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In an era of increasing competition, outdated legacy systems, and heightened customer expectations, digital transformation is vital. Can you keep up with the pace of change?
AI, Data & Automation
Deep-dive into the world of AI. Explore how wealth firms are utilising tech, maximising data and automating processes. Explore your opportunities In an AI-powered world.
ESG & Sustainable Investing
ESG is at the top of the strategic agenda and many investors now prioritise sustainability. A new lens for wealth firms but the challenges and opportunities are significant.
Customer Experience & Personalisation
In a new digital era, the experiences offered to clients are crucial. Is a seamless digital journey, hybrid advice, and a personalised experience now a non-negotiable?
The Rise of Robo & Retail Investing
How are firms reacting to the expansion of robo-advisors? What role can human interaction still play? How has retail investing reshaped a long-standing client base?
Digital Culture & Future of Work
There’s more to digital transformation than technology. Shift the focus from the tech to the people and explore digital working cultures and the changing role of HR.
WealthTech & Partnerships
WealthTech has reshaped the investment landscape. But how is WealthTech maturing? How are the incumbents reacting? And will tech partnerships continue to increase?
Democratisation of Wealth
The profile of investors is changing and the world's wealth is transferring to a new generation. Managing this transition is crucial to meet expectations of a new demographic.
Crypto, Blockchain & Digital Assets
Web 3 is transforming the investment landscape. If you're interested in the future of crypto, exploring blockchain use-cases, or assessing digital asset risk, we’ve got the inside track