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10th Annual Digital Integration in Wealth Management 2026

Helping you achieve end-to-end digital transformation to a digitally enabled, hyper-personalised, scalable business model.

17 - 18

March

2026

Complimentary

Why attend?
Agenda
Plan Your Visit
Event Gallery
2025 Sponsors
Media Partners
Resources
Partner with us
Download Agenda
Contact Us

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Company Information

We have created two AI assistants that save thousands of hours for hundreds of advisers and paraplanners: Emma, who assists paraplanners, and Evie, who supports advisers.

Company Website

To learn more, please visit our website - https://advisoryai.com

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Company Website

To learn more, please visit our website - https://www.avanade.com/en-gb

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Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric’s platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentric’s SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps and Advisor Apps. Communify Fincentric’s Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers advanced AI capabilities for the next generation of communication, automation and management of financial data.

Company Website

To learn more, please visit our website - https://communify.com/

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CREALOGIX has over 25 years’ experience in delivering proven customer-centric systems to hundreds of the world’s leading financial institutions. The platform delivers a seamless secure service with a premium UX. Banks and wealth firms benefit from lower costs, increased efficiency, and a modern interface to support customer retention and attraction.

Company Website

To learn more, please visit our website - www.crealogix.com

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Davies is a specialist professional services and technology firm, working in partnership with more than 1,700 insurance, financial services, public sector and other highly regulated clients to manage risk, operate their core business processes, transform and grow.

The firm delivers specialist professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation & risk, forensic accounting, customer experience, human capital, digital transformation & change management. Davies’ global team of more than 8,500 professionals operate across 20+ countries with large operational centres in the UK and U.S.

Company Website

To learn more, please visit our website - https://davies-group.com/consulting/

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EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 20 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions.

We have a history of developing engaging tools that help financial advisers and their clients navigate the complexities of financial markets, ultimately delivering simplified financial planning and enabling clarity over investment options, cash flow forecasting and aligned client risk profiles.

Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.

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Focus Advice Technology makes it faster, easier and more engaging to deliver complex, consistent and reliable financial advice. They’re transforming UK financial advice.

Focus’ advice tech isn’t just a solution; it’s an API-first modular powerhouse that integrates with existing systems to drive incredible new levels of efficiency for advice firms, built on 30+ years of successfully transforming advice for tier-1 organisations.

Discover a revolutionary advice experience with Focus, fuelled by a game-changing advice engine that constructs complex financial advice in seconds, and with optional hybrid advice journeys that seamlessly blend-in automation for unparalleled adviser and consumer experiences.

Meet the Focus user-centred design team, experts in design thinking, who sculpt extraordinary digital journeys, empowering advisers to deliver engaging, efficient, intuitive experiences that lead to better client outcomes.

Company Website

To learn more, please visit our website - www.focusadvice.tech

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ICONOMI Wealth is a full turn-key solution for asset managers in the digital asset space, featuring secure custody, a portfolio management dashboard, algorithmic trade execution across 15 venues, and outsourced compliance, all packaged inside a fully white-labelled platform.

Company Website

To learn more, please visit our website - https://www.iconomi.com/digital-asset-management-platform

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iFAST Global Bank and iFAST Fintech Solutions are both part of the iFAST Corporation Group. They form a key part of a leading wealth management financial technology platform that is listed on the Singapore Stock Exchange. With a strong presence across Singapore, Hong Kong, Malaysia, China, the UK, and the Middle East, the Group manages S$23.62 billion in Assets-under-Administration (as of 25 October 2024).

The iFAST Corporation Group acquired the UK-regulated bank in 2022, iFAST Global Bank is a GBP clearing bank with direct participation in CHAPS and Faster Payments and is also a member of SWIFT. We offer bespoke services to wealth managers and brokerage firms, providing FSCS protection and competitive interest rates with a focus on transparency and integrity. Our dedicated Customer Service and Relationship Management teams ensure a smooth onboarding process and ongoing support. Guided by the core values of Transparency, Innovation, and Integrity, we are committed to empowering our clients and delivering ongoing value.

iFAST Fintech Solutions, another division of iFAST Corporation, was established to seize business opportunities while offering innovative Fintech solutions to our clients. The iFAST Fintech & Banking ecosystem enables us to deliver a seamless, interconnected experience, whether in digital banking, wealth management, investment advisory, or other Fintech services. Our integrated approach ensures clients receive tailored support and maximum value as they navigate the complexities of the global financial landscape.

