Roundtable: The Future of Wealth Management

We start our next round table on the Future of Wealth Management as a fundamental transformation has started. The engine is the set of disruptive technologies such as generative AI or tokenization combined with data science. The financial industry has the opportunity to meet the needs of its customers faster than ever before, in a fully personalized way.

What are the trends in wealth and its management?

Tune into our webinar to learn them from leading experts, as well as get your questions answered.

PLEASE post your points and questions in the comments.

I am honored to have industry experts Marla Sofer, Jennifer Wines, JD, CPWA® and Christoph Klein join our round table.

There is a 𝗵𝘂𝗴𝗲 𝗱𝗲𝗺𝗮𝗻𝗱 for solutions such as

- 𝗺𝗼𝗿𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 products

- more alternatives that allow to deliver 𝗿𝗲𝘁𝘂𝗿𝗻 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘀𝗮𝗰𝗿𝗶𝗳𝗶𝗰𝗶𝗻𝗴 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 and impact or

- more 𝗵𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗲𝘀 𝘁𝗼 𝘄𝗲𝗮𝗹𝘁𝗵 management incorporating topics such as health, leisure, education, networks, ...

I am looking forward to an exciting panel and its resulting insights!

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