WealthTech Matters–The Client: Interview with Antony Bream, MD, EMEA & Americas, Wealth Dynamix Pt 2

The Wealth Mosaic · Intermediate ·🎯 Management & AI-Era Leadership ·6y ago

Key Takeaways

Explores the future of client experience in wealth management with Antony Bream, MD of Wealth Dynamix

Original Description

During our WealthTech Matters – The Client event, held at Rise in London in March 2020 in collaboration with our partner Owen James, we interviewed Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix. In this second video of two with him, we asked Antony what the client experience journey of the future in wealth management would look like. Thanks again to Antony for his time and insights and Wealth Dynamix for their participation in this event. #wealthmanagement #privatebanking #financialadvice #investmentmanagement #wealthknowledge #wealththinking #wealthinsights #wealthtech #wealthtechnology #wealthischanging #clientcentric #focusontheclient
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