Welcome to the Future of Wealth Management

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Presented by

Bronswe Cheung - Principal and Eilert Hinrichs - Partner, L.E.K. Consulting. Host: Heidi Bryant - Marketing Director

About this talk

As clients behaviours and priorities evolve, it’s time to recast the UK wealth management service model. Now is the time for the UK wealth management industry to re-think the way it connects with clients. Doing this means understanding the impact of technology, listening to what clients and investors want, rethinking service and business models, looking beyond conventional asset classes to the world of alternative investments, and putting ESG front and centre. For wealth managers willing to take the leap, the prize is a successful, sustainable business.. Join our webinar for an exclusive insight into the evolving mindset of wealth management clients and the opportunities they are creating to invest in the wealth management industry. This includes the first view of the results of our proprietary industry and consumer surveys showing how the industry can consolidate and reshape for the future. Key topics: • Inside the client mindset • Right-shaping service models for the challenge ahead • Understanding the headroom for wealth management M&A Who should attend: • Financial advisers and discretionary fund managers • Private equity investors • Fund platforms and asset managers • Anyone interested in tracking the changes in the wealth management sector and taking advantage of opportunities to invest for the future

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