preloader

Dark

Light

Dark

Light

Scroll to top

WEBINAR: WEALTH MANAGEMENT IN BFSI

Wealth management in the increasing world of digital adoption, gamification and rising younger HNWIs

Date and Timings: Tuesday, 22 June 2021 | 12:00 pm – 01:00 pm GST

Even before the pandemic started, wealth management was already undergoing massive shifts in the way clients and advisors interact, operate, and wish to manage their wealth.

From Robo-advisory to rising wealth amongst the youth, to rising expectations from clients and advisors on their experiences, it is safe to say that wealth management, a high-touch personal service, will have to embrace technologies and digital channels. Every client is different, and every wealthy client requires personalised, interactive, and engaged advisors.

With the right technologies, and the knowhow of using technologies to one’s advantage, wealth management can bridge personalisation and new age technology to their and their client advantage for mutually benefitting success.

The last few quarters were exceptional for wealth management business in GCC. A lot has changed, but we are still on the verge of major tectonic shifts.

Join us at this exclusive webinar on wealth management and discover how investment advice is currently positioned and what awaits around the corner – for businesses and their clients.

WHO SHOULD ATTEND?

Chiefs/VPs/Directors/Heads/Senior Managers taking care of:

  • Private Banking
  • Wealth Management
  • Priority Banking
  • Investment Management
  • Elite Banking
  • Retail Banking
  • Personal Banking
  • Islamic Banking
  • Islamic Wealth Management
  • Senior Relationship Managements
  • Customer Experience
  • Information Technology
  • Digital Channels
  • Technology

MEET OUR PANELLISTS

Ayesha Abbas
General Manager – Affluent,
Head of Priority & Premium Banking and Branch Network
Standard Chartered Bank

Mufazzal Kajiji
Head of Mashreq Gold and Executive Vice President
Mashreq Bank

Anthony Jaganathan
Senior Vice President
Head of Operations, Middle Office & Service
Emirates NBD

Lukas Mician
Head of Investment Products & Digital
UniCredit CEE Private Banking

Dominik Łyżwa
Senior Business Consultant
Comarch

AGENDA AND TIMINGS

12:00 pmAll attendees login
12:05 pmOpening remarks from MS Events
12:10 pm

PANEL DISCUSSION: What are the trends in wealth management in the new post-covid world?

  • How investment advice changed for GCC advisors and clients since 2020
  • What tools came in handy to provide efficient service?
  • Which recent changes in wealth management are here to stay?
  • Have banks and managers utilised the new order so far?
  • Challenges & opportunities: what is around the corner for market players?
  • How to take advantage of the situation and boost your business in GCC region?

Moderator:
Ayesha Abbas, General Manager – Affluent, Head of Priority & Premium Banking and Branch Network, Standard Chartered Bank

Panellists: 

Anthony Jaganathan, Head of Operations, Middle Office & Service for Wealth Management, Emirates NBD
Mufazzal KajijiHead of Mashreq Gold and Executive Vice President, Mashreq Bank
Lukas Mician,
Head of Investment Products & Digital, UniCredit CEE Private Banking
Dominik Łyżwa, Senior Business Consultant, Comarch

12:45 pmQ&A: Attendees can participate and ask the speakers panel questions based on the discussion topics
01:00 pmClosing remarks and end of webinar

What we do

Does more then ever platform to achieve goal stages.

Our clients describe us as a product team which creates amazing UI/UX experiences, by crafting top-notch user experience.

Icon
Data Tracking

We help digital companies to volume their self-interest and get a space.

Icon
Financial Audit

We utilize the intensity of structure to tackle complex issues and change.

Icon
Press Releases

Regulatory oneven an enterprises such she and pushed.

Icon
Website/App Design

We utilize the intensity of structure to tackle complex issues and change.

Capabilities

Team
Management.
Brand strategy.

Showcase

Our most recent
digital and strategy
projects.

Capabilities

We help to create
visual strategies.

Website & Mobile Development
0%
Website & Mobile App Design

Cepteur sint occaecat cupidatat proident, taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole.

Motion Graphics & Animation

Cepteur sint occaecat cupidatat proident, taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole.

User Experience

Cepteur sint occaecat cupidatat proident, taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole.

0
Succeeded
projects

Our clients describe us as a product team which creates amazing UI/UX, by crafting top-notch user experience.

0
Working hours
were spent

We’ve structured our workflow processes were from the funny the century rather.

Testimonials

We help to achieve
mutual goals.

Get in touch

Work and general inquiries
+1.809.120.6705

Assistance hours:
Monday – Friday
6 am to 8 pm EST

Post address

541 Melville Ave, Palo Alto,
CA 94301,
United States

Careers

Join our team to
create the best digital
solutions.

We’re a team of creatives who are excited about unique ideas and help fin-tech companies to create amazing identity by crafting top-notch UI/UX.

We use cookies to give you the best experience.