2nd Annual Event

30th November 2023 | Novotel London West

Wealth and Asset Management. Transformed.

Over 450 wealth management trailblazers, representing 70+ wealth firms and private banks, unite to discuss the internal and external factors disrupting the wealth and asset management landscape.

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

Do you work for a Wealth or Asset Management firm?

Quick Facts

450+

Attendees

80+

Speakers

70+

Wealth Co's Represented

Theatres

58%

Director Level +

Quick Facts

450+

Attendees

80+

Speakers

70+

Wealth Co's Represented

Theatres

58%

Director Level +

Wealth Management. Transformed.

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.

Wealth Management. Transformed.

The Next Steps in your Wealth & Asset Management Transformation Journey

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

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.

Speakers Include

Hear from visionaries from across the wealth management sector

James Pomeroy
Global Economist
HSBC

Shona Lowe
Managing Director - Financial Planning
abrdn

Nina Manning
Partner, Head of Digital Delivery
Killik & Co

Sophie Kennedy
Joint Chief Executive Officer
EQ Investors

Charlotte Thorne
Founding Partner
Capital Generation Partners

Edward Smith
Co-Chief Investment Officer
Rathbones Group

Alex Spreckley
Partner & Managing Director
Saltus Financial Planning

Cécile Nagel
CEO
BNY Mellon | Pershing

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

Sharon Maguire
Chief Product & Brand Officer
Cynergy Bank

Felicia Meyerowitz Singh
Co Founder
Engage Smarter

Christopher Hill
Former CEO
Hargreaves Lansdown

Niral Kalaria
Chief Ethics Officer
DWS Group

Derek Smith
Head of Technology
Wealth International Morningstar

Cormac Spillane
Data Specialist
Vanguard

Nuno Godinho
Group CEO
Industrial Thought

Why Attend

What to expect at Europe's leading Wealth Management Transformation event

Learn

Discover the wisdom of our visionary speaker line-up, where 80+ industry trailblazers inspire and instil confidence for your digital journey. Experience a dynamic, interactive agenda featuring panels, talks, Q&A's, and masterclasses, from large theatres to intimate roundtables, catering to diverse perspectives and empowering your next step. Discover our 10 summit themes directly impacting the future of wealth and asset management.

Connect

Connect with the highest concentration of wealth tech decision makers in Europe, fostering meaningful connections for professional development and organizational value. We take networking to new heights with interactive sessions, panel discussions, masterclass roundtables, and a personalized event app. Join the meetup - a super efficient way to connect with pre-scheduled meetings to discover new technologies. Enjoy the WTS networking drinks to strengthen relationships and discuss highlights. Our ultimate networking experience empowers you to forge lasting connections, gain valuable insights, and elevate your professional journey.

Connect

Experience

Experience a summit experience unlike any other. Enjoy our first-class hospitality with barista-made coffee, healthy smoothies, and delicious food during breaks. We proudly showcase industry-leading partners alongside Europe's most innovative start-ups, creating a vibrant ecosystem that fuels collaboration and pushes the boundaries of wealth management transformation. Prepare to immerse yourself in a dynamic and inspiring environment where connections are forged, knowledge is shared, and innovation thrives. Experience unrivalled learning, next level networking and the opportunity to shape the future of the industry.

Countdown To Showtime!

Days

Hours

Minutes

Seconds

Learn. Connect. Transform.

Where will digital transformation go next? Discover the unknowns, challenges, and opportunities facing wealth management firms and take the next steps in your digital transformation journey.

Digital Transformation

In the face of intense pressure from new entrants and digital challengers, traditional wealth and asset management firms are battling legacy systems, scalability issues, and heightened customer expectations. Very few would disagree that digital transformation will remain a priority in the coming years, but can they keep up with the pace of change?

AI, Data & Automation

Deep-dive into the world of artificial intelligence. Explore how Wealth management firms are utilising revolutionary tech, maximising data and automating processes. In an AI-powered world, the opportunities are endless, but can wealth and asset management firms capitalise or will digital start-ups gain ground?

ESG & Sustainable Investing

ESG has been promoted to the top of the strategic agenda and many investors now prioritise sustainability. Whilst the challenges of this shift are plentiful, there are genuine business and economic opportunities available to those who get their ESG strategies right and can demonstrate this with data and emerging technology.

Customer Experience & Personalisation

In a world dominated by Netflix, Amazon, Google and other tech giants, the experiences offered to customers are crucial. For wealth management firms, developing a seamless digital journey and a personalised experience is almost non-negotiable. But succeeding in this key competitive battleground is easier said than done.

The Rise of Robo & Retail Investing

The expansion of robo-advisory in Wealth Management is having a dramatic impact on the sector. However, human interaction and trust still play a crucial role and hybrid advisory models are increasing in popularity. Explore this changing landscape at WTS 23 and learn how WM firms are adapting

Digital Culture & Future of Work

There’s more to digital transformation than technology. This year we’re shifting the focus from the tech to the people, exploring the working cultures that makes sense in today's world and the changing role of HR in wealth and asset management

WealthTech & Partnerships

WealthTech and robo investing have altered the status quo and continues to drive disruption across the sector. But how is the WealthTech landscape maturing? How are the incumbents reacting? And how will there be more partnerships between WealthTech startups and traditional players on the horizon?

Democratisation of Wealth

The past few years have seen a remarkable shift in the profile of investors. Investing apps are enabling more people to trade in global markets and the world's wealth is continuing to transfer to the next generation. How are wealth management firms managing this transition and are they meeting the demands of a changing investor demographic?

Web3 - Crypto, Blockchain & Metaverse

Web 3.0 is transforming the financial landscape and has the potential to greatly impact investing. Whether you're interested in the future of crypto, keen to explore the impact of NFTs or looking for blockchain use-cases, we’ve got the inside track on the hottest web 3.0 trends

Cyber Security & Fraud

Maintaining a robust cyber security strategy has always been a priority for wealth management firms, but in today's digital world, the cyber threat landscape is constantly evolving. WTS 23 will share the latest strategies to utilise technology and develop a holistic cyber security approach

Download the Event Overview

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

Previous Attendees

You'll be in great company

In Pictures

Wealth Transformation Summit 2022

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 in 2023

Ready to join?

Be part of the Europe's leading wealth management transformation event.

Partner

Deliver an event campaign which excels in providing exposure, thought-leadership and engagement. Speak alongside leading visionaries, demo products and services and connect with leaders in wealth management.

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Exhibit

Exhibit at Wealth Management Transformation Summit alongside some of the industry's best known organizations and the most innovative start-ups. Showcase your products and services to the biggest concentration of wealth tech professionals on the planet!

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Speak

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

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Visit

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

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