PROVISIONAL AGENDA

Stream 1
Stream 2

PANEL DISCUSSION: THE WEALTH MANAGEMENT CEO PERSPECTIVE

  • What issues are at the top of the agenda for CEOs of successful wealth and asset management firms?
  • How do you build a leading wealth or asset management firm in the digital age?
  • How will the wealth and asset management model need to develop to deal with changing innovation, competition, regulation and demographics?

PANEL DISCUSSION: THE CIO PERSPECTIVE

  • What are the key drivers of superior investment performance in the new digital era?
  • How will technology affect the role of CIOs, investment managers and analysts over the next few years?
  • How can technology be used to create profitable business models for providers of savings, pensions and micro-investing products?

PANEL DISCUSSION: LATEST INNOVATIONS IN ROBO INVESTING AND ADVISORY

  • How far have robo investing and advisory capabilities developed and what is the impact on asset flows for wealth managers that integrate robo solutions?
  • How can new companies build profitable businesses by offering retail savings, pensions and micro-investing products?
  • How are APIs and next-gen white label robo solutions making it easier for wealth managers to upgrade their offerings to clients?

PANEL: OVERCOMING REGULATORY CHALLENGES & IDENTIFYING NEW OPPORTUNITIES

  • To what extent is regulation perceived to hinder firms from expanding their technology capabilities and developing new digital propositions? 
  • How can technology providers help wealth and asset managers meet regulatory obligations, such as MiFID II and PRIIPS, and governance requirements?
  • What more can regulators do support the innovation within the wealth and asset management industry?

PANEL: THE IMPACT OF AI, MACHINE LEARNING, COGNITIVE COMPUTING & DLT

  • Which technologies are delivering on their promises to generate alpha or smart beta, enhance efficiency or reduce costs?
  • What do banks and asset managers need to do to overcome legacy issues and integrate new technologies?
  • How can banks and wealth and asset managers assess the ROI on different technologies in order to determine which to invest in, and which to partner or outsource?

PANEL DISCUSSION: KEEPING AHEAD OF INNOVATION IN PRIVATE BANKING

  • What innovations do HNW and family offices want to see from their private banks?
  • What does the customer journey need to look like and what technology solutions are available to meet customer expectations?
  • To what extent do digital-only banks serve the needs of new customer segments or challenge the customers of traditional private banks?

PANEL DISCUSSION: DIGITISING WEALTH MANAGEMENT MARKETING & DISTRIBUTION

  • What are the most effective content and data strategies for engaging with discretionary, advisory, retail and end investor client segments 
  • How can wealth management firms work with technology or platform providers to build or enhance D2C, intermediated or workplace distribution channels?
  • How can predictive analytical tools be employed to improve target marketing and sales activities?

PANEL DISCUSSION: THE VC INVESTOR PERSPECTIVE

  • Which technologies and subsectors will be the most attractive to VC investors over the next year?
  • What factors matter most to investors as they look to determine potential winners?
  • How should startups and scale-ups choose the right VC backers?

PANEL DISCUSSION: CORPORATE INVESTMENTS & PARTNERSHIPS WITH STARTUPS & SCALE-UPS

  • What have proven to be the most successful models for partnerships between wealth and asset management firms and startups and scale-ups?
  • What are the benefits to financial institutions that actively engage with the startup market and what opportunities are being missed by those waiting on the sidelines?
  • What are the differences in the way financial institutions assess potential investments in WealthTech companies compared to VC investors?

PANEL DISCUSSION: INNOVATION IN INVESTMENT & MANAGEMENT OF ALTERNATIVE ASSETS

  • Which parts of the alternative assets value chain are being impacted most by new technology?
  • What innovative solutions are offered in the marketplace to enhance research, analytics, operations and distribution of alternative investments?
  • How can technology help alternative fund managers acquire new customers and manage assets more efficiently and cost-effectively?

PANEL DISCUSSION: PORTFOLIO MANAGEMENT & RISK MANAGEMENT

  • What are the latest innovations in portfolio and risk management offered by technology solution providers?
  • How can quantitative and rule-based investing and asset allocation improve returns for asset managers?

PRODUCT DEMOS (Part 1)

  • Demos from 20 of the most innovative WealthTech companies (startups, scale-ups and established providers) that every financial institution and asset manager needs to know about, as chosen and voted for by delegates at the Summit.

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