Re-defining client engagement for wealth management


While the wave of digitalisation transforming the global private banking industry has come into sharp focus during the coronavirus crisis, with armies of relationship managers working remotely and wealthy clients unable to meet them face to face, most investors are seeking human advice more than ever, with any talk of a robo-advisory revolution being confined to the history books. Our frank discussion between Finantix co-founder and digital expert Alessandro Tonchia and Yuri Bender of PWM, with questions from private bankers across the globe, helps to draw the new wealth management landscape and describe how latest trends have been accelerated by the crisis.