Panel discussion - Trends and Priorities - Private Wealth Management in Asia

David Wilson of Accenture

Oct 10, 2023

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  • What are the key trends taking place in wealth management globally and particularly in Asia, and where are the biggest challenges and opportunities that digital solutions can help overcome?
  • Where does Singapore sit in this regional/global wealth management landscape, and what are the key digital transformation needs ahead that will keep Singapore at the front of the market?
  • What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
  • What are the key digital solutions that will help deliver greater client centricity, personalisation and client satisfaction?
  • How can digital tools and solutions help incumbents stay ahead of the pack in an increasingly competitive wealth management market?
  • What are some of the advantages or possibly drawbacks of the digital investment platforms?
  • Regulatory and compliance challenges just keep getting more pervasive, so what can technology do to help the wealth industry overcome these in a timely, and cost-effective manner?
  • What are the key trends in custody and also privacy and security, and where can digital tools improve coverage and outcomes?
  • What does all this mean for the competitive environment in Singapore and further afield in Asia?
  • How does technology help the wealth market to curate and then deliver advice more effectively?

 

Chair

David Wilson
Principal Director, Asia Wealth Management Lead
Accenture

Panel Members

Evrard Bordier
CEO and Managing Partner
Bordier & Cie


Yujun Lin
CEO, Singapore
Interactive Brokers


Michael Blake
CEO Wealth Management Asia
UBP

Mark Buesser
Chairman
IMTF

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