Richard Theo | CEO

Richard Theo, CEO, Wealthify


Wealth 2.0 day 1 @ 09:50

C-Suite Panel discussion: How is digital transformation changing the investment and wealth industries?

  • What role might the relationship manager play in an increasingly digital world?
  • Which technologies have the greatest potential to disrupt the WAM market?
  • How will the changing nature of wealth affect the client relationship?
  • Who are the main beneficiaries of digitalisation: Customer, bank, advisor or everyone?

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