Themes

Inspiration for the next step in your wealth management transformation journey

Discover Wealth Management Transformation Summit's themes. Your ticket gives you access to all of them.

AI, Data & Automation
Deep-dive into the world of artificial intelligence. Explore how Wealth management firms are utilising revolutionary tech, maximising data and automating processes. In an AI-powered world, the opportunities are endless, but can wealth and asset management firms capitalise or will digital start-ups gain ground?
Democratisation of Wealth
The past few years have seen a remarkable shift in the profile of investors. Investing apps are enabling more people to trade in global markets and the world's wealth is continuing to transfer to the next generation. How are wealth management firms managing this transition and are they meeting the demands of a changing investor demographic?
Digital Transformation
In the face of intense pressure from new entrants and digital challengers, traditional wealth and asset management firms are battling legacy systems, scalability issues, and heightened customer expectations. Very few would disagree that digital transformation will remain a priority in the coming years, but can they keep up with the pace of change?
Customer Experience & Personalisation
In a world dominated by Netflix, Amazon, Google and other tech giants, the experiences you offer customers are crucial. For banks, developing a seamless digital journey, an omnichannel approach and a personalised experience is almost non-negotiable. But, it’s easier said than done!
WealthTech & Partnerships
WealthTech and robo investing have altered the status quo and continues to drive disruption across the sector. But how is the WealthTech landscape maturing? How are the incumbents reacting? And how will there be more partnerships between WealthTech startups and traditional players on the horizon?
Cyber Security & Fraud
Maintaining a robust cyber security strategy has always been a priority for wealth management firms, but in today's digital world, the cyber threat landscape is constantly evolving. WTS 23 will share the latest strategies to utilise technology and develop a holistic cyber security approach
Web3 - Blockchain, Crypto & Metaverses
Web 3.0 is transforming the financial landscape and has the potential to greatly impact investing. Whether you're interested in the future of crypto, keen to explore the impact of NFTs or looking for blockchain use-cases, we’ve got the inside track on the hottest web 3.0 trends
Diversity & Inclusion
Very few banking leaders would argue against the benefits of a broader range of skills and greater diversity within their workforce. And yet, leadership positions across the sector remain male-dominated and lack diversity. WTS 23 aims to shine a spotlight on the sectors most innovative women, as well as showcasing strategies banks have adopted to better reflect the societies they serve.
The Rise of Robo & Retail investing
The expansion of robo-advisory in Wealth Management is having a dramatic impact on the sector. However, human interaction and trust still play a crucial role and hybrid advisory models are increasing in popularity. Explore this changing landscape at WTS 23 and learn how WM firms are adapting.
Digital Culture and the Future of Work
There’s more to digital transformation than technology. This year we’re shifting the focus from the tech to the people, exploring the working cultures that makes sense in today's world and the changing role of HR in wealth and asset management
ESG & Sustainability
ESG has been promoted to the top of the strategic agenda and many investors now prioritise sustainability. Whilst the challenges of this shift are plentiful, there are genuine business and economic opportunities available to those who get their ESG strategies right and can demonstrate this with data and emerging technology.