Dbriefs
2 Sep.

The future of wealth management revisited

Banking & Capital Markets

Wednesday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will explore wealth management trends and consider capabilities needed for a scalable wealth management platform that can enable the digital adviser of the future.

Due to high demand, attendance is limited and on a first-come basis.

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Key takeaways

Host: Gauthier Vincent, principal, Deloitte Consulting LLP

1 Overview CPE credit | Specialized Knowledge

The US wealth management industry is undergoing profound change, with disruptive innovation and fundamental shifts sweeping the industry. This is only the beginning of a massive wave of transformation expected to take place over the next decade. We’ll discuss:

  • The top four trends that will shape the future of the industry.
  • Use of design principles to create a compelling digital experience for customers, investors, and advisers alike.
  • The functional architecture for a scalable wealth management platform, focused around five core capabilities.

Meet the speaker

Gauthier Vincent

Gauthier Vincent

Lead Wealth Management Consulting Partner

Gauthier is the Lead Wealth Management Consulting partner within Deloitte Consulting LLP, leveraging 20 years of experience in financial services as a consulting partner, an investment banker, and a private banking executive. Gauthier oversees teams that work with leading wealth managers to design and deliver compelling digital experiences for their clients and advisors, transform their technology platforms, drive operational excellence, and manage risk and ensure regulatory compliance. Gauthier has published numerous articles on the industry, most recently on the digital transformation of Wealth Management. He is based in NYC and has worked extensively in North America, Europe, and Asia.

Dbriefs resources

Wednesday, 2 Sep 2020 01:00 p.m. ET
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