Recent Posts
- What’s next for WealthTech? Key trends and challenges for 2026
January 29, 2026 - Was 2025 a good year for the WealthTech sector?January 20, 2026
- What should the priorities be for wealth management firms in 2026?January 15, 2026
Hear from top industry leaders
The leading WealthTech innovators and experts speak at the event. 2026 roster to be announced soon.
Mouhammed Choukeir – UBP
Chief Executive Officer
Richard Ambrose – Wealthify
Chief Executive Officer
Xian Chan – HSBC
Managing Director, Head of Wealth & Premier Solutions UK
Joy Adams – Deutsche Bank
Chief Operating Officer, Digital Assets
Karen Kerrigan – Moneybox
Chief Operating Officer
Altaf Kassam – State Street Investment Management
EMEA Head of Investment Strategy & Research
Marili Andersen – Rabobank
Managing Director, Head of Compliance UK
Bryan Crawford – Quintet Private Bank
Group Head of Investment & Client Solutions
Pascal Mischler – Pemberton Asset Management
Managing Director, Global Head of Wealth
Florian Foerster – Invesco EMEA
Head of Digital Clients EMEA
Timo Toenges – BlackRock
Head of Digital Wealth Business EMEA
Din Mustaffa – Evelyn Partners
Deputy Group Chief Financial Officer
Fabiana Fedeli – M&G Investments
Chief Investment Officer Equities, Multi Asset and Sustainability
John McCareins – Aberdeen
Chief Client Officer
Liz Field – Personal Investment Management and Financial Advice Association (PIMFA)
Chief Executive Officer
Rob Sanders – St James’ Place
Chief Client Officer
Peter Jackson – Schroders
Global Head of Data Office
James Coveney – Zempler Bank
Head of Data Science
Siobhan Clarke – Royal London Asset Management
Head of Investment Service
Michael Hart – Pictet Wealth Management
Head of FX Strategy
Adrian Clark – RBC BlueBay Asset Management
Head of Business Risk and Governance
Philip Kurtenbach – HSBC
Head of Product Management & Governance
Stuart Gunderson – Seilern Investment Management
Chief Operating Officer
Simone Vroegop – BNY Mellon
EMEA Head of Investment Managers
Steve Williams – Amova Asset Management
Head of EMEA Global FIxed Income
Adrian Hull – Aegon Asset Management
Head of UK Commercial Team
Simon Torrance – AI Risk
Founder and CEO
David Semmens – Cadro
Chief Investment Officer
Stian Kirkeberg – Norges Bank Investment Management
Head of Machine Learning and AI
Justine Randall – Tatton Investment Management
Managing Director
Jo Waldron – M&G Investments
Head of Private Markets Solutions
Alpesh Doshi – Redcliffe Partners
Managing Partner
Dramane Meite – Hashdex
Head of Product, New Markets
Jamie Lewin – UBS
Head of Partnership Solutions Specialists
Luca Zaccagnino – UBS Next Connect
Former Head of UBS Next Connect
Terri Duhon – Rathbones
Non-Executive Director and Risk Chair
Tom C. Schapira – Imagine Capital Group
Chief Executive Officer
Timothee Consigny – H2O Asset Management
Chief Technology Officer
Vikki Allgood – Fidelity International
Strategy Director
Caroline Cantor – Jupiter Asset Management
Investment Director
Tom Whateley – Russell Investments
Associate Director
Anton Padmasiri – WealthOS
Founder and CEO
Tamara Kostova – Velexa
CEO
Lennart Asshoff – Backbase
Managing Director
Derek Grant – Kaltura
VP of Sales, Enterprise and Learning
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
Vipul Kapur – Mashreq Bank
Head of Private Banking
Peter Lane – Jacobi
Co-Founder and Chief Commercial Officer
James Lawson – Tribe Impact Capital
Co-Founder and Managing Partner
Zy Wernham – HSBC Private Banking
Head of Investment Journey
Stela Willemstein – UBS
Director, Group Frameworks Risk Management
Graham Nicoll – Barclays Wealth Management
MANAGING DIRECTOR - HEAD OF DISTRIBUTION - WEALTH & DIGITAL
Luca Zaccagnino – UBS
former Head of UBS Next Connect
Maya Joelson – Savvy Advisors
Founding Principal Wealth Manager and Global Investment Strategist
Nataliya Johnson – Vasant Capital
Founder and Chief Executive Officer
Bimpe Nkontchou – Wealth8
Co-Founder and Chief Executive Officer
Rahul Ahuja – Wealth8
Chief Operating Officer
Gibran Registe-Charles – Urban Edge Capital
Chief Executive Officer
Giovanni Daprà – Moneyfarm
Co-Founder and Chief Executive Officer
Dramane Meite – Hashdex
Head of Product, New Markets
Colla Rensch – Banque Syz
Head of Alternatives, Funds and Quant Research
Alex Noble – The Bank of London
Head of Digital
Greg Davies PhD – Oxford Risk
Head of Behavioural Finance
Chet Velani – EV
Managing Director
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
