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10th Annual Digital Integration in Wealth Management 2026

Staying ahead of shifts in Wealth Management

17 - 18

March

2026

Convene 155 Bishopsgate, Liverpool Street, London
Complimentary

Why attend?
Agenda
Speakers
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Event Gallery
2026 Sponsors
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Partner with us
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AI4Process specialises in AI-powered process transformation, with extensive Platform expertise – with Pega, SS&C Chorus, and Camunda to deliver intelligent, agile, and resilient operations. By combining agentic AI autonomy with generative AI innovation, we automate and optimize complex workflows—future-proofing your business for the AI era.

Our unique strength lies in AI-driven process intelligence. We harness predictive process mining and real-time decision automation to identify inefficiencies and drive transparent, compliant change. Whether it’s deploying Pega’s dynamic case management, scaling SS&C Chorus for financial services processes, or orchestrating with Camunda, we ensure tailored solutions that deliver tangible, data-driven outcomes.

From adaptive process control to enterprise-grade automation, we bridge next-gen AI with robust BPM practices—achieving measurable efficiency gains and sustainable long-term value.

Partner with AI4Process to unlock the full potential of AI in your operations—transforming your processes into scalable, strategic advantages that keep you consistently ahead in a rapidly evolving market.

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To learn more, please visit our website - https://ai4process.com/

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Bridgewise’s AI-powered investment intelligence platform transforms complex global data into expert-driven, explainable insights, empowering all players in the capital markets to confidently explore and capitalize on opportunities worldwide in any language

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

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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.

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

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GPTadvisor is the AI agent for wealth managers.

It empowers banks, advisors, and asset managers to scale performance and personalization by deploying specialized AI agents that autonomously conduct portfolio analysis, generate branded investment reports, and craft personalized proposals in natural language. These agents operate embedded within each firm’s processes, adhering to security and compliance standards, and seamless integration with existing tech stacks, data sources, and oversight systems. GPTadvisor ensures full transparency, auditability, and control across all models, permissions, and outputs, enabling organizations to leverage intelligent automation without compromising regulatory or data governance protocols. GPTadvisor introduces the agent-as-a-colleague model, where wealth managers expand capacity, productivity, and client engagement without expanding headcount.

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

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

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We’re the global technology team on a mission to make it easier to love financial services.
Every day we partner with financial services businesses of all sizes to help them grow, lead and deliver more for their customers.
At the heart of our mission is our belief that technology should help people perform better. That’s why we build the best financial services technology connecting everyone who makes the industry go around so that you and your customers can love what you do.

Company Website

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

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At KPMG, we use our extraordinary insights to inspire confidence and empower people, clients and society to set a course for real change and lead the way forward. Empowered by our multidisciplinary model and with our 1,000 employees and partners working across Denmark, we deliver innovative and technology-driven services that surpass our clients’ goals within Advisory, Audit and Tax.

Today’s financial services organizations are looking at a future that is more interconnected, collaborative and frictionless — one where trust, growth and delivering value are paramount. We are experts within the financial services industry: Coupled with our AI and digital transformation expertise, we help businesses reduce risks and identify opportunities that can result from mitigating threats. We assist financial institutions by identifying strategic, operational, compliance, financial or reputational risks. From a regulatory breach to an act of fraud, we have the experience to help reduce the potential damage and uncover new opportunities.

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

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LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-model partners with a commitment to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.

Company Website

To learn more, please visit our website - https://www.lseg.com?utm_campaign=3010084_10thAnnualDigitalIntegrationinWealthManagement2026&elqCampaignId=29988&utm_source=Other&utm_medium=Events&utm_content=&utm_term=&referredBy=DigitalIntegrationinWealthManagement

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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.

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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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Nethermind is a leading research and engineering firm specializing in privacy, zero-knowledge (zk) technology, and security. We support financial institutions in addressing critical priorities such as regulatory compliance, data protection, identity, and risk management – areas where trust and confidentiality are essential.

Our expertise lies in applying advanced cryptography to real-world challenges. By harnessing zk proofs, privacy-preserving computation, and verifiable execution, we enable institutions to validate and share information securely, without exposing sensitive data. These capabilities are increasingly fundamental for meeting evolving regulatory requirements, strengthening identity frameworks, and enabling collaboration across jurisdictions and counterparties.

Nethermind brings together cutting-edge research with production-grade engineering, ensuring that solutions are not only theoretically sound but also operationally robust. Our mission is to build the secure cryptographic foundations on which the future of financial services will operate – where compliance, privacy, and innovation can advance together with confidence.

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To learn more, please visit our website - https://www.nethermind.io/

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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.

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

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Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has over 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.

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To learn more, please visit our website - http://www.ortecfinance.com/en/solutions/goal-based-planning

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SS&C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run. Backed by SS&C Technologies, a $25 billion enterprise, we fuse advanced AI-driven software with deep industry expertise to turn agentic from idea to impact.

Our agents operate where it matters most: in high-stakes, high-compliance environments across banking, healthcare, insurance, asset management and 70+ other industries. With built-in governance, proven execution and a straight line to value, we help enterprises work faster, safer and smarter.
As our own “customer zero”, we power over $4 trillion of SS&C customer assets with the same engine we deliver to our customers.

We make agentic AI operational.

