Archives: Agenda

Breakfast Deep-Dive: From pilot to production: Realising the promise of AI in wealth management

By Invitation Only

Implementing AI at scale, bringing projects from pilot to production, takes time – and it’s expensive. Instead of a scatter gun approach, in which the widest range of possible use cases are pursued, leading wealth managers are prioritising a smaller set of proven, high impact use cases. This closed door, Chatham House roundtable, facilitated by Stephen Walker, Lead Analyst, Global Data, will map out what these key uses are and why they promise greater ROI, based on the latest executive survey and case study insight from GlobalData. We bring together a select group of senior wealth management and private banking leaders for a candid peer discussion on what is actually working in practice. You’ll hear honest perspectives on why so many AI initiatives stall, how leading firms are narrowing their focus, and where investment is delivering tangible returns today.

Discussion themes

  • Where AI experimentation is most advanced across the wealth management value chain
  • Why pilots fail to reach production and the organisational, data, and governance barriers behind that
  • Which use cases are delivering credible ROI, and how firms are measuring value over time

Panel discussion: The hire or train debate: Upskilling teams and what to look for in new hires

Wealth management firms are under growing pressure to modernise skills while continuing to serve clients at pace. This session explores whether the future lies in retraining existing teams, hiring new profiles, or a blend of both.

  • How roles are changing across advisory, operations, technology and compliance, and which capabilities can realistically be developed in house
  • Identifying transferable skills, designing effective upskilling programmes, and knowing when external expertise is essential
  • Gain practical insight into building resilient teams that can adapt to digital transformation, regulatory change and evolving client expectations

Moderator: Aadil Bundeally Transformation Director, Risk Advisor, Lloyds (Former)