Indian WM19 - Post Event Supplement

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AVP, Wealth Cube, at offered a fascinating presentation
to delegates in Mumbai on the firm’s 2020 Advantage digital product, which is designed to
significantly enhance the performance of relationship managers in the wealth management industry.
Head of Distribution for EMEA at told delegates
at the Hubbis India Wealth Management Forum how the 2019 global investment story is
more of the same, following on from a rather volatile and unpredictable 2018. But he also
highlighted the India opportunity, explained how global issues are creating opportunities for
offshore investment diversification, and advised the audience how they might work with ITA to
access a world of global investment opportunities across multi currencies.
Head of Private Wealth Management at Mumbai-based
gave an animated talk at the Hubbis India Wealth Management Forum in August
to offer his view of the future of the industry. The twin drivers of regulatory necessity and client
expectations will, he believes, alter the landscape irrevocably, but the future is bright for those
who look ahead and adapt.
Head, Finacle Wealth Management Solution at and his client,
Chief Executive Officer of Mumbai-based Validus Wealth double-teamed for a fascinating
presentation on future-proofing the wealth management business with a truly digital platform.
Delegates were left in no doubt as to the theory of dynamic change, and the practical results
that follow.
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INDIAN WEALTH MANAGEMENT FORUM 2019 POST EVENT SUPPLEMENT