9th Annual Digital Integration in Wealth Management 2025

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

19 - 20

March

2025
  • etc. venues, 155 Bishopsgate London, UK
  • Complimentary
  • Why attend?
  • Agenda
  • Speakers
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  • Event Gallery
  • Sponsors
  • Media Partners
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Featured Speakers

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David McGachy​

Business Applications Specialist, Microsoft

David is a Business Applications Specialist at Microsoft, where he harnesses cutting-edge technology to spearhead transformative projects and forge impactful partnerships for financial services clients. Through his time at Microsoft and working in the Microsoft partner ecosystem, David’s mission is to ensure firms deliver exceptional client engagement, outstanding customer service, and innovative solutions through the power of AI and automation.

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Andrew Bizzell​

COO, Apollo Wealth - St James’s Place

Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

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Rennie Hoare​

Partner and Head of Philanthropy, C. Hoare & Co.

Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

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Sabah Carter​

Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme

Ms Carter is Chief Data, Information and Technology Officer (CDITO) at the Financial Services Compensation Scheme (FSCS). Previously she was CIO Enterprise Systems and CIO Global Operations for News Corp and led strategic relationships with technology partners and social media platforms. She led key business initiatives for News Corp, including building their Indian (Bangalore) off-shore capability. Ms Carter has held a number of Technology leadership roles delivering ‘business transforming’ change to internal and external audiences across numerous industry sectors including Media, Education, Telecoms and Government.

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Marion Laboure​

Senior Economist, Managing Director Thematic Research, Deutsche Bank

Marion Laboure is a Senior Economist at Deutsche Bank in London and Lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience, including at the European Commission, the IMF, the Luxembourg Central Bank, and Barclays. She was nominated for “Outstanding Contribution of the Year” by Women in Finance, received first prize from the American Society of Actuaries, Revue Banque nominated her as a rising star in finance, she is part of the 45 standout women in fintech, and Business Insider named her a cryptocurrency mastermind. She is the author of Democratising Finance published by Harvard University Press

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William Stevens​

Partner & Head of Financial Planning, Killik & Co

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    Sponsors Include

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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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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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    Company Information

    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.

      Find out what you could be a part of:

       

      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
      Expand All

      Streams

      Stream one

      Stream A - Protecting Against Industry Disruptions In A Digital Age

      Stream two

      Stream B - Wealth Horizons: Enhancing Client Experiences

      Stream three

      Stream C - Generating Social Impact for the Next Generation and Improved Financial Wellbeing

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      De-tangling The Web of Complex Financial Planning

      • How do you incorporate holistic planning into your practice?
      • What strategies are we implementing to navigate a changing and complex UK tax system?
      • How do you build a scalable financial planning proposition that can help more individuals?
      • How do you incorporate holistic planning into your practice?
      • What strategies are we implementing to navigate a changing and complex UK tax system?
      • How do you build a scalable financial planning proposition that can help more individuals?

      Speakers

      William Stevens
      Partner & Head of Financial Planning, Killik & Co

      11:50 AM

      Maximising financial connectivity for your business

      • Unlocking strategic financial insights

      • Confidently accessing the right data and metrics to support your decision making

      • Agile planning to enhance your business strategies to connect portfolios, products and teams

      • Unlocking strategic financial insights

      • Confidently accessing the right data and metrics to support your decision making

      • Agile planning to enhance your business strategies to connect portfolios, products and teams

      Speakers

      Iain Cowell
      Global Head of Partnerships, Digital Solutions, Wealth Management, Franklin Templeton

      12:20 PM

      Panel Discussion:Crafting A More Complete Retirement Plan: Simplifying Succession Planning

      • Focusing on milestone-based planning
      • Sophisticated offerings and services to close the advice gap and succession planning
      • Integrating latest wealth technologies to simplify accessibility
      • Utilising client behaviour analytics to curate and advertise financial advice and planning
      • Prioritising wealth transfer for next generations
      • Focusing on milestone-based planning
      • Sophisticated offerings and services to close the advice gap and succession planning
      • Integrating latest wealth technologies to simplify accessibility
      • Utilising client behaviour analytics to curate and advertise financial advice and planning
      • Prioritising wealth transfer for next generations

      Speakers

      George King
      Senior Wealth Manager, MAESCO Private Wealth
      Sam Turner
      Director of Systems Innovation, EV
      Kimberley Abbott
      Founder & CEO, Vested Impact Ltd

      1:10 PM

      Lunch break and networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      • How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
      • How does this apply to the UK and Consumer Duty?
      • What is the impact of regulatory change on digital integration in wealth management?
      • What are use cases of successful digital customer engagement?
      • What are barriers that slow down change and adaptivity?
      • How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
      • How does this apply to the UK and Consumer Duty?
      • What is the impact of regulatory change on digital integration in wealth management?
      • What are use cases of successful digital customer engagement?
      • What are barriers that slow down change and adaptivity?

      Speakers

      Jurgen Vandenbroucke
      Expert General Manager at KBC Group, and managing director at everyoneINVESTED
      Kimberley Abbott
      Founder & CEO, Vested Impact Ltd

      2:40 PM

      Keeping Connectivity With Businesses and Markets

      • Protecting your business in a highly competitive market
      • Building fluidity in all areas to ensure omnichannel growth
      • Reflecting on market trends to help speed growth opportunities in private markets
      • Matching wealth innovation with the speed of fast industry development
      • Protecting your business in a highly competitive market
      • Building fluidity in all areas to ensure omnichannel growth
      • Reflecting on market trends to help speed growth opportunities in private markets
      • Matching wealth innovation with the speed of fast industry development

      3:30 PM

      Afternoon Refreshments and Networking

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      Supporting the Bank Through Enterprise- Wide Business Transformation

      • Overview of the transformation goals and key initiatives
      • Importance of wealth managers in driving change and client satisfaction
      • Exploring the features and benefits of integration of a new CRM systems
      • Best practices for utilizing technology to foster stronger client connections
      • Key functionalities of the new digital banking app tailored for wealth

       

      • Overview of the transformation goals and key initiatives
      • Importance of wealth managers in driving change and client satisfaction
      • Exploring the features and benefits of integration of a new CRM systems
      • Best practices for utilizing technology to foster stronger client connections
      • Key functionalities of the new digital banking app tailored for wealth

       

      Speakers

      Claire Mann
      Head of Client Proposition, Hampden & Co

      11:50 AM

      Case Study – Client Information Management powered by Knowledge Work Automation

      • Streamlining advisor activity creating more time for clients
      • Workflows that support productivity and compliance
      • Connecting systems together for better client and firm collaboration
      • Streamlining advisor activity creating more time for clients
      • Workflows that support productivity and compliance
      • Connecting systems together for better client and firm collaboration

      Speakers

      Yohan Lobo
      Senior Industry Solution Manager, M-Files

      12:20 PM

      Fireside chat: Harnessing The Digital Onboarding Journey

      • Strengthening approaches to Millenials and Gen Z demographic
      • Upscaling your UI to create smoother registration
      • How successful have banks been in curating bespoke onboarding language?
      • Strengthening approaches to Millenials and Gen Z demographic
      • Upscaling your UI to create smoother registration
      • How successful have banks been in curating bespoke onboarding language?

      Speakers

      Prabhakar Kaza
      CEO, Hamilton Reserve Bank
      Blandina Szalay
      Associate Analyst, Research and Analysis, GlobalData

      12:40 PM

      Leverage AI To Deliver Ongoing, Personalised Advice and Embed Consumer Duty By Design

      • Enhance personalised advice with AI
        Use AI to craft financial plans aligned with client goals, improving engagement and outcomes.
      • Achieve consistency in suitability and risk profiling
        Integrate cashflow planning and investment suitability for seamless, duty-compliant advice.
      • Optimize advisory efficiency with technology/AI
        Automate routine tasks and focus on high-value interactions to boost client engagement.
      • Enhance personalised advice with AI
        Use AI to craft financial plans aligned with client goals, improving engagement and outcomes.
      • Achieve consistency in suitability and risk profiling
        Integrate cashflow planning and investment suitability for seamless, duty-compliant advice.
      • Optimize advisory efficiency with technology/AI
        Automate routine tasks and focus on high-value interactions to boost client engagement.

