Shilpi Chowdhary, Group CEO, Lighthouse Canton, will be speaking at the ‘Wealth Management Summit Asia' on Thursday, March 13, 2025. The event is hosted by FT Live and PWM and is a gathering of market-leading private banks, family offices and wealth managers, discussing how best to reap the rewards of Asia’s structural growth.
Unprecedented wealth creation in Asia presents a compelling business opportunity for the region’s private banks. Technological innovations hold the key to unlocking the mass-affluent revenue stream, yet traditional institutions are in a race against robo-advisers to uphaul their high-touch operating model.
In the panel discussion 'Penetrating the mass-affluent market through digitalisation and mass-customisation', Shilpi alongside esteemed speakers will share insights on-
- Can private banks compete against digital-only players when it comes to the under-served mass-affluent market, and how can analytics be leveraged to win the trust of this broader client demographic?
- How are relationship managers considering clients’ wealth continuum lifecycles and adapting product offerings according to investors’ wealth trajectories?
- Active ETFs are democratising investments for mass-affluent clients, but what other opportunities are there for mass-customisation of investment products?
Panel - Penetrating the mass-affluent market through digitalisation and mass-customisation
Venue -
- Parkroyal Collection Marina Bay, Singapore
Moderator -
- Elliot Smither, Chief Sub Editor and Senior Writer, PWM
Panellists –
- Shilpi Chowdhary, Group Chief Executive Officer, Lighthouse Canton
- Wenxian Yeo, Head of Wealth for Asia South, Citi
- Alex Kokolis, Managing Director, Global Head of Wealth Management Client Segment, MSCI
- Nayeem Khan, Chief Operating Officer, Asia, Pictet
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