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INVESTING WITH THE NEXT GENERATION

 

    PWM goes on location in Rome to meet the Young Investors Organization and their sponsor Credit Suisse to discuss just how different the Next Generation of investors and business owners are to their predecessors and how they will transform banking as we know it.

    In discussion:

    Characteristics of the Next Generation: Building a community of Next Generation investors by sharing values, ideas and purpose, to achieve a lasting impact across the business world.

    - Spotting the 'Supertrends': The rise of the 'Millennials' goes hand in hand with their appetite for investing in technology and infrastructure, including affordable housing; but this is a generation that has experienced fear and instability and is looking for a closer, high-tech, high-touch relationship with their bankers.

    - Investing for return and social impact: Private banks are transforming their entire business concept to combine wealth creation with social impact, achieve both financial and social returns, which are becoming long-term, cross-generational goals.

    - Sharing ideas and experiences: How networks of young investors within banks can build trust, friendship and mentoring support to share entrepreneurial ideas and help continue family legacies.

     

    In conversation with:

    Iqbal Khan, CEO International Wealth Management, Credit Suisse

    Nannette Hechler-Fayd’herbe, Global Head of Investment Strategy & Research, Credit Suisse

    Francesco de Ferrari, Head of Private Banking Asia-Pacific and CEO of Southeast Asia, Credit Suisse

    Louise Huterstein, Current YIO Vice President

    Fernando Scodro, Current YIO President

    Tyler Barth, YIO President 2013 - 2017

    Melissa S. Rossi de Lima, YIO President 2011 - 2013

    Elsie Mullers, YIO President 2007 - 2009

     
     

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