      Speakers

      Ronald Janssen
      Head of Innovation & Research Global Wealth Solution, Ortec Finance

      1:10 PM

      Lunch break and networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      Fireside chat: Creating Connectivity and Trusting Relationships With UHNWI Clients

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

       

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

       

      Speakers

      Nis Arend
      Consultant, HSBC Private Bank
      Blandina Szalay
      Associate Analyst, Research and Analysis, GlobalData

      2:30 PM

      Unlocking Organic Growth Through Personalisation and Behavioural Finance

      • Helping investors make better financial decisions
      • Unlock a greater share of wallet and retention of assets under management through personalisation
      • Meeting compliance and regulatory requirements

       

      • Helping investors make better financial decisions
      • Unlock a greater share of wallet and retention of assets under management through personalisation
      • Meeting compliance and regulatory requirements

       

      Speakers

      Dr Greg B Davies
      Head of Behavioural Finance, Oxford Risk

      3:30 PM

      Afternoon Refreshments and Networking

      8 AM

      Registration

      STEP 1: Mapping Out Your Wealth – Navigating The Current Landscape?

      8:55 AM

      Chairman’s Opening Remarks

      9 AM

      Industry Keynote Address: Reflecting Back On Geopolitics On 2024 – What Does This Mean For Investing 2025

      • Trump 2.0
      • Global Geopolitics in response
      • Geopolitics supply shock to increase?
      • Trump 2.0
      • Global Geopolitics in response
      • Geopolitics supply shock to increase?

      Speakers

      Christopher Granville
      Managing Director, TS Lombard

      9:20 AM

      Keynote: The Coming Golden Age of Financial Advice (And Who Will Lead It)

      Speakers

      Alan Gurung
      CEO, Advisory.AI

      9:50 AM

      Keynote: The Global Economy and What To Expect In 2025

      Speakers

      Marion Laboure
      Senior Economist at Deutsche Bank

      10:10 AM

      How Will Innovation Impact The Future of Wealth Management?

      • Analysis of top business priorities, where acquiring new customers, retaining existing ones, and providing cost-efficient scalable services lead industry objectives
      • Key findings on data management challenges
      • Strategic focus on all-in-one advisor desktop platforms
      • Latest insights on AI adoption trends
      • Analysis of top business priorities, where acquiring new customers, retaining existing ones, and providing cost-efficient scalable services lead industry objectives
      • Key findings on data management challenges
      • Strategic focus on all-in-one advisor desktop platforms
      • Latest insights on AI adoption trends

      Speakers

      Tariq Khan
      Client Development Director , Objectway

      10:30 AM

      Keynote Panel discussion: Industry Predictions For 2025

      • Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
      • What resources do we need to grow ESG investments?
      • Diversifying client needs and demands - is hyper- personalisation the answer?
      • How are banks operating amongst tax and compliance implications?
      • Why are we seeing an increase in alternative investment services?

       

      • Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
      • What resources do we need to grow ESG investments?
      • Diversifying client needs and demands - is hyper- personalisation the answer?
      • How are banks operating amongst tax and compliance implications?
      • Why are we seeing an increase in alternative investment services?

       

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData
      Gaurab Chaudhuri
      Director of Group Strategy, Barclays

      10:50 AM

      Dragon’s Den – Join in to see the best strategies for you!

      11 AM

      Morning refreshments

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      Building A Business Operating System To Enhance Quality and Productivity

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

      Speakers

      Andrew Bizzell
      COO, Apollo Wealth - St James’s Place

      11:50 AM

      Is Your WealthTech Ready for the Future? APIs: The Silent Game-Changer in Automation & AI

      • Learn from tech’s pivot playbook: how past disruptions foreshadow today’s API-driven revolution
      • Crush silos, build ecosystems: turn integration headaches into competitive moats with strategic API architecture
      • Cash the automation dividend: real-world tactics to boost margins through API synergy
      • You can’t open the AI lock without an API key: the role of APIs as the ultimate tool for releasing AI's benefits
      • Avoid the “legacy trap”: why clinging to outdated systems could see you miss out on as much as 40% efficiency savings
      • Learn from tech’s pivot playbook: how past disruptions foreshadow today’s API-driven revolution
      • Crush silos, build ecosystems: turn integration headaches into competitive moats with strategic API architecture
      • Cash the automation dividend: real-world tactics to boost margins through API synergy
      • You can’t open the AI lock without an API key: the role of APIs as the ultimate tool for releasing AI's benefits
      • Avoid the “legacy trap”: why clinging to outdated systems could see you miss out on as much as 40% efficiency savings

      Speakers

      Anton Padmasiri
      CEO & Founder, WealthOS
      Umar Zaman
      Head of Strategy EMEA, BNY Pershing

      12:20 PM

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      • To what degree can you use client data for products and services?
      • What’s too much?
      • Building fruitful relationships with clients to strengthen trust
      • Critical data purity to allow clear communication and engagement
      • The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
      • Using customer data in training and testing models vs synthetic data
      • To what degree can you use client data for products and services?
      • What’s too much?
      • Building fruitful relationships with clients to strengthen trust
      • Critical data purity to allow clear communication and engagement
      • The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
      • Using customer data in training and testing models vs synthetic data

      Speakers

      Warwick Bloore
      Senior Investment Specialist, Vanguard
      Ioannis Roussos
      Head of Deposits and Investment, Eurobank
      James Wooster
      Chief Revenue Officer, Interop.io
      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      12:45 PM

      The UK digital bank that bridges you to the world

      • Empowering our customers to achieve success with connectivity, tailored solutions and dedicated support.
      • Helping to provide: Multi- currency Bank Accounts, Operational Bank Accounts, Domestic and International Payments

      Senior representative, iFAST

      • Empowering our customers to achieve success with connectivity, tailored solutions and dedicated support.
      • Helping to provide: Multi- currency Bank Accounts, Operational Bank Accounts, Domestic and International Payments

      Senior representative, iFAST

      1:10 PM

      Lunch and Networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      Panel Discussion: ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      • Creating quality data and outputs that assist decision making and investment production
      • How is wealth identifying what’s credible and reliable information from data collections?
      • How has Consumer Duty pushed the agenda for quality and cleaner data?
      • Creating quality data and outputs that assist decision making and investment production
      • How is wealth identifying what’s credible and reliable information from data collections?
      • How has Consumer Duty pushed the agenda for quality and cleaner data?

      Speakers

      Alberto Molinaro
      Vice President of Investment Solutions Product Development, J.P. Morgan
      Yohan Lobo
      Senior Industry Solution Manager, M-Files
      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      2:30 PM

      Orchestrating Client Service Workflows in Wealth Management

      • Move high-value transactions forward, faster – Eliminate bottlenecks in client service workflows to accelerate onboarding, approvals, and key transactions.
      • Scale personalized service without adding overhead – Optimize how relationship managers operate, allowing them to service more clients efficiently while maintaining a high-touch experience.
      • Ensure privacy, security, and full regulatory compliance – Maintain confidentiality and meet compliance standards like FINRA, GDPR, and SOC 2 while streamlining service delivery.
      • How top banks are maximizing efficiency – Learn how leading organizations like Standard Chartered, Citibank, and Raiffeisen Bank have streamlined workflows to increase transaction velocity and improve client experiences.
      • Increase retention and drive business growth – Deliver exceptional service at scale, ensuring clients feel prioritized while maximizing team productivity.

