Wealth & Asset Management 4.0 : How digital, social, and economic shifts transform markets

Date - Thursday, 27th May, 2021

Time - 5:00 pm BST I 12:00 pm EST

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The ongoing pandemic has been a watershed event for businesses and their customers around the world, particularly for the wealth and asset management industry. The crisis has rapidly sped up digital, social, economic,  demographic, and  regulatory shifts that were already transforming the industry. But the pandemic also has prompted investors to reexamine their life priorities, investment plans, and the way they interact with their wealth management providers. 

These developments have pushed the fast-forward button on the digital transformation giving rise to the sector’s next phase: Wealth Management 4.0. To succeed in this market incarnation, wealth and asset management providers will need to reconsider most aspects of their business, from go-to-market strategies and value propositions to products and services, and to augmented working and relationship management.

Join ESI ThoughtLab, FinTech B2B Marketing, and advisory board members of the Wealth and Asset Management 4.0 research study for an interactive panel discussion examining the megatrends disrupting the industry and the future of wealth and asset management. Hear from industry experts and insiders from Charles Schwab & Co., Deloitte, and eToro.


Lou Celi


ESI ThoughtLab


Lead Wealth Management Consulting Partner


Payal raina


FinTech B2B Marketing

Andrew D’Anna

SVP, Schwab Retail Strategy & Client Experience

Charles Schwab & Co.

Ronen Assia

Co-founder and Executive Director


Discussion points include:

  • Why is this research so timely and important now?
  • What are the biggest disruptors impacting the wealth and asset management industry today?
  • How has the pandemic accelerated the transformation of the industry?
  • What lasting changes should we expect in how work gets done and clients are serviced?
  • How are investors’ behaviors, priorities, and expectations changing, and how are firms adapting their products and services to meet their clients’ needs?

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