FT PWM Series: Digital wealth solutions for relationship managers [Video]

About the Event

The second video of the series looks at the digital solutions available to relationship managers. As private banking shifts from being a supply to demand-driven industry, the days of purely selling products are over, as clients seek relationship managers for advice and to help them meet like-minded wealthy families.

“Now we have developed our role into client engagement and by dealing with regulation through technology, senior management is can now actually see who their clients are rather than actually having to pander private bankers and hoping they will stay with them. So it has to be done that way and there is no other way.” Gary Linieres, CEO at Wealth Dynamix commented.

Round Table Participants

Victor Allende, Executive Director of Private and Premier Banking, CaixaBank
Nicolas Commerot, Global Head of Advisory, Societe Generale Private Banking
Thierry Derungs, Chief Digital Officer, BNP Paribas Wealth Management
David Howard, Head of Client Services, Rathbone Brothers
Graham Kellen, Chief Digital Officer, Schroders
Gary Linieres, CEO, Wealth Dynamix
Amin Rajan, CEO, CREATE-Research
Chair: Yuri Bender, Editor in Chief, FT

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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