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Digital, Personalised, and Global: Emerging Models and Trends in Wealth Management

Wealth management has undergone a profound transformation. Digital-first platforms, AI-driven advisory, and alternative investment marketplaces are reshaping how individuals and institutions access, grow, and protect their assets. At the same time, traditional banks are integrating these innovations into their global offerings to meet evolving client expectations for personalization, accessibility, and cross-border solutions.

This session brings together leaders from digital wealth platforms, private market innovators, and global banks, to explore how the next generation of wealth management is being built. Discussions will examine emerging business models, the convergence of technology and human advisory, and forward-looking trends in client behavior, regulatory landscapes, and financial inclusion.

Speakers

Caesar Sengupta

Caesar Sengupta

Co-Founder & Chief Executive Officer, Arta Finance

Marco Bizzozero

Marco Bizzozero

Head of International & Member of the Executive Committee, iCapital

Lavanya Chari

Lavanya Chari

Head of Wealth and Premier Solutions, HSBC

Moderator

Nasir Zubairi

Nasir Zubairi

Chief Executive Officer, The LHoFT Foundation

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