Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Taking place in London on 11 and 12 March 2020, Marketforce’s Investment Innovators: Wealth Summit 2020 is an opportunity to hear from leading private banks, wealth managers, family offices, asset managers and wealthtechs from all over Europe. They will gather and discuss what the next decade of innovation in the industry will look like.
Our CEO, Denis Nagy, will be part of a panel in the ‘Future clients, future demands’ stream on 12 March that will discuss ‘Predicting the evolution of future client expectations: where will the balance between human and digital lie?’
The topic of balancing human interaction with digital enhancement is of particular interest to Denis who wrote about it in the pages of Dolfin Diary last year, declaring that the future of wealth management is bionic.
On 12 March, Denis will be joined by fellow panelists:
- Annabel Bosman, Head of Relationship Management, RBC Wealth Management
- James Richardson, Head of WealthPilot, Brewin Dolphin
- Natasha Williams, Head of Private Office, LGT Vestra
For more information about the event, which also features Steven Cooper of C. Hoare & Co, David Durlacher of Julius Baer, and Charlotte Ransom of Netweath, visit Marketforce’s website.