Company Website

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

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Seismic empowers insurance companies to deepen client relationships, streamline sales processes, and drive growth through personalized, compliant content and modern enablement technology. Our platform equips agents and teams with the tools, insights, and training needed to maximize every client interaction, accelerate productivity, and deliver seamless, high-impact digital and in-person experiences.

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

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SIX provides and operates stable and efficient infrastructure for the Swiss and Spanish financial centers, thus ensuring access to the capital markets and the flow of information and money between financial market players. As a global provider of financial information, SIX delivers high-quality reference, pricing, corporate actions, and ESG data and provides regulatory services and indices to clients around the world. The company is owned by its users (more than 120 banks) with a workforce of 4,160 employees and a presence in 19 countries.

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

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Smart Communications provides the platform that leading organizations trust to deliver personalized, consistent and compliant conversations across all touchpoints and channels. The Conversation Cloud™ helps over 650 enterprise organizations across the globe simplify and automate complex processes and deliver highly secure, frictionless experiences across the customer lifecycle.

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

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For over 25 years we have acted as a trusted software development partner driven by tech empowered by people. Our teams serve Financial Services customers in UK, Europe and America of all sizes at the forefront of Digital Transformation, creating game changing Data Engineering strategies enabled by AI and Cloud.

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

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Straive operationalizes Data Analytics and AI for global enterprises, and works with several Fortune 500 companies. It is owned by EQT, a purpose-driven global investment organization focused on active ownership strategies, which was recently ranked #2 in the 2025 list of private equity firms by PEI. Straive doesn’t just build top-tier data analytics and AI solutions— it integrates them seamlessly into the clients’ core workflows. This approach drives enhanced efficiency, improves user experience, and boosts revenue, setting clients apart from the competition.

Straive serves clients across different industries, including Banking, Financial and Information Services, Retail, Media and Technology, EdTech, Science and Research, Logistics and Supply Chain, and Pharmaceutical and Lifesciences.

Its strategically positioned resource pool operates across nine countries, including the Philippines, India, the United States, Nicaragua, Vietnam, the United Kingdom, Singapore, South Africa, and Canada.

Straive has been recognized as a Star Performer in the Data and AI services specialists – Everest Group’s, NA PEAK Matrix 2025 and among Leaders in Data Engineering service providers – AIM PeMa Quadrant 2025.

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

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Unipro have 25 years’ experience in Digital Transformation. Accelerating software development, optimising processes and integrating systems within highly regulated industries for some of the world’s leading companies.
Our team design and implement solutions that solve complex business problems across Digital Transformation programmes.
As the technology landscape continues to change at pace, Unipro’s experience, expertise, and flexibility ensures that our clients receive the optimal solution to accelerate their business success.

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Why attend?

Staying ahead of shifts in Wealth Management

Now in it’s 10th year, the Digital Integration in Wealth Management Conference brings together 300+ senior leaders from private banks, wealth managers, asset managers and FinTech innovators to shape the future of digital wealth.

Across two days, this flagship event delivers cutting-edge insights into AI, onboarding, client experience, regulatory change, cybersecurity and next-generation investment models.

Understand the next wave of AI transformation
From agentic AI to automated onboarding, analytics and hyper-personalisation.
Stay ahead of regulatory disruption
DORA, TLPT, data privacy and technology accountability – explained by experts.
Build experiences that win digital-native clients
Discover the behaviours, expectations and investment preferences of Gen Z & Millennials.
Transform your operating model
Hear real case studies on resilience, cybersecurity, compliance and product innovation.
Connect with senior decision makers
12+hours of networking including lunches, roundtables and drinks

Who should attend?

CEOs’ CIOs, COOs
Heads of Digital, Data, AI
Heads of Client Experience
Wealth and Investment Directors
Compliance & Risk Leads
Marketing & CX Professionals
FinTech & Solution Providers

Secure your place today

Join the industry’s most forward-looking event and connect with leaders shaping the future of digital wealth.

Register now

WHAT TO EXPECT FOR 2026?

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

Testimonials

2025 Highlights

Agenda

17 Mar 2026
18 Mar 2026

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Streams

Stream one

Stream A - AI-Powered Wealth Management & Operations

Stream two

Stream B - Client Experience & Hyper Personalisation

11:30 AM

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

As advisory models evolve, the most effective approaches blend human expertise with intelligent automation. We examine how agentic AI can support advisors across research, preparation, monitoring and client engagement, freeing up time for higher value conversations without diluting trust. This case study looks at where AI adds real impact across the advisory journey, how firms define appropriate boundaries between human and machine decision making, and what this means for governance, skills and client outcomes. The focus is on practical deployment, showing how wealth managers can scale personalised service while preserving the human touch clients expect.

11:45 AM

How AI Can Exponentially Accelerate Time and Cost Savings for Marketers

Senior representative, GPT Advisor

12 PM

Session TBC

Senior representative, Communify

12:20 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 personalised interactions.

Moderator: Alpesh Doshi, Managing Director, Redcliffe Capital

Speakers

Maria Khan

Products and Services Director, Weatherbys Private Bank

Alpesh Doshi

A founding partner of Redcliffe Capital

Keith Charles Edwards

CEO, Casterbridge Wealth Limited

1 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

Senior representative, Software Mind

2:20 PM

Turning insight into action: Using analytics to drive product and commercial decisions

Data and analytics only deliver value when insight translates into better decisions.

