Global
Wealthtech Summit

7 November 2018
/
London
/
500 delegates

Global
Wealthtech Summit

7 November 2018
/
London
/
500 delegates

Global
Wealthtech Summit

7 November 2018
/
London
/
500 delegates

Global
Wealthtech Summit

7 November 2018
/
London
/
500 delegates

Global
Wealthtech Summit

7 November 2018
/
London
/
500 delegates


WELCOME TO EUROPE’S LEADING WEALTHTECH EVENT

Sponsors

PLATINUM SPONSORS

GOLD SPONSOR

LANYARD SPONSOR

EXHIBITORS

Sponsors

PLATINUM SPONSORS

GOLD SPONSORS

Lanyard Sponsor

App Sponsor

 

Exhibitors

JOIN US AT THE PRE-EMINENT EVENT FOR WEALTHTECH & ASSET MANAGEMENT LEADERS

    • 500+ DELEGATES
    • 100+ CEOs, CIOs, COOs, CTOs, and MDs from financial institutions and asset management firms
    • 100+ Heads of digital innovation, technology, wealth management, institutional asset management and private banking
    • 100+ Senior-level industry advisors with proven deal advisory or execution expertise
    • 100+ Founders of market-leading WealthTech companies
    • Exclusive partner events and 1-2-1 meetings for early registrants

ADDRESS THE CRITICAL ISSUES IMPACTED BY WEALTHTECH

  • The future of wealth management and private banking
  • New opportunities in Institutional asset management
  • Competing with, or incorporating, robo investing and advising
  • The outlook for customer-focused product development and distribution
  • Overcoming regulatory challenges with new solutions
  • Identifying the right technology providers and business partners
  • Partnering between financial institutions and WealthTech companies

CONNECT WITH THE SHAPERS OF THE FUTURE OF WEALTHTECH

The Global WealthTech Summit will be the most valuable event of 2018 if you want to:

  • Connect with the most senior individuals in the WealthTech and asset management space
  • Get the complete picture on WealthTech and Asset Management solutions available
  • Find out what strategies FIs are taking to address the challenges and opportunities they face
  • Learn from experts how to identify and implement the right innovation strategy
  • Get your product or service in front of active buyers and influencers
  • Engage with investors from venture firms, banks and asset managers

Speakers

Rachel Lord

Senior Managing Director, Head of EMEA, BlackRock

Richard Wilson

CEO, Interactive Investor

Lucy Macdonald

Chief Investment Officer, Global Equities, Allianz Global Investors

Martin Meyer

Head of Innovation & CCD - Global Wealth Management, UBS

Janine Menasakanian

Head of Distribution Strategy, Personal Investing, Legal & General Investment Management

Slava Shafir

Managing Director and Head of Strategic Partnerships Savings, Investment & Wealth Management, Barclays UK

Monica Sasso

Global Head of Prospecting Strategy, Wealth Management, Deutsche Bank

Simon Politzer

Chief Operating Officer, UK Private Bank, Credit Suisse

Patrick Hunger

CEO Switzerland, Saxo Bank

Natasa Williams

Partner, Head of Private Office, LGT Vestra

Sohail Raja

Chief Digital Officer & Head of Execution Platforms, Societe Generale

Hilda Tingle

Executive Director, Head of Digital Engagement, Digital Wealth Management, J.P. Morgan

Paul McNamara

Chief Executive Officer, EValue

Jesslyn Chia

Vice President, Digital Private Banking, International Wealth Management, Credit Suisse