Company Website

To learn more, please visit our website - ifastgb.com

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interop.io was formed in June 2023 through the merger of Finsemble and Glue42 to create the global powerhouse driving application interoperability in capital markets and beyond. Leveraging FDC3 and workflow automation, interop.io allows clients to create Straight-Through Workflow and benefit from unparalleled levels of business agility, a more productive workforce and better operational control. The firm holds global presence in New York, Charlottesville, London and Sofia.

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InterSystems, a creative data technology provider, delivers a unified foundation for next-generation applications for financial services, healthcare, manufacturing, and supply chain customers in more than 80 countries. Our cloud-first data platforms solve interoperability, speed, and scalability problems for organisations to unlock the power of data and allow people to perceive data in imaginative ways. 
InterSystems helps financial services firms of all sizes simplify access to data from any internal or external source in a single data platform, to transform at scale. Asset and wealth managers, banks, and fintech firms rely on InterSystems to build and run mission-critical data-intensive applications including trade order management systems, wealth management platforms, regulatory reporting engines, and business reporting.

Company Website

To learn more, please visit our website - https://www.intersystems.com/uk/industries/financial-services-technology/

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Company Information

Do You Need Safe and Scalable AI? InvestGlass brings Swiss-made AI with digital sovereignty to financial services.

Discover how we streamline digital form building, generate and qualify leads with conversation intelligence, and enable banks and insurers to design tailored offers.

Swiss sovereignty, trusted AI, and client-first advisory — building the future of finance with confidence and independence.

Company Website

To learn more, please visit our website - https://www.investglass.com/

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InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients representing more than 40 percent of the $132 trillion of total assets globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.

Company Website

To learn more, please visit our website - https://investcloud.com/

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As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex demands. Kroll’s global team continues the firm’s nearly 100-year history of trusted expertise spanning risk, governance, transactions, compliance and regulations. Our advanced solutions and intelligence provide clients the foresight they need to create an enduring competitive advantage. At Kroll, our values define who we are and how we partner with clients and communities.

Company Website

To learn more, please visit our website - https://www.kroll.com/en

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With offices in New York, London and Milan, MDOTM Ltd is a strategic partner of numerous institutional counterparts to integrate AI into their investment processes. Selected by Google and recognised as one of the best AI companies, it has raised over $10 million from institutional investors and finance professionals, making it one of the world’s largest firms specializing in AI for investments.

Company Website

To learn more, please visit our website - https://mdotm.ai

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M-Files is an innovative metadata-driven document management platform that gives wealth management firms a leading edge by enforcing compliance while improving the efficiency and scalability of high-trust client relationships.

Company Website

To learn more, please visit our website - http://www.m-files.com/en

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Making going digital easy for wealth managers. We deliver you a client portal and apps for Apple and Android that beautifully reflects your brand and meets your high net-worth client expectations.

We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Hawksmoor, Kingswood, RC Brown, and Verso IM.

moneyinfo seamlessly integrates with your portfolio management and CRM systems, so we can automate report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process. Game-changing digital engagement with biometric security, WhatsApp style secure communications, and access for your introducers will help you meet your Consumer Duty, MIFID and GDPR responsibilities. Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information clients expect whilst custom content delivery including video can reassure and inform your clients.

A new digital service channel to transform your client engagement, improve your profitability, and deliver complete compliance confidence, complementing your existing investment in technology.

Company Website

To learn more, please visit our website - http://www.moneyinfo.com/

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Company Information

Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

To learn more, please visit our website - https://www.moxo.com/

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As a digital engineering company, Nagarro helps its clients embrace technology to enable a superior customer experience and service,.

Working across multiple industries, we leverage our experience to accelerate our client’s journey in Private Wealth Management. We believe that the right technological innovation can inspire change and unlock countless opportunities for growth.

Company Website

To learn more, please visit our website - https://www.nagarro.com/en/industries/banking-and-financial-services-consulting

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Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.

Company Website

To learn more, please visit our website - https://www.objectway.com/

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Why attend?

Our agenda is peer-researched with the industry and Private Banker International to ensure we cover the topics that matter to you.
Hear the latest trends, case studies and strategies on consumer duty, transforming technologies, data and customer experience and more.
Listen to the top industry players as they deliver their vision for 2025 and beyond.
Discover potential partnerships with relevant solution providers to successfully transform your business.
Connect and grow your network with senior level experts from across the wealth management industry and discover potential future partnerships.

Who attends?

We are known for bringing all senior digital wealth managers of today to the heart of London.

