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
How prepared is the industry for the $10 trillion generational shift?
What role do AI, digital maturity and advisor enablement play in capturing this opportunity?
Drawing on Seismic’s latest Pulse Report, this session explores readiness gaps, transformation barriers and the practical priorities shaping the future of wealth management.
Wealth management is undergoing rapid transformation. Clients are increasingly global, advisers communicate across digital channels, and firms are exploring AI-driven tools to improve service and productivity.
Yet most compliance architectures were built incrementally around individual regulatory requirements. The result is a fragmented stack of surveillance systems, archives, approval workflows, and policy tools that struggle to support modern operating models. This session explores how wealth firms can modernise the compliance technology stack so they can deploy AI, support cross-border clients, and improve adviser productivity while maintaining strong governance and controlling supervisory costs.
