High-Touch in a Low-Touch Environment Series: Wealth Management

With staff, service providers and clients all working from home there has been a huge uplift in digital interaction, which is challenging capacity and testing digital service models.

In the Wealth Management sector, this challenge is more acute due to the accelerated urgency of the client base and complexity of the instruments and need to differentiate client service at a personal level. Adapting client lifecycle management effectively begins with asking the right questions and making the right decisions for your organisation, such as: 

• What is the best approach to accelerate client onboarding, time to revenue and complex due diligence when the engagement is entirely remote and impersonal?
• How can you help clients interact with the business more effectively?
• How can you enhance client experience during collaboration and correspondence to help retention?
• Which new technologies enable the optimal outcome for the client and the business?
• How can businesses minimise the sales cycle and reduce abandonment?
• How do you evaluate your options to make the best-informed choice? 

In this session, we will discuss how to best address and answer these questions and review some of the latest technology solutions to support wealth management's evolving requirements for remote collaboration.

About the speakers….

Anand Rajan - Anand leads the digital client platforms for UBS Wealth Management US; it includes client and institutional portals on the web and mobile and digital advice (UBS Advice Advantage). He drives the platform’s long-term vision, viability, stability, and engagement; to provide best-in-class access and advice to UBS’ digital clients.

Hugh Adlington – MD at Close Brothers Asset Management. Prior to Close Brothers Hugh spent 17 years at Rathbones Investment Management heading up a team that managed c£600m of assets for around 200 families. Before Rathbones, Hugh worked at Fleming Private Asset Management, starting his career in 1989 as an equity analyst and began managing portfolios for individuals in 1994. He is a Chartered Fellow of the Chartered Institute for Securities and Investment

James Penny - Head of UK International Private Bank at Barclays. James has had a 30-year career within wealth management, he has been client facing throughout, progressing to his current role as Head of UK International Private Banking for Barclays Private Bank

Rezwan Shafique - Rezwan is a Partner at Delta Capita, leading the UK Consulting business. Based in London, Rezwan has over fifteen years’ of experience in financial services and consulting. Rezwan specialises in helping clients achieve complex transformations in Investment Banking, Insurance and Wealth Management spheres.