Julio Martínez

CEO, InnoCells

Richard Peers

Director Retail, Private, Wealth Industry Lead, Microsoft

Giuseppe Caltabiano

Head of D2C, M&G Investments

Devin Redmond

Co-Founder & CEO, Theta Lake

Dr. Gabriella Kindert

Expert in Alternative Lending , Board Member Mizuho Europe

Dave Mason

Chief Operating Officer, Sanlam

Anne Grim

Chief Customer Officer, Fidelity

Fahd Rachidy

Founder & CEO, ABAKA

Carina Namih

Investment Partner, Episode1

Johan Lundberg

Founding Partner, NFT Ventures

Anna Wallace

Innovate Head of Department, Financial Conduct Authority

Brent Fierro

Founding Partner, SenaHill Partners LP

Evgenia Plotnikova

Principal, Dawn Capital

Mona Steininger

Head of Digital, Octopus

Eram Schlegel

Chief Technology Officer, CFRA

Andrew Storey

Client Development Director, EValue

Helene Panzarino

Managing Director, SBC Colab FinTech

Zach Gast

Global Head of Research, CFRA

Federico Pienovi

Regional Managing Director - Head for EMEA, Globant

Joe Parkin

Head of the UK for iShares and Digital Wealth in UK, Netherlands and Nordics, BlackRock

Nikolai Hack

COO and Co-founder, Exo Investing

Mike O’Sullivan

Chief Operating Officer, NVISO

Monika Olszówka

Business Development Manager, Comarch

Ben Chisell

Product Director, Starling Bank

Lucy Dunnett

Specialist Investor, Berenberg Bank

Amit Varma

Head of Technology, CitiGroup

Sam Tidswell-Norrish

Founding Principal & Head of Business Development, Motive Partners

Ash Bhatia

Client Partner, FinTech Innovation & Investment, Motive Partners

Michelle McGrade

FCSI, Advisor to the Investment Committee, Sainsbury’s Pension Scheme

Daniel Thomson

Product Owner- Financial Planning & Retirement, Group Transformation, Lloyds Banking Group

Camille Blackburn

Global Chief Compliance Officer, Aviva Investors

Adrian Johnson

Managing Director, InvestTech NYC, Startupbootcamp

Jet Lali

Chief Digital Officer, State Street Global Advisors

Jennifer Huang

Sales and Business Development, EMEA, Vidyard

David Wilson

Business Development Director, Objectway

Francois Blanc

Head of Customer and Innovation, Santander UK

REGISTERED COMPANIES FOR THE SUMMIT

>> CONTACT US IF YOU WANT TO GET INVOLVED <<

HIGHLIGHTS FROM OUR PREVIOUS SUMMIT

Testimonials

“Excellent event! Lively sessions with great content and high caliber participants”

Pedro Pinto Coelho, CEO & Chairman Banco BNI Europa

“A great conference and very well done!”

Subas Roy, Chairman International RegTech Association

“You put on a class event! I made a lot of good contacts on the day.”

Chris Adelsbach, Managing Director Techstars

PRODUCT DEMOS

Innovative solution providers can apply to demo their products at the Summit. Delegates will vote on which companies are selected to demo. Make sure you apply before the deadline.

WEALTHTECH100

The process for nomination to the WealthTech100 will be launched at the Summit. The winners will be the most innovative companies in the world that every financial institution and asset manager should know about in 2019.

PARTNER EVENTS

Early registrants will be invited to exclusive Partner events, which will occur on the days before and after the Summit. Places are strictly limited.

INSIGHTS FROM FinTech GLOBAL

Birdylabs scores $3m in its first round of funding

Birdylabs, a platform which helps consumers save money when completing purchases, has scored $3m in its first round of funding. The capital was supplied to the France-based FinTech by Rising Sun Investment, an investor focused on the payments industry. Founded in 2016, the company’s initial product, Birdycent, enables users to...
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Monzo bags £85m, as it prepares for new crowdfunding campaign

UK-based challenger bank Monzo has raised £85m in its newest round of funding, ahead of launching a new crowdfunding campaign. The investment round was led by General Catalyst, with participation also coming from Accel. Existing investors of Monzo also took part in the round. Through the new wave of capital,...
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Media Partners

JOIN US IN LONDON ON November 7, 2018

10% OFF

BEFORE YOU GO...


Register now and get 10% OFF your delegate fee using code GWS10