WealthTech Talks: Technology Trends in APAC Wealth Management

Presented by

Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic

About this talk

The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth. A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region? In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world? Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time Participants/panellists: • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix • John Leung, Client Director, Asia Pacific, Delio • Julien Le Noble, Senior Director, Finantix Host: • Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.