2nd Annual Event

Digital Transformation in Wealth and Asset Management

30th November 2023

Novotel London West

80 industry leading speakers discuss the internal and external factors disrupting asset and wealth management. Gain inspiration and confidence for the next step on your transformation journey.

450+

Attendees

80+

Speakers

70+

Wealth Firms Represented

Theatres

58%

Director Level +

450+

Attendees

80+

Speakers

40+

Wealth Firms Represented

Theatres

58%

Director Level +

The Next Steps in your Wealth & Asset Management Transformation Journey

Wealth and asset management: On the verge of a digital revolution

The wealth and asset management industry is in the midst of significant change. A new generation of investors, increasing digital competition and significant investment trends are reshaping what has often been viewed as a traditional sector.

With this change comes huge opportunities for those willing to embrace a new way of thinking. Technology is democratising wealth management, clients are prepared to swap providers for better services, and new business models are developing across the market. But should personal relationships and human interaction still be prioritised? Can quality of service be maintained in conjunction with emerging tech?

The Wealth & Asset Transformation Summit will showcase these challenges and opportunities, exploring the potential of digital transformation whilst answering the difficult questions facing the industry in the coming years.

80 visionary speakers will answer the most pressing industry questions.

Network and learn alongside 600 colleagues and peers from the wealth and asset management industry.

No matter where you are on your transformation journey, Wealth Management Transformation Summit provides inspiration and confidence for your next steps.

Europe's Leading Digital Transformation for
Wealth and Asset Management Event

The Next Steps in your Wealth & Asset Management Transformation Journey

Do you work for a wealth or asset management firm or a private bank? Has COVID-19 seen your digital transformation plans accelerate rapidly but left many questions unanswered?

Wealth and asset management firms are facing a turbulent landscape of new digital competitors, shifting client expectations, new regulations and evolving investment trends.

Wealth managers of the future will need to embrace new technology, focus on customer-centricity, and streamline processes in order to remain competitive.

Join 30+ industry leading speakers for Wealth Management Transformation Summit and discuss the internal and external factors disrupting and reshaping the wealth management and private banking sectors.

No matter where you are on your transformation journey, Wealth Management Transformation Summit provides inspiration and confidence for your next steps.

Deep-dive into topics and answer the most pressing industry questions with keynote talks, fireside chats and themed panel sessions.

Make lasting connections with like-minded leaders! Network and learn alongside colleagues and peers from the wealth management and WealthTech industries, all delivered in a safe, relaxed atmosphere.

Register now to join our community of trailblazers and take the next step in your wealth management digital transformation journey.

Previous Speakers Include

Hear from visionaries from across the wealth management sector

MARIE DZANIS
Chief Executive Officer
Northern Trust Global Investments

MAX CLARKE
Chief Transformation Officer
Schroders Personal Wealth

DUNCAN JAMIESON
Chief Operating Officer UK
Julius Baer International Ltd.

ANIL VENUTURUPALLI
COO and Head of Digital Transformation
HSBC Global Private Bank and Wealth

KIRSTY WATSON
Chief Operating Officer, Adviser
abrdn

NIKHIL CHOUGULEY
Chief Operating Officer - Sustainable Investing
Citi Global Wealth

SHANTI KELEMEN
Chief Investment Officer
M&G Wealth

JAMES FREW
Divisional Director – Operational Strategy
St. James’s Place

KATE HOBSON
Chief Digital Officer
Bedrock Group

SALIM MANSOOR
Global Head of Investment Compliance, Alternatives
Allianz Global Investors

Download the Event Overview

Your guide to why you should attend Wealth Management Transformation Summit and what's included in your ticket.

What to Expect

1. Visionary Speakers

The leading names in wealth and tech transformation speak at WTS 2023.

80+ industry leaders, trailblazers and visionaries take the stage to provide inspiration and confidence for the next step on your digital journey.

2. Summit Experience

A summit experience - not a tradeshow!

