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News & Insights | 29th November 2023
Wealth Planning
5 Min Watch
In a second interview with Sanjay Sharma (Global Head of Private Banking and Wealth Management at our custodian partner, SEI) our Managing Director, Alex Twiss continues the discussion around ‘The future of wealth’. In this video the focus is more on the role of financial advisers and how this is changing in the face of new technologies and new client expectations.
Click the play icon below to watch the full video.