       

      • Move high-value transactions forward, faster – Eliminate bottlenecks in client service workflows to accelerate onboarding, approvals, and key transactions.
      • Scale personalized service without adding overhead – Optimize how relationship managers operate, allowing them to service more clients efficiently while maintaining a high-touch experience.
      • Ensure privacy, security, and full regulatory compliance – Maintain confidentiality and meet compliance standards like FINRA, GDPR, and SOC 2 while streamlining service delivery.
      • How top banks are maximizing efficiency – Learn how leading organizations like Standard Chartered, Citibank, and Raiffeisen Bank have streamlined workflows to increase transaction velocity and improve client experiences.
      • Increase retention and drive business growth – Deliver exceptional service at scale, ensuring clients feel prioritized while maximizing team productivity.

       

      Speakers

      Shimona Pinto
      UK Country Manager , MOXO

      2:50 PM

      Panel Discussion: Are We Actually Utilizing AI, or Simply Employing Machine Learning

      • To what extent has the industry implemented AI into their core strategies, systems and services?
      • How can new product development benefit from AI enhancements?
      • Changing how wealth managers create detailed customer profile from LLMs
      • How is ML reshaping the way investments are managed?
      • To what extent has the industry implemented AI into their core strategies, systems and services?
      • How can new product development benefit from AI enhancements?
      • Changing how wealth managers create detailed customer profile from LLMs
      • How is ML reshaping the way investments are managed?

      Speakers

      Sabah Carter
      Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme
      Tommaso Migliore
      CEO, MDOTM
      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      3:30 PM

      Afternoon Refreshments and Networking

      STEP 4: Taking The Risk

      4 PM

      The Path To Resilience In A Challenging Macro-Financial Landscape

      • How do you manage the advice guidance boundary in your business?
      • Navigating policies to better forecast admist political risks and inflection points
      • Mapping macroprudential measures to protect and become resilient

       

      • How do you manage the advice guidance boundary in your business?
      • Navigating policies to better forecast admist political risks and inflection points
      • Mapping macroprudential measures to protect and become resilient

       

      Speakers

      Freya Beamish
      Chief Economist, TS Lombard

      4:30 PM

      Closing Panel Discussion: Preparing Today’s Wealth Managers For Tomorrow

      • In what way can the millennial influence inspire wealth managers to alter their communication strategies and risk management?
      •  Will hiring younger wealth managers aid in bridging the advice gap and simplifying communication with junior clients?
      •  Leveraging youthful talent and expertise to lead the path in the digital transformation and development
      • In what way can the millennial influence inspire wealth managers to alter their communication strategies and risk management?
      •  Will hiring younger wealth managers aid in bridging the advice gap and simplifying communication with junior clients?
      •  Leveraging youthful talent and expertise to lead the path in the digital transformation and development

      Speakers

      Nis Arend
      Consultant, HSBC Private Bank
      William Stevens
      Partner & Head of Financial Planning, Killik & Co
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      5 PM

      Chairman’s End of Day One Remarks

      End Of Day One

      5:30 PM

      Private Dinner hosted by Xpedition

      Drinks Reception Sponsored by Smart Communications From Onboarding to Optimisation: Modernising the Client Journey in an Agentic World

      Streams

      Stream one

      Stream A - Protecting Against Industry Disruptions In A Digital Age

      Stream two

      Stream B - Wealth Horizons: Enhancing Client Experiences

      Stream three

      Stream C - Generating Social Impact for the Next Generation and Improved Financial Wellbeing

      10:45 AM

      The Great Wealth Transfer: A Threat or Opportunity for Advisers?

      • Understanding the demographics of wealth transfer we expect to see in the UK
      • Digging into the challenges advisers face around intergenerational wealth
      • Discuss how wealth management firms can begin to prepare for the future
      • Understanding the demographics of wealth transfer we expect to see in the UK
      • Digging into the challenges advisers face around intergenerational wealth
      • Discuss how wealth management firms can begin to prepare for the future

      Speakers

      Warwick Bloore
      Senior Investment Specialist, Vanguard

      11:05 AM

      Advances In Distributed Ledger Technology: New Opportunities For Wealth Managers and Investors:

      • Increasing adoption of tokenisation; laying the path to developing a simpler, more efficient, and tailorable financial eco-system to benefit of all investors.
      • Explore how this technology is already being used to enhance and grow the wealth management sector in a developing market
      • Solving current market challenges, as well as where it may go in the future
      • Increasing adoption of tokenisation; laying the path to developing a simpler, more efficient, and tailorable financial eco-system to benefit of all investors.
      • Explore how this technology is already being used to enhance and grow the wealth management sector in a developing market
      • Solving current market challenges, as well as where it may go in the future

      Speakers

      Mark Turner
      Managing Director, Financial Services Compliance and Regulation, Kroll
      Rowan Milne
      Vice President - Financial Services Regulatory Consulting, Kroll
      Racheal Muldoon
      Partner, Financial Services Regulation & Funds, Charles Russell Speechlys
      Jonny Fry
      Head of Digital Assets Strategy, ClearBank Ltd,

      ACTION 2: Turning A New Page

      11:35 AM

      Panel Discussion: Navigating The Ever- Changing Terrain of Wealth Compliance and Regulations

      • Prioritising proactivity and adaptability in all areas in order to become up to date How can we stay agile to maintain strong compliance culture?
      • Investing in compliance technology and promoting clear data management practices to avoid discrepancy
      • Prioritising proactivity and adaptability in all areas in order to become up to date How can we stay agile to maintain strong compliance culture?
      • Investing in compliance technology and promoting clear data management practices to avoid discrepancy

      Speakers

      Laura Walster
      Senior Vice President, Kroll
      Kimberley Abbott
      Founder & CEO, Vested Impact Ltd
      Patrick Brusnahan
      Editor

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      Managing Director & Chair of Space Economy at The Chart Think Tank

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      Panel Discussion: The Art Of Sustainable Wealth Management

      • Educating clients and helping to drive ESG and provide customer understanding
      • How has SFDR and SDR directed sustainability experts in advising wealth products and services?
      • How do we label green assets and how can we decipher what investment is sustainable?
      • Expanding the future of wealth with cleaner strategies and plans
      • Educating clients and helping to drive ESG and provide customer understanding
      • How has SFDR and SDR directed sustainability experts in advising wealth products and services?
      • How do we label green assets and how can we decipher what investment is sustainable?
      • Expanding the future of wealth with cleaner strategies and plans

      Speakers

      Anita McBain
      Managing Director & Head of ESG Research, EMEA at Citigroup
      Taimur Pervez
      Executive Director, Sustainability Regulatory Management, J.P. Morgan Private Bank
      Nataliya Shybanova
      AVEK Captial

      2:20 PM

      Panel Discussion: Giving Back To Our Community

      • Should younger clients look at
      • philanthropy as a way to become sustainable?
      • How should banks be personalising and marketing sustainable offerings for the younger clients?
      • Empowering and growing a green mindset to create a better societal impact
      • Should younger clients look at
      • philanthropy as a way to become sustainable?
      • How should banks be personalising and marketing sustainable offerings for the younger clients?
      • Empowering and growing a green mindset to create a better societal impact

      Speakers

      Rennie Hoare
      Partner and Head of Philanthropy, C. Hoare & Co.
      James Broderick
      CSP Fellow, Center for Sustainable Finance and Private Wealth
      Kimberley Abbott
      Founder & CEO, Vested Impact Ltd

      10:45 AM

      Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

      • Learn how AI agents perform complex tasks helping increase loyalty and retention

      • Discover how AI helps consolidate data to enable a seamless, personalised, omnichannel experience

      • Streamline KYC and onboarding: Leveraging AI to automate time processes, reduce paperwork, and accelerate client onboarding

      • Orchestrating AI ecosystems: Getting started with AI and agents to build trust and quality of client interactions

      • Learn how AI agents perform complex tasks helping increase loyalty and retention

      • Discover how AI helps consolidate data to enable a seamless, personalised, omnichannel experience

      • Streamline KYC and onboarding: Leveraging AI to automate time processes, reduce paperwork, and accelerate client onboarding

      • Orchestrating AI ecosystems: Getting started with AI and agents to build trust and quality of client interactions

