The MoneyNext Transformation Series Presents:
Wealth Management Transformation Summit

DIGITAL TRANSFORMATION IN WEALTH MANAGEMENT:
THE NEXT STEPS IN YOUR JOURNEY

24th November 2022
Novotel London West

30 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.

300+
Attendees
30+
Speakers
58%
Director Level +
2
Theatres

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

Insight, inspiration and the opportunity to make lasting connections delivered with a sense of innovation, inclusivity, pride and fun.

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.
Co-Located with Insurance Transformation Summit
Your ticket to Wealth Management Transformation Summit also includes access to Insurance Transformation Summit. 40 leading insurance experts will discuss the challenges and opportunities re-shaping the insurance landscape. With close ties between the wealth management and insurance sectors, this co-located event provides an opportunity to learn alongside like-minded professionals, but with tailored content to suit your specific needs.

Speakers Include

Hear from visionaries from across the wealth management sector
NIKHIL CHOUGULEY
Citi
NIKHIL CHOUGULEY
Chief Operating Officer - Sustainable Investing
Citi Global Wealth
DUNCAN JAMIESON
Julius Baer
DUNCAN JAMIESON
Chief Operating Officer, UK. Managing Director Senior Adviser
Julius Baer
TRACEY DAVIDSON
Handelsbanken
TRACEY DAVIDSON
Deputy CEO
Handelsbanken
MARC KAHN
Investeec
MARC KAHN
Global Head of People & Organisation | Executive for ESG
Investec
Kully Samra
Aj Bell
KULLY SAMRA
Head of Customer Engagement
AJ Bell
Nina Manning
Killik
NINA MANNING
Head of Digital Delivery
Killik & Co
Wasim Mushtaq
Standard Chartered
WASIM MUSHTAQ
Transformation Lead, Financial Markets
Standard Chartered
Nick Johnson
NatWest
NICK JOHNSON
Investing Journey Lead – Wealth Businesses
NatWest
Garth Emrich
GARTH EMRICH
Delivery Lead, Change & Transformation
Rathbone Brothers
Kate Hobson
Bedrock
KATE HOBSON
Chief Digital Officer
Bedrock Group

Download the Event Prospectus

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

Previous Attendees

You'll be in great company
Legal_&_General
Schroders
Prudential
abrdn logo
HSBC
Aviva
AEGON logo
Investec
Accenture
PwC
Deloitte
KPMG
BlackRock
Goldman Sachs
UBS
JP Morgan
Santander logo
Coutts
EY
Citi
Microsoft
Barclays
NatWest
BNY Mellon

Get Involved

Be part of the leading digital transformation event in Wealth Management

OUR SPONSORS

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