No need for headphones here - soundproof theatres provide first class acoustics!

Feature areas to promote idea sharing and connectivity alongside colleagues and peers.

3. Interactive Agenda

Check out the panels, talks, Q&A's and roundtables in the industry's most interactive agenda.

Sit back and take in all of the opinions offered or step forward and join the debate - the Wealth Management Transformation Summit agenda caters to all.

4. Networking

With a guest list like no other, WTS gives you the opportunity to connect with everyone attending.

Access the networking app (Brella) to connect with colleagues in the meeting village. Debate with peers in our roundtable discussions. Discuss the days learnings at our networking drinks reception.

5. Audience

We bring together the best in the industry.

450 attendees, of which 80% represent wealth firms. Over 70 different wealth management companies in attendance.

The highest concentration of wealth management tech decision makers in Europe!

6. Exhibition

A great conference needs industry leading partners.

Wealth Management Transformation Summit showcases some of the most recognised companies alongside some of Europe's hottest startups.

Loved by Previous Attendees

“It was great! It was good to get different diverse opinions from people working in different parts of the Wealth Management industry and I much prefer a panel discussion to the kind of a set piece. I think it gives you the platform to have a good discussion as opposed to just talking at people.

Great to be out and about and to meet new people from different parts of the industry. It’s been a while since I’ve been to conferences, so a good reminder of what value you can get from these types of events.”

Paul Titterton, Managing Director - Digital Solutions, abrdn

“I think the event was great. I liked the focus of the summit which was on technology developments in the wealth management space and democratisation of wealth management in general, which I think are the hottest topics in that space today.”

Salim Mansoor, Global Head of Investment Compliance, Alternatives, Allianz Global Investors

“The event is great, really diverse collection of speakers, really informed conversations, the panels and some of the keynotes.

I think also the sponsors are quite unique. There’s a split between software as a service and unique propositions. Now I’ve gone around and spoken to quite a few individuals and companies and got follow up meetings and plans.

And I think that really helps because the whole purpose of these events is not only to hear from industry peers but also to know what services are out there and have a one to one conversation afterwards. That helps me in terms of my role of leading transformation to understand new solutions to new problems and segments."

Wasim Mushtaq, Transformation Lead, Financial Markets, Standard Chartered

And our Partners

“It’s great, I love the thought exchange we’re having here and we’re really tackling specific topics - What the future of transformation in wealth is going to look like. And you have a lot of tech here and you obviously have the banking here but we’re all going towards the same goal on how to create a better customer experience and how to transform the role wealth management companies are going to play in the future.

Job really well done so far, we’re enjoying it. It’s a great conglomerate of wealth firms, tech and service providers. We’ll definitely come back.”

Sarah Uhlfelder, VP Partner Sales EMEA, Nortonlifelock

“It’s a great event and I’m really glad to be here. Being on stage was great, good conversations to be had and good challenges to discuss.

The organisation’s been excellent here and putting on events after all this break it’s been quite difficult, but here actually they’ve nailed it.”

Dominic Stewart, Senior Director, Cloud Engineering, Oracle UK

“I think it’s been great fun. It’s been a very energetic, very engaging event

We’ve had some brilliant speakers who shared their ideas across the wealth management industry on a number of different teams and topics and being able to exchange those thoughts live, in person, just leads to so many interesting and spontaneous conversations which you can never do on a Zoom call.

And the best part that I am looking forward to is how these serendipitous conversations are going to progress in the future and potentially lead to market changing events.

Aditi Subbarao, Financial Services Industry Lead, Instabase

How to Participate

Be part of the leading digital transformation event in Wealth Management

Partner

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Speak

Interested in taking the stage alongside banking and technology thought leaders? Deliver insight and opinion alongside the innovators behind the latest innovation in wealth management tech.

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Make lasting connections with like-minded leaders! Network and learn alongside colleagues and peers from the wealth an asset management industry. Register now to join our community of trailblazers and take the next step in your Wealth Management transformation journey.

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