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.
Euromoney Global Private Banking and Wealth Management Virtual Event 2020
Panel 2 - Gen Z: Preparing to engage the Greta Thunberg generation
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Euromoney
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Episode 2
- 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. How will the needs of Gen Z private banking clients differ from millennials, and from older clients?
- The best wealth management providers like to offer classes, workshops and other initiatives for educating the next generation and promoting entrepreneurship and leadership. How do banks fare in their roles as educators? What is industry best practice?
- Studies show Gen Z to be increasingly visually driven, with a mobile-first mindset. Which digital technologies do banks need to adapt today to be ready to engage the clients of tomorrow?
- Millennials are said to be more focused on impact investing, ESG and philanthropy than older clients, will this trend continue with Gen Z?
Gen Z will be the most racially and ethnically diverse generation in history. Are banks well placed to react to this internally, ensuring their relationship managers come from diverse backgrounds?
Moderator:
Elliot Wilson, Global Private Banking and Wealth Management Editor, Euromoney
Speakers:
Effie K Datson, Global Head of Family Office, Barclays Private Bank
Money K, Global Head of Next Generation, Citi Private Bank
James Sefton, Professor of Economics, Imperial College
Dominic Samuelson, Chief Executive Officer, Campden Wealth
Viola Werner, Head of Global Next Generation and Families, Credit Suisse