OFF3R Wealth Management Breakfast

Take aways, no doggy bags, from this morning's Wealth Management Breakfast roundtable.

? Growth in developing markets, confused and/or weak economics in developed world

? Brexit and European uncertainty... but moving on...

? Issues of trust, personalisation, scope of advice and channel delivery - Suitability becomes a dynamic requirement - role of AI and 'machine learning'

? How to engage and be relevant to the younger, technologically savvier audience

Huge role for better and relevant financial education

? Volume of investable assets set to increase from $65tn to $102tn by 2020

? Increasing number of HNWIs - but where do wealth and investment needs begin in an environment where everyone is personally responsible for their lifetime finance?

? Increasing costs of complying with regulation; RDR evolution - how to

? Fee compression - quo vadis... Challengers are driving the direction of travel...

? Increased transparency – by 2020 regulators having real-time access to portfolios?

? Ageing population and healthcare a problem only asset management can solve... or insurance?

? Technology becomes mission critical – engagement, data mining, regulatory efficiencies

Thanks to Lex Deak, CEO OFF3R for hosting and the dynamic group of participants