      Speakers

      Oli Hymas
      Senior Business Manager, Xpedition
      Richard Gibson
      Senior FS Marketing Manager – Xpedition
      Andrew Coan
      Business Applications Specialist, Microsoft
      David McGachy
      Business Applications Specialist, Microsoft

      ACTION 2: Turning A New Page

      11:15 AM

      Fireside chat: Diversifying Portfolios and Products to Appeal to Customers

      • Mixing traditional and alternative investment products to cater to various risk appetites
      • Incorporating ESG criteria in order to attract investors and clients in responsible investing
      • Have alternative investments leveraged the diversification of products?
      • Tackling barriers for change

       

      • Mixing traditional and alternative investment products to cater to various risk appetites
      • Incorporating ESG criteria in order to attract investors and clients in responsible investing
      • Have alternative investments leveraged the diversification of products?
      • Tackling barriers for change

       

      Speakers

      Jason Da Silva
      Director, Global Investment Strategy, Arbuthnot Latham
      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      Managing Director & Chair of Space Economy at The Chart Think Tank

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      Streamlining Your Operations With One Tool

      • Managing your cycle, tack and
      • communication with clients easier Connecting projects and marketing activities with CRM systems
      • Growing your financial analysis
      • Managing your cycle, tack and
      • communication with clients easier Connecting projects and marketing activities with CRM systems
      • Growing your financial analysis

      Speakers

      Thomas Stone
      Deputy Director of Sales, Pitcher

      2:20 PM

      Panel Discussion: Leading The Way For Wealth Education

      • What common behaviours, biases and mistakes are we trying to educate our clients about?
      • How can wealth managers play a vital role in client engagement and investment strategies for UHNW/HNW/Mass Affluent
      • Creating a comprehensive financial guidance to meet the demand surge
      • What common behaviours, biases and mistakes are we trying to educate our clients about?
      • How can wealth managers play a vital role in client engagement and investment strategies for UHNW/HNW/Mass Affluent
      • Creating a comprehensive financial guidance to meet the demand surge

      Speakers

      Carl Hazeley
      Vice President of Content, Chief Analyst, Finimize, Abrdn
      Nataliya Shybanova
      AVEK Captial
      Blandina Szalay
      Associate Analyst, Research and Analysis, GlobalData

      8 AM

      Registration

      Breakfast Briefing

      Breakfast Briefing

      ACTION 1: Enabling Profitable Growth In Wealth Management

      9 AM

      Chairman’s Opening Remarks

      9:05 AM

      Industry Keynote Address: Powering Your Growth – Forward Reflection on Wealth Management with AI

      Speakers

      Suneet Muru
      Associate Analyst, GlobalData

      9:30 AM

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      • Addressing the unique challenges of this influential group
      • Breaking down the barriers and building women’s financial security
      • Calling all investors - fixing the gap in investor confidence in women
      • Emphasising the impact of the gender pay gap on translating wealth into retirement savings
      • Educating women in transferring wealth to the next generations
      • Addressing the unique challenges of this influential group
      • Breaking down the barriers and building women’s financial security
      • Calling all investors - fixing the gap in investor confidence in women
      • Emphasising the impact of the gender pay gap on translating wealth into retirement savings
      • Educating women in transferring wealth to the next generations

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS
      Nataliya Johnson
      CEO & Founder, Vasant Capital
      Nataliya Shybanova
      AVEK Captial
      Janina Vinklere
      Head of Marketing, FiCAS
      Jo Cook
      VP of Financial Services, Telco, Utilities, Manufacturing, and Retail Teams, SS&C

      10:15 AM

      Morning refreshments

      ACTION 2: Turning A New Page

      10:45 AM

      The Top Five Tech Priorities for Wealth Management, and What You Can Learn From Adjacent Industries.

      Speakers

      Mike Wharton
      CTO, Waracle

      11:15 AM

      Panel Discussion: The Role of Legacy Banks in Accelerating Widespread Crypto Adoption

      • How can legacy banks leverage their reputation and customer trust to introduce and normalize crypto offerings?
      • Beyond custodial services, how can banks find new revenue streams in crypto and digital assets?
      • Insights on collaborating with regulators to craft policies that enable growth while protecting
        consumers.
      • What will the financial ecosystem look like as more banks embrace crypto?
      • How can legacy banks leverage their reputation and customer trust to introduce and normalize crypto offerings?
      • Beyond custodial services, how can banks find new revenue streams in crypto and digital assets?
      • Insights on collaborating with regulators to craft policies that enable growth while protecting
        consumers.
      • What will the financial ecosystem look like as more banks embrace crypto?

      Speakers

      João Belo Branco
      Global Head of Wealth and Trading Liv, Emirates NBD
      Janina Vinklere
      Head of Marketing, FiCAS
      Blandina Szalay
      Associate Analyst, Research and Analysis, GlobalData

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      Managing Director & Chair of Space Economy at The Chart Think Tank

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      Securing Wealth Management

      • Exploring what measures have been places to protect customers and wealth managers from fraud?
      • Safeguarding sensitive financial data from nasty attacks
      • Resilience and staff training to protect your business
      • Exploring what measures have been places to protect customers and wealth managers from fraud?
      • Safeguarding sensitive financial data from nasty attacks
      • Resilience and staff training to protect your business

      Speakers

      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society

      2:20 PM

      Augmenting Wealth Decision-Making Capabilities And Machine Learning In A Fast-Paced Environment

      • Focusing on augmenting strategies and performance results
      • Exploring techniques to modify decisions and capabilities made from GenAI and machine learning to enhance task efficiency and performance
      • Current challenges and trends in using machine learning in wealth management
      • Focusing on augmenting strategies and performance results
      • Exploring techniques to modify decisions and capabilities made from GenAI and machine learning to enhance task efficiency and performance
      • Current challenges and trends in using machine learning in wealth management

      Speakers

      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place

      2:40 PM

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      • Investigating how automation and GenAI can help to transform legacy into efficient systems
      • To what extent has Cloud become efficient for data management for banks?
      •  Has the Cloud and AI enabled business strategies and decision-making as the industry anticipated from 2024?
      •  Has Blockchain allowed the wealth industry to record payments and systems as it was anticipated?
      • Investigating how automation and GenAI can help to transform legacy into efficient systems
      • To what extent has Cloud become efficient for data management for banks?
      •  Has the Cloud and AI enabled business strategies and decision-making as the industry anticipated from 2024?
      •  Has Blockchain allowed the wealth industry to record payments and systems as it was anticipated?

      Speakers

      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society
      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place
      Saurav Gupta
      Data Platforms Sales Engineering Team Lead, InterSystems
      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      3:15 PM

      Afternoon Refreshments and Networking

      ACTION 4: Knights In Shining AI Armour

      3:45 PM

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      • Discussing the perfect balance between human advisory and chatbots
      • How human do we really want our chatbots to sound?
      •  Should we put a face to our AI?
      •  Can you teach your chatbot empathy?
      •  Chatbots and human agents - the perfect team!
      • Discussing the perfect balance between human advisory and chatbots
      • How human do we really want our chatbots to sound?
      •  Should we put a face to our AI?
      •  Can you teach your chatbot empathy?
      •  Chatbots and human agents - the perfect team!

      Speakers

      Stephen Walker
      Lead Analyst, Thematic & Fintech Research, GlobalData
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      4:15 PM

      Chair’s Final Remarks

      4:15 PM

      Close of Conference

      Speakers

      Select a speaker to learn more

      Back
      David McGachy
      Business Applications Specialist, Microsoft

      David is a Business Applications Specialist at Microsoft, where he harnesses cutting-edge technology to spearhead transformative projects and forge impactful partnerships for financial services clients. Through his time at Microsoft and working in the Microsoft partner ecosystem, David’s mission is to ensure firms deliver exceptional client engagement, outstanding customer service, and innovative solutions through the power of AI and automation.

