Wealth Management in the Digital Age episode artwork

EPISODE · Jul 4, 2025 · 58 MIN

Wealth Management in the Digital Age

from FINCIRCLE · host Edgar Angeles

For both novice and experienced investors who want to grow their capital significantly and build wealth over the long term may find wealth management to be of great assistance. With the onset of the digital age, many financial services including tax planning and investment advisories are adopting tech-friendly approach. Following this recent development, it is evident that digital wealth management tools, such as DIY investment platforms, can revolutionize how investors like you manage your wealth. In view of these, we've invited a seasoned Wealth Management advisor, Marc-Olivier Francq, a French and Swiss national with over two decades of experience in Private Banking and Wealth Management as well as Strategy Consulting and Business Advisory, principally in Asia. He has held several business development and product management positions in leading banks such as Standard Chartered Bank, Deutsche Bank, Development Bank of Singapore, Temasek-owned Alliance Bank, and the Swiss boutique private bank Union Bancaire Privee, among others and presently working with Security Bank as he explains to us the value proposition of Wealth Management and it’s significant relevance to our digital economy. LinkedIn: Marc-Olivier FrancqEmail: [email protected]

For both novice and experienced investors who want to grow their capital significantly and build wealth over the long term may find wealth management to be of great assistance. With the onset of the digital age, many financial services including tax planning and investment advisories are adopting tech-friendly approach. Following this recent development, it is evident that digital wealth management tools, such as DIY investment platforms, can revolutionize how investors like you manage your wealth. In view of these, we've invited a seasoned Wealth Management advisor, Marc-Olivier Francq, a French and Swiss national with over two decades of experience in Private Banking and Wealth Management as well as Strategy Consulting and Business Advisory, principally in Asia. He has held several business development and product management positions in leading banks such as Standard Chartered Bank, Deutsche Bank, Development Bank of Singapore, Temasek-owned Alliance Bank, and the Swiss boutique private bank Union Bancaire Privee, among others and presently working with Security Bank as he explains to us the value proposition of Wealth Management and it’s significant relevance to our digital economy. LinkedIn: Marc-Olivier FrancqEmail: [email protected]

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Wealth Management in the Digital Age

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For both novice and experienced investors who want to grow their capital significantly and build wealth over the long term may find wealth management to be of great assistance. With the onset of the digital age, many financial services including tax...

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