Be in the same room as leading

Heads of Strategy
Chief Operational Officers
Presidents of Digital Assets
Heads of Technology’s
Senior Vice Presidents of Private Clients

From the UK’s top Private Banks and Wealth firms. Our unique event provides exclusive opportunity for rich, personal, and in-depth conversations and tactics to transform your business.

The meeting place for innovation

Take away exclusive, first-hand insight from some of the leading minds and many solution providers within wealth management who will be showcasing their digital platforms, software and solutions which are tailored to help your business succeed

WHAT TO EXPECT FOR 2025?

250+ Attendees	25+ Exhibitors to meet	25+ Talks from high-level speakers	90% Attendees at Director+ level
250+ Attendees	25+ Exhibitors to meet
25+ Talks from high-level speakers	90% Attendees at Director+ level

Testimonials

Agenda

19 Mar 2025
20 Mar 2025

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Streams

Stream one

Stream A - AI-Powered Wealth Management & Operations

Stream two

Stream B - Client Experience & Hyper Personalisation

Stream three

Stream C - Leaders in Wealth Management Digital Network

11:30 AM

How to Remain Strategically Agile Whilst Managing Digital Transformation Projects

This Chatham House Rule roundtable invites members of the Leaders in Wealth Management Digital Network to gather together, discuss and debate issues peer-to-peer.

The topic is selected and agenda set by the Network members – all senior decision makers and business leaders, involved in shaping and responsible for executing digital strategies.

Pre-registration required, spaces are limited. Participation is by invitation or application only – please contact kellee.halliburton@arena-international.com.

12:40 PM

Lunch & Networking Break

2:10 PM

Harnessing technology to effectively prepare for latest regulatory requirements

This Chatham House Rule roundtable invites members of the Leaders in Wealth Management Digital Network to gather together, discuss and debate issues peer-to-peer.

The topic is selected and agenda set by the Network members – all senior decision makers and business leaders, involved in shaping and responsible for executing digital strategies.

Pre-registration required, spaces are limited. Participation is by invitation or application only – please contact kellee.halliburton@arena-international.com

3:30 PM

Networking Break

11:30 AM

Case Study: The Blended Advisor and Combining a Human Touch with Agentic AI to Deliver Customer Experience

11:50 AM

How AI Can Exponentially Accelerate Time and Cost Savings for Marketers

Available for Sponsorship

12:10 PM

Panel Discussion: Cutting-Edge Approaches to Curating Digital Journeys That Build Trust and Loyalty

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

12:40 PM

Lunch & Networking Break

Stream B) Harnessing Data Analytics for Product Innovation

2:10 PM

Social Media and Product Promotion: How Insights from Social Media are Revealing and Shaping Consumer Behaviours

2:40 PM

Case Study: How to Effectively Plan and Execute the Expansion of Analytics Capabilities

3 PM

Evaluating the Wealth Management Model: Deciding When to Build or Buy

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?

Networking Break

7:45 AM

Registration

8 AM

Breakfast Deep-Dive: Designing the Perfect Digital Service and Communication Plan for Digital-Native Investors

Join this expert-led, peer-to-peer deep-dive session to hear from those in the know. Take back to your business an understanding of what it takes to succeed and lessons learned from those who have been there, done that.

Delegates must pre-register interest prior to the day of the event.

Available for Lead sponsor

8:50 AM

Chair’s Opening Remarks

The Evolving Landscape & Latest Trends in Client Expectations

9 AM

Keynote Address: The Future of UK Wealth Management – Navigating Macroeconomic Shifts & Regulatory Frontiers

Impact of evolving global economic policies on investment strategies; adapting to new UK financial regulations and their implications for wealth firms.

9:30 AM

Latest Trends in Client Expectations and How They are Being Met through Digital Transformation

An up-to-the minute overview of trends in client demands and expectations from wealth managers.
Agentic AI and how its working for clients today.
Crystal ball time – what’s next? How can wealth managers incorporate it into planning for beyond 2026?

Available for Sponsorship

10 AM

Regulatory update

Latest compliance requirements for data security and privacy.
What are the responsibilities of financial institutions when it comes to reliability of technology platforms being used for the provision of client services?
Ensuring modular coverage across both digital and human touchpoints – must-dos.
Current approaches to ensure customer awareness about investments as well as pricing

10:20 AM

Panel Discussion: How are Wealth Managers Generating Additional Revenue Through Innovative, Digitally-Enhanced Products?

