Digitalisation of the Wealth Management Industry
Urs Bolt as Speaker
Host / Organizer :Hosted by chaired by Yuri, Reform Club
Roundtable Talk: Digitalisation of the wealth management industry. The event will be attended by 30 CEOs and executives from private banks and asset managers.
The event will look at the state of the wealth management industry today and its recent progress. The discussion will be under Chatham House rules, hoping to generate latest insights into an area that is likely to have a major impact on the wealth industry over the next decade. The event will be led by Jim McCaughan, former global CIO of Principal Global Investors, a regular senior commentator on CNBC, Host will be Yuri Bender, Professional Wealth Management (PWM), an FT publication.