Archives: Agenda

• Organisational design in wealth management
• Vision-to-Action Framework Strategic Planning, recognition and rewards
• Scientific aligning of Business Process to KPIs and Targets
• Performance Scorecards and bonuses
• Policy Management for certainty
• Meeting management – the key to production

• Building real connectedness through communication with your clients
• How are you messaging to match client behaviour and communication in a new digital era?
• How are we minizimg the advice gap?
• Social media analytics: an insight to the trends of consumer behaviour with next gen?

• 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?