CO-LOCATED WITH:

18th - 19th June, 2025   |   ExCeL, London

Wealth. Transformed.

“An event not to be missed” – HSBC

The leadership event for wealth and tech leaders.

Join 2,500 wealth and banking professionals and the companies redefining the industry.

(Wealth firms and Banks attend for Free!)

Wealth firms and Banks Attend for FREE!

Do you work for a Wealth firm, Bank or Private Bank? Yes! Reserve your all-access complimentary ticket, now!

About the Summit

The Leadership Event for Wealth and Tech Leaders

Wealth Transformation Summit is where wealth firms, banks and tech leaders unite to assess the present and unlock the future of wealth management.

Learn from practice-led talks, connect with like-minded industry colleagues, and take the next step on your wealth transformation journey.

(Remember: Wealth firms and Banks Attend for Free!)

Will you lead the way in 2025? Accelerate your transformation. Elevate your career.  Collaborate with innovators. Further your network. Learn, connect and lead.

Speakers

Be Inspired by Industry Icons

Meet our 2024 speakers. expect another fantastic line-up in 2025!

Mark Thomas

Mark Thomas

Chief Strategy Officer

Abrdn

Philip Best

Chief Compliance Officer

Pemberton Asset Managment

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

Founder

RSg Impact Investing

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

Stela Willemstein

Stela Willemstein

Director

UBS

Damiano Baj

Damiano Baj

Chief Operating Officer

EFG Private Bank

Maria Costa

Maria Costa

Head of Sustainability, Wealth Management

Santander UK

Roopalee Dave

Roopalee Dave

Partner – Wealth & Asset Management

EY

Michael Goemans

Michael Goemans

Head of UK Transactional Banking

Investec

William Hobbs

William Hobbs

Head of UK Multi-Asset Wealth

Barclays

Alex Spreckley

Alex Spreckley

Managing Director

Saltus

Niral Kalaria

Niral Kalaria

Chief Transformation Advisor

Kepler Cannon

“An incredible opportunity to learn, share and network” – Barclays, 2024

Agenda

Explore the Future of Wealth and Banking

Discover our 10 themes. Your ticket gives you access to all of them.

AI &
Automation

Unleash the power of AI and GenAI in wealth management. Redefining innovation, turbocharging customer experiences, and transforming the future of finance.

CX &
Personalisation

Discover the future of banking where seamless, personalised customer experiences build loyalty, boost engagement, and redefine satisfaction at every touchpoint.

Digital
Transformation

Embrace the digital revolution and discover how transformative technologies are reshaping wealth and banking, enhancing efficiency, and paving the way for unprecedented growth.

Data

Unlock the potential of data in wealth and banking. Fueling innovation, driving smarter decisions, and delivering personalised insights that transform customer relationships.

Discover all 10 of our 2025 summit themes (and our 3 further co-located summits!)

“An event not to be missed” – HSBC, 2024

Roundtables

Discuss and Debate with Peers

Banking's Biggest Roundtable Event

Join the conversation at our power-packed roundtables.

Engage with industry peers in dynamic discussions that spark innovation and drive change.

Dive deep into critical topics, share insights, and debate strategies that shape the future of banking.

This is your chance to connect, collaborate, and challenge the status quo!

The 2 day event that will make a year of difference.

Networking

Find Your Tribe

Hang out with industry leaders and fellow innovators in a relaxed atmosphere where ideas flow as freely as the conversation!

It’s all about building connections, sharing stories, and discovering fresh solutions together.

Join us for some fun networking that might just spark your next big partnership!

Roundtables

Connect, collaborate, and find common ground. Join industry peers to explore shared challenges and opportunities, exchange insights, and build lasting relationships.

Networking Drinks

Celebrate your learnings and reconnect with colleagues, past and new at our 2025 networking party. Further details to be announced shortly!

Award Winning App

Search and favour sessions, meet our partners and network with your peers! The app is your key to engaging in live sessions and asking questions.

Ready?

You're just one click away from unlocking all of the above

Who Attends

Where Wealth Firms and Banks Come To Learn What's Next...

Join leaders from over 80 wealth firms and 150 banks.

Regional Banks

Co-located Summits

One Ticket, 4 Events!

Wealth Transformation Summit is part of MoneyNext Summit 2025.

MoneyNext Summit 2025 brings together 4 leading financial services technology events: Wealth Transformation Summit, Banking Transformation Summit, Lending Transformation Summit and Insurance Transformation Summit.

Your ticket to Wealth Transformation Summit will get you access to all MoneyNext Summit 2025 events, taking place at ExCeL on the 18th and 19th June 2025.

Sustainability Partner

One tree planted for every attendee!

We are proud to have partnered with One Tree Planted.

We will plant one tree for every visitor to Wealth Transformation Summit 2025.

2024 Partners

A Great Event Needs Great Partners

The 2 day event that will make a year of difference.

Meet with leading wealth firms, major consultancies, world renowned solution providers and innovative start-ups!
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

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