Global WealthTech Summit - Global WealthTech Summit 2026

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SUMMIT 2026

global wealthtech

In-person | 3 November | Cavendish Venues, 1 Basinghall Avenue

The must-attend event for leaders and innovators in wealth and asset management

2:1 Buyer-Seller
Ratio

400
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 the event

The leading WealthTech leaders and innovators speaking at the event. More speakers to be announced soon.

Philip Brass – Citi

Managing Director, Head of Investments for UK and Channel Islands, Citi Private Bank and Global Wealth Management

William Hobbs – Brooks Macdonald

Chief Investment Officer

Din Mustaffa – Evelyn Partners

Deputy CFO

Giuseppe De Filippo – Julius Baer

Managing Director, Head Private Capital Markets

Lydie Percier – Indosuez Wealth Management

Sarah Dow – Coutts

Head of Digital Asset Strategy and Delivery

Liz Field – PIMFA

Chief Executive Officer

Justine Randall – Tatton Investment Management

Managing Director

Interested in taking the stage at Global WealthTech Summit?

GET IN TOUCH

Key Themes

Winning and retaining wealth in a competitive landscape

Hear from senior leaders on how firms are differentiating with personalised services as investment performance alone no longer drives client loyalty.

Trust, data, and the client relationship

Examine how firms are navigating AI transparency, deepfake fraud, and tightening data privacy obligations.

Hyper-personalisation at scale

Explore how firms are moving to dynamic, behavioural client intelligence and what the underlying data and technology infrastructure needs to look like.

Scaling operations without adding complexity

Find out how mid-market firms are redesigning onboarding, middle-office processes, and tech stacks to support growth without eroding control, margin, or client outcomes.

AI-augmented advice and the future of the relationship manager

Discover how firms are deploying AI to extend advisor capacity while keeping recommendations explainable, compliant, and trusted.

Opening up private markets and new asset classes

Explore the operational, compliance, and technology requirements for offering alternatives and tokenised assets at scale, and where platform solutions are still falling short.

See full schedule for the WealthTech Conference

SEE AGENDA

2026 Sponsors

Brands we work with

Interested in Sponsoring The WealthTech Forum?

BECOME A SPONSOR

Make Meaningful Connections

We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.

Connect with delegates according to interests and event goals
Easy meeting booking & locations
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 poll

Register Today

BUY TICKETS NOW

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
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
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
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
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
It’s a great educational piece… I have seen a lot of great companies doing very exciting things
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
We were very happy with the event… more than happy to join any future event
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
Excellent event! Lively sessions with great content and high caliber participants
Pedro Pinto Coelho, CEO & Chairman at Banco BNI Europa