Food for Thought: 2022 Global Wealth Management Trends

…and how you can use them in your practice.

Join CEO Mickey Gambale this March for a much-needed discussion on global wealth management trends and how you, as a South African wealth manager, can adopt them in your practice to increase productivity and maximise your free time – sounds good, right?

Sitting in Dallas and New York in the USA is Tej Vakta from CapGemini and Lou Celi from ThoughtLab respectively, while locally, we will have Dr Gizelle Willows, a professor at UCT, and Louis van de Merwe, a certified financial planner.

About the Webinar

Mickey will speak to an insightful group of forward thinkers who have their finger on their pulse in their respective fields and cover topics such as:

• The move to holistic advice:
  • From product to advice
  • Democratisation of products
  • Revenue and value streams driving this change

• Technology driving efficiencies and saving time:
  • Digitisation is no longer side of desk but core to the success/survival of any adviser Practice
  • Digitisation – means doing more with less
  • What technologies are driving  profitability, maximising time
  • Professionalising the advice industry RFA/PFA
  • Impact of advice practice value
  • In the South African, context the impact of re-platforming on the advisers practice
• New Client Expectations:
  • What are the dynamics driving new clients decisions
  • What behaviours are influencing investment choice
  • New expectations of clients: hyper personalisation
  • Age of hyper personalisation and the impact on technology and profitability
  • With the wealth transfer coming, the nature of client is changing – are you ready for it?