Themes

Inspiration for the next step in your transformation journey

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

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?

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?

ESG & Sustainable Investing

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.

Customer Experience & Personalisation

In a world dominated by Netflix, Amazon, Google and other tech giants, the experiences offered to customers are crucial. For wealth management firms, developing a seamless digital journey and a personalised experience is almost non-negotiable. But succeeding in this key competitive battleground is easier said than done.

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 & 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

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?

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?

Web3 - Crypto, Blockchain & Metaverse

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

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

Themes

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

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