Wealth Transformation Summit

30th November 2023 | Novotel London West

Wealth Management Transformation Summit enables Wealth Firms and Private Banks to assess the impact of digital transformation and progress their digital journey.

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 Management Transformation Summit explores the impact of digital transformation across the sector, providing the tools to optimise performance, drive efficiency, rethink business models and maintain quality of service in conjunction with emerging tech.

Hear from 80 visionary speakers and engage with colleagues representing over 70 wealth firms and private banks through a programme of keynotes, panels and roundtables alongside our legendary hospitality!

Wealth Management. Transformed.

The Next Steps in your Wealth & Asset Management Transformation Journey

Speakers Include

Hear from visionaries from across the wealth management sector

James Pomeroy
Global Economist
HSBC

Damiano Baj
COO
EFG Private Bank

Charlotte Thorne
Founding Partner
Capital Generation Partners

Harlin Singh
Managing Director, Global Head of Sustainable Investing
Citigroup

Edward Smith
Co-Chief Investment Officer
Rathbones Group

Olivier Boutielle
Deputy CEO & COO
Amundi UK

Colin Murphy
Chief Commercial Officer
BNY Mellon | Pershing

Rosa Sangiorgio
Head of ESG
Pictet Wealth Management

Sahra Abdille
Director & Product Owner - Investments
NatWest Group

Martin Beeler
Head of Digital Transformation CMO Global Wealth Management
UBS AG

Why Attend

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

Learn

Over 80 industry trailblazers feature in a dynamic agenda of panels, keynotes, and masterclasses, catering to diverse perspectives and empowering the next step in your digital transformation journey.

Connect

Connect with more wealth firms and private banks per head than any other event in Europe! Benefit from our personalized event app. Enjoy the WTS networking drinks. Forge lasting connections, gain valuable insights, and elevate your professional journey.

Connect

Experience

Enjoy our first-class hospitality with complimentary refreshments served throughout the day. Experience unrivalled learning, next level networking and the opportunity to shape the future of the industry.

Wealth Firms & Private Banks Attend For Free

What's Included:

As a wealth firm or bank, what's included in your complimentary ticket?

Everything!

Access to All Theatres & Conference Tracks

Access to Exhibition Floor

Refreshments & Buffet Lunch

Networking Drinks Reception

Inclusion in the Networking App

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 an era of increasing competition, outdated legacy systems, and heightened customer expectations, digital transformation is vital. Can you keep up with the pace of change?

AI, Data & Automation

Deep-dive into the world of AI. Explore how wealth firms are utilising tech, maximising data and automating processes. Explore your opportunities In an AI-powered world.

ESG & Sustainable Investing

ESG is at the top of the strategic agenda and many investors now prioritise sustainability. A new lens for wealth firms but the challenges and opportunities are significant.

Customer Experience & Personalisation

In a new digital era, the experiences offered to clients are crucial. Is a seamless digital journey, hybrid advice, and a personalised experience now a non-negotiable?

The Rise of Robo & Retail Investing

How are firms reacting to the expansion of robo-advisors? What role can human interaction still play? How has retail investing reshaped a long-standing client base?

Digital Culture & Future of Work

There’s more to digital transformation than technology. Shift the focus from the tech to the people and explore digital working cultures and the changing role of HR.

WealthTech & Partnerships

WealthTech has reshaped the investment landscape. But how is WealthTech maturing? How are the incumbents reacting? And will tech partnerships continue to increase?

Democratisation of Wealth

The profile of investors is changing and the world's wealth is transferring to a new generation. Managing this transition is crucial to meet expectations of a new demographic.

Crypto, Blockchain & Digital Assets

Web 3 is transforming the investment landscape. If you're interested in the future of crypto, exploring blockchain use-cases, or assessing digital asset risk, we’ve got the inside track

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

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!

Get More Info

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.

Apply to Speak

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.

Reserve Your Ticket