What are the new must-dos in client engagement and product differentiation?
How are compressed margins alongside fast evolving client expectations changing the face of wealth management firm product offerings and operating models today?
Which technologies will suck up the air this year? And how to cut through the hype?

10:50 AM

Dragon’s Den

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.

11 AM

Networking Break

11:30 AM

Case Study: The Transformative Power of Agentic AI to Delivery Efficiencies

11:50 AM

Leveraging Latest Tools to Shorten Onboarding and Ensure Compliance

Available for Sponsorship

12:10 PM

Panel Discussion: Data-Driven Insights & Analytics to Transform Approaches

How to effectively harness the latest innovations in data and analytics.
Which tangible improvements in service delivery and customer experience are helping wealth managers today?

12:40 PM

Lunch & Networking Break

1:40 PM

Peer-to-Peer, Interactive Roundtables

A unique opportunity to deep dive into the most challenging issues and best practices. Develop solutions to critical challenges facing the industry. Hosted by industry experts and each focused on a single issue, roundtables are an exciting, interactive way to build your personal network and learn from the experience and expertise of others. Each roundtable is self-selecting, please choose one to join on the day.

Roundtable 1) Supporting Banks through Enterprise-Wide Business Transformation | It’s NOT all about AI…

Roundtable 2) Crafting the Ideal Retirement Plan: Simplifying Access to Wealth Planning

Roundtable 3) Navigating the Ever-Changing Terrain of Wealth Compliance and Regulations

Roundtable 4) Agentic AI Deep-Dive: Practical Advice and Take-Aways to Try in Your Business

Stream A) Building Resilient & Secure Digital Infrastructure

2:10 PM

Case Study: Data Privacy Under Scrutiny: Navigating Regulations and Protecting Client Information

2:40 PM

Remaining Compliant with the EU’s Digital Operational Resilience Act (DORA) and Threat-Led Penetration Testing (TLTP)

Available for Sponsorship

3 PM

Panel Discussion: Building a Resilient Defense – Essential Cybersecurity Frameworks and Best Practices for Wealth Managers

Safeguarding sensitive client data and protecting against emerging cyber-attacks.
Best practices for cybersecurity resilience and staff training.

3:30 PM

Networking Break

The Next Generation of Wealth Managers

4 PM

Gen Z & Millennial Wealth Transfer – Understanding the Digital-Native Investor

Tailoring digital experiences and communication strategies for younger generations; the rising importance of values-aligned investing (ESG, impact).

4:20 PM

Crafting Seamless Digital Onboarding Journeys to Secure and Retain Customers

Utilizing AI and automation to enhance the client onboarding experience, from KYC to initial investment.

Or Modernizing Legacy Systems for Future-Proof WealthTech

Available for Sponsorship

4:40 PM

Bringing Wealth Planning to the Mainstream Through Innovative Campaigns

Transforming how wealth businesses are marketing themselves and their products to clients.
Campaigns to reach the next-generation of wealth.
Identifying trends and behaviours to adapt communication styles.
Defining your USP.

5 PM

Panel Discussion: The Elephant in the Room – Transferring Wealth and Succession Planning for the Next Generation

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.

5:30 PM

Chair’s Closing Remarks

5:35 PM

Close of Day 1 and Networking Drinks

Streams

Stream one

Stream A: Protecting Against Disruption in the Digital Age

Stream two

Stream B: ESG Integration & Impact Investing

Stream three

Stream C: Leaders in Wealth Management Digital Network

11 AM

How to Turn Strategy into Execution and Overcome the Revenue Enablement Execution Gap Challenge

This Chatham House Rule roundtable invites members of the Leaders in Wealth Management Digital Network to gather together, discuss and debate issues peer-to-peer.

The topic is selected and agenda set by the Network members – all senior decision makers and business leaders, involved in shaping and responsible for executing digital strategies.

Pre-registration required, spaces are limited. Participation is by invitation or application only – please contact kellee.halliburton@arena-international.com

12:45 PM

Lunch and Networking

2 PM

Driving ROI in Practice for Sustainable Investing: Advanced Portfolio Optimization and Balancing Risk Management Considerations

This Chatham House Rule roundtable invites members of the Leaders in Wealth Management Digital Network to gather together, discuss and debate issues peer-to-peer.

The topic is selected and agenda set by the Network members – all senior decision makers and business leaders, involved in shaping and responsible for executing digital strategies.

