Webinar: Wealth management in BFSI

Even before the pandemic started, wealth management was already undergoing massive shifts in the way clients and advisors interact, operate, and wish to manage their wealth.

From Robo-advisory to rising wealth amongst the youth, to rising expectations from clients and advisors on their experiences, it is safe to say that wealth management, a high-touch personal service, will have to embrace technologies and digital channels. Every client is different, and every wealthy client requires personalised, interactive, and engaged advisors.

If you want to know:

• What are the trends in wealth management in the new post-covid world?
• How investment advice changed for GCC advisors and clients since 2020?
• What tools came in handy to provide efficient service?
• Which recent changes in wealth management are here to stay?
• Have banks and managers utilised the new order so far?
• Challenges & opportunities: what is around the corner for market players?
• How to take advantage of the situation and boost your business in GCC region?

Download  this exclusive webinar on wealth management and discover how investment advice is currently positioned and what awaits around the corner - for businesses and their clients.

Moderator:
Ayesha Abbas, General Manager - Affluent, Head of Priority & Premium Banking and Branch Network, Standard Chartered Bank

Panellists: 
Anthony Jaganathan, Head of Operations, Middle Office & Service for Wealth Management, Emirates NBD
Mufazzal Kajiji, Head of Mashreq Gold and Executive Vice President, Mashreq Bank
Lukas Mician, Head of Investment Products & Digital, UniCredit CEE Private Banking
Dominik Łyżwa, Senior Business Consultant, Comarch

Download the webinar