The upcoming FIBA Wealth Management Breakfast Series is titled “PwC 20th Anniversary Global Private Banking and Wealth Management Survey: Navigating to Tomorrow: Serving Clients and Creating Value”, and will be presented by Steven Crosby – Americas Wealth Leader, PricewaterhouseCoopers LLP.
The Survey questionnaires canvassed the full range of senior management views. Chief Executives, Heads of Business Units, Chief Operating Officers, Finance Directors, Risk Officers and Human Resource Managers all completed specific sections. Acknowledging their crucial role in the client experience, there is also a section dedicated to Client Relationship Managers.
- Pervasive regulatory pressures are driving cultural change
- The quest for operational efficiency and differentiations through technology continues
- Traditional approaches to product and service are changing
- Understanding the client’s perspective of value is only getting tougher
It will take place onWednesday, August 14th, 8:00 to 9:30am at Northern Trust, 700 Brickell Avenue, Miami, FL.