Explore how wealth managers are using analytics to move from descriptive reporting to actionable intelligence across product design, pricing, distribution and client engagement
Examine how firms prioritise use cases, connect insight across multiple data sources, and embed analytics into day to day commercial and investment decision making
Common blockers, including data fragmentation, skills gaps and unclear ownership, and what separates analytics programmes that shape strategy from those that remain underused

2:40 PM

Session TBC

Senior Representative, Commercial partner

2:45 PM

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

Senior representative, Investcloud

3 PM

Panel discussion: 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?

Speakers

Umar Zaman

Head of Strategy EMEA, BNY Pershing

3:30 PM

Coffee & networking

7:45 AM

Registration & refreshments

8 AM

Breakfast Deep-Dive: From Pilot to Production: Realising the Promise of AI in Wealth Management

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, Banking & Payments, 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

Speakers

Steve Walker

Lead Analyst – Financial Services Practice, GlobalData

The Evolving Landscape & Latest Trends in Client Expectations

9 AM

Fireside chat: The future of UK wealth management: key trends affecting the industry

Impact of evolving global economic policies;
Adapting to demographic shifts and targeting new customer groups;
Making the most of emerging tech and alternative products

Moderator: Bartosz Golba, Director of Research and Analysis, GlobalData

Special guest to be revealed

Speakers

Bartosz Golba

Director of research and analysis, GlobalData

9:30 AM

Session TBC

Senior representative, SingleStore

10 AM

Panel Discussion: 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?

Moderator TBC

Speakers

Yawwani Gunawardana

Head of AI & Data Science, Group Chief Operating Office, Quilter

Jack Sleator

CEO, Templi AI

Xia Wang

Co-Founder and CIO, Ark Investment Management Ltd

Prabhakar Kaza

CEO, Hamilton Reserve Bank

10:20 AM

Case Study: How Digital Strategies, AI and Data Can Drive Growth

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

Speakers

Tariq Khan

Business Development Director, Objectway

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.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

Speakers

Robert Roome

Chief Strategy Officer, Wealth Dynamix

Jack Sleator

CEO, Templi AI

Tariq Khan

Business Development Director, Objectway

Peter Graham

Managing Director, Unipro

Ian Woodhouse

Strategy Advisor, Multrees Investor Services

11 AM

Coffee & networking

11:30 AM

Tech Spotlight: How AI is reshaping user workflows: recent applications and insights

Speakers

James Causton

Senior Data Consultant, SIX

11:45 AM

How to Deliver Financial Advice at Scale

Industrialised personalisation
Quality at quantity
The advantages and disadvantages of an end-to-end solution

Speakers

Mark Glover

Global Head of Financial Planning – Wealth Management, HSBC

12:05 PM

Session TBC

Senior Representative, Seismic

12:25 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?

Moderator: Craig Beattie, Principal Analyst, Celent

Speakers

Craig Beattie

Senior Analyst, Celent

Rebeckah Gillingham

Sales Director for Wealth, Northern Europe - London Stock Exchange Group

David Firth

Product Director - Pensions and Wealth at Moneyhub

1 PM

Lunch & Networking Break

Stream A) Building Resilient & Secure Digital Infrastructure

2 PM

Fireside Chat: Data Privacy Under Scrutiny: Navigating Regulations and Protecting Client Information

Building a privacy-first culture
The power of strong governance partnerships
Strengthening regulatory awareness across the business
Creating the right foundations for compliance and protection
Looking ahead: Preparing for increasing scrutiny

Moderator: Craig Beattie, Principal Analyst, Celent

Speakers

Craig Beattie

Senior Analyst, Celent

Joanne Biggadike

Head of Data Governance, Schroders

2:20 PM

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

Senior representative, Moxo

2:50 PM

New frontiers in cyber security

3:10 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

Coffee & networking

The Next Generation of Wealth Managers

4 PM

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.

Speakers

David Ostojitsch

Director of Government Relations and Policy, PIMFA

4:20 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.

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

Speakers

Ian Woodhouse

Strategy Advisor, Multrees Investor Services

Gaurab Arka Chaudhuri

Director of Group Strategy, Barclays

Christine Le

Managing Director & Chartered Financial Planner, Eastern Horizon Wealth Management

5:30 PM

Close of day one & networking drinks reception

THE FUTURE OF PRODUCT INNOVATION

8:50 AM

Chair’s Opening Remarks: Welcome Back

Speakers

Ian Woodhouse

Strategy Advisor, Multrees Investor Services

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.

