Wealth Management Industry Innovation Sydney Event
The investment and wealth management sectors have been lagging behind in terms of innovation for decades. Join us to hear Singaporean global-reach fintech company TradeSocio CEO Wael Salem talk about the newtechnology-driven approach to portfolio management and investment advice.
The advent of digital technologies brought about a shift of focus in all industries. As new generations of tech-savvy investors enter the market, portfolio managers and investment advisers need to adjust, embrace the change and tailor their offering in a way that appeals to the affluent group of investors.
For HNW advisers and portfolio managers, the adoption of enhanced SAAS technology solutions is the new way to manage portfolios that deliver customised service in a wider range of securities and markets.
RSVP by Thursday 21 February 2019Pricing - FREE Limited seats available
Supported by TradeSocio
When: 25th FebruaryTime: 5:30pm – 7:30pmWhere: FishburnersLevel 2, 11-31 York StreetSYDNEY
The advent of digital technologies brought about a shift of focus in all industries. As new generations of tech-savvy investors enter the market, portfolio managers and investment advisers need to adjust, embrace the change and tailor their offering in a way that appeals to the affluent group of investors.
For HNW advisers and portfolio managers, the adoption of enhanced SAAS technology solutions is the new way to manage portfolios that deliver customised service in a wider range of securities and markets.
RSVP by Thursday 21 February 2019Pricing - FREE Limited seats available
Supported by TradeSocio
When: 25th FebruaryTime: 5:30pm – 7:30pmWhere: FishburnersLevel 2, 11-31 York StreetSYDNEY