November 28, 2016

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

Thomson Reuters

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

bernard-lunn-headshot

Host: Bernard Lunn  Founding Partner, Daily Fintech Advisers

podcast

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

dfa-profile

Efi Pylarinou – Founding Partner, Daily Fintech Advisers

fullsizerender

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

Podcast Keywords ,

Get In Touch

Subscribe

Related Podcasts

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

In this podcast, Martin Davis, the CEO of U.K. based fund management firm - Kames ...

Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ...

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