Speakers

John Porteous

Managing Director, Central Financial Services and Chief Client Officer, Raymond James Wealth Management

9:30 AM

Fireside chat: Transforming client experience through ai-powered customer service & contact centre platforms

Unlock efficiencies across your operations to drastically reduce cost to serve
Provide unique experiences to customers, no matter how they choose to contact you
Business Design + Technical Design = Value. KPMG are uniquely positioned to connect the dots between business and technology to increase time to value

Speakers

Graeme Smith

Director - Customer Service, KPMG

10 AM

Case study: Building AI-Native Wealth Management Operations: Turn AI into Reliable Field-Ready Impact

A look at how leading wealth management firms are moving beyond automation to build 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬 — where data, analytics, and human expertise come together to deliver 𝟑–𝟓𝐱 𝐟𝐚𝐬𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐠𝐫𝐞𝐚𝐭𝐞𝐫 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲, and measurable outcomes

Speakers

Ankor Rai

CEO, Straive

10:30 AM

Coffee & networking

PROTECTING & ENHANCING YOUR REPUTATION

11 AM

Fireside chat: Why family offices should invest in AI

Why AI aligns naturally with family office investment horizons, governance structures and appetite for long term value creation
How family offices are approaching AI exposure today, from selective private equity investments to strategic growth capital
What effective due diligence looks like in emerging AI sectors, including reputation, governance and execution risk
A candid discussion on lessons learned, market signals to watch, and where family offices see the most compelling AI opportunities over the next decade

Speakers

Dr. Valentina Giovannoli

Executive Director, Wimmer Family Office & Wimmer Financial

11:20 AM

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

As wealth management platforms become more digital, interconnected and data rich, they present an increasingly attractive target for cyber attackers. This session explores the current threat landscape facing wealth managers, from ransomware and credential theft to supply chain vulnerabilities and insider risk. Senior technology, security and risk leaders will examine how attackers are exploiting complexity across client onboarding, portfolio management and third-party integrations.

Senior Representative, Commercial partner

11:40 AM

Fraud prevention: Securing wealth management against new and evolving techniques

Fraud in wealth management is becoming more sophisticated, faster moving and harder to detect, driven by digital onboarding, real time payments and increasingly convincing social engineering tactics. This session examines how fraud techniques are evolving, including account takeover, authorised push payment fraud and the use of AI by bad actors. Industry leaders will discuss how firms can strengthen prevention and detection across the full client lifecycle, from onboarding and authentication to transaction monitoring and client communications.

12 PM

Panel discussion: Protecting against reputational risks presented by rogue AI

As AI agents take on more complex and autonomous roles, reputational risk is becoming a critical concern for wealth managers and their boards.

Examine how trust and accountability can be maintained as decision making becomes harder to explain and increasingly distributed across internal teams and external providers.
Practical approaches to explainability, oversight and control where AI systems influence client outcomes, investment decisions and compliance activity.
Explore how to outsource with confidence, unpacking the AI ecosystem and how wealth managers can maintain visibility across third and fourth parties while keeping governance, auditability and responsibility clearly defined.

12:30 PM

Lunch and Networking

TALENT ACQUISITION, DEVELOPMENT AND RETENTION

1:30 PM

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

1:50 PM

Bridging the talent gap with technology: the future advisors’ skill sets

As technology reshapes the wealth management value chain, the role of the advisor is evolving from product expert to trusted guide supported by data, analytics and automation.

How technology can help bridge talent gaps, enabling advisors to focus on higher value client interactions while systems handle complexity behind the scenes
Explore which skills matter most for the next generation of advisors, including digital literacy, judgement, relationship management and oversight of automated tools
How firms can use technology to augment human expertise, attract new talent and future proof advisory models without losing the personal touch clients expect

Senior Representative, Commercial partner

2:10 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

Speakers

Antonio Curia

Founder and Managing Director, MIELI Private Office

2:30 PM

Coffee & networking

CRYSTAL BALL PLENARY

3 PM

Wealth management 2.0: redefining business models

Exploring new investment frontiers – from tokenisation 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?

Where the wealth model breaks and what replaces it

Incremental change will not be enough to sustain wealth management through the next market cycle. We examine the pressure points in today’s wealth model and where they are most likely to fail – from fee structures and product distribution to advisor capacity and capital allocation.

How are emerging asset classes, sustainability mandates, regulation and client sophistication forcing a rethink of how value is created and captured?
Explore which assumptions firms need to unlearn, where investment is most likely to pay off, and what credible next generation business models could look like in the UK and Europe as the industry moves beyond Wealth Management 2.0

3:20 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.

Speakers

Antonio Curia

Founder and Managing Director, MIELI Private Office

3:50 PM

Chair’s Closing Remarks

Speakers

Ian Woodhouse

Strategy Advisor, Multrees Investor Services

4 PM

Close of conference – see you next year!

Speakers

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Yawwani Gunawardana

Head of AI & Data Science, Group Chief Operating Office, Quilter

Yawwani Gunawardana is a seasoned AI leader with a PhD in Machine Learning and over a decade of experience driving innovation in financial services. As Group Head of AI at Quilter, she spearheads the firm’s AI transformation—building scalable, ethical AI systems that accelerate business value. Previously at JP Morgan, she led global teams to deliver cutting-edge GenAI and Graph AI solutions.

Yawwani holds multiple industrial patents, has published extensively in AI and computational biology, and is a recognized voice in tech forums such as Women in Data and SheCanCode. Her leadership blends deep technical expertise with a passion for responsible AI, governance, and talent development.

Session Details:

Panel Discussion: Latest trends in client expectations and how they are being met through digital transformation

2026-03-17, 10:00 AM

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Antonio Curia

Founder and Managing Director, MIELI Private Office

Senior investment banking professional, coming from legal, amassing over 19 years’ experience with extensive cross border investment activities between UK, Europe, Latin America, Asia and Africa either by direct investments and either through Managers.

