Your Journey to Digital Transformation in Wealth Management

"Wealth Management Transformation Summit hosts more wealth and asset management companies per head than any other tech event!"

Financial Services marketing is challenging.
Major organisations with big teams, high CPC rates, strong firewalls and a highly competitive marketplace make it increasingly difficult to cut through and connect with the right contacts.
Wealth Management Transformation Summit brings together organisation leaders and wealth management influencers for a day of thought leadership, discussion and networking.
We research and invite targeted attendees to join us with a complimentary VIP pass, with over 300 attendees expected to join us this November.
Our event proposition is compelling; a cutting edge programme and industry leading speakers appealing directly to your target audience.
An emphasis is placed on audience quality and wealth management companies being visible.
WTS can offer you exposure, thought leadership and engagement.
Connect with those hard to reach targets and fast-track your sales and marketing efforts.
Consult with our specialist team on how you can get involved in the 2nd annual Wealth Management Transformation Summit, today.

Don't Just Take Our Word For It!

“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

Download the Brochure


Wealth Management Transformation Summit provides an unrivalled opportunity for your company.

Deliver an event campaign which excels in providing exposure, thought-leadership and engagement.
Work alongside a partner with the experience of producing industry leading digital and in-person events.
Transform your single event sponsorship into a multi touch point campaign.
Consult with our experienced team who will propose campaign options based on your objectives and targets for Exposure, Thought Leadership and Engagement.

Our Partners

Companies that partner with us include:


Get Involved

Download the event overview for more information on our audience, our unique and fresh approach to physical and digital events and how we can help you develop your campaign plans: