Archives: Agenda

• Impact of evolving global economic policies
• Adapting to demographic shifts and targeting new customer groups
• Making the most of emerging tech and alternative products

• Safeguarding sensitive client data and protecting against emerging cyber-attacks.
• Best practices for cybersecurity resilience and staff training.

Moderator: Bartosz Golba, Director of Research and Analysis, GlobalData

• An up-to-the minute overview of trends in client demands and expectations from wealth managers.
• Agentic AI and how its working for clients today.
• Crystal ball time – what’s next? How can wealth managers incorporate it into planning for beyond 2026?

Moderator: Joanne Kumire, Lead Banking and Payments Analyst , GlobalData

As AI agents take on more complex and autonomous roles, reputational risk is becoming a critical concern for wealth managers and their boards.

• Examine how trust and accountability can be maintained as decision making becomes harder to explain and increasingly distributed across internal teams and external providers.
• Practical approaches to explainability, oversight and control where AI systems influence client outcomes, investment decisions and compliance activity.
• Explore how to outsource with confidence, unpacking the AI ecosystem and how wealth managers can maintain visibility across third and fourth parties while keeping governance, auditability and responsibility clearly defined.

Moderator: Alpesh Doshi, Managing partner, Redcliffe Capital (TBC)

Financial institutions are identifying a growing number of AI opportunities across operations and client servicing, but turning pilots into scalable, enterprise level impact remains a major challenge.

• Prioritise AI initiatives across quick operational gains and longer-term transformation programme
• Examine practical lessons from AI driven document processing and automated client reporting
• Manage governance, legal and quality control risks as AI moves into client facing environments
• Set realistic expectations for near term efficiency gains versus longer term strategic value