Antonio is the Founder and Managing Director at MIELI Private Office MPO (trading name by MIELI Capital Ltd) a London based Multi Family Office with strong Switzerland affiliations; he also is in charge of the MIELI Investment Research Unit “MRU”, founded in 2020 and offering strategic markets intelligence to the private clientele;

Prior he was at a Nordic Family Office in London UK, in charge of Private Capital Advisory and Global Macro Economic Research where he was awarded of several professional public accomplishments, he is also founder from 2020 of “MPO” professional education and global macro research firm with specific focus in offering professional services to Family Offices, prior he was a senior investment team member of a Private Equity Fund owned by 3 Families and an Investment Banking boutique firms based in Brazil for 9 years and he began his career as business lawyer in M&A department in Italy at an International Law Firm. Antonio has extensive “hands on” experience in Private Markets (Renewables/Infrastructure, Commodities, Real Estate and Technology) across UK, Europe, LatAm. From 2024 Antonio is Senior Independent Advisor at SubstrateAI a leading european listed Tech Company with HQ in Spain;

Antonio serves as Senior Advisors in Private Equity Firms and Asset Managers and he is frequently contributor of several financial and economic conferences and magazines and he speaks fluently English, Portuguese and Italian.

Session Details:

Fireside chat: Attracting & retaining top talent in a competitive market

2026-03-18, 2:10 PM

Session Details:

Panel discussion: Focus on the sustainable investment solutions landscape – is there more choice?

2026-03-18, 3:20 PM

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Umar Zaman

Head of Strategy EMEA, BNY Pershing

Umar Zaman serves as Head of Strategy and sits on the Executive Committee for BNY Pershing EMEA. In this role, he leads the firm’s strategic direction and value proposition, supporting client requirements for simplification, scalability, and high-quality service. With over two decades of experience in wealth and asset management, Umar has held positions across financial technology companies, wealth and asset managers, and consulting. He holds an MBA from Warwick Business School and a Master’s degree in Telecommunication Technology from Aston University.

Session Details:

Panel discussion: Evaluating the wealth management model: Deciding when to build or buy

2026-03-17, 3:00 PM

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John Porteous

Managing Director, Central Financial Services and Chief Client Officer, Raymond James Wealth Management

John Porteous FCSI CFP FPFS IMC

Managing Director, Central Financial Services and Chief Client Officer, Raymond James Wealth Management

John Porteous has over 30 years’ experience in wealth management and platform services. He joined Charles Stanley in 2019 as Head of Distribution and now serves as managing Director of Central Financial Services and Chief Client Officer.

Previously, John held senior roles at Quilter PLC as Retail Client Services Solutions Director and at Tilney (formerly Towry) as Director of Client Proposition and Chair of the Investment Committee.

A regular speaker at industry events, John has also served at influential positions including Chairman of the Society of Financial Advisers, Director of the Institute of Financial Planning, and Council Member of APFA.

Session Details:

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

2026-03-18, 9:00 AM

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Joanne Biggadike

Head of Data Governance, Schroders

Joanne Biggadike is a regular speaker at data led events, providing insights and sharing expertise. Joanne joined Schroders in July 2024 to lead their Data Governance function. With over 20 years of experience in the Finance Industry, Joanne has been focusing on Data Governance since 2016; specialising in creating and leading organisation-wide Data Governance strategies and Frameworks. Joanne works collaboratively with both business and technical teams as a non-technical specialist. Joanne is an advocate for non-invasive Data Governance which promotes data as a valued asset. Joanne's mission is to help organisations and their clients achieve their full potential through effective and efficient data governance practices.

Session Details:

Fireside Chat: Data Privacy Under Scrutiny: Navigating Regulations and Protecting Client Information

2026-03-17, 2:00 PM

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Tariq Khan

Business Development Director, Objectway

Tariq is Business Development Director at Objectway and he leads the Business Development and Account Management teams. Tariq is passionate about Wealth management sector and has been working with Wealth Managers for over 15 years, with the prime focus on delivering outstanding client outcomes. He and his team try and achieve this by forming long term partnerships with firms and enabling them to improve their user and end client experience, operational efficiency, and become future ready through Objectway’s digital solutions. Tariq studied Physiology at Kings College London and he holds the Islamic Finance Qualification.

Session Details:

Dragon’s Den

2026-03-17, 10:50 AM

Session Details:

Case Study: How Digital Strategies, AI and Data Can Drive Growth

2026-03-17, 10:20 AM

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Robert Roome

Chief Strategy Officer, Wealth Dynamix

Robert Roome has 20 years of experience in wealth management and private banking, working for companies specialising in technology, wealth management and management consulting.

He previously worked at Wealth Dynamix, as well as at companies such as Barclays and RBS, and more recently in wealth management and private banking at management consultancy Sionic.

This extensive experience puts him in a unique position to support the acceleration of commercial, technological and human performance.

Session Details:

Dragon’s Den

2026-03-17, 10:50 AM

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Jack Sleator

CEO, Templi AI

Jack is CEO and a co-founder of Templi, an agentic financial planning software that focuses primarily on writing suitability reports. Before Templi, Jack worked in wealth management for over 5 years, spending time in the largest wealth firm in Ireland: Davy Group, Evelyn Partners in Newcastle upon Tyne and a small IFA in Belfast. Outside of work he is a lifelong rugby player and a very mediocre golfer.

