Future of Wealth Management - Fintech

AIM Summit Webinar Series

9 Feb 2021

Speakers: Mark Chahwan, Deepak Mehrar and Thomas Schornstein

Mark Chahwan, Co-Founder & CEO of Sarwa, Deepak Mehra, Head of Investments at Commercial Bank of Dubai and Thomas Schornstein, Member of the Executive Board at additiv AG discuss

• What will the future wealth offering look like?
• How will technology affect the offerings provided by banks and fintechs?
• Will AI play a bigger role and how?
• Will asset allocation and modern portfolio theory change with the continued range of ETF and Smart Beta funds
• How will fintechs fare against banks in this space, will we see different offerings from each or just pure competition?