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 3 - BRICS private banking roundtable: Brazil, Russia, India, China, South Africa
•
Euromoney
•
Episode 3
- 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 HNWs across Brazil, Russia, India, South Africa and China invest in? What are the popular asset allocation strategies?
- Are clients looking to go global or do they mainly want to put their money back into the industries and communities where they made it?
- It is a common narrative that a lot of wealth in these economies is first generation. Do we see a trend in rising demand in for wealth succession services in the BRICS markets? What opportunities present themselves to wealth managers in the space?
- What trends do you see in the growth, sophistication and requirements of family offices in Asia, Russia, India, South Africa and Brazil? It's often assumed that Western family offices still lead the way in terms of creativity and innovation in FOs, particularly those in the US and Europe, but is this still true? Are family offices in the emerging markets more risk-and-reward heavy than their Western counterparts?
Moderator:
Chris Wright, Asia Editor, Euromoney
Speakers:
Oisharya Das, Chief Executive Officer, Kotak Wealth Management
Maya Imberg, Senior Director, Thought Leadership & Analytics, Wealth-X
Rogerio Pessoa, Head of Wealth Management, BTG Pactual
Veronika Zhukova, Managing Director, Sber Private Banking