Session Details:

Dragon’s Den

2026-03-17, 10:50 AM

Session Details:

Panel Discussion: Latest trends in client expectations and how they are being met through digital transformation

2026-03-17, 10:00 AM

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Peter Graham

Managing Director, Unipro

Peter Graham, Managing Director at Unipro Ltd, the bespoke software studio, is driven by a focus on providing clients with an enduring technological advantage and true digital autonomy. His team specialise in partnering with wealth management firms to solve their most complex challenges, allowing them to take control of their solution roadmap and end the waste of generic solutions.
Bespoke technology is the key to stopping companies from being held to ransom by data complexity and confused access, leading to a faster, more flexible, and ultimately human-centric client experience. He is a key voice at the Dragon's Den session, sharing insights on how firms can achieve this bespoke advantage to transform their digital destiny.

Session Details:

Dragon’s Den

2026-03-17, 10:50 AM

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Ankor Rai

CEO, Straive

Ankor Rai is the CEO of Straive, a global leader in operationalizing data and AI for enterprises. With over two decades of experience, Ankor has successfully scaled data-driven businesses and delivered high-impact solutions to Fortune 1000 companies across North America, United Kingdom, and Asia. Before Straive, he served as Executive Vice President & Chief Digital Officer at EXL, where he significantly expanded the analytics division and drove its growth at a global scale. Ankor’s expertise in leveraging data, analytics, and AI positions Straive to continue driving innovation and value for its clients.

Session Details:

Case study: Building AI-Native Wealth Management Operations: Turn AI into Reliable Field-Ready Impact

2026-03-18, 10:00 AM

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Bartosz Golba

Director of research and analysis, GlobalData

Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

Session Details:

Fireside chat: The future of UK wealth management: key trends affecting the industry

2026-03-17, 9:00 AM

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Maria Khan

Products and Services Director, Weatherbys Private Bank

Session Details:

Panel discussion: cutting-edge approaches to curating digital journeys that build trust and loyalty

2026-03-17, 12:20 PM

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Anshu Kotak

Chief Commercial Officer, Unique AI

Anshu Kotak serves as Chief Commercial Officer at Unique AI. She previously worked at Goldman Sachs as an Executive Director, managing investments cross asset classes. Anshu is also the author of the best-selling book Buy To Let Loose, and a resident speaker on BBC Radio on all things Finance. She holds an MBA from INSEAD and a BSc in Business Mathematics & Statistics from London School of Economics.

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David Ostojitsch

Director of Government Relations and Policy, PIMFA

David Ostojitsch joined PIMFA in November 2022 as Director of Government Relations and Policy. In this role, he leads PIMFA’s Policy, Regulation and Compliance team and works collaboratively with government, regulators and industry stakeholders to help shape a regulatory and policy environment that supports the UK’s wealth management and financial advice sector and the vital role it plays for consumers and the broader economy.

David has worked in financial services for nearly 20 years. This includes four years as Director of Technology and Operations Regulation at the Association for Financial Markets in Europe (AFME), engaging with capital markets participants and European authorities on innovation, cybersecurity and operational resilience. Before AFME, David worked at PwC in financial services technology and change, within CIO Advisory and the investment management practice

Session Details:

Regulatory update

2026-03-17, 4:00 PM

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Sandhya Ramula

Former Senior Vice President, Citi

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Xia Wang

Co-Founder and CIO, Ark Investment Management Ltd

Xia is the co-founder of Ark Investment Management and Ark Family Office. She is the Chief Investment Officer and is also responsible for family succession for ultra-HNW clients from Greater China.

Xia has nearly 20 years of extensive experience in the UK's wealth management industry. Prior to setting up her own practice, she was a Senior Investment Manager and Head of Research at Barnett Waddingham Investments.

In recognition of her professionalism and diligence, Xia received the inaugural Chinese Business Leaders Awards - Excellence in Asset Management.

Xia is a CFA charterholder and MCSI. She is an academic book author and frequent panel judge for an international entrepreneurship competition.

Session Details:

Panel Discussion: Latest trends in client expectations and how they are being met through digital transformation

2026-03-17, 10:00 AM

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Prabhakar Kaza

CEO, Hamilton Reserve Bank

Prabhakar Kaza is currently the Chief Executive Officer of Hamilton Reserve Bank in St. Kitts & Nevis and an elected Councillor at Hertsmere Borough Council. He previously served as Chief Executive Officer and General Manager of State Bank of India in the UK from 2002 to 2005 and later held the role of Relationship Director in Corporate and Commercial Banking at HSBC Bank from 2005 to 2016.

Session Details:

Panel Discussion: Latest trends in client expectations and how they are being met through digital transformation

2026-03-17, 10:00 AM

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Mark Glover

Global Head of Financial Planning – Wealth Management, HSBC

Session Details:

How to Deliver Financial Advice at Scale

2026-03-17, 11:45 AM

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James Causton

Senior Data Consultant, SIX

James Causton is Senior Data Consultant at SIX Financial Information, based in London. He focuses on sanctions, tax, regulation, and trade surveillance, supporting the implementation of SIX’s data solutions across traditional finance and digital assets. He has led multiple client engagements in these areas across a range of international institutions. Prior to his engagement at SIX, James worked in RegTech at a global compliance consultancy, leveraging his experience gained from in-house compliance roles at several international brokerage firms.