      Session Details:

      Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

      2025-03-20, 10:45 AM

      View In Agenda
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      Andrew Coan
      Business Applications Specialist, Microsoft

      Andrew Coan is a Business Applications Specialist at Microsoft. With a background in investment banking technology from his tenure at JP Morgan, he has honed his expertise in delivering innovative solutions that drive efficiency and growth. His experience also includes working in FX cross-border payments, where he developed an understanding of global financial transactions and their technological underpinnings. Andrew is passionate about leveraging cutting-edge technology to enable financial institutions to streamline operations and deliver a hyper-personalized client experience and customer service using the power of AI, fostering a more integrated and efficient financial ecosystem

      Session Details:

      Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

      2025-03-20, 10:45 AM

      View In Agenda
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      Andrew Bizzell
      COO, Apollo Wealth - St James’s Place

      Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

      He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

      Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

      Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

      Session Details:

      Building A Business Operating System To Enhance Quality and Productivity

      2025-03-19, 11:30 AM

      View In Agenda
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      Rennie Hoare
      Partner and Head of Philanthropy, C. Hoare & Co.

      Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

      Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:20 PM

      View In Agenda
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      Marion Laboure
      Senior Economist, Managing Director Thematic Research, Deutsche Bank

      Marion Laboure is a Senior Economist at Deutsche Bank in London and Lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience, including at the European Commission, the IMF, the Luxembourg Central Bank, and Barclays. She was nominated for “Outstanding Contribution of the Year” by Women in Finance, received first prize from the American Society of Actuaries, Revue Banque nominated her as a rising star in finance, she is part of the 45 standout women in fintech, and Business Insider named her a cryptocurrency mastermind. She is the author of Democratising Finance published by Harvard University Press

      Next speaker
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      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 9:30 AM

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      Sabah Carter
      Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme

      Ms Carter is Chief Data, Information and Technology Officer (CDITO) at the Financial Services Compensation Scheme (FSCS). Previously she was CIO Enterprise Systems and CIO Global Operations for News Corp and led strategic relationships with technology partners and social media platforms. She led key business initiatives for News Corp, including building their Indian (Bangalore) off-shore capability. Ms Carter has held a number of Technology leadership roles delivering ‘business transforming’ change to internal and external audiences across numerous industry sectors including Media, Education, Telecoms and Government.

      Session Details:

      Panel Discussion: Are We Actually Utilizing AI, or Simply Employing Machine Learning

      2025-03-19, 2:50 PM

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      Prabhakar Kaza
      CEO, Hamilton Reserve Bank

      Session Details:

      Fireside chat: Harnessing The Digital Onboarding Journey

      2025-03-19, 12:20 PM

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      Freya Beamish
      Chief Economist, TS Lombard

      Session Details:

      The Path To Resilience In A Challenging Macro-Financial Landscape

      2025-03-19, 4:00 PM

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      Christopher Granville
      Managing Director, TS Lombard

      Christopher was a co-founder of what became the Emerging Markets unit of the macro research firm TS Lombard, which in 2022 was acquired by GlobalData. His EM experience was forged in Russia, where, from the 1990s onwards, he was a British diplomat and then an analyst working in Moscow-based investment banks. His banking experience combined work both for financial investors – earning him top rankings in broker surveys – and strategic investors, including advisory work on the acquisition of Russian beer brands by international strategic investors. At TS Lombard, Christopher has integrated broad geopolitical risk analysis into the firm’s macroeconomic and market strategy research.

       

      He is a regular commentator on political drivers for economies and financial markets in broadcast media and leading op-ed columns. He graduated from Oxford University, where he was also a Fellow of All Souls College.

      Session Details:

      Industry Keynote Address: Reflecting Back On Geopolitics On 2024 – What Does This Mean For Investing 2025

      2025-03-19, 9:00 AM

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      Anita McBain
      Managing Director & Head of ESG Research, EMEA at Citigroup

      Anita McBain is a Managing Director at Citi Research, heading EMEA ESG Research. She joined Citigroup from M&G Investments where she was Head of Responsible Investment & ESG across equities and fixed income. Prior to M&G, Anita led Sustainability Research for an Impact fund focused on mitigating climate change, tackling deforestation and delivering alignment to the SDGs. Earlier in her career Anita held various buy-side and sell-side roles as a credit analyst.

      Anita holds an MSt in Sustainability Leadership from the University of Cambridge, an MBA from the University of Edinburgh, and a BSc in Computer Systems from City University, London. She most recently submitted her MSt thesis on the integration of biodiversity loss into the investment process.

      Anita McBain is a Managing Director at Citi Research, heading EMEA ESG Research. She joined Citigroup from M&G Investments where she was Head of Responsible Investment & ESG across equities and fixed income. Prior to M&G, Anita led Sustainability Research for an Impact fund focused on mitigating climate change, tackling deforestation and delivering alignment to the SDGs. Earlier in her career Anita held various buy-side and sell-side roles as a credit analyst.

      Anita holds an MSt in Sustainability Leadership from the University of Cambridge, an MBA from the University of Edinburgh, and a BSc in Computer Systems from City University, London. She most recently submitted her MSt thesis on the integration of biodiversity loss into the investment process.

      Session Details:

      Panel Discussion: The Art Of Sustainable Wealth Management

      2025-03-20, 2:00 PM

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      Jurgen Vandenbroucke
      Expert General Manager at KBC Group, and managing director at everyoneINVESTED

      Session Details:

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      2025-03-19, 2:10 PM

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      Kimberley Abbott
      Founder & CEO, Vested Impact Ltd

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:20 PM

      Session Details:

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      2025-03-19, 2:10 PM

      Session Details:

      Panel Discussion:Crafting A More Complete Retirement Plan: Simplifying Succession Planning

      2025-03-19, 12:20 PM

      Session Details:

      Panel Discussion: Navigating The Ever- Changing Terrain of Wealth Compliance and Regulations

      2025-03-20, 11:35 AM

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      João Belo Branco
      Global Head of Wealth and Trading Liv, Emirates NBD

      Session Details:

      Panel Discussion: The Role of Legacy Banks in Accelerating Widespread Crypto Adoption

      2025-03-20, 11:15 AM

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      Sahar Attarpour
      Co-founder and Former CEO, Suzugia

      Sahar Attaripour is a fintech entrepreneur, investor, and advisor with a diverse background spanning quantitative finance, artificial intelligence, and digital transformation. As the co-founder and former CEO of Suzugia, an AI-powered investment decision-making firm acquired by AllianceBernstein in 2022, Sahar pioneered the development of a groundbreaking “multi-agent platform," an AI-driven version of the traditional multi-manager platform that leverages natural language processing and machine learning for optimal decision-making processes. Following the acquisition, she served as a Senior Vice President and Portfolio Manager at AllianceBernstein until June 2024, where she co-managed the AI-powered multi-asset strategy within the firm's hedge fund solutions unit.

      Sahar's expertise in AI/ML and quantitative investing, combined with over a decade of experience leading digital transformation initiatives for top-tier companies across various industries, positions her as a thought leader at the intersection of technology and finance. Currently, she focuses on supporting promising startups and scale-ups as an investor and advisor, drawing upon her extensive knowledge of data science, solution design, and business strategy to drive innovation and growth. Sahar is passionate about leveraging technology to solve complex challenges and is a strong advocate for diversity and inclusion in both finance and technology.

