Wealth Management and Private Banking leaders in Sydney are invited to join this roundtable luncheon on ‘Mind the gap: Holistic strategy, automation, and digital transformation in wealth management’.
An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary. Registration is limited to a select number of guests per event.
Mind the Gap: Can Australia avert a looming pension crisis?
When thousands of workers were furloughed in the early stages of the COVID pandemic, it became clear that many Australians were woefully unprepared to endure short-term cash crunches or interruptions to their earnings capability. Despite having one of the most well-funded pension systems in the world, Australia continues to slide in the annual Mercer Global Pension Index as contribution rates decline and concerns on the ability to generate strong income in retirement increase.
The Haynes Commission recommendations have contributed to a growing ‘advice gap’ that is leaving many Australians unable to obtain much needed ‘full service’ financial advice. A recent raft of technology-enabled firms is seeking to address some of these challenges, offering retail consumers access to low-cost planning tools via largely ‘self-service’ digital channels.
O Bar and Dining (Salon Privé)
Australia Square, 264, level 47 George St, Sydney NSW 2000, Australia | Google Maps
The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.
Attended by:
Chief Product Officer at Certane
Chief Operating Officer at Spaceship
Chief Financial Officer at Stake
Chief Technology Officer at Mason Stevens
Chief Product Owner, Wealth Management at Macquarie Bank
Chief Growth Officer at Findex
Chairman and President at Governance Institute of Australia
Head of Platform at Colonial First State
Head of Data at Zurich Insurance Group
Head of Transformation, Specialist Businesses at Westpac
Executive Director Operations at Dash Technology Group
Director, Group Compliance and Regulatory Reform at Colonial First State
Associate Director at Macquarie
General Manager at Creativemass
For insight on this event, photos and guest interactions, see our post on LinkedIn.
12:00 PM: Arrival of guests
12:30 PM: Welcome by The Ortus Club
12:35 PM: Short address from Temenos
12:40 PM: Discussion instigated by the moderator and continued by the group over lunch
1:45 PM: Discussion brought to a close and guests are encouraged to continue networking
2:00 PM: Guests normally start leaving
Hosted by Temenos
info@ortusclub.com
+1 323 615 2018