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Wealth Dynamix



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Looking back at the WDX & PAM Digital Forum 2017

A little about the event:

WDX have been running the Survey & Forum with PAM Insight since 2015, in response to the growing role of digital in the wealth management industry.

This years’ forum was led by an expert panel and chaired by Daisy McAndrew, Former Chief Political Correspondent and Economics Editor of ITV News, the forum reviewed the results of the survey and discussed not only the industry challenges wealth managers face but also how to take advantage of the many opportunities in the market. The event not only revealed interesting stats but also involved the audience through a live polling system.

The panellists:

Chair – Daisy McAndrew, Former Chief Political Correspondent and Economics Editor – ITV News
Joe Norburn, Managing Director, Head of Digital & Business Development – Coutts
Max Rothery, Manager Digital Growth Strategies – Kleinwort Hambros
Roopalee Dave, Senior Manager, Wealth and Asset Management – EY
Robert Roome, Head of Technology – WDX
Tristan Blythe, Group Editor – PAM Insight