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      George King
      Senior Wealth Manager, MAESCO Private Wealth

      Session Details:

      Panel Discussion:Crafting A More Complete Retirement Plan: Simplifying Succession Planning

      2025-03-19, 12:20 PM

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      Taimur Pervez
      Executive Director, Sustainability Regulatory Management, J.P. Morgan Private Bank

      Session Details:

      Panel Discussion: The Art Of Sustainable Wealth Management

      2025-03-20, 2:00 PM

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      Alberto Molinaro
      Vice President of Investment Solutions Product Development, J.P. Morgan

      Session Details:

      Panel Discussion: ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      2025-03-19, 2:10 PM

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      Gaurab Chaudhuri
      Director of Group Strategy, Barclays

      Session Details:

      Keynote Panel discussion: Industry Predictions For 2025

      2025-03-19, 10:30 AM

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      Nataliya Shybanova
      AVEK Captial

      Nataliya Shybanova joined Green Wealth Partners as a Member of the Board of Directors with a focus on ESG integration for Next Gen investment products in 2022. For this role, she brings experience in structured products and asset management. At GWP, she is responsible for identifying the important themes for the future (green energy, artificial intelligence, electric vehicles, etc.) and then choosing the best products to get access to these themes. Nataliya has over 10 years of experience in structured products from Vontobel Investment Banking and wealth management from UBS Wealth Management covering corporate and UHNW clients in Zurich for Switzerland, Europe and APAC, as well as the CIS markets. Nataliya is a global ambassador for Masttro, a fintech platform that translates all aspects of wealth into WealthData. She was Head of Investor Solutions for AQUIS Capital, a specialised asset management boutique with focus on Hedge Funds and Emerging Asia opportunities as well as Head of Marketing & Communication for Green Blue Invest, a Swiss-based ESG investment company with several investment programs. Nataliya holds an MBA and Master's degree in finance from Hult International Business School in San Francisco and Boston, and a Bachelor's in Public Relations and Communication, from the University of Zurich. Her passion is to blend sustainable innovation within finance to move the industry forward and keep it relevant for the new generation of investors.

      GWP is a multi-family office focusing on the unique needs of large families who care about sending NextGen to create a better future. Being independent wealth advisors, we always put the interests of our clients first. We listen to our clients and provide solutions that are specifically tailored to them. We aim to protect and increase their wealth from generation to generation.

       

      Session Details:

      Panel Discussion: Leading The Way For Wealth Education

      2025-03-20, 2:20 PM

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 9:30 AM

      Session Details:

      Panel Discussion: The Art Of Sustainable Wealth Management

      2025-03-20, 2:00 PM

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      Claire Mann
      Head of Client Proposition, Hampden & Co

      Claire joins Hampden & Co from Handelsbanken where she was Senior Operations and Programme Manager responsible for the design, implementation and management of CRM. She has also held senior operational and CRM roles at NatWest, KPMG and HSBC.

      In its first half 2023 results released in August, Hampden & Co reported client numbers were up 8 per cent to more than 5,000, with a sharp rise in referrals from professional partners.

      In line with growing client demand, Hampden & Co has continued to add to its banking, senior management and support teams throughout 2023. This includes Mark Plummer, who joined as Head of Private Banking in London, and John Glanville and Patrick Preece, who joined as a Banking Directors.

      Session Details:

      Supporting the Bank Through Enterprise- Wide Business Transformation

      2025-03-19, 11:30 AM

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      Jason Da Silva
      Director, Global Investment Strategy, Arbuthnot Latham

      Jason Da Silva joined Arbuthnot Latham in 2022, as a senior research analyst and in 2023 he was promoted to Director, Global Investment Strategy. He most recently spent four years at boutique asset manager Obsidian Capital focused on direct equities, fixed income, commodities, and currencies. Previously, he worked at EY, where he became a Chartered Accountant before rotating into the EY corporate finance division. Jason holds both a CA(SA) and a CFA.

      Session Details:

      Fireside chat: Diversifying Portfolios and Products to Appeal to Customers

      2025-03-20, 11:15 AM

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      Warwick Bloore
      Senior Investment Specialist, Vanguard

      Session Details:

      The Great Wealth Transfer: A Threat or Opportunity for Advisers?

      2025-03-20, 10:45 AM

      Session Details:

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      2025-03-19, 12:20 PM

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      Nis Arend
      Consultant, HSBC Private Bank

      Session Details:

      Fireside chat: Creating Connectivity and Trusting Relationships With UHNWI Clients

      2025-03-19, 2:10 PM

      Session Details:

      Closing Panel Discussion: Preparing Today’s Wealth Managers For Tomorrow

      2025-03-19, 4:30 PM

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      Iain Cowell
      Global Head of Partnerships, Digital Solutions, Wealth Management, Franklin Templeton

      Iain Cowell is Head of Global Technology & Distribution Partnerships, for the asset management firm, Franklin Templeton.

      Working with private banks and wealth managers, Iain’s team blend investment solutions with cutting edge technologies; identifying tech-partners and collaborating on scale-up opportunities.

      Before joining Franklin Templeton in 2019, his background was in portfolio management, delivering multi-asset funds, pension products and model portfolio solutions  (HSBC, Allianz Global Investors, Federated Hermes and AXA) His passion for financial wellbeing and delivering through digital channels has seen him working with a number of the early stage robo-wealth firms in Europe, both as an investor and product provider, and now increasingly bringing this to the traditional channels. He is an enthusiastic cyclist and was previously an international rower.

      Session Details:

      Maximising financial connectivity for your business

      2025-03-19, 11:50 AM

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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:

      Is Your WealthTech Ready for the Future? APIs: The Silent Game-Changer in Automation & AI

      2025-03-19, 11:50 AM

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      William Stevens
      Partner & Head of Financial Planning, Killik & Co

      Session Details:

      De-tangling The Web of Complex Financial Planning

      2025-03-19, 11:30 AM

      Session Details:

      Closing Panel Discussion: Preparing Today’s Wealth Managers For Tomorrow

      2025-03-19, 4:30 PM

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      James Broderick
      CSP Fellow, Center for Sustainable Finance and Private Wealth

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:20 PM

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      Nataliya Johnson
      CEO & Founder, Vasant Capital

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 9:30 AM

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      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 2:40 PM

      Session Details:

      Securing Wealth Management

      2025-03-20, 2:00 PM

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      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place

      Session Details:

      Augmenting Wealth Decision-Making Capabilities And Machine Learning In A Fast-Paced Environment

      2025-03-20, 2:20 PM

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 2:40 PM

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      Janina Vinklere
      Head of Marketing, FiCAS

      Janina Vinklere is a seasoned expert in corporate and startup environments, with a proven track record in driving technology innovation and adoption. Leveraging her extensive experience, she now specializes in supporting family offices and asset managers, helping them make informed decisions about investments in AI and Web3 technologies.

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 9:30 AM

      Session Details:

      Panel Discussion: The Role of Legacy Banks in Accelerating Widespread Crypto Adoption

      2025-03-20, 11:15 AM

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      Ioannis Roussos
      Head of Deposits and Investment, Eurobank

      Session Details:

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      2025-03-19, 12:20 PM

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      Rajeeshwaran Moorthy
      Managing Director & Chair of Space Economy at The Chart Think Tank

      Rajeeshwaran Moorthy is a distinguished TEDx speaker who recently captivated audiences with his insightful talk on the space economy and its alignment with global sustainable development goals. As a strategic foresight and space economy expert, Rajeeshwaran helps organizations navigate uncertainty by identifying and quantifying megatrends, particularly in emerging technologies like AI and the evolving space sector. His work spans corporate leadership, consulting, and academia, shaping strategies across EMEA and APAC.

      As the Managing Director & Chair of Space Economy at The Chart Think Tank, Rajeeshwaran leads discussions on the intersection of business, policy, and space technologies. He is actively engaged in space-based initiatives, including the development of a Space Economy Masterclass, an upcoming book on the space economy, and collaborations with global space organizations. His expertise extends to horizon modeling and decision theaters, helping businesses future-proof their strategies in an era of rapid technological shifts.

      Rajeeshwaran is also an Executive Fellow at The Digital Economist, where he contributes to thought leadership on digital transformation and sustainable innovation. A recognized educator, he teaches at leading business schools worldwide, focusing on emerging technology, strategy, and digital transformation. Since 2015, he has delivered global lectures and workshops, integrating gamification techniques like LEGO-based strategy modeling to enhance learning experiences.

