Conference programme

If we thought that advising our current clients is sometimes challenging, just wait until you deal with their children, or with the new generation entrepreneurs. This session will provide inputs and share experiences about dealing with the younger generation of wealth holders. We will see if it the type of wealth that is going to change, the characteristics of the clients, their financial needs, the advice they seek, or all of the above. Speakers across different ages and backgrounds will share their views, stories and insights, will try to help us to prepare for the next years in business, and will show us that even with AI, there are quite a few needs we can and must accommodate.