WealthBriefingAsia is hosting a webinar in partnership with Refinitiv.

As wealth management firms strive to provide the best customer experience in a competitive marketplace, it is essential to understand how the data needs and digital expectations of their clients will evolve in the future. This webinar will focus on the changing digital demands of investors in APAC.
Join our panel of experts who will discuss how investor expectations have changed in the last 12 months, what new types of information investors expect access to, such as ESG, and trends around intuitive analytics to help investment decision making.
Refinitiv recently surveyed over 1000 self-directed and advised investors globally, 500 in Asia, on how their trading activities, data needs and digital expectations are likely to evolve in the future. In the first of a series of reports based on the research, we found that the appetite for data and analytics is growing as investors look for new ways to make investment decisions, take advantage of promising opportunities, and avoid potential risks.
While investors are demanding more information, the research shows that 39% feel that they currently lack access to data and content that would help their investment decision making. This provides a great opportunity for digital wealth providers to address any gaps and tailor services and solutions to cater to these needs to stay relevant.
We will be discussing the following subject areas:
  • Changes in investor behaviour and requirements in the last 12 months – did COVID-19 and the subsequent volatility expose any data gaps?
  • Next generation investors with next generation data and analytics demands – what trends and content sets are influencing millennial investment decision making?
  • Data on the data – finding investment ideas in alternative data sources, such as news and social media sentiment analytics.



The webinar will take place virtually on: Date: Thursday 11 March 2021 Time: 2 pm SGT/HKT


Date and Time

Date: Thursday 11th March - 2021
Time: 2:00 pm – 4:00 pm



About our Sponsors



Arjan de Boer

Head of Markets, Investments and Structuring Asia

Indosuez Wealth Management

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his […]

Raphael Mueller

Product Manager, Wealth & Front Office Suite


Raphael is a Senior Product Manager and responsible for Avaloq’s Investment Advisory application, a tool within our new Wealth platform. Before joining Avaloq, he developed products and investment processes for […]

Steven Carroll

Head of Market development, Wealth, Asia Pacific


Steven Carroll is the head of market development, wealth, Asia Pacific, for Refinitiv, formerly the financial and risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]


To register for this event, please use this link