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 5 - The hidden value proposition
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Euromoney
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Episode 5
- 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 technology-led non-banks keen to enter the financial services sector pose to the existing order of commercial lenders and the pure-play operators providing existing private banking advice? Who are the best examples of disruption here and in what markets?
- How are you using technology to streamline, cut costs, access new customers, and boost portfolio performance, in and around your private banking operations?
- Will direct, longstanding private banking relationships between bank and customer always trump anything that technology can offer? How can the two work together?
- What role can AI play in private banking? What are AI's limitations, at present and further ahead?
- Does the older generation engage with technology — and how are you encouraging them to do so
- How can technology help with the compliance burden in private banking?
Moderator:
Mark Baker, Deputy Editor, Euromoney
Speakers:
Francois Botha, Founder, Simple
Craig Iskowitz, Founder & Chief Executive Oofficer, Ezra Group
Evgeny Kochemazov, Chief Investment Officer for A-Club, Alfa-Bank
Christopher Sparke, Global Head of Advisory Solutions, Refinitiv