The future of wealth management isn’t automated or robotic, it’s personalised.
That’s a big challenge for wealth managers when lower fees, time pressures, and legacy technology are making the delivery of a bespoke client service so much harder to do and justify.
So how can you deliver a client experience that feels highly personalised and bespoke, but is actually very cost effective and practical to deliver?
Join this live webinar to hear leading industry and technology consultants discuss the personalised future of wealth management and how your business can be part of it.
By attending this webinar you will:
· Find out how to achieve business growth with a client-centric proposition that’s repeatable and scalable across multiple segments and markets.
· Hear from an expert panel as they share their practical experience on where best to focus your time, resources and investment for the most immediate and future gains.
· Get up to date with the latest thinking and technology and tools available.
This webinar qualifies for CPD credits.
Who should attend this webinar?
CEOs, CTOs, COOs and other senior managers of wealth and investment management firms that want to deliver a highly bespoke client service in a controlled, scalable and cost-effective manner.
Presenters
Previously an industry and management consultant, Simon is an expert in financial services performance improvement. At IRESS, he oversees the delivery of major strategic operational change programmes for private wealth management firms helping them to achieve scalability and cost control through technology.
Lawrence Gosling is the Group Editorial Director of Incisive Media and the Founding Editor of Investment Week, for which he still writes a weekly column, Gosling’s Grouse. He was also the launch editor of IFAonline, and Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standard Awards.
David is a director in digital transformation for wealth and asset management at global consultancy EY. A senior change leader, he is an expert in business case design and benefits delivery through large-scale global business, technology and regulatory transformation programmes.
Etienne de Merlis Chief Investment Officer
Etienne became one of Signia’s new management team in January 2015. He has over 23 years financial markets and investment experience, including 8 years as a derivatives structurer in Paris and London and 14 years managing multi asset portfolios for ultra-high net worth clients at JPMorgan. There he oversaw a team of 12 people managing over USD 20 billion.
From Signia in 2011 to Squared Investments, then rejoining Signia in 2015, Etienne now drives the formulation and development of investment policy.
To keep his head clear and thoughts focused, Etienne is a keen daily runner.
•BA from Paris Dauphine University
•Multi-lingual
•Named one of the UK’s top 100 wealth managers by City Wire
•Member of Signia Executive committee and Asset Allocation Committee
Registration