16 January 2013

Take 15: The Future of the Wealth Management Industry (Video)

Posted In: Private Wealth Management

Sebastian Dovey, a managing partner at Scorpio Partnership, explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry.

This episode of the Take 15 Series was originally released on 9 January 2013.

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Tags: client relations, Social Media, Take 15, Videos

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About the Author(s)

John Bowman, CFA

John Bowman, CFA, is former managing director, Americas, at CFA Institute. He also served as managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, Bowman was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. He holds a BS in business administration from the University of Mary Washington.