EWC 2023: WealthTech for the Next Generation

Wealth Management and WealthTech five years ago, today and five years from now, what are/were the key trends and how have they changed and will change.
The great wealth transfer and the evolving profile of a new generation of investors — future client expectations in terms of personalisation, service levels, use of data and technology, women-focused services, and products/asset classes.
The digitisation of wealth management services and the change that traditional financial advisors need to undertake.

Moderator:
Joydeep Sengupta, Senior Partner, McKinsey & Company

Panelists:
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
Everett Leonidas, Head of APAC, Citi Ventures Investments
Oi-Yee Choo, CEO, ADDX
Chetan Karkhanis, SVP & Head of Digital Strategy and Wealth Management for Asia Pacific, Franklin Templeton

Sign up for an Endowus account to get $50 off: https://endowus.com/r?code=EWC2023_CH...
*T&Cs apply. Endowus Fee Credits given are valid till 31 Dec 2023.