James holds the Financial Information Associate (FIA) certification from FISD and a bachelor’s degree in History from the University of East Anglia.

Session Details:

Tech Spotlight: How AI is reshaping user workflows: recent applications and insights

2026-03-17, 11:30 AM

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Dr. Boris Rankov

Global Head of AI for Digital Wealth, InvestCloud

Boris Rankov leads the AI product strategy and solutions suite for Digital Wealth, shaping next-generation capabilities for wealth managers worldwide. Prior to InvestCloud, Boris co-founded the Swiss AI wealth‑tech InCube Group, serving as Chief Product Officer, and guided the company from inception through growth to its acquisition and full integration into InvestCloud’s global platform. A PhD graduate in electrical engineering from ETH Zurich, Boris has spent more than 20 years at the intersection of finance, AI, and advanced analytics.

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Ian Woodhouse

Strategy Advisor, Multrees Investor Services

Ian is a part time board/executive advisor to wealth managers, technology providers and Strategy Advisor to Multrees Investor Services.

He assists founders, boards and executives to better respond to industry complexity, uncertainty, speed of change in client expectations, technology advancements etc. which could impact their current strategy, execution and performance.

Previously with EY, PwC, IBM, Orbium, a privately held Swiss core banking implementor, sold to Accenture, experience includes working across wealth industry sub sectors, business models, geographies, firms of various sizes, at different points in their lifecycles. Can adjust to firm specific circumstances in a collaborative, cross functional and joined up way to help resolve their key strategic, client, advisor, operating model, technology issues. Provides outside in, aligned view of current, future key opportunities and challenges to help strengthen decision making, governance, communication priorities and in orchestrating an adaptive, resilient, innovative evolution path to deliver higher performance.

Session Details:

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

2026-03-17, 5:00 PM

Session Details:

Chair’s Opening Remarks: Welcome Back

2026-03-18, 8:50 AM

Session Details:

Dragon’s Den

2026-03-17, 10:50 AM

Session Details:

Chair’s Closing Remarks

2026-03-18, 3:50 PM

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Craig Beattie

Senior Analyst, Celent

Craig brings extensive experience in the use of enterprise architecture and applications architecture practices in the insurance industry, working with and within insurers.

Craig has advised insurers on IT strategy, legacy modernization, insurance vendor analysis and enterprise architecture topics, principally in the EMEA region. Since joining Celent, he has been a speaker at industry events in North America and London, as well as Celent events in Europe. He has spoken on topics such as the influence of mobile on the industry, the use of social networks by insurers and how the evolving use of the Internet, data and IoT will influence insurance in the future.

Recent consulting clients have engaged Craig for policy administration vendor analyses, market entry strategies, and product messaging work for insurance vendors.

Prior to joining Celent, Craig was an applications architect with Royal Bank of Scotland Group's Strategy and Architecture team, working extensively with RBS Insurance.

Session Details:

Fireside Chat: Data Privacy Under Scrutiny: Navigating Regulations and Protecting Client Information

2026-03-17, 2:00 PM

Session Details:

Panel discussion: Data-driven insights & analytics to transform approaches

2026-03-17, 12:25 PM

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Rebeckah Gillingham

Sales Director for Wealth, Northern Europe - London Stock Exchange Group

Rebeckah Gillingham is the Sales Director for Wealth, Northern Europe at LSEG, where she leads strategic growth and transformation across a diverse portfolio of top‑tier wealth clients. With deep experience in leveraging data, workflow intelligence, and advanced analytics to unlock commercial and client value, she plays a central role in shaping how wealth firms modernise decision‑making and scale more efficiently. Before stepping into her current leadership role, Rebeckah managed one of LSEG’s largest and most complex EMEA account portfolios, driving adoption of data and analytics solutions and spearheading multi‑year transformation strategies. She has led cross‑functional teams to deliver innovative, client‑centric platforms, including a digital onboarding risk solution that has since been expanded across multiple organisations. Known for her collaborative leadership and ability to translate data into action, Rebeckah brings a practical, forward‑looking perspective on how insights and analytics can reshape the future of wealth management.

Session Details:

Panel discussion: Data-driven insights & analytics to transform approaches

2026-03-17, 12:25 PM

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David Firth

Product Director - Pensions and Wealth at Moneyhub

David is Product Director at Moneyhub, with 16 years' experience in financial services product roles. His expertise spans open data and open finance, credit reference, payments, and more recently, AI. Over the past three years at Moneyhub, David has been instrumental in driving product innovation and strategic development, delivering positive outcomes for both end users and the wider industry.

Session Details:

Panel discussion: Data-driven insights & analytics to transform approaches

2026-03-17, 12:25 PM

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Christine Le

Managing Director & Chartered Financial Planner, Eastern Horizon Wealth Management

Christine Le is a highly respected financial planning professional with over 15 years of industry experience. She holds some of the profession’s most prestigious qualifications, including CFA Charterholder, Chartered Financial Planner (UK), Fellow of the Personal Finance Society (FPFS), and European Financial Planner™.

