This all-day event brought together key players from the Swiss and international wealth management sectors to discuss the latest trends and advancements in WealthTech. The event featured in-depth discussions on the most pressing topics, with participants ranging from private and cantonal banks to family offices, external asset managers, technology vendors, and consultants. These stakeholders shared their experiences, insights, and visions for the future of the wealth management industry.
We asked Mark to share his thoughts on a number of topics relating to the Swiss wealth management industry, starting with his views on how digital channels were impacting the industry. In particular, Mark shared the views of the panel he participated on, which looked at the advantages – and in many cases the disadvantages – that incumbent financial services institutions faced in light of the advent of an increasing number of ‘digitally native’ start-ups, that don’t perhaps have the same limitations and restrictions as banks with legacy platforms, or a culture that is more resistant to change. ‘Digital natives’ have the flexibility to move faster to respond to where the market is going.
Hear more about Mark’s views by watching this short video interview.