Pre-registration required, spaces are limited. Participation is by invitation or application only – please contact kellee.halliburton@arena-international.com

11 AM

Case Study: Leveraging ESG Data Analytics for Better Investment Decisions and Reporting

11:20 AM

Personalizing Sustainable Investing: Navigating Client Demand with AI-Powered Services

Available for Sponsorship

12:45 PM

Lunch and Networking

2 PM

The Hire or Train Debate: Upskilling Teams and what to Look for in New Hires

2:30 PM

Bridging the Talent Gap with Technology: The Future Advisors’ Skill Sets

Available for Sponsorship

2:50 PM

Fireside Chat: Attracting & Retaining Top Talent in a Competitive Market

Strategies for building diverse and skilled teams in a rapidly changing industry.
Fostering a culture of continuous learning and adaptability.

7:45 AM

Registration

8 AM

Breakfast Deep-Dive: Ensuring Advice to Clients is Compliant with Ever Evolving Regulatory Requirements

Delegates must pre-register interest prior to the day of the event.

Available for Lead sponsor

8:50 AM

Chair’s Opening Remarks: Welcome Back

The Future of Product Innovation

9 AM

Keynote: Building a Purpose-Driven Investment Proposition for the Next Generation

Tailoring investment products to align with the values and preferences of younger clients.
Integrating ESG factors and impact investing into core offerings.

9:30 AM

How Optimization Through Intelligent Automation is Driving Product Innovation

Senior representatives, KPMG & Microsoft

9:50 AM

Panel Discussion: Exploring New Investment Frontiers – From Tokenization to Space Economy

Opportunities and challenges in alternative investments and emerging asset classes.
The role of distributed ledger technology in enhancing efficiency and accessibility.

10:30 AM

Networking Break

11 AM

Fraud Prevention: Securing Wealth Management Against New and Evolving Techniques

11:20 AM

InfoSec for Wealth Managers: How to Protect Against the Latest Cyber Threats

Available for Sponsorship

11:45 AM

Peer-to-Peer, Interactive Roundtables

Delegates will have the opportunity to join two sessions. Roundtables will last 30 minutes each.

Roundtable 1) Enhancing client reporting and communications

Roundtable 2) Navigating the complexities of wealth transfer and succession planning

Roundtable 3) Preparing for the data-driven/AI wealth manager of 2030

12:45 PM

Lunch and Networking

2 PM

Is Crypto the New Must-Have Offering? Or is it a Bubble Waiting to Collapse?

2:30 PM

Case study: Turning KYC into ROI – How to Leverage a Deeper Understanding of Clients to Drive Growth

Available for Sponsorship

2:50 PM

Panel Discussion: Protecting Against Reputational Risks Presented by Rogue AI

Latest approaches to ensure explainability where AI agents are taking over ever more complex tasks.
Outsourcing with confidence: Understanding the AI ecosystem and ensuring wealth managers can gain visibility of third- and fourth-party involvement.

3:20 PM

Refreshments and Networking Break

Crystal Ball Plenary – Setting the Wealth Management Agenda to 2030

3:50 PM

Crypto Update: Understanding Opportunities in the Latest Crypto Landscape

4:10 PM

Fireside Chat: Wealth Management 2.0 – Redefining Business Models

Exploring new investment frontiers – from tokenization to space economy
What will sustainable growth look like for wealth management firms in the UK and EU against a backdrop of global policy fragmentation and COP30 initiatives?

4:30 PM

Panel Discussion: Focus on the Sustainable Investment Solutions Landscape – Is there More Choice?

Is the supply of solutions catching up with demand in areas like carbon emissions and renewable energy sourcing?
What impact has the recent ESG backlash in the US had on UK and European markets?
Meaningful examples of changing approaches to assessing risk, conducting research, and meeting reporting demands.

5 PM

Voice of DigiWealth 2026 Reveal: Exclusive Insights from GlobalData’s Key Trends Audience Survey

GlobalData

5:20 PM

Chair’s Closing Remarks and Close of Conference

Plan Your Visit

Venue

TBC

Location

By Underground: Liverpool Street (Central, Circle, Elizabeth, Hammersmith & City or Metropolitan Line) By Train: Liverpool Street Station Follow directions for Underground from the main concourse. By Bus: 155 Bishopsgate is served by many bus routes including 388, 242, 149, 135, 78, 48, 47, 42, 35, 26 and 8. Parking: There is an NCP car park at Finsbury Square (EC2A 1AD).

