I’m a Wealth Management firm looking to progress our digital transformation journey…

30th November 2023   |   Novotel London West

Wealth Management Transformation Summit helps wealth companies and private banks like you assess the impact of digital transformation and progress on your digital journey.

450+
Attendees
80+
Speakers
70+
Wealth Co's Represented
3
Theatres
58%
Director Level +

Quick Facts

450+
Attendees
80+
Speakers
70+
Wealth Co's Represented
3
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

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!

Speakers Include

Hear from visionaries from across the wealth management sector
James Pomeroy
James Pomeroy
Global Economist
HSBC
Shona Lowe
abrdn
Shona Lowe
Managing Director - Financial Planning
abrdn
Nina Manning
Killik & Co
Nina Manning
Partner, Head of Digital Delivery
Killik & Co
Sophie Kennedy
EQ-Investors
Sophie Kennedy
Joint Chief Executive Officer
EQ Investors
Charlotte Thorne
Charlotte Thorne
Founding Partner
Capital Generation Partners
Edward Smith
Edward Smith
Co-Chief Investment Officer
Rathbones Group
Alex Spreckley
Saltus logo
Alex Spreckley
Partner & Managing Director
Saltus Financial Planning
Cécile Nagel
BNY Mellon - Pershing
Cécile Nagel
CEO
BNY Mellon | Pershing
Salim Mansoor
Allianz_Global_Investors_logo
Salim Mansoor
Global Head of Investment Compliance - Alternatives
Allianz Global Investors
Sharon Maguire
Cynergy bank
Sharon Maguire
Chief Product & Brand Officer
Cynergy Bank

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

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

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.

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.
Complimentary Ticket
Are you a decision maker working for a wealth management firm or bank?
If so, please complete the short form below in exchange for your all-access, complimentary ticket!