Seminar overview

The seminar will explore the key megatrends shaping the future of wealth management:
digitalisation, purpose-driven investing, democratisation of investments, higher standards and the increasing tendency of clients to switch providers or to exert pressure on fees.

The seminar will focus on the recent strategic moves of the leading Swiss players and derive general market trends and fields of action from them. Practical examples can serve as food for thought for future leaders and strategists in wealth management.

Finally, an approach to developing strategies for success for asset managers is discussed. These are necessary to be successful in the current difficult environment and to leave the competition behind.

Find more information here.