Stand Up and Be Counted: Wealth Management’s Necessary Responses to Technology Disruption and Changing Client Preferences

Capital Suites 6/13 │ Level 3

Sebastian Dovey
Entrepreneur, Investor, and Exited Co-Founder of Scorpio Partnership (An AON Group company)

Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute

  • Why does it matter to have a positive response in challenging markets?
  • How are emerging technologies disrupting the business of private wealth management?
  • How is value being recalibrated, and what do current trends tell us about evolving client expectations?
  • As advice is increasingly automated, how must the role of investment professionals evolve to maintain relevance?

Topical Track: Private Wealth Management