Social media in wealth management [event]
The wealth management industry is often seen as being steeped in tradition, more oil tanker than speedboat when it comes to adapting to change and embracing new technology.
But, as with many things in life, there is often a gap between perception and reality. The digital revolution is having a big impact on the world of high net worth individuals and their many service providers. From client acquisition through to the use of digital platforms to communicate portfolio performance – social media is shaking up the traditional boundaries of the wealth management industry.
To capture the extent of the this transformation, Citigate Dewe Rogerson has partnered with PAM Insight a leading publisher in the wealth space to conduct research on current attitudes and uses of social media.
The results will be presented at an evening reception at leading international law firm Charles Russell, on 16 October (6pm – 7.45pm). The findings will be used to stimulate a discussion about the use and impact of social media in the wealth management industry, with a panel of leading experts presenting their views.
If you are interested in attending this event please get in touch with us. Otherwise you can follow the event and discussion on Twitter at #cdrwealth.