CNBC-TV18’s Post

Dive into the future of wealth management with us at the DBS Treasures Annual Wealth Summit powered by CNBC TV18! Join thought leaders and tech visionaries as they unravel the digital landscape of wealth management. Catch the highlights on May 11th, 4:30 PM. Don't miss out! #DBSTreasuresAnnualWealthSummit DBS Bank

Thank you to MoneyNext for arranging this year’s Wealth Management Transformation Summit. Some interesting insights from the panellists on the wealth stage today, including… - Data is integral to understand customers interests and their risk appetite (however there’s perhaps been too much focus on gathering and storing data, but less consideration on recalling and removing it). - Technology and human factors are both key to delivering seamless client experiences. - Gen-Z are digitally native, diverse, educated and purposeful, so wealth firms must stay updated on current trends and innovations. - Economic resilience is understanding how to maximise growth in periods of uncertainty whilst minimising risk. - Revolutionising wealth is impossible without technology, but there will always be human interaction by firms. A quote which stood out is, ”The greatest danger in times of turbulence is not turbulence, it’s to act with yesterday’s logic” #MoneyNextSummit24 #WTS2024 #WealthConsulting #Wealth #Consulting #SimplifyConsulting

4th Annual Middle East WealthTech Forum & Awards 2024: Shaping the Future of Wealth Management " The digital revolution sweeping through wealth management is not merely a trend but a strategic imperative. As millennials and Gen Z investors prepare to inherit an estimated USD 53 trillion over the next two decades, firms that prioritize relationship-building with potential inheritors, harness client insights, and adapt to emerging trends will seize a competitive advantage in today's dynamic landscape." https://lnkd.in/eE-DjeGm #FFNews #Fintech #Finance #Banking #Paytech #Payments #Insurtech #Insurance

Cullen Gordge unpacks a few of the key findings from the HSBC Innovation Banking VC term sheet guide. Whether you are a startup founder or an investor, understanding these insights can significantly impact your strategy. If you need any advice, please do get in touch!

Join us in London on 5th June for the Global Private Banker Summit- fostering dialogues between private banks, family offices, and asset managers who face the difficult task of constructing portfolios that can overcome adverse market movements, while delivering consistent returns. As technology reshapes the industry and transforms advisor-client relationships, we'll unpack the material impact on client experience and how institutions are adapting to new digital platforms for distribution of private wealth solutions.#privatebanking #familyoffice #assetmangement #wealthtech #fixedincome #esg #equities #uhnwi #nriservices #dpm #digitalinnovation #investmentmanagement

Excited to see this unfold after months of hard work - thank you team Sebastian Enberg Elaine Wong Danielle Paterson Winnie Pang Sukie Ng Stephanie Ng Fiona Gibb These insights can be powerful signposts for any investor, wherever they are in their financial journey. More to come! #putcashtowork (note to self as well!) #HSBCwealth #HSBCprivatebanking #HSBCassetmanagement #HSBCPremier

Navigating market disruptions with poise and precision is the new hallmark of successful corporate treasurers. Embracing 'digital as a culture,' they are wielding digital treasury management tools to maximize cash flow, optimize liquidity, and mitigate risks. Discover how digitization is playing a crucial role in reshaping and fortifying financial frameworks amid unexpected curveballs. Dive deeper into the conversation with Vicky Albovias, head of Corporate Treasury Consulting at J.P. Morgan Commercial Bank. #DigitalPayments

HSBC’s new Affluent Investor Snapshot 2024 tells a story of investors sitting on large cash allocations but also looking to invest that cash in the near-term. We spoke with Willem Sels, Global Chief Investment Officer, HSBC Global Private Banking and Wealth, to learn more about why putting cash to work in this current environment may be a smart idea. For all the insights, stay tuned for the launch of the Affluent Investor Snapshot 2024, a Global Quality of Life special report by HSBC, on 5 June. And don’t forget to register for the HSBC-sponsored Bloomberg Wealth 2024, a global gathering of investors, economists and leading wealth practitioners, livestreaming from Hong Kong on 5 June. Sign up now: https://lnkd.in/gv9TTzfn #BBGWealth #HSBCWealth

The yearly update on the state of the industry for wealth managers in the United States is now live. In “US wealth management: Amid market turbulence, an industry converges,” we discuss the industry’s resilience, the impact of subsiding tailwinds and how wealth managers are responding. Read the full report here: https://lnkd.in/dBYfwFT7 #McKinseyInsight #Banking #WealthManagement #Data

How would you go about achieving your financial goals? Planning, discipline and perseverance are crucial when it comes to managing our finances and growing our wealth. The Affluent Investor Snapshot 2024: A Global Quality of Life Special Report by HSBC, asks some simple yet important questions about investment attitudes and behaviours worldwide. We are pleased to share a snapshot of today’s affluent investors ahead of the release of the full Global Quality of Life 2024 report. Stay tuned. Full Snapshot: https://grp.hsbc/6045c8v5W #HSBCWealth #QualityofLife2024 #AffluentInvestorSnapshot Lavanya Chari