      Beyond academia and corporate strategy, Rajeeshwaran is an active keynote speaker at business and technology conferences. His speaking engagements span renowned institutions and events, including industry conferences, business forums, and policy discussions on AI, fintech, and the space economy. He also hosts his own podcast, "Talks with Raj," where he engages with thought leaders on topics shaping the future of business and technology.

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

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      Blandina Szalay
      Associate Analyst, Research and Analysis, GlobalData

      Session Details:

      Fireside chat: Harnessing The Digital Onboarding Journey

      2025-03-19, 12:20 PM

      Session Details:

      Fireside chat: Creating Connectivity and Trusting Relationships With UHNWI Clients

      2025-03-19, 2:10 PM

      Session Details:

      Panel Discussion: Leading The Way For Wealth Education

      2025-03-20, 2:20 PM

      Session Details:

      Panel Discussion: The Role of Legacy Banks in Accelerating Widespread Crypto Adoption

      2025-03-20, 11:15 AM

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      Charlotte Newton
      Senior Analyst, Thematic Intelligence, GlobalData

      Charlotte is an Senior Analyst with GlobalData’s Thematic Research Team. Since joining the team, Charlotte has written on important technologies such as Artificial Intelligence, ESG, Internet of Things, and Augmented Reality. Her comments regarding the Metaverse have also appeared in Time magazine. Prior to joining GlobalData, Charlotte studied for an MSc in Political Science, with a focus on Russia and Eastern Europe.

      Session Details:

      Panel Discussion: ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      2025-03-19, 2:10 PM

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 2:40 PM

      Session Details:

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      2025-03-19, 12:20 PM

      Session Details:

      Panel Discussion: Are We Actually Utilizing AI, or Simply Employing Machine Learning

      2025-03-19, 2:50 PM

      Session Details:

      Fireside chat: Diversifying Portfolios and Products to Appeal to Customers

      2025-03-20, 11:15 AM

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      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      Session Details:

      Closing Panel Discussion: Preparing Today’s Wealth Managers For Tomorrow

      2025-03-19, 4:30 PM

      Session Details:

      Keynote Panel discussion: Industry Predictions For 2025

      2025-03-19, 10:30 AM

      Session Details:

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      2025-03-20, 3:45 PM

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      Stephen Walker
      Lead Analyst, Thematic & Fintech Research, GlobalData

      Digital banking analyst. Ten years' experience within top tier analyst firms/retail banks; covering the market from both a customer strategy and tech enablement perspective.

      Session Details:

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      2025-03-20, 3:45 PM

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      Dr Greg B Davies
      Head of Behavioural Finance, Oxford Risk

      How can behavioural science help clients to achieve better financial outcomes? How can you make better investment decisions? What really matters to investors? How do advisers keep clients invested for the long-term?

      Greg Davies, Head of Behavioural Finance at Oxford Risk, combines academic rigour and real-life industry experience to answer these questions and provide valuable insights across a wide range of behavioural finance topics.

      He founded and led the banking world’s first behavioural finance team at Barclays where he was a Managing Director and Head of Behavioural Quant Finance for a decade. His PhD in Behavioural Decision Theory was awarded by the University of Cambridge, and he is a specialist in both the theory and practice of investment decision making and financial advice.

      At Oxford Risk he leads the development of its behavioural decision support software aimed at helping wealth managers and their clients to make the best possible financial decisions.

      He has been a visiting lecturer at Imperial College London, held associate fellowships at Oxford’s Said Business School and University College London, and is the co-author of the book Behavioral Investment Management

      Session Details:

      Unlocking Organic Growth Through Personalisation and Behavioural Finance

      2025-03-19, 2:30 PM

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      Yohan Lobo
      Senior Industry Solution Manager, M-Files

      Yohan leads the development of our solutions for Financial Services clients following 16 years in commercially focussed roles within the consumer and B2B payments industry. He has held a range of key sales, sales-leadership, and commercial delivery roles during periods of rapid change. He has worked with a range of sectors including business services, local government, and alternative finance. Yohan has always had a focus on bringing the voice of clients into product, marketing and operational functions.

       

      https://www.linkedin.com/in/yohan-lobo/

      Session Details:

      Panel Discussion: ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      2025-03-19, 2:10 PM

      Session Details:

      Case Study – Client Information Management powered by Knowledge Work Automation

      2025-03-19, 11:50 AM

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      Richard Gibson
      Senior FS Marketing Manager – Xpedition

      Richard Gibson currently serves as the Senior FS Marketing Manager at Xpedition, a leading Microsoft Business Solutions Partner and one of only a handful of Microsoft Inner Circle members in the UK. Having joined Xpedition in 2021, Richard specialises in building and delivering value propositions and go-to-market strategies. His focus is on leveraging Xpedition's expertise alongside Microsoft technologies to help firms accelerate digital transformation. Richard's strategies aim to ensure clients are positioned to exceed customer expectations and deliver superior outcomes through the use of Microsoft Dynamics 365, Microsoft Copilot generative AI, and intelligent agents

      Session Details:

      Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

      2025-03-20, 10:45 AM

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      Oli Hymas
      Senior Business Manager, Xpedition

      Oli leads strategic engagements across industries, helping clients harness the latest Microsoft technology to drive transformation. With a focus on AI-first initiatives and digital excellence, Oli has facilitated high-impact workshops and roundtables, including the “Quest for Business Excellence” and “AI in Financial Services” events.

      Session Details:

      Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

      2025-03-20, 10:45 AM

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      Mike Wharton
      CTO, Waracle

      As founder and CTO of Waracle, Mike oversees Technology Strategy and Delivery and has spent 20 years leading out the building of market-leading digital products in FS, Healthcare, and Energy, and beyond.

      Session Details:

      The Top Five Tech Priorities for Wealth Management, and What You Can Learn From Adjacent Industries.

      2025-03-20, 10:45 AM

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      Tariq Khan
      Client Development Director , Objectway

      Tariq Khan is Client Development Director at Objectway - global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation, advising firms on how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.

      Session Details:

      How Will Innovation Impact The Future of Wealth Management?

      2025-03-19, 10:10 AM

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      Ronald Janssen
      Head of Innovation & Research Global Wealth Solution, Ortec Finance

      Ronald joined Ortec Finance in 2002 to further realize his vision on goal-based planning. This resulted in Ortec Finance’s Goal based Planning product, OPAL. As managing director, Ronald is responsible for this solution and the further development of goal-based planning for the international wealth market. Ronald Janssen studied Econometrics at Erasmus University in Rotterdam. After graduation, he worked as a financial planner for private clients in the high net worth segment. During this period, he designed and developed goal-based planning software.
      Besides his work at Ortec Finance Mr. Janssen lectures at the Erasmus University. In addition, he has written several articles for professional journals such as The Journal of Wealth Management and Fonds.nl.

      Session Details:

      Leverage AI To Deliver Ongoing, Personalised Advice and Embed Consumer Duty By Design

      2025-03-19, 12:40 PM

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      Thomas Stone
      Deputy Director of Sales, Pitcher

      Thomas Stone is steeped in experience on how sellers sell, and how to help them sell more, better, faster. Tom has spent over a decade in SaaS enterprise sales and has led Pitcher's Sales team since 2021.

      Session Details:

      Streamlining Your Operations With One Tool

      2025-03-20, 2:00 PM

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      Sam Turner
      Director of Systems Innovation, EV

      Sam joined the EV team in 2024 to strengthen and evolve EV's multichannel solutions. He focuses on streamlining clients' advisory processes, providing advice firms with the tools to navigate challenges and deliver advice effectively.

      Leveraging over two decades in financial services, Sam's expertise spans platforms, pension investment propositions, and automated financial planning. Previously Director of Wealth at Altus Consulting, with consultancy roles at James Hay Partnership and AEGON UK, Sam thrives on bringing structure and clarity to complex processes, helping to unlock new possibilities for efficiency and growth within the industry.

