- 24° TRENDS
- 03 September 2024 14:30 to 15:10
The investment management landscape is evolving rapidly, driven by technological advancements and changing consumer preferences. This panel discussion brings together experts from traditional relationship-based investment management and cutting-edge robo-advisory services to explore the strengths and weaknesses of each approach. Our panelists will discuss the current state of the industry, the benefits and challenges of human advisors versus robo-advisors, and what the future holds for investment management. We will investigate the potential opportunities that arise from using data analytics and AI to enhance wealth management and asset management practices, such as rebalancing strategies, sophisticated asset allocation and adapting to real-time market changes. We will also be investigating the opportunities presented to us through the uses of AI based hedging and CRM platforms for financial advisors, as well as the application of new technologies in aiding investment advisors with the tools to manage risk and make better informed decisions.
Speakers
Ali Sheneamer
Chief Business Development Officer
BUPA
Amy Oldenburg
Head of Emerging Markets Equity
Morgan Stanley
Mehdi El Amine Fichtali
Founder and CEO
FinaMaze
Charles-Henry Monchau
CIO and Member of Executive Committee
Syz Group
Grace Chong
Head of Financial Regulatory
Drew & Napier LLC