Archives: Agenda

• Can firms outsource their data analytics and product transformation to third parties vs building in-house?
• What are the real-world impacts on innovation, agility and customer service excellence?
• How are talent strategies affected, as many firms balance tech build vs third-party investment?

Moderator: Adil Bundeally, Transformation Director, Risk Advisor & Interim Executive, Lloyds (Former)

• Building a privacy-first culture
• The power of strong governance partnerships
• Strengthening regulatory awareness across the business
• Creating the right foundations for compliance and protection
• Looking ahead: Preparing for increasing scrutiny

Moderator: Craig Beattie, Principal Analyst, Celent

• Leveraging AI to deliver tailored product recommendations and content.
• Hyper-Personalisation in Wealth Management – what’s new?
• Enhancing client loyalty and retention through personalised interactions.

Moderator: Alpesh Doshi, Managing Director, Redcliffe Capital

As AI tools become embedded across wealth management platforms, firms must rethink how advisers, operations teams and analysts interact with systems and data in their day-to-day workflows

• How AI is being integrated into adviser, operations and client servicing workflows
• Where automation and AI copilots are reducing manual processes and improving productivity
• Practical examples of AI driven workflow transformation across wealth platforms
• Lessons from early deployments and what firms should prioritise next

Wealth managers face mounting pressure to deliver operational excellence, enhance client experiences, and retain relevance in an evolving marketplace. As firms embrace AI, CRM enhancements, and advanced data strategies, how can they ensure their investments deliver sustainable value rather than costly transformation failures?

• How are firms leveraging AI integration and data insights to enhance efficiency and deliver superior client outcomes.
• The role of digital tools in today’s competitive landscape.
• Overcoming organisational and cultural resistance to digital change.
• Future-proofing your firm’s digital strategy in the era of intergenerational wealth transfer

A panel of the industry’s most sought-after solution providers set the scene with 60 second introductions, offerings and insights into their cutting-edge products and services. Visit the booths in the exhibition hall for more details and services.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

• How will the estimated $100+ trillion wealth transfer reshape client expectations, particularly for women, and the talent profile wealth managers need?
• How can wealth managers address financial literacy gaps and empower women to engage confidently with wealth advice?
• What opportunities and risks do AI and digital integration present in wealth management?
• How are model portfolio solutions meeting mass affluent client needs while preserving tailored advice?
• How are the M&A trends in the wealth management sector helping to meet the evolving needs of clients?

Moderator: Phoebe Hodgson, Banking and Payments Associate Analyst, GlobalData

We examine the macro, geopolitical and technological themes redefining investment strategy, operating models and client expectations across wealth management.

• How geopolitical instability and macro volatility are reshaping asset allocation and diversification strategies
• Why capital preservation, resilience and downside protection are rising priorities for high-net-worth investors
• How wealth managers are adapting investment models and advice frameworks in response to regulatory and market shifts
• Where artificial intelligence is delivering real impact across portfolio construction, adviser productivity and client engagement