November 21, 2016

How will digitization reshape Wealth Management? Part 2: The impacts on various client segments

Thomson Reuters

Part 2 of 3: The impacts on various client segments

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

Podcast Keywords ,

Get In Touch


Related Podcasts

U.K.-based fund house, M&G Investments, launched the M&G Global Listed ...

At the recent Thomson Reuters Lipper European Alpha Expert Forum, we asked a panel of ...

In this podcast, Matthew Beddall, CEO and co-founder of the recently formed boutique fund ...

For the second week in three investors were net sellers of fund assets (including those ...