Euromoney Global Private Banking and Wealth Management Virtual Event 2020
In the past two decades, the world of wealth management has been transformed, evolving into a truly global business. As we enter a new decade, the industry continues to innovate, and to disrupt and reinvent itself, as it seeks to serve the demographic that matters: the customer.
Episodes
6 episodes
Panel 5 - The hidden value proposition
What forms of technology are private banks and wealth managers investing in?Can new forms of digital technology and communication be used to drive portfolio performance up and costs down? How?How much of a threat do techn...
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Episode 5
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54:29
Closing panel - Global private banking debate
Increasing global transparency is a powerful force of change in the industry. But there is naturally going to be a higher level of focus on transparency in some markets than in others. How do you deal with that dichotomy?Complianc...
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Episode 5
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51:23
Panel 4 - The realities of socially responsible investment 2020
Clients have become increasingly interested in SRI. As a result client demands have become more sophisticated. As clients demand a more personalised sustainable investment experience, what tools and products do relationship managers need t...
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Episode 4
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57:23
Panel 3 - BRICS private banking roundtable: Brazil, Russia, India, China, South Africa
How are clients in the BRICS markets engaging with the current key trends in Europe and the US, such as sustainability and ESG, gender, growing life expectancy, technology integration and improvement of client experience?What do H...
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Episode 3
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54:46
Panel 2 - Gen Z: Preparing to engage the Greta Thunberg generation
Are millennials old news? As the succeeding generation enters its 20s, is it time to start thinking about engaging the next demographic?Gen Z is said to be more money-conscious and financially literate than any previous generation...
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Episode 2
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59:06
Panel 1 - Global wealth trend: It’s time for Plan B
In the current fractious investment climate, what are you advising clients to do about rising global uncertainty? How do they plan to respond to an increasingly unpredictable world? Do they have a Plan B?Climate change presents an...
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Episode 1
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56:50
