Bill Wyman, Expert on Technologies for Family Offices & Wealth Management Firms and a speaker at the Elite Summit discusses balancing the risks of technology platform solutions with security, operational efficiency, and user needs. Any advisor’s ability to manage their client’s assets is only as good as his office’s own technological assets. For Bill Wyman, who has led various efforts to develop and market the technological platforms of Summitas, RockIT™ for Rockefeller & Co, and DB InSight for Deutsche Bank, the approach to a family’s IT setup should follow the same risk analysis and profile as any other investment. In his session, Bill will outline the “how to’s” and security risks involved in the development and implementation of a tech platform. He will outline issues to consider and a risk assessment format to provide the most comprehensive look at how to customise a tech platform that provides the best returns for security, functionality, and client usage.
Join the next Summit along with leading European family offices and global asset managers in an intimate environment for a focused discussion of key new drivers shaping wealth management strategies today.
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