Panel discussion What themes will shape the industry in the next ten years?

Markus Grossmann of Trident Trust

Sep 13, 2023

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  • How is the asset & private wealth management industry evolving?
  • What are the challenges?
  • How are client expectations evolving?
  • What growth potential lies ahead, and where are the key opportunities for the foreseeable future? What are your key priorities over the next 12-months?
  • How can you differentiate your offering? How can you redefine your proposition?  Have you done anything innovative?
  • Fees, profitability, cost – what’s the right business model?


Markus Grossmann
Regional Managing Director
Trident Trust

Panel Members

Amit Saxena
Senior Managing Partner
Nuvama Private

Nakul Beri
Senior Managing Director of Global Client Coverage and Origination
Waterfield Advisors

Shiv Gupta
Founder & Chief Executive Officer
Sanctum Wealth

Anuj Kapoor
Managing Director & CEO - Private Wealth and Alternatives Asset Management
JM Financial

Harmeet Sahney
Executive Director
Avendus Wealth Management

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