Scorpio Partnership (GB)
We stand at the foothills of the next stage of development in terms of digital wealth management. Globally, private banks are taking on board the need to upgrade their engagement here. They are also now much more aware this goes far beyond simply having a better website (password protected or otherwise). Our global insight into the needs of HNWs and UHNWs and how this can impact commercially on the engagement with private banks is showing clear paths to the future of digital wealth management and also how it integrates with “non-digital” aspects. We can see into this future and for those banks that are adaptive this is going to be a transformational time.
How can politicians and regulative authorities help to shape a landscape for effective and profitable wealth management?
The general view in the industry is that the regulators and politicians are biased against the industry. We do not agree.
1. Asset Management and distribution strategies in a world without “kick backs”
2. New client servicing and pricing models – what’s new, what comes next?
The following banks (between others) will provide useful hands on case studies:
Credit Suisse – UBS – Deutsche Bank – Coutts & Co. – Standard Chartered Private Bank – Australia and New Zealand Banking Group – ABN AMRO Private Banking – Allianz Global Investors – Vontobel Swiss Wealth Advisors – Rothschild Bank.
Stephen Richards Evans, Standard Chartered (UAE)
Alexander Classen, Coutts & Co. (CH)
Shelby du Pasquier, Lenz & Staehelin (CH)
Joyce Philips, Australia and New Zealand Banking Group Limited (AUS)
Stephan Zimmermann, UBS AG (CH)