She is currently the Managing Director of Eastern Horizon Wealth Management, an Appointed Representative of St. James’s Place Wealth Management — one of the UK’s largest wealth management firms and a FTSE 100 company.

Christine holds a BSc in Economics from the University of Warwick, an MSc in Development Economics from the London School of Economics and Political Science (LSE), and an MBA in Finance from Cardiff University. She has further enhanced her expertise through a MicroMasters in Data Science at MIT and an executive programme in Fintech at the University of Oxford.

Her leadership and contribution to the profession have been widely recognised. Christine was named a Finalist at the 2024 Women in Financial Advice Awards and a Finalist at the 2025 FT Adviser Diversity in Finance Awards, hosted by the Financial Times.

Session Details:

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

2026-03-17, 5:00 PM

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Alpesh Doshi

A founding partner of Redcliffe Capital

A founding partner of Redcliffe Capital, the firm specializes in investing in and building companies that help enterprises and entrepreneurs leverage innovation in technology such as digital transformation, , Data and Artificial Intelligence. Redcliffe’s investment thesis focuses on the AI First Everything approach. A fundamental change in businesses will emerge in the coming years and provide significant opportunities in every industry.

Alpesh's career started over 25 years ago after graduating in Computer Science and he now works helping enterprises innovate and implement new technology and business models. He believes that technology tied with business change can transform an enterprise or an industry. He works in the financial services, insurance, energy, telecoms and media and entertainment sectors.

Session Details:

Panel discussion: cutting-edge approaches to curating digital journeys that build trust and loyalty

2026-03-17, 12:20 PM

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Graeme Smith

Director - Customer Service, KPMG

Session Details:

Fireside chat: Transforming client experience through ai-powered customer service & contact centre platforms

2026-03-18, 9:30 AM

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Steve Walker

Lead Analyst – Financial Services Practice, GlobalData

Steve is a Lead Analyst within Global Data's Financial Services Practice responsible for Fintech and Thematic content. His research covers all areas of digital transformation strategy from both a customer and technology perspective, with a particular focus on disruptive new business models. Prior to GD, Steve spent time at Forrester and Gartner, and within Strategy roles at Lloyds bank.

Session Details:

Breakfast Deep-Dive: From Pilot to Production: Realising the Promise of AI in Wealth Management

2026-03-17, 8:00 AM

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Keith Charles Edwards

CEO, Casterbridge Wealth Limited

Session Details:

Panel discussion: cutting-edge approaches to curating digital journeys that build trust and loyalty

2026-03-17, 12:20 PM

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Dr. Valentina Giovannoli

Executive Director, Wimmer Family Office & Wimmer Financial

Session Details:

Fireside chat: Why family offices should invest in AI

2026-03-18, 11:00 AM

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Plan Your Visit

Venue

Convene 155 Bishopsgate, Liverpool Street, London

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).

2026 Sponsors

Select a sponsor to learn more

Gold Partners

Company Information

Company Website

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

Company Information

Company Website

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

Silver Partners

Company Information

Company Website

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

Company Information

We make agentic AI operational.

Company Website

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

Social Links:

Bronze Partners

Company Information

From adaptive process control to enterprise-grade automation, we bridge next-gen AI with robust BPM practices—achieving measurable efficiency gains and sustainable long-term value.

Company Website

To learn more, please visit our website - https://ai4process.com/

panel partner

Company Information

Moneyhub empowers leading financial institutions to deliver intelligent, personalised financial journeys that build for real life. By providing a holistic view of a client’s financial landscape, including held-away assets, pensions, and property, Moneyhub enables firms to transition from periodic reviews to proactive financial engagement.
Our platform automates the heavy lifting of fact finding and onboarding, significantly reducing operational costs while improving data accuracy. With AI-driven categorisation and enrichment, wealth managers can proactively identify consolidation opportunities, mitigate asset leak, and meet Consumer Duty requirements through transparent, client-centric outcomes.
Meet the team to discover how we help firms such as Legal & General, Mercer and Scottish Widows, to scale their expertise, deepen client loyalty, and bridge the advice gap. Discover how they turn fragmented data into a strategic advantage and become the primary destination for their clients’ financial lives.

Company Website

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

Exhibitors

Company Information

We are First Rate, a global WealthTech firm with more than 30 years of experience helping financial institutions grow with confidence. Privately held and intentionally built for the long term, we are not driven by exits, but by permanence—serving our people, our clients, and the communities we operate in for generations to come.

Founded on a 300-year vision, our leadership believes business should be a force for good. Through our philosophy of First Rate Living, we model values of love, service, generosity, and joy—shaping how we work, partner, and innovate. This commitment allows us to deliver trusted technology and world-class service designed to scale alongside your business.
Our platforms help firms manage the world’s most complex and globally diverse portfolios, spanning data acquisition, portfolio management, performance and investment reporting, alternatives, and AI-driven analytics. No corner of finance should be out of reach.

Founded in 1991 and headquartered in Arlington, Texas, we proudly serve over 400 clients worldwide through local teams across the Americas, Europe, the Middle East, and Asia. Our people are the foundation of everything we do.

Company Website

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

Company Information

Company Website

To learn more, please visit our website - https://www.nethermind.io/

Co-Partners

DINNER PARTNER

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

Resources

Partner with us

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.