Wealth Management 4.0 webinar

How digital, social, and economic trends will transform the investment industry

Monday 4 April 2022 - 16:00 CEST - 17:00 CEST

Digital technologies are impacting the future of wealth management across many aspects. 40% of wealth management clients say digital access has greater importance in their decision making, according to Wealth and Asset Management 4.0, a recent paper by ESI Thoughtlab and Deloitte.

Three-quarters of firms surveyed believe that investors' primary engagement channel will be digital within the next two years. How can firms adapt to these consumer changes for growth?

Please join us on 4 April for a virtual 45-minute panel discussion, where we will hear from industry leaders what they think the wealth management sector will look like in the future. Lou Celi, CEO, ThoughtLab, will present the key findings of the Wealth and Asset Management 4.0 report.

The session will feature a panel discussion with:

  • Ryan McNally, Head of Private Wealth Management, TD Bank Group
  • Michel Longhini, CEO Private Banking, Edmond de Rothschild Group
  • Andreas Przewloka, COO Wealth Management, UBS
  • John Taft, Vice Chairman, RW Baird
  • Jean-François Lagassé, Global Wealth Management Leader, Deloitte Switzerland (Moderator)

Wealth Management 4.0 webinar

Register using the passcode WAM2022

Key contact

Jean-François Lagassé

Jean-François Lagassé

Financial Services Industry Leader

Jean-François is the Swiss Financial Services Industry Leader and a Partner within Deloitte Switzerland's Financial Advisory business. He also leads our Global Wealth Management segment and is a membe... More