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


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

Related Podcasts

Thomson Reuters Lipper’s fund macro-groups suffered net outflows of $13.8 billion for ...

FinTech "disruption" and innovation is a structural theme permeating and changing many ...

For the third week in four fund investors were net redeemers of fund assets (including ...

In this podcast, Jharonne Martis, Director Of Consumer Research, Thomson Reuters, ...