Family Wealth Report: Tech is core of wealth industry but human element vital as ever
Wealth management must prepare a future-ready workforce.
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Family Wealth Report: Tech is core of wealth industry but human element vital as ever
Sanjay Sharma, Global Head of our Private Banking and Wealth Management business, discusses intersecting challenges and opportunities for firms—from talent and AI to the increasing demand for highly personalized client service and preparing the next generation to rise to the occasion.
“We believe there’s an opportunity to explore partnerships across higher education to help educate, train, and engage the next generation of the workforce to be equipped with the specialized asset management, tax, accounting, financial planning, and trust expertise that’s critical to the future of financial services.”