I'm A Tech Co - Wealth Management Transformation Summit

I’m a Tech Company and can assist Wealth Firms with their digital transformation journey…

30th November 2023 | Novotel London West

More Wealth Firms and Private Banks attend Wealth Management Transformation Summit per head than any other event in Europe!

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

Shona Lowe
Managing Director - Financial Planning
abrdn

Nina Manning
Partner, Head of Digital Delivery
Killik & Co

Sophie Kennedy
Joint Chief Executive Officer
EQ Investors

Charlotte Thorne
Founding Partner
Capital Generation Partners

Edward Smith
Co-Chief Investment Officer
Rathbones Group

Alex Spreckley
Partner & Managing Director
Saltus Financial Planning

Cécile Nagel
CEO
BNY Mellon | Pershing

Salim Mansoor
Global Head of Investment Compliance - Alternatives
Allianz Global Investors

Sharon Maguire
Chief Product & Brand Officer
Cynergy Bank

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.

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

Insurance Transformation Summit 2022

Loved by Previous Attendees

“It was great! It was good to get different diverse opinions from people working in different parts of the Wealth Management industry and I much prefer a panel discussion to the kind of a set piece. I think it gives you the platform to have a good discussion as opposed to just talking at people.

Great to be out and about and to meet new people from different parts of the industry. It’s been a while since I’ve been to conferences, so a good reminder of what value you can get from these types of events.”

Paul Titterton, Managing Director - Digital Solutions, abrdn

“I think the event was great. I liked the focus of the summit which was on technology developments in the wealth management space and democratisation of wealth management in general, which I think are the hottest topics in that space today.”

Salim Mansoor, Global Head of Investment Compliance, Alternatives, Allianz Global Investors

“The event is great, really diverse collection of speakers, really informed conversations, the panels and some of the keynotes.

I think also the sponsors are quite unique. There’s a split between software as a service and unique propositions. Now I’ve gone around and spoken to quite a few individuals and companies and got follow up meetings and plans.

And I think that really helps because the whole purpose of these events is not only to hear from industry peers but also to know what services are out there and have a one to one conversation afterwards. That helps me in terms of my role of leading transformation to understand new solutions to new problems and segments."

Wasim Mushtaq, Transformation Lead, Financial Markets, Standard Chartered

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 wealth 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 wealth management companies are going to play in the future.

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

“I think it’s been great fun. It’s been a very energetic, very engaging event

We’ve had some brilliant speakers who shared their ideas across the wealth management industry on a number of different teams and topics and being able to exchange those thoughts live, in person, just leads to so many interesting and spontaneous conversations which you can never do on a Zoom call.

And the best part that I am looking forward to is how these serendipitous conversations are going to progress in the future and potentially lead to market changing events.

Aditi Subbarao, Financial Services Industry Lead, Instabase

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.

Get More Info

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

30th November 2023 | Novotel London West

More Wealth Firms and Private Banks attend Wealth Management Transformation Summit per head than any other event in Europe!

Quick Facts

Wealth Management. Transformed.

The Next Steps in your Wealth & Asset Management Transformation Journey

Wealth Management. Transformed.

The Next Steps in your Wealth & Asset Management Transformation Journey

Speakers Include

Why Attend

Learn

Connect

Connect

Experience

Learn. Connect. Transform.

Download the Event Overview

Previous Attendees

In Pictures

Loved by Previous Attendees

“It was great! It was good to get different diverse opinions from people working in different parts of the Wealth Management industry and I much prefer a panel discussion to the kind of a set piece. I think it gives you the platform to have a good discussion as opposed to just talking at people.

Great to be out and about and to meet new people from different parts of the industry. It’s been a while since I’ve been to conferences, so a good reminder of what value you can get from these types of events.”

Paul Titterton, Managing Director - Digital Solutions, abrdn

“I think the event was great. I liked the focus of the summit which was on technology developments in the wealth management space and democratisation of wealth management in general, which I think are the hottest topics in that space today.”

Salim Mansoor, Global Head of Investment Compliance, Alternatives, Allianz Global Investors

“The event is great, really diverse collection of speakers, really informed conversations, the panels and some of the keynotes.

I think also the sponsors are quite unique. There’s a split between software as a service and unique propositions. Now I’ve gone around and spoken to quite a few individuals and companies and got follow up meetings and plans.

Wasim Mushtaq, Transformation Lead, Financial Markets, Standard Chartered

And our Partners

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

“I think it’s been great fun. It’s been a very energetic, very engaging event

And the best part that I am looking forward to is how these serendipitous conversations are going to progress in the future and potentially lead to market changing events.

Aditi Subbarao, Financial Services Industry Lead, Instabase

Ready to join?

Be part of the Europe's leading wealth management transformation event.

Partner

Exhibit

Speak

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What They Say

Free Pass - (Wealth Firms / Banks)