Recent Posts
- How AI can drive further innovation in the wealth management space in 2025
January 9, 2025 - How can technology help wealth management firms improve onboarding?December 20, 2024
- How impactful has open banking been to WealthTech?December 10, 2024
The must-attend event for leaders and innovators across private banking, 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:
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Meet investment leaders and experts who are actively prioritising the development of technology for client retention, hybrid advice, digital assets, ESG and much more!
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Engage with senior-level leaders working in wealth management, asset management, private banking, financial advisory, retail banking, and many more
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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
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Gain insights on which strategies, processes and technologies are most effective in meeting your business objectives
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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
The industry leaders speaking at the event
The leading WealthTech leaders and innovators speaking at the event. More speakers to be announced soon.
Ross Liston – M&G Wealth Advice
CEO
Stuart Gunderson – Seilern Investment Management
Chief Operating Officer, Compliance Officer and MLRO
Esa Kalliopuska – Invesco
Chief Operating Officer - Distribution EMEA
Matthew McLoughlin – Liontrust Asset Management
Chief Commercial Officer and Partner
Iain Cowell – Franklin Templeton
Head of Wealth Technology & Customised Investment Solutions (EMEA, APAC)
Carolina Bouvard – Santander
Global Head of Technology and Operations, Wealth Management and Insurance
Elliott O’Brien – LGT Wealth Management
Partner & Head of Business Transformation
Nigel Guy – SMBC Bank International
Director and Head of Data Migration & Data Transition
Diane O’Connor – St James’ Place
Head of Private Client Area Consultancy
Tom Cunningham – Hargreaves Lansdown
Head of Investment Operations & Change
Corinne Lord – St James’ Place
Senior Investment Specialist
Marie Dzanis – Industry veteran
Former Chief Executive, Asset and Wealth Management
Key Themes
Brands we work with
Make Meaningful Connections
We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.
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Connect with delegates according to interests and event goals
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Easy meeting booking & locations
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Dedicated networking area to enable scheduled and serendipitous connections
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Plan your visit by keeping on top of the event agenda and your meetings in one place
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Engage with speakers and peers via interactive Q&As, surveys and poll
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
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