Archives: Agenda

• Unlocking strategic financial insights

• Confidently accessing the right data and metrics to support your decision making

• Agile planning to enhance your business strategies to connect portfolios, products and teams

• Attracting and educating Gen Z from an earlier stage – how to make a strategy for wealth transfer.
• How do wealth managers meet the needs of the digital-savvy generations?
• Rescuing £trillion assets for future generations.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

• Focusing on milestone-based planning
• Sophisticated offerings and services to close the advice gap and succession planning
• Integrating latest wealth technologies to simplify accessibility
• Utilising client behaviour analytics to curate and advertise financial advice and planning
• Prioritising wealth transfer for next generations

As we enter the era of AI-augmented, human-guided transformations, how can wealth management companies modernize operations and prepare for emerging solutions? This presentation looks at the most critical integration issues and presents proven strategies. Spoiler: the hardest part of AI integrations isn’t the AI.

Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It’s a great opportunity to network and stay informed about the industry’s evolving landscape.

Challenge 1: Enhancing client reporting and communications

Challenge 2: How do traditional advice companies deal with cannibalization?

Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

Join Stephen Rhodes, Solutions Director at SS&C Blue Prism, as he explores how agentic automation is redefining the operating model for today’s wealth management institutions. As client expectations evolve and regulatory pressures intensify, isolated automation initiatives are no longer enough. Wealth firms now require connected, intelligent systems that can drive personalised experiences, operational resilience, and scalable growth.

Stephen will unpack why many wealth managers are still struggling to convert AI investments into measurable ROI, uncovering the governance, trust, and adoption barriers that frequently stall progress. He will also highlight how combining human expertise with autonomous AI agents creates a powerful, compliant-by-design operating model—one that boosts adviser productivity, reduces risk, and enables responsive, signal driven client engagement.

The session provides a practical roadmap for firms looking to modernise their operating model, improve client outcomes, and accelerate enterprise-wide value creation with AI.

Key Takeaways:

• How do you turn AI into ROI and growth
• Operating in a regulatory and sensitive environment with piece of mind
• Scaling without introducing risk or operational friction