WEALTH AND ASSET MANAGEMENT THOUGHT LEADERSHIP

Prometeia at Private Banking & Wealth Management: Switzerland 2020

December 10, 2020

 

Prometeia takes part to the Private Banking & Wealth Management: Switzerland 2020 virtual conference during the session one at 11.50 with a speech on how private banks can survive the new digital era.

The speech is focused on these subjects:

  • Thinking about what it means to be a private banker or wealth manager in today’s world and how the role has evolved
  • Looking at how private banks can best overcome price pressure and fierce competition, especially with the rise in digital and unconventional banking platforms
  • What actions need to be taken after the global disruption Covid-19 pandemic on the private banking industry?
  • Discover how private bankers can better understand ever-changing customer needs in the new era; highlighting innovative strategies including leveraging data to improve financial planning through smart client profiling