FAQs

Your questions, answered!

Some of the questions we have been asked over the years about Wealth Transformation Summit

We hope you can join us in London!

(Wealth firms and Banks attend for Free!)

Meetings at Insurance Transformation Summit
What is Wealth Transformation Summit?
Join 300 industry leading speakers and discuss the internal and external factors disrupting the wealth and banking sector.
 
No matter where you are on your transformation journey, Wealth Transformation Summit provides inspiration and confidence for your next steps.
 
Deep-dive into topics and answer your pressing industry questions with keynote talks, fireside chats, roundtables and themed panel sessions.
 
Make lasting connections with like-minded leaders! Network and learn alongside colleagues and peers from the wealth industry, all delivered in a safe, relaxed atmosphere.
When and where will it take place?

Takes place in-person at ExCel, London on the Wednesday 18th – Thursday 19th June 2025.

For more information click here

How can I attend?

Wealth companies attend for Free! If you represent a Wealth firm, you can claim your complimentary ticket here

Work with Wealth companies? We’d love you to join us! Our paid ticket solutions are available here

Member of the press? You can apply by emailing us here.

What's included with my ticket?

All tickets to Wealth Transformation Summit include:

  • 2 day summit (18th – 19th June)
  • Hear from 300 leading speakers
  • Wealth theatres & summit tracks
  • Access to Banking, Insurance and Lending tracks
  • Exhibition showcase area & Demo stage
  • Refreshments throughout incl. barista coffee
  • Invite to “After-hours” networking drinks
  • Inclusion in the networking app
  • Searchable attendee list
  • App messaging function
  • MoneyNext Insider (event report)
  • 1 Tree planted for your attendance

(Please note the Fintech Founder ticket only gives access on Day 2 – 19th June).

Who attends?

Our audience is dominated by wealth firms, banks, building societies and credit unions – with over 80 wealth firms and 150 banks represented within the 2,500 professionals present.

Wealth Transformation Summit boasts the highest concentration of wealth firms per head in Europe!

The summit excels in connecting wealth firms and banks with like minded professionals and solution providers.

For more information on who attends, please click here

What topics will be covered?

Wealth Transformation Summit 2025 will feature 10 themes across the 2 days:

  • AI and Automation
  • CX and Personalisation
  • Digital Transformation
  • Data
  • Workforce and Workplace
  • Fintech and Partnerships
  • Culture and Leadership
  • Business Models and Products
  • ESG and Sustainability
  • Open Banking and Embedded Finance

 

How can I network at Wealth Transformation Summit?

Connecting with like minded professionals will take your summit experience to the next level.

The event is built to encourage all attendees to interact with each other.

Our most popular ways to meet fellow attendees include:

  • The App
  • Roundtables
  • Networking drinks

More information on networking at Wealth Transformation Summit 2025 will be made available shortly.

Can I exhibit?

Yes. This is an excellent way to showcase your products and services to a targeted audience of banking professionals.

Please see our partner page for more information.

Alternatively, please contact Kevin Rooney, Commercial Director for further details.

Can I speak at the summit?

Yes! If you would like to speak at the summit then please complete the enquiry form here and our conference team can evaluate your proposal.

Speaker opportunities at the event are in high demand and topics should reflect what our audience are looking to learn.

What are the roundtables?

Wealth Transformation Summit hosts Wealth’s biggest roundtable event!

These sessions are designed to facilitate meaningful conversations, foster collaboration, and address the most pressing challenges and opportunities in the wealth industry.

Be an active participant (contributor) or sit back and take in the discussion (observer). There’s a role for you no matter your confidence or experience in a topic!

The roundtables are scheduled throughout the 2 days and align specifically with our themes.

For more information on the roundtable programme please click here.

What about the co-located summits?
Wealth Transformation Summit is 1 of 4 summits co-located at MoneyNext 2025 on the 18th and 19th June.
 
The other summits taking place are:
 
  • Banking Transformation Summit
  • Lending Transformation Summit
  • Insurance Transformation Summit
 
Attendees get access to all of the summit theatres and the co-located show floor.
 
The Showcase will feature zoned areas to highlight which exhibitors specialise in each area.
Contact us

Have a question for us?

Please complete the short form on our contact us page here.

when can I access the app?

The app will be available to download from 4 weeks prior to the event. You will be emailed your login details around this date. If you have any problems accessing the app please contact our customer support team who will be able to assist – markj@moneynext.tv

I can't attend both days?
Purchased tickets give you access to both days of the summit.
 
If you can’t attend for both days, you can arrange for a colleague to attend in your place on 1 of the days.
 
Please contact our customer support team to arrange for this to take place – markj@moneynext.tv
What’s the refund policy on my purchased ticket?
30 days or more out from the summit, your refund is free of charge. Inside 30 days then tickets can be transferred to colleagues or peers at no cost.
Is there a code of conduct for Banking Transformation Summit?
We want Wealth Transformation Summit to be a respectful and safe environment where participants can be their authentic selves, so we expect all participants to treat each other with tolerance and civility.
Healthy debate is encouraged. Being disrespectful isn’t.
Wealth Transformation Summit will not allow harassment or any mistreatment of others at the conference on the basis of race, ethnicity, nationality, colour, religious affiliation, age, physical appearance, diseases or disability, sexual orientation, sex, gender, gender identity, or expression.
If an attendee engages in harassing behaviour, the organisers may take any action that they deem appropriate, including warning the offender or expulsion from the event. If you are being harassed, notice that someone else is being harassed, or have any other concerns, please contact a member of the organiser team.
I've registered. How do I get my ticket?
Once you have received your email confirmation of attendance you are officially registered. You will receive a ticket and a calendar invitation as well. If you have any problems, please email markj@moneynext.tv
 
Your badge will be available to collect from the relevant registration desk on the day.
 
You may be asked to show your ticket confirmation to a member of the team so please have this ready.
 
All ticket confirmations will be resent in the weeks before the show.
 
You will then collect your badge and a lanyard and make your way inside.
How do I receive confirmation of my registration?
Upon completing registration, you will receive an email confirmation.
If you do not receive an email confirmation, please email us at markj@moneynext.tv
Please note – if you are “Apply to Attend” your confirmation may take up to 48 hours to approve.

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