Shows
Maveric Banking Edge PodcastWealth Management Report 2024 - Transcending TurbulenceP Venkatesh is in conversation with Efi Pylarinou and Eswaran Swaminathan.The wealth management industry faces challenges and opportunities in the current economic landscape. To optimize costs and pursue growth, firms should focus on modernizing their IT infrastructures to offer flexible solutions that can serve new markets and handle diverse asset classes. The industry is seeing shifts in client demographics, with younger and more female investors emerging. These new investors have different preferences and risk appetites, and they are growing interested in alternative assets and investments that align with ESG values. Wealth managers must adapt t...2024-04-2939 min