2025 Sponsors

Select a sponsor to learn more

Lead Partner

Gold Partners

Silver Partners

Company Information

Company Website

To learn more, please visit our website - https://www.moxo.com/

Company Information

Waracle designs and engineers intelligent digital experiences for ambitious financial organisations. We thrive in regulated industries, with over fifteen years experience in both Retail & Commercial Banking, Wealth, Investments, Pensions and Later Life Planning.

As a strategic partner, through the delivery of highly scalable, secure, inclusive digital and mobile products, services and experiences, we enable our clients to gain competitive advantage, mitigate risk and innovate, within the constraints of regulation.

With +150 specialist Designers, UX researchers, Consultants and Software Engineers across offices in London, Edinburgh, Glasgow & Dundee, we’ve expert communities of practice in Mobile Apps & Sensor Technology, GenAI & Machine Learning, Accessibility, Product Management, Agile, UX & Human Centred Design, Software Engineering, Cloud & DevOps.

Waracle is ISO27001 certified for Data & Information Security, with dedicated SecOps and Compliance teams. We’re highly experienced in OpenBanking, PSD2, MIFID II, PCI DSS, GDPR and Consumer Duty.

Come and talk to us about transforming your business through digital, and empower your customers to take control of their finances and wealth.

Company Website

To learn more, please visit our website - https://www.waracle.com

Company Information

At Xpedition, we partner with financial services firms to supercharge their business transformation and unlock the true potential of innovation. By leveraging the cutting-edge capabilities of Microsoft Copilot AI and Agents, along with Microsoft Dynamics 365, Microsoft Azure, and advanced analytics, we enhance operational resilience, boost agility, and transform data into actionable insights. Our collaborative partnership process empowers firms to not only meet but surpass client expectations, ensuring seamless business continuity in challenging environments.

As a proud Microsoft Inner Circle Partner, our expertise in Microsoft business applications and AI drives exceptional client experiences and revenue growth. With numerous Microsoft accreditations under our belt, we are committed to delivering excellence and innovation at every stage of your journey. Speak to one our experts to discover how our wealth management expertise, innovative solutions, and collaborative approach to business transformation help organisations drive sustained competitive advantage in an increasingly unpredictable and ever-changing industry.

Company Website

To learn more, please visit our website - www.xpedition.co.uk

Technology Spotlight Partners

Company Information

Company Website

To learn more, please visit our website - ifastgb.com

PANEL PARTNERS

Exhibitors

Company Information

We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Hawksmoor, Kingswood, RC Brown, and Verso IM.

A new digital service channel to transform your client engagement, improve your profitability, and deliver complete compliance confidence, complementing your existing investment in technology.

Company Website

To learn more, please visit our website - http://www.moneyinfo.com/

Company Information

A robust digital solution that provides high-quality customer ID verification and customer due diligence (CDD) for regulated and supervised businesses. The cutting-edge technology that powers this solution, coupled with the highest quality data sources, ensures a service of the highest regulatory standards.
Verify’s Story
Established in 2019 and headquartered in Jersey, Channel Islands, Tiller Technologies (‘Tiller’) is a multi-award-winning provider of cutting-edge customer onboarding technology.
We specialise in transforming how regulated & supervised professional & financial services businesses operate. Initially focused on creating bespoke solutions for financial services, Tiller expanded its capabilities with the launch of our SaaS Digital AML solution, Verify by Tiller, in January 2023.
Today, Verify by Tiller supports a wide range of businesses, streamlining their Anti-Money Laundering (AML) compliance and customer onboarding processes.
Our in-house expertise, deep industry knowledge, and familiarity with stringent offshore regulatory frameworks enable us to deliver a high-quality, accessible AML solution.
At Tiller, we pride ourselves on offering a boutique customer experience, from implementation to ongoing support, ensuring our clients have the tools they need to thrive in a demanding regulatory landscape.

Company Website

To learn more, please visit our website - https://www.tiller-verify.com/

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To learn more, please visit our website - www.xpedition.co.uk

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The Digital Integration in Wealth Management Event Series brings together senior buyers from across the EU’s thriving private banking and wealth management ecosystem. Our audience includes the likes of Goldman Sachs, Coutts, HSBC, Investec, Schroders and St. James’s Place.

By choosing to partner with us, you can expect fruitful opportunity to network and connect face-to-face with key decision makers within the industry. We bring the right people under one roof to ensure that your brand is seen directly by an exclusive audience of senior buyers. With extended networking breaks, a dedicated exhibition area within the venue and a drinks reception in the evening there is plentiful opportunity to meet and collaborate with new people, develop meaningful connections and form long-lasting partnerships.