How will digitization reshape Wealth Management? Part 3: Deriving value from new partnerships

Part 3 of 3: Deriving value from new partnerships

12 minute listen

In part 2 of this series, our expert panel weighs in on how the various Wealth Management client segments – the unadvised, mass affluent, HNWI, and UHNW – are participating in the digitization underway.

The speakers

Host: Bernard Lunn – Founding Partner, Daily Fintech Advisers

Maria Gotsch – President and CEO, Partnership Fund for New York City

Efi Pylarinou – Founding Partner, Daily Fintech Advisers

Paul Metcalfe – Head of Market Development, North American Wealth Management, Thomson Reuters