The must-attend event for leaders and innovators across private banking, wealth, and asset management


2:1 Buyer-Seller
Ratio

300+
WealthTech Buyers

78% Director
or Above

51% Meeting Acceptance Rate


Why Attend?

The Summit will provide the latest insights and innovations from leading financial institutions and best-in-class technology vendors respectively.

Don’t miss the opportunity to:

  • Meet investment leaders and experts who are actively prioritising the development of technology for client retention, hybrid advice, digital assets, ESG and much more!
  • Engage with senior-level leaders working in wealth management, asset management, private banking, financial advisory, retail banking, and many more
  • Connect with the world’s leading WealthTech providers and see real world examples of how innovative solutions can impact your business at our dedicated demo stage
  • Gain insights on which strategies, processes and technologies are most effective in meeting your business objectives
  • Understand the emerging challenges and requirements put forward by the next generation of customer to capitalise on opportunities in the great wealth transfer

Connect with industry leaders from the following institutions

See the full list of companies attending

VIEW PARTICIPANTS

The industry leaders speaking at our events

The leading WealthTech innovators and experts speak at the event.
Jeremy Taylor

Jeremy Taylor

Managing Director and Chief Executive Officer, Lazard Asset Management (UK)
Martha Fee

Martha Fee

VP, Chief Operating Officer for EMEA, Northern Trust Asset Management
Anil Venuturupalli

Anil Venuturupalli

Chief Operating Officer and Head of Digital Transformation, HSBC Global Private Bank and Wealth
Graham Nicoll

Graham Nicoll

Managing Director - Head of Distribution - Wealth & Digital, Barclays Wealth Management

Liz Field

Liz Field

Chief Executive, Personal Investment Management and Financial Advice Association (PIMFA)
Laurence Everitt

Laurence Everitt

Head of Global Fund Services UK, Northern Trust
Joe Parkin

Joe Parkin

Managing Director, Head of Banks and Digital Channels, BlackRock
Nina Jones

Nina Jones

Head of Adviser Experience, Fidelity International

Sune Mortensen

Sune Mortensen

Head of Investment & Wealth Solutions, EMEA - Refinitiv, an LSEG Business
Rachel Przybylski

Rachel Przybylski

Head of Trading Platforms Projects, Man Group
Sohail Raja

Sohail Raja

Head of Execution Platforms & UK Chief Digital Officer, Societe Generale
Ruta Mikiskaite

Ruta Mikiskaite

Head of client solutions UK& Ireland, Swiss Re

Interested in taking the stage at Global WealthTech Summit?

GET IN TOUCH

Key Themes

The most pressing threats and opportunities on the horizon
Get the view from wealth and asset management CEOs on how to navigate these turbulent times.
Customer-centric business models
Learn how firms can keep up with increased customer expectations and how technology can be leveraged to gain competitive advantage.
Evolution of hybrid-advice models
Find out how we can hit the right balance between digital and human approaches.

Democratisation of wealth management
Explore the opportunities of democratisation and understand how data and technology can be leveraged to cater to the expanding demography of asset owners.

Big Data, AI, ML, DL and NLP and how to maximize it
Understand which technologies are the most impactful and how to optimize their use to drive the improvement of portfolio and behavioural analysis.
Current state of play with ESG
Discover how we can get closer to accurately measuring ESG impact and structuring compelling ESG investment strategies.

See full schedule for the day

SEE AGENDA

2022 Sponsors

Interested in Sponsoring Global WealthTech Summit?

BECOME A SPONSOR

Make Meaningful Connections

We have partnered with Brella, the most advanced matchmaking software, to deliver a seamless event experience

  • Connect with delegates according to interests and event goals
  • Dedicated networking area to enable scheduled and serendipitous connections
  • Plan your visit by keeping on top of the event agenda and your meetings in one place
  • Engage with speakers and peers via interactive Q&As, surveys and polls
  • Live broadcast of all sessions, presentations and demos


Grab a half-price earlybird ticket before prices go up!

Register Today

What Our Clients Say

  • The event was outstanding. After a couple of years of no in-person events, taking an exhibition stand and having the opportunity to deliver a pitch has made such an impact on our pipeline.
    Karena Vaughan
    Karena Vaughan
  • We found the event to be really useful. There were some really valuable prospects there which we engaged with. I appreciate the support you gave us on the day
    Adam Sideserf, Head of Marketing at Oxford Risk
    Adam Sideserf, Head of Marketing at Oxford Risk
  • The quality of conversations between Shift data scientists and attendees interested in what Shift is all about was truly top notch.
    Jeff Manricks, UK Sales Director at Shift Technology
    Jeff Manricks, UK Sales Director at Shift Technology
  • It is great to engage in conversation that we otherwise couldn’t have… we come here in one day and we are able to meet 10, 20, 30 different potential clients, leads or partners.
    Nikolai Hack, COO at  Exo Investing
    Nikolai Hack, COO at Exo Investing
  • Events like this are great for start-ups to be with some of the bigger older institutions that may not be as agile… putting the two dynamic and static groups of the industry together and getting them to have an engaged conversation.
    Monica Sasso, Director Head of Prospecting Strategy at Deutsche Bank
    Monica Sasso, Director Head of Prospecting Strategy at Deutsche Bank
  • It’s a great educational piece… I have seen a lot of great companies doing very exciting things
    Lucy Dunnet, Investment Advisor at Berenberg
    Lucy Dunnet, Investment Advisor at Berenberg
  • I thought it was a great event. The best I have been to in 2019. A good balance of presentations and panels
    Richard Day, Underwriting and Pricing Director at Hastings Direct
    Richard Day, Underwriting and Pricing Director at Hastings Direct
  • We were very happy with the event… more than happy to join any future event
    Nicolas Blanchard, Co-Founder at APIAX
    Nicolas Blanchard, Co-Founder at APIAX
  • The tradeshow went really well thanks and the team had a great day there. Very well organised and nothing but praise from our end in terms of feedback
    Rebecca Roles, Business Development Consultant at Introhive
    Rebecca Roles, Business Development Consultant at Introhive
  • Excellent event! Lively sessions with great content and high caliber participants
    Pedro Pinto Coelho, CEO & Chairman at Banco BNI Europa
    Pedro Pinto Coelho, CEO & Chairman at Banco BNI Europa

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