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Hear best practices for WealthTech collaboration during our breakfast event at Level39, One Canada Square, as part of the Global WealthTech Summit 2024
Discover how wealth managers can collaborate with start-ups to drive innovation and improve customer outcomes in the current climate.
Dive into the wealth management landscape and discover the benefits of partnering with WealthTech firms.Learn about effective partnership models, ways to manage cultural differences between traditional finance and agile start-ups, and how to best identify receptive and useful partners.
Attendees will enjoy a networking breakfast followed by an introduction to our co-host, Level39. A panel of industry experts will then discuss the opportunities and challenges of these partnerships.
This event provides an unparalleled opportunity to network with wealth managers, WealthTech founders, VCs, and industry innovators in a more relaxed setting.
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 – Amy French, Director at Level39.
- 9.40 to 10:30 – Panel discussion: Strategic Partnerships Between Wealth Managers and WealthTechs
Moderator:
Amy French, Director, Level39
Speakers:
Santosh Reyes, Founder and MD at DLT Apps
Martin Taylor, VP, Sales and Distribution at Conquest Planning
Noelle Buckley, Senior Strategy Director, Investec
Ben Potter, Investment Manager, Walker Crips Investment Management - 10:30 – 11:30 – Networking
- 11:40 – End of the 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.
