About WealthTech Pathway

The Wealth Management (WM) industry is one that has traditionally been accessible only to High Net Worth Individuals (HNWIs) through the channels of private banks and family offices. However, this industry is now in the midst of a major disruption. A large portion of this is attributable to the rise of "WealthTech" or Wealth Technology. This encompasses the digital transformation of firms through digital tools and platforms that improve services offered by WM firms. WealthTech has democratised the industry and has provided clients with 24/7 access to their investments. Join Elisabeth Dana as she takes us through the disruption in the WM industry. She first provides an overview of the industry before outlining the disruptive trends and how firms are now competing with each other to win clients using increasing personalisation and tailor-made services.

In this pathway

Pathway experts

Elisabeth Dana

20 years: Wealth management & banking

After working in banking in Paris for several years, Elisabeth joined Barclays Corporate in London in early 2008 before joining Barclays Wealth to look after High Net Worth clients and their families. She has focused on wealth management ever since, founding Infinity Circle in 2018. Elisabeth is a dual British and French national who speaks four languages. Finally, Elisabeth has a Masters in Political Science and Journalism from the University of Brussels and an MBA from the University of Chicago