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Join us for an engaging session where industry leaders explore how agentic AI is transforming the future of wealth management
Agentic AI in Wealth: From Concept to Competitive Edge is a special partner event to the Global WealthTech Summit 2025
This exclusive gathering will bring together senior executives from wealth and asset management, AI pioneers, and WealthTech innovators to examine the real-world potential of agentic AI across the industry.
Attendees will gain first-hand insights into emerging use cases, practical challenges, and strategic approaches to scaling agentic AI responsibly and effectively. The session will also explore how firms are adapting their infrastructure, data strategies and partnerships to stay ahead in a rapidly evolving market. With thought-provoking discussion and valuable networking opportunities, this event offers a relaxed and collaborative setting for decision-makers shaping the next chapter of wealth management.
Agenda
- 9:00 – 9:30 Guests arrival, registration and networking
- 9:30 – 9:35 Welcome from FinTech Global
- 9:35 – 9:40 – Welcome and overview of Level39
- 9.40 to 10:30 – Panel discussion: Agentic AI in Wealth – From Concept to Competitive Edge
Moderator:
L39 Representative
Speakers:
Tamara Kostova, CEO at Velexa
Phil Watson, CEO at Lightbox Wealth
Galina Alova, Deputy Head of the Innovation and Quant Lab at HSBC Asset Management
Peter Jackson, Global Head of Data Office at Schroders - 10:30 – 10:50 – Audience Q&A
- 10:50 – 10:55 – Closing Remarks
- 10:55 – 11:30 – Networking
- 11:30 – End of event
About Level39
Level39 is a community of innovators, investors, and industry experts, pioneering change across Fintech, Cyber Security, Data & AI, GreenTech, Life Sciences and more. Based in Canary Wharf, Level39 offers ambitious tech businesses the tools, workspace and network they need to have a global financial and social impact. Find out more at Level39.co.
