discussion, our chosen experts will delve deeply into the evolution of advanced digital execution technologies and platforms as the wealth industry in Asia transforms itself and future focuses its business. They will debate the relative merits and state of progress at the private banks compared with external platforms. They will discuss the key trends taking place in terms of platforms globally and identify the biggest challenges and opportunities, especially as investors of all types demand greater access to a wider universe of asset classes and markets.

They will also consider how the recent past since the pandemic has shaped the new normal, and they will lift the lid on what is coming next in the world of digital platforms that will further enhance execution and the broader wealth management offering in the region.

Additionally, they will look at all this from the viewpoint of investment and scalability, debating the approaches the wealth market players should take, for example building their platforms from the ground up, or partnering with external partners and Fintechs.

Chair

Nicholas Wright
Regional Head of Institutional Business
Saxo Bank

Panel Members

Rupert Searle
CEO
Globaleye

Hamdan Khan
Director, Wealth and Asset Management Consulting Leader
EY

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