The future of wealth and asset management: Serving tomorrow’s customers

In today’s changing socioeconomic landscape, coupled with the speed with which fintechs can reach younger demographics, the wealth and asset management sector need to assess their relevance for future generations. Change is necessary – but in what way? Accessibility of services remains crucial but could diversity be a distinguishing factor for service providers? We spoke to key stakeholders in the investment community to talk about how businesses could change for their customers and for the betterment of their employees.

Understanding consumer duty with Gillian Hepburn, Schroeders

Gillian Hepburn, Commercial Director, Benchmark Capital, Schroders, talks about the impact of consumer duty on business operations. She emphasises the importance of accurate data and the role of technology in enhancing transparency and efficiency. She also elaborates on the competitive landscape between traditional asset managers and innovative fintechs, and how traditional asset managers can stay relevant today and in the future.

Growth and client-centric strategies with Jaime Lazaro Ruiz, BBVA Asset Management & Global Wealth

Jaime Lazaro Ruiz, Head, BBVA Asset Management & Global Wealth, talks about the challenging economic landscape that financial services operate in and explores how asset managers need to adapt for the next generation of customers. He discusses customised portfolios, the integration of new asset classes such as tokens, and how AI can revolutionise client interactions.

The Great Wealth Transferance with Veronique Morel, Raymond James

Veronique Morel, Senior Wealth Manager - Branch Principal, Raymond James, shares her insights into the generational wealth transfer and why customer segmentation is an important part of business strategy moving forward. She also discusses the rising demand for sustainable investments among millennials and the need to integrate ESG factors into investment processes.

Advancing diversity with Breda Sullivan, US Bank

Breda Sullivan, U.S. Bank WMIS Head of Depositary, Custody & Banking International, US Bank, talks about the importance of setting a progressive and inclusive culture within organisations. She explores the role of networking in enhancing diversity and how organisations can tailor their networking events to better suit women’s networking styles.