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DIGITAL TRANSFORMATION IN
WEALTH & ASSET MANAGEMENT

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

Reserve Your Complimentary VIP Pass Now

In partnership with

Dreams logo

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.

Speakers Include

Hear from visionaries from across the wealth management sector
Marie Dzanis
Northern Trust logo
MARIE DZANIS
Chief Executive Officer
Northern Trust Global Investments
Max Clarke
Schroders Personal Wealth
MAX CLARKE
Chief Transformation Officer
Schroders Personal Wealth
DUNCAN JAMIESON
Julius Baer
DUNCAN JAMIESON
Chief Operating Officer UK
Julius Baer International Ltd.
Anil Venuturupalli
HSBC logo
ANIL VENUTURUPALLI
COO and Head of Digital Transformation
HSBC Global Private Bank and Wealth
Kirsty Watson
abrdn
KIRSTY WATSON
Chief Operating Officer, Adviser
abrdn
NIKHIL CHOUGULEY
Citi
NIKHIL CHOUGULEY
Chief Operating Officer - Sustainable Investing
Citi Global Wealth
Shanti Kelemen
M&G Wealth
SHANTI KELEMEN
Chief Investment Officer
M&G Wealth
James Frew
SJP
JAMES FREW
Divisional Director – Operational Strategy
St. James’s Place
Kate Hobson
Bedrock
KATE HOBSON
Chief Digital Officer
Bedrock Group
Salim Mansoor
Allianz
SALIM MANSOOR
Global Head of Investment Compliance, Alternatives
Allianz Global Investors

Loved by Previous Attendees

“A really fantastic discussion, great facilitation and an awesome event to be part of.

People are excited, it’s been good to shake hands, to press flesh, I’ve had a couple of hugs, people are happy to just be able to engage with one another so it’s a real excitement and a buzz out there.

It’s been a fantastic event so far, there was literally a queue out the door for people to get in this morning, that shows how keen people are to be here. But really well planned and curated event, lots of fantastic people here to network so it’s pretty exciting to be part of it.”

Jamie Broadbent, Head of Digital, Innovation & Design, RBS International

“This has been superbly organised and it’s got us back together; I literally just bumped into somebody who worked for me in my first company 20 years ago, so it’s good to see people again after many years.

The organisation’s been great, kept in touch with exactly the right amount so it’s a well run event.”

Nigel Verdon, Co-Founder and CEO, Railsr

“The event for me was extremely energetic.

The key added value for me is being able to meet a number of the sponsors, to understand exactly what kind of value they can add to me and my organisation. To be able to interact with them, ask questions and hear what they have to say. There are some great examples of what innovation and tech can offer the banking industry overall.

From the organisation perspective I think it is top notch, especially with the communication and the advertising, encouraging both myself and other participants to really think about how we can portray and structure what we do internally in our organisations, how it can be linked up from a marketing perspective and then all the way through to the logistics around making sure there’s been an efficient day.”

Sreekar Periketi, Executive Director, Morgan Stanley

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 banking 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 banks are going to play in the future.

Job really well done so far, we’re enjoying it. It’s a great conglomerate of banking, 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

“As someone who’s exhibiting here you want footfall, you want people, you also want people who are within your target market and for us that’s people in banks and there’s a really good high number here, a lot of really good conversations with people. So my impression of the event is very positive.

The organisers have been really good at putting us in front of people and enabling us to link in to the kind of people we want to talk to. From my perspective it was really good.”

Mick Fennell, Business Line Director - Payments, Temenos

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

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