FT PWM Series: How humans and technology can work together in private banking [Video]

About the Event

The last video of the series looks at combining humans and machines in Private Banking. Although there are a range of both accelerators and disruptors affecting digital transformation, it is clear that private clients fear the ‘nuclear’ option of their entire portfolio being managed by a machine.

“There is an evolution in the transformation of financial services. They are moving from being discreet activities, through disruption, with different entrants coming in, to become more of an ecosystem.” Graham Kellen, Chief Digital Officer, Schroders

“When you’re talking about a client’s wealth and you begin working with them and their portfolio, if you think six or seven questions on the internet will allow you to manage their wealth properly, then you are wrong.” Victor Allende, Executive Director of Private and Premier Banking, CaixaBank

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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