Join our Wealth Management 4.0 webinar: How digital, social, and economic trends will transform the investment industry - Banking blog

Global web 4.0---

Digital technologies are impacting the future of wealth management across many aspects. 40% of wealth management clients say digital access has greater importance in their decision making, according to Wealth and Asset Management 4.0, a recent paper by ESI Thoughtlab and Deloitte.

Three-quarters of firms surveyed believe that investors' primary engagement channel will be digital within the next two years. How can firms adapt to these consumer changes for growth?

Please join us on 4 April (Monday 4 April 2022 - 16:00 CEST - 17:00 CEST) for a virtual 45-minute panel discussion, where we will hear from industry leaders what they think the wealth management sector will look like in the future. Lou Celi, CEO, ThoughtLab, will present the key findings of the Wealth and Asset Management 4.0 report.

The session will feature a panel discussion with:

  • Paul M Clark, Head of Private Wealth Management & Financial Planning, EVP, TD Bank Group
  • Michel Longhini, CEO Private Banking, Edmond de Rothschild Group
  • Andreas Przewloka, COO Wealth Management, UBS
  • John Taft, Vice Chairman, RW Baird
  • Jean-François Lagassé, Global Wealth Management Leader, Deloitte Switzerland (Moderator)
     

Register using the passcode WAM2022  

We look forward to welcoming you to our webinar.

If you would like to discuss more on the above topics, please do reach out to our key contact below.
 

Key contact

Jean Francois Lagasse

Jean-François Lagassé - Managing Partner, Financial Services Industry, Switzerland

Jean-François is the Swiss Financial Services Industry Leader and a Partner within Deloitte Switzerland’s Financial Advisory business. He also leads our Global Wealth Management segment and is a member of the Swiss Executive. He has more than 20 years of professional experience in the field and has worked in the United States, Canada and Switzerland. Jean-François has successfully completed numerous M&A advisory and valuation mandates in sectors such as financial services, technology and telecom industries.

Email

Comments

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Comments are moderated, and will not appear until the author has approved them.

Categories