AGENDA

The Next Step in Your Transformation Journey

0940 - 1020
2. Transformation Theatre

2030 Wealth Management: What Does the Future Look Like?

- What do today’s customers expect and how are those expectations changing?
- How will competition between new digital-first firms and established incumbents develop?
- What impact is the new generation of investors having on the wealth and asset management landscape?
- Full automation vs personable relationship driven approaches: What should we expect by 2030?
- What are the key trends and predictions for wealth and asset management over the next 5-10 years?

Speakers

Marie Dzanis
Northern Trust logo
MARIE DZANIS
Chief Executive Officer
Northern Trust Global Investments
DUNCAN JAMIESON
Julius Baer
DUNCAN JAMIESON
Chief Operating Officer UK
Julius Baer International Ltd.
MARC KAHN
Investeec
MARC KAHN
Chief Strategy Officer
Investec
Roopalee Dave
EY logo
ROOPALEE DAVE
Partner - Wealth and Asset Management
EY
Max Clarke
Schroders Personal Wealth
MAX CLARKE
Chief Transformation Officer
Schroders Personal Wealth

Videos