WEALTH MANAGEMENT TRANSFORMATION SUMMIT

AGENDA

Your Journey to Digital Transformation in Wealth Management

1. Transformation Theatre

2030 Wealth Management: What Does the Future Look Like?

  • What do today’s customers expect and how are those expectations changing?
  • How will competition between new digital-first firms and established incumbents develop?
  • What impact is the new generation of investors having on the wealth and asset management landscape?
  • Full automation vs personable relationship driven approaches: What should we expect by 2030?
  • What are the key trends and predictions for wealth and asset management over the next 5-10 years?

Marc Kahn, Global Head of People & Organisation | Executive for ESG, Investec

Duncan Jamieson, Chief Operating Officer, UK. Managing Director Senior Adviser, Julius Baer

1. Transformation Theatre

Exploring the Changing Role of Wealth Management in a Post-Pandemic World

Graham Gibson, Chief Claims Officer, Allianz UK

1. Transformation Theatre

Maximise and Monetise: Why Data is the Key to Wealth Management Transformation

Graham Gibson, Chief Claims Officer, Allianz UK

1. Transformation Theatre

Transformation for Traditional Wealth Management Firms and Banks

  • Is a digital approach to wealth management now the only option?
  • What does the digital transformation journey look like for established WM firms?
  • What’s driving the change? Emerging technology or customer needs?
  • How are partnerships and collaborations with wealthtech developing in practice?
  • How can we accelerate innovation in the wealth management industry?

Nick Johnson, Investing Journey Lead – Wealth Businesses, NatWest Group

Wasim Mushtaq, Transformation Lead, Financial Markets, Standard Chartered Bank

Paul Titterton, Managing Director - Digital Solutions, abrdn

2. Innovation Theatre

The Impact of AI and Automation on Wealth and Asset Management

  • Use-cases: What tangible impact is AI having on the wealth and asset management space?
  • The rise of robo-advisors: What are the real pros and cons?
  • How can advanced data analytics supercharge wealth management with smarter insights?
  • A hybrid model: Does increasing automation mean the end of human interaction in wealth management?
  • Is there an over-confidence in the adoption of AI-driven financial advice?

Nina Manning, Head of Digital Delivery, Killik & Co

1. Transformation Theatre

How APIs are Changing the Wealth and Asset Management Ecosystem

Graham Gibson, Chief Claims Officer, Allianz UK

2. Innovation Theatre

Closing the Wealth Management and Investing Gender Gap

Graham Gibson, Chief Claims Officer, Allianz UK

1. Transformation Theatre

Developing a Holistic Approach to Digital Transformation to Connect Front and Back Office Innovation

Kate Hobson, Chief Digital Officer, Bedrock Group

Carlota van de Koppel, Chief Operating Officer, Bedrock Group

2. Innovation Theatre

Megatrends: Reacting to the Changing Face of Global Economies and Building Resilience

Graham Gibson, Chief Claims Officer, Allianz UK

1. Transformation Theatre

Customer Experience and Hyper-Personalisation

  • How have the needs of clients evolved in recent years?
  • Is a new approach to customer segmentation needed?
  • Should WM firms look to emulate customer experience provided by Amazon, Netflix and Spotify?
  • Is real personalisation at scale now a genuine option?
  • How can a seamless digital experience be achieved and how far off are we?

Kully Samra, Head of Customer Engagement, AJ Bell

2. Innovation Theatre

A WealthTech Future

  • Will wealthtech and digital challengers continue to disrupt the market and can they compete with incumbents?
  • Do wealthtech companies offer the best approach for personalization and customer experience?
  • Is there space for genuine collaboration between traditional players and emerging wealthtech?
  • How important is a digital approach to attract the next generation of investors?

Nina Manning, Head of Digital Delivery, Killik & Co

1. Transformation Theatre

The Great Wealth Transfer: Managing the Client Transition and Engaging the Next Generation

Kate Hobson, Chief Digital Officer, Bedrock Group

Carlota van de Koppel, Chief Operating Officer, Bedrock Group

2. Innovation Theatre

Driving Private Banking into the Age of Digital Platforms

Graham Gibson, Chief Claims Officer, Allianz UK

1. Transformation Theatre

Creating a Customer-Centric Journey and Transforming Wealth Management CX

Kate Hobson, Chief Digital Officer, Bedrock Group

Carlota van de Koppel, Chief Operating Officer, Bedrock Group

2. Innovation Theatre

The Future of Data in Wealth Management: How St. James's Place are Utilising AI to Maximise Data Value

James Frew, Divisional Director, Operational Strategy - Business Development and Advice, St. James's Place

1. Transformation Theatre

Exploring the Democratisation of Wealth and Investing

  • The global investor base is becoming more diverse – how is the market reacting?
  • How has the rapid growth of retail investors changed the landscape?
  • Will the worlds of crypto, DeFi and digital assets reshape wealth management?
  • Can banks win the next generation of retail investors?
  • The future of money: What do assets and wealth actually look like and how is that changing?

Ed Lecky-Thompson, CTO, International Division, Vanguard

2. Innovation Theatre

ESG or ‘Green Investing’: Reshaping Wealth Management

  • Why is the popularity of sustainability and ESG investments increasing and is it a long term-trend?
  • Should sustainability considerations be an integral part of WM firms’ underlying strategy?
  • What are the regulatory challenges surrounding sustainable investing?
  • Is the goal of net-zero carbon emissions across portfolios by 2050 an achievable aim?
  • How can data, AI and other technologies be utilised to upgrade ESG capabilities?

Nikhil Chouguley, Chief Operating Officer - Sustainable Investing, Citi Global Wealth

Garth Emrich, Delivery Lead, Change & Transformation, Rathbone Brothers Plc