Prospery Finance Forum – Where Does Wealth Management Stand in 2025?
October 23 @ 18:00 - 21:30| Free
Prospery Finance Forum | October 23 | Munich
Critical Views on the Future of Wealth Management
Digitization is omnipresent. The area of asset management, traditionally characterized by personal care, is also undergoing a change. So-called Robo-Advisors already offer fully automated asset management. But German customers often put importance to human contact. Which approach will prevail? And what will the division between automated and personal advice look like?
Our guests are experts in this field and answer questions like
What is technically possible?
What do customers want?
How do customer wishes develop?
How can customers benefit from the developments?
How is the German market different from other countries?
The following speakers take a stand and discuss with each other:
Thomas Wiedenmann – Director ETF & Index Investing – BlackRoch
Berthold Bartsch – Executive Director Wealth Management – Bank Vontobel
Markus Jordan – CEO – Isarvest GmbH / EXtra Magazine
Jochen Scheffler – Senior Wealth Coach – Prospery
Dirk-Jan Schuiten – CEO – Prospery