      Session Details:

      Panel Discussion:Crafting A More Complete Retirement Plan: Simplifying Succession Planning

      2025-03-19, 12:20 PM

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      James Wooster
      Chief Revenue Officer, Interop.io

      James is CRO of interop.io, a provider of desktop integration platforms. He has an extensive background in software integration solutions and spent his formative years in a variety of development and architecture roles. Since then, he has run field operations & sales organisations for software integration businesses including SAP’s UK, Software AG Australia and TIBCO UK. 

      Session Details:

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      2025-03-19, 12:20 PM

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      Jo Cook
      VP of Financial Services, Telco, Utilities, Manufacturing, and Retail Teams, SS&C
      Previously holding board level leadership roles at FTSE companies including SSE PLC including leading Women in Industry -
      Jo is driving innovation at SS&C Blue Prism, As VP of Financial Services, Telco, Utilities, Manufacturing, and Retail teams, leading the business fostering digital business transformation with a strong focus on measured customer outcomes  SS&C collaborative efforts have catalyzed industry success, exemplifying commitment to not just meeting but exceeding expectations.

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 9:30 AM

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      Tommaso Migliore
      CEO, MDOTM

      Session Details:

      Panel Discussion: Are We Actually Utilizing AI, or Simply Employing Machine Learning

      2025-03-19, 2:50 PM

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      Saurav Gupta
      Data Platforms Sales Engineering Team Lead, InterSystems

      Saurav joined InterSystems in 2006 and has been working in pre-sales and solutions architect roles with experience in technology and solution sales, enterprise application integration, data warehousing, business intelligence and software development. His key responsibilities include recommending technical architecture, solution design, migration, upgrade strategies, and operational best practices to InterSystems customers.

      Prior to joining InterSystems, Saurav previously worked at NCR Corporation where he was responsible for establishing an off-shore enterprise data warehouse team in India, as well as Sopra Steria in software development.

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 2:40 PM

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      Jonny Fry
      Head of Digital Assets Strategy, ClearBank Ltd,

      Jonny Fry is Head of Digital Assets Strategy for ClearBank Ltd, established in 2015 becoming the first bank in over 250 years to be regulated as a clearing bank in the UK. Jonny is CEO of TeamBlockchain Ltd a research and publishing firm that since March 2018 has produced Digital Bytes, a weekly analysis focused on the commercial opportunities of using blockchain technology and digital assets. He is a NED of TURN, a blockchain-powered reporting platform for the asset management industry and is an advisor to a number of other firms. Jonny is Chairman at Gemini Capital UK,  which owns a Dublin based fund administration platform where he is regulated by the Central Bank of Ireland. For over 20 years Jonny was CEO of Premier Asset Management Plc, a London Stock Exchange-listed asset management company that he co-founded.

      RECORD OF EXCELLENCE

      Respected speaker and moderator, Jonny Fry is a recognised figure in blockchain and digital assets sectors, earning him the CryptoA.M. 2022 "Influencer of The Year" Award. He speaks regularly at conferences globally and his weekly analysis, Digital Bytes, has over 20,000 followers.

      More about ClearBank

      ClearBank is a purpose-built technology enabled clearing bank. Through its banking licence and intelligent, robust technology solutions. ClearBank enables its partners to offer real-time payment and innovative banking services to their customers.

      • ClearBank is the UK’s 5th clearing bank (Barclays, HSBC, Lloyds and Nat West being offers).
      • It is a direct participant of Baccs, CHAPS, Faster Payments and C&CC, as well as being Principal Members of Mastercard and Visa.
      • Clearbank also has a Credit Institution Licence from the European Central Bank under the supervision of De Nederlandsche Bank.
      • ClearBank N.V. will offer Euro clearing and embedded banking services.
      • ClearBank provides an API-driven multi-currency solution (12 currencies) offering 24 x 7 access to the UK Payment Schemes processing payments in almost real-time.
      • All funds are held at the Bank of England, Clearbank does not lend or provide overdrafts/credit- client funds are therefore accessible in full, 24 x 7.
      • LinkedIn ,X

      Session Details:

      Advances In Distributed Ledger Technology: New Opportunities For Wealth Managers and Investors:

      2025-03-20, 11:05 AM

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      Racheal Muldoon
      Partner, Financial Services Regulation & Funds, Charles Russell Speechlys

      Racheal is a Partner at international law firm, Charles Russell Speechlys and an award-winning lawyer with globally recognised expertise at the intersection of the law and technology, including Digital Assets and Artificial Intelligence (AI).
      Racheal is known for her innovative approach and sharp commercial insight. She delivers strategic, results-driven advice to a global client base, including leading industry players, regulators, family offices and UHNW/HNW individuals. In doing so, Racheal empowers her clients to seize new and exciting opportunities, while ensuring robust legal protections.
      Racheal delivers a comprehensive suite of compliance and legal advisory services across commercial contracts, corporate governance, financial regulation (FinTech), data protection, privacy, intellectual property licensing and taxation.

      Session Details:

      Advances In Distributed Ledger Technology: New Opportunities For Wealth Managers and Investors:

      2025-03-20, 11:05 AM

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      Shri Krishnansen
      CCO, WealthOS
      Next speaker
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      Anton Padmasiri
      CEO & Founder, WealthOS

      Session Details:

      Is Your WealthTech Ready for the Future? APIs: The Silent Game-Changer in Automation & AI

      2025-03-19, 11:50 AM

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      Shimona Pinto
      UK Country Manager , MOXO

      Shimona comes from a legal background and works with Moxo EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

      Session Details:

      Orchestrating Client Service Workflows in Wealth Management

      2025-03-19, 2:30 PM

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      Mark Turner
      Managing Director, Financial Services Compliance and Regulation, Kroll

      Mark is a managing director in the London office where he leads the Regulatory Consulting team within Kroll's Financial Services Compliance and Regulation practice. He specializes in advising the financial services industry on governance, risk management, systems and controls, and regulatory compliance matters.

      Prior to Kroll, Mark’s experience includes audit, banking, owning/managing a retail business, regulation and management consultancy. He was a senior risk consultant within the Risk Specialist Division at the Prudential Regulation Authority (PRA), and prior to that the Financial Services Authority (FSA). In recent years, Mark has become one of the industry’s leading experts on individual accountability, and has advised some of the world’s largest financial institutions on the UK’s Senior Managers and Certification Regime (SM&CR). Mark regularly advises Boards and Board Directors on Governance, Risk and Compliance matters, in both contentious and non-contentious situations. He has acted as Skilled Person under s166 (FSMA) on over 30 engagements spanning Governance, Risk, Controls, Client Assets (CASS), Financial Crime and Conduct of Business.

      Mark is a Chartered Accountant with over 20 years’ experience within financial services. He holds a BSc in Mathematics from Imperial College, London.

      Session Details:

      Advances In Distributed Ledger Technology: New Opportunities For Wealth Managers and Investors:

      2025-03-20, 11:05 AM

      View In Agenda
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      Rowan Milne
      Vice President - Financial Services Regulatory Consulting, Kroll

      Session Details:

      Advances In Distributed Ledger Technology: New Opportunities For Wealth Managers and Investors:

      2025-03-20, 11:05 AM

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      Plan Your Visit

      Venue

      155 Bishopsgate London, UK EC2M 3YD

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      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).

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      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.

       

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      SPONSORSHIP ENQUIRIES

      Valentin Gerasimuk

      Head of Sponsorship Sales

      +44 20 7149 5973

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      Zaynah Aslam

      Conference Producer

      +44 20 4540 7613

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      If you would like to discuss a media partnership collaboration, please contact:

      Kellee Halliburton

      Marketing Manager

      SPONSORSHIP ENQUIRIES

      To enquire about sponsorship opportunities for the conference, please contact:

      Valentin Gerasimuk

      Head of Sponsorship Sales


      +44 20 7149 5973

      SPEAKER ENQUIRIES

      To enquire about speaking opportunities for the conference, please contact:

      Zaynah Aslam

      Conference Producer


      +44 20 4540 7613