2022 Global Wealth
Management Trends
webinar
Food for Thought: 2022 Global Wealth Management Trends
…and how you can use them in your practice.
Join CEO Mickey Gambale this March for a much-needed discussion on global wealth management trends and how you, as a South African wealth manager, can adopt them in your practice to increase productivity and maximise your free time – sounds good, right?
Sitting in Dallas and New York in the USA is Tej Vakta from CapGemini and Lou Celi from ThoughtLab respectively, while locally, we will have Dr Gizelle Willows, a professor at UCT, and Louis van de Merwe, a certified financial planner.
Time: 3PM – 4:30PM
When: Tuesday, 1 March 2022
CPD points: TBC
Register now and be a part of the conversation as they talk about what today’s clients are expecting from you, which technologies you should look at to drive business efficiencies and the seismic shift towards holistic advice.
About the webinar
Mickey will speak to an insightful group of forward thinkers who have their finger on their pulse in their respective fields and cover topics such as:
- The move to holistic advice:
- From product to advice
- Democratisation of products
- Revenue and value streams driving this change
- Technology driving efficiencies and saving time:
- Digitisation is no longer side of desk but core to the success/survival of any adviser Practice
- Digitisation – means doing more with less
- What technologies are driving profitability, maximising time
- Professionalising the advice industry RFA/PFA
- Impact of advice practice value
- In the South African, context the impact of re-platforming on the advisers practice
- New Client Expectations:
- What are the dynamics driving new clients decisions
- What behaviours are influencing investment choice
- New expectations of clients: hyper personalisation
- Age of hyper personalisation and the impact on technology and profitability
- With the wealth transfer coming, the nature of client is changing – are you ready for it?
The speakers
Dr Gizelle Willows
Professor
University of Cape Town
Dr Gizelle Willows is a Professor at the University of Cape Town and Managing Director of Nudging Financial Behaviour. Under the mentorship of Professor Terrance Odean, she was a visiting scholar at the Haas School of Business at the University of California (Berkeley). Her expertise lies in behavioural finance, particularly as it relates to personal finance and retirement savings. She is the recipient of multiple best paper awards and leader of the Behavioural Finance and Accounting international research group. Her behavioural and personal finance insights are in high demand as attested by invitations to give key note addresses, be an expert guest on international podcasts, and her widely-read blog, Nudging Financial Behaviour.
Rej Vakta
FS Domain Leader & Head of ESG Solutions
FS Insights & Data
Capgemini
Tej is a senior WM industry leader and global head of ESG solutions in Capgemini’s FS I&D global business line where he partners with CxO’s and Fintech ecosystem to establish innovation driven growth strategy while empowering them to integrate sustainability. With over 25 years of diverse FSI experience in, both transformation leader and business driven technology executive roles at Capgemini, Merrill Lynch and several large FS organizations across North America & the U.K. He is a frequent speaker at industry events / roundtables and author / contributor to several industry leading publications including the World Wealth Report.
Louis van der Merwe
Co-founder and director
WealthUp
Louis the co-founder and director of
WealthUp, a boutique financial planning firm situated in Cape Town, South Africa. He is a CERTIFIED FINANCIAL PLANNER® as well as a CERTIFIEDFINANCIAL TRANSITIONIST®, balancing the technical and the personal side of financial planning. Louis also holds a Financial Abuse Specialist™designation.
He completed his B.Comm degree as well as the Post Graduate Diploma in Financial Planning at the University of Stellenbosch. Further to this he finished his Advanced Post Graduate Diploma in Financial Planning at the University of Free State, specialising in investment management, and hasspent the last 13 years providing advice to individuals and companies.
Louis has a passion for technology and entrepreneurship and is the host of the Financial Planners South Africa Podcast on behalf of XY Adviser.
Louis Celi
CEO
Thoughtlab
During his more than 35 years of research and publishing work, Lou Celi has helped top organizations build their businesses by engaging corporate and government decision makers. Lou is an acknowledged expert on the impact of technology on business and government and a pioneer in evidence-based thought leadership. He has led a broad range of programs analyzing the impact of digital transformation across industries, countries, and corporate activities, including supply chains, customer experience, operations, strategy, sales and marketing, cybersecurity, and data privacy.
Prior to founding ThoughtLab, Lou was board director and president of Oxford Economics, where he built the firm’s successful business in the Americas and set up its global thought leadership practice. Before joining Oxford Economics, Lou was president of Llesiant, a business technology start-up acquired by Bloomberg BNA in 2009.
Mickey Gambale
CEO
INN8
An unconventional CEO with a need for speed (fast cars and even faster bikes), Mickey has over the last 20 years built up his business experience to include a vast range of financial service skills.
He really has done everything – from starting a micro-lending and E-commerce business to being an executive at corporate level – and has the tertiary education to back it.
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