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Hanna Raftell
Head of Digital Wealth Management at OPTI Wealth Management

Profile

Hanna Raftell is Head of Digital Wealth Management at Opti, a Swedish based online financial advisor. Her focus is on client acquisition and client experience, through scalable solutions. She has over 20 years of international experience in banking and finance. Hanna was the head of Nordic equity sales at Citigroup in London before relocating to Hong Kong where she was heading up the Asia business of Moody’s Analytical Knowledge Services, provider of financial analysis and research to the financial industry. In Hong Kong she also established the presence of an overseas independent investment advisory firm, with a focus on fundraising and launching new investment products. Hanna was recently part of the team launching sustainable investment portfolios and she is also known for taking a pragmatic and business oriented approach to the topic of diversity and inclusion. She is a member of the board of directors of a European credit fund.

Agenda Sessions

  • Digital Wealth Leadership: Delivering the financial wellness solutions and holistic financial advice that will characterise next-generation wealth management

    09:30