The past two years have influenced our way of working, our lifestyle, and our investment plans.
So how have wealth managers, private client accountants, shifted their response to the shifting client behaviours accommodating to the changing working behaviour. With methods such as hybrid working, communication between wealth managers and clients has become more accessible – the relationship has changed. Are clients now expecting more from the services offered by their wealth managers?
Join The Financial Services Forum and our panel of leading personnel working within wealth management as we discuss the galvanization of a successful relationship with clients.
Speakers:
David Barks, Senior Director - Wealth, Savanta
Chris Moorcroft, Partner,Harbottle & Lewis LLP
Francesca Smith, Financial Planner, Jarrovian Wealth Limited
Vikash Gupta, Chief Executive Officer, VAR Capital
Chaired by: Kirsten Burt, Founder & Director, K Burt Consulting Ltd.
Sponsored by:
