27th of October at Stock Exchange in Warsaw. CFA Investment Summit is a unique event, not only for members of the CFA Society Poland. The society’s flagship conference, held since 2005. The previous year’s conference attracted financial professionals engaged in the development of the Polish capital market. Guests of our conference, eminent economists and heads of financial institutions and representatives of the largest investment firms in Poland, will refer to the situation of the financial markets, discuss global perspective and investment ideas to find the answer to the question where look for the growth. This year’s conference will be focused on FinTech. The new wave of financial technology, or „FinTech”, is a hot-button in the world of Finance. Blockchain technology, robot-advisors, disintermediation services and more have the potential to radically change the landscape of the investment industry. The title of the presentation of Stanislaw Markowski, our Sales Director, CEE will be: Will the financial professionals be replaced by the robots? The presentation’s subtopics will cover: key issues in wealth management, how to survive in a digital market, the digital journey of a wealthy client, retail customer proposition versus wealth offering and why do we believe in a hybrid advisory model or why robo-advisory is not an answer. Come and join to our presentation at the Stock Exchange in Warsaw on the 27th of October and let us discuss the future of FinTech! See you there!

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Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)