Leading forward: The future of wealth
Forward-thinking conversations with wealth management leaders.
In this video series, we sit down with wealth management leaders from the U.K. and U.S. to discuss trends in the financial services industry and their thoughts on the future of wealth.
We explore topics shaping the future of the wealth management industry, including how technology is shaping the client experience, the ways that hiring strategies are evolving, the demographic shifts that are driving transformation in wealth management.
Our contributors include:
- Alex Twiss, Managing Director at Connor Broadley
- Grayson Greer, Managing Director, Global at First Rate
- David Lincoln, Partner, WISE Insights
- Mayank Prakash, Group Chief Operations Officer at Evelyn Partners
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Important Information
The material on this webpage is provided for informational purposes only. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR.
SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.
The views and opinions expressed by external speakers and SIEL on this webpage are subject to change. They should not be construed as investment advice.