Print & Digital Media
May 20, 2020
By
StockHead

Key lessons and insights from WealthTech forum

This year’s WealthTech Forum in Geneva had a clear message for Australian wealth managers: it’s time for change. The reality is that wealth management and private banking across the world has not yet started focusing on millennials or iGen clients who will completely transform the business model needed.

This year’s WealthTech Forum in Geneva had a clear message for Australian wealth managers: it’s time for change.

The reality is that wealth management and private banking across the world has not yet started focusing on millennials or iGen clients who will completely transform the business model needed.