Arrival and Welcome Breakfast

Panel: Beyond the static report: what the next generation expects to see

Speakers:
Benjamin Mouté, Landytech
James Wetherall, Affinity Private Wealth
Richard Sayers, Nedbank Private Wealth

As wealth passes to the next generation, expectations of the firms that serve them are changing. We explore what younger beneficiaries want to see, and how to bring them in early.

• Service expectations: what next-gen clients expect from their advisers
• Digital reporting: what changes when insight is timely, information sits in one place and clients can see what to do next
• Mobile access: why the phone is often the first place they look
• Succession planning: when to involve them, what to show them, and how to educate them

Coffee Break & Networking

Presentation: Be the trusted advisor again
Sesame X: the technology that empowers you

Speakers:
Eddie Cheng, Landytech

Clients expect more contact than ever, yet relationship managers spend less than a quarter of their day on client meetings and advice. With $83tn passing to a digital-first generation, every slow answer puts the relationship at risk. See Sesame X and a new model for private wealth, where the platform carries the process and your people carry the relationship.

Networking & Departure