Professional Adviser Working Lunch
Manging your client's wealth in 2021
This session will explore the elements driving your advisory process in a post-pandemic world. Our panel of experts will take a deep dive into aspects such as intergenerational wealth, ESG investments, assessing suitability and retirement income within your centralised investment proposition. In addition, this session will consider the opportunities for your wealth management firm that lie in maximising commercial relationships and directing economies of scale to drive business value and growth.