Wealth Management und Portfoliomanagement im Wandel

Challenges and solutions for future asset advice and management

As part of a panel discussion with high-ranking industry representatives, we will Shed light on trends and challenges in wealth management and portfolio management.

The focus of the discussion is the transformation of the asset management industry, which reflects a broader trend towards digitalization and customer-oriented services.

Whether GenAI, new regulations such as DORA as well as the small investor strategy, or the upcoming generational change as part of the “Great Wealth Transfer” – we look at the changing markets and target groups and discuss innovative ones Solutions.

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  Procedure:
  
  6:00 p.m. - Entrance (drinks and finger food)
  
  6:30 p.m. - 6:35 p.m. Welcome and short introduction to the topic
  
  18:35 - 18:55 Short introduction of the HOSTS: EY Austria, finAngel
  
  Keynote: Patrick Stoess, Partner EY Germany (Wealth and Asset Management Consulting Leader)
  
  18:55 - 19:00 Break and transition to the panel
  
  19:00 - 19:00: 45 Moderated panel talk: 45 minutes talk, 15 Minutes Q & A with:
  
  -Constantin Veyder-Malberg, Board Member, Schelhammer Capital Bank
  
  -Gerald Stadlbauer, Head of Discretionary Portfolio Management, Erste Asset Management GmbH
  
  -Lukas Amstler, Partner Financial Services Consulting, EY Austria
  
  -Dr. Ing. Mustafa Radi, CEO, finAngel
  
  20:00 - 21:30 Networking - get together (drinks and finger food)

Language: Deutsch/German

This event is organized by FinAngel and EY Austria as part of the FTWV' 24 organized.

A photo ID is required to enter the IZD Tower. Thank you!
A photo ID is required for entry to the IZD Tower. Thank you!