31st October 2019
FT Wealth Management Summit
Sheraton Grand London Park Lane Hotel, London
Finantix is pleased to be participating in the 2nd Annual FT Wealth Management Summit, focused on the complexities of working with global wealth across borders
Generating new business from the next generation
Alessandro Tonchia, Founder and Director, Finantix
There are vast opportunities for forward-thinking and flexible firms to look after clients across multiple jurisdictions and through various channels. Yet, the dynamic and challenging nature of the market leaves banks and wealth advisers with a multitude of issues to navigate.
Compliance, regulation, cost pressures, overseeing technological innovation and the difficulty of finding income/returns at the end of the cycle, are cited as the major challenges facing the wealth management industry, as it strives to adapt to the new normal. Uncertain markets and volatility have accentuated the need for advice, but arguably they also create the opportunity for managers to deliver alpha and downside protection.
During this packed, interactive day, senior leaders from family offices, private banks and wealth managers will delve into the key issues that impact private banks and wealthy global families through a variety of case-studies, interviews and panel sessions
Key topics to be discussed include:
- The dynamics of the international tripolar structure on wealth and global families
- Retaining talent as a key ingredient to building and maintaining client relationships
- Tech company partnerships
- Millennial minds and the correlation to ESG initiatives
- The relationship between wealth managers and the new generation
- Plus, much more