Present-day wealth managers' services match existing client needs due to a loyal satisfied and largely ageing client base. But are these services sufficient to meet the needs of the next generation with inherited, earned and entrepreneurial wealth or will they move to competitors, self direct investing or even new challengers?
How does the current model appear to a younger demographic schooled in technology, with very different expectations?
Regulation and the cost of compliance is changing the investment landscape and this, combined with technological changes, will make the new world look and feel very different from the old.
What models will emerge and how can traditional brands adapt and evolve to ensure that the HNW's of tomorrow remain with you?
We bring together an expert speaker line up to include learnings from outside the UK.
Bartosz Golba, Senior Analyst, Wealth Management, Verdict Financial
Mark Hopkins, Executive Client Services Director, ORM London