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  • This report contains the full findings of the Digital survey as well as the coverage of the panel discussion and the results of an interactive poll taken at the forum.

    The panel was made up of Will Habberfield, chief operating officer of LGT Vestra; Duncan Jamieson, chief operating officer of Julius Baer International; Sean Lam, chief executive of Walker Crips; Andrew Watson, head of Figaro Product Strategy at JHC; and Tristan Blythe, editorial director at PAM Insight. It was chaired by Roopalee Dave, a director at EY.