Join us at Europe’s fastest growing digital 
transformation event for wealth management companies!

19th – 20th June 2024  |  ExCel, London

(Wealth Management companies attend FREE)

Join us at Europe’s fastest growing digital 
transformation event!

19th – 20th June 2024
ExCel, London

(Wealth management companies attend FREE)

Participants include:

500 Attendees

Join 500+ wealth management colleagues for two jam-packed days.

50+ Speakers

Learn from 50+ industry leaders dedicated to wealth management.

Theatres

Interactive sessions covering the A-Z of transformational wealth topics.

58% Seniority

Network with the best, 58% of attendees represent senior roles.

Co-located with MoneyNext 2024:

2,000 Audience

The fastest growing digital transformation event in Europe.

100+ Companies

United in their goal to deliver digital innovation and transformation.

Events

Co-located event covering banking, insurance, wealth and lending.

60 Exhibitors

Demonstrations from 60+ leading tech providers in our expo hall.

500 Attendees
Join 500+ weallth management colleagues for two jam-packed days.
50+ Speakers
Learn from 50+ industry leaders dedicated to wealth management.
5 Theatres
Interactive sessions covering the A-Z of transformational wealth management topics.
58% Seniority
Network with the best, 58% of attendees represent senior roles.
Previous slide
Next slide

Co-located with MoneyNext 2024:

2,000 Audience
The fastest growing digital transformation event in Europe.
100+ Companies
United in their goal to deliver digital innovation and transformation.
4 Events
Co-located event covering banking, insurance, wealth and lending.
60+ Exhibitors
Demonstrations from 60+ leading tech providers in our expo hall.
Previous slide
Next slide

Europe’s fastest growing 
digital transformation event.

If you work for a wealth management company, and your role is impacted by digital transformation – then join us for free!

> 250+ visionary speakers sharing their experiences

5 theatres of content

> Connect with 2,000 financial services colleagues 

> First class hospitality

> Wealth management’s biggest roundtable event

60+ leading tech providers, demonstrating solutions

Networking drinks with live music

ticket gives access to.4 co-located summits

Europe’s fastest growing digital transformation event.

If you work in wealth management, and your role is impacted by digital transformation – then join us for free

> 250+ visionary speakers sharing their experiences

5 theatres of content

> Connect with 2,000 financial services colleagues

> First class hospitality

> Wealth Management’s biggest roundtable event

60+ leading tech providers, demonstrating solutions

Networking drinks with live music

1 ticket gives access to.4 co-located summits

Meet our 2024 speakers

Join us at #WTS2024 to hear from 250+ industry experts

Mark Thomas

Mark Thomas

Chief Strategy Officer

Abrdn

Philip Best

Philip Best

Chief Risk Officer

Evelyn Partners

Gabrielle Branson

Gabrielle Branson

Deputy CEO

EFG Private Bank

Harlin Singh

Harlin Singh

Managing Director, Global Head of Sustainable Investing

Citi

Edward Smith

Edward Smith

Co-Chief Investment Officer

Rathbones Group

Jason Miguel Da Silva

Jason Miguel Da Silva

Director, Global Investment Strategy

Arbuthnot Latham

Rosa Sangiorgio

Rosa Sangiorgio

Head of Sustainability

Pictet Wealth Management

James (J.R.) Lowry

COO

Janus Henderson Investors

Katie Royals

Katie Royals

Managing Editor

PAM Insights

Greg Horton

Greg Horton

Chief Technology Officer

Fairstone Group Ltd

Themes & Topics

Discover the big topics at Wealth Management Transformation Summit 2024 – and how they’re reshaping our industry!

Gain insights into modern business models and investment platforms, crafting resilient strategies for today’s challenging market, promoting sustainability, and leveraging tech partnerships to navigate the evolving wealth landscape.

Topic’s Include:  ESG   Macroeconomics   Sustainable Investing   Partnerships   New Business Models

Explore how fostering inclusive and diverse teams, shaping organisational culture, and championing diversity initiatives contribute to the success of today’s banks and wealth firms. This theme is a compass for attendees looking to lead with empathy, build thriving teams, and foster a culture of innovation in the ever-evolving financial sector.

Topic’s Include:  Diversity   Inclusion   HR   Culture   Future of Work   Leadership

Explore the transformative power of technology in reshaping wealth management. With an increasing focus on AI, automation and robo-investors, join us at the forefront of the technological advancements propelling today’s wealth advisors into a new era of efficiency and capability.

Topic’s Include:  AI   Automation   Data   Robo Investors   Digital Assets

Explore the intricacies of changing client expectations, and discover cutting-edge approaches to reach a changing customer base. This theme is a gateway for attendees seeking to elevate client satisfaction, loyalty, and engagement, ultimately driving success in the competitive financial landscape.

Topic’s Include:  Client Experience   Personalisation   Marketing   Changing Expectations

 

Experience wealth management’s BIGGEST roundtable programme

100+ interactive peer to peer discussions

Observer or Contributor

– which one are you?

Immerse yourself in a dynamic learning experience with our curated series of 100+ roundtables spread across two action-packed days. These sessions are designed to facilitate meaningful conversations, foster collaboration, and address the most pressing challenges and opportunities in the wealth management industry.

Observer or Contributor

– which one are you?

Immerse yourself in a dynamic learning experience with our curated series of 100+ roundtables spread across two action-packed days. These sessions are designed to facilitate meaningful conversations, foster collaboration, and address the most pressing challenges and opportunities in the wealth management industry.

Watch the trailer for MoneyNext Transformation Summit 2024 

Join us for the fastest growing, biggest and best wealth management event in Europe!

(Wealth management companies attend for FREE!)

Watch the trailer for MoneyNext Transformation Summit 2024 

Join us for the fastest growing, biggest and best wealth management event in Europe!

(Wealth Management companies attend for FREE!)

Wealth Transformation Summit is a co-located event with:

POST-EVENT REPORT

The fastest growing 
wealth management event in Europe?

2023 was another record breaking year for WTS! Find out more about the topics and themes we covered in our post-event report, available now!

POST-EVENT REPORT

The fastest growing wealth management event in Europe.

2023 was another record breaking year for WTS! Find out more about the topics and themes we covered in our post-event report, available now.

Ready to join us at WTS 2024?

Be part of the Europe’s fastest growing and biggest wealth management event.

Meet our 2024 Partners:

BTS24 is a co-located event with:

BTS24 is a co-located event with:

REPORT

Access 
MoneyNext Insider

Sign up for the report featuring video interviews, articles and inside tips from some of the industries leading contributors. 

MoneyNext Insider is your guide to where transformation is now and where it will be next!