{"id":5619,"date":"2024-10-07T09:31:32","date_gmt":"2024-10-07T09:31:32","guid":{"rendered":"https:\/\/fintech.global\/globalwealthtechsummit\/?page_id=5619"},"modified":"2024-11-04T09:29:38","modified_gmt":"2024-11-04T09:29:38","slug":"the-breakfast-briefing-strategic-partnerships-between-wealth-managers-and-wealthtechs","status":"publish","type":"page","link":"https:\/\/fintech.global\/globalwealthtechsummit\/the-breakfast-briefing-strategic-partnerships-between-wealth-managers-and-wealthtechs\/","title":{"rendered":"THE BREAKFAST BRIEFING: STRATEGIC PARTNERSHIPS BETWEEN WEALTH MANAGERS AND WEALTHTECHS"},"content":{"rendered":"<div  class=\"one\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div class=\"one_half content_middle textright\" style=\"padding:0px;\">\n<div class=\"ppb_header_content\">\n<h3 class=\"p2\"><span style=\"color: #ecc02d;\">Hear best practices for WealthTech collaboration during our breakfast event at Level39, One Canada Square, as part of the Global WealthTech Summit 2024<\/span><\/h3>\n<p>Discover how wealth managers can collaborate with start-ups to drive innovation and improve customer outcomes in the current climate.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>This event provides an unparalleled opportunity to network with wealth managers, WealthTech founders, VCs, and industry innovators in a more relaxed setting. <\/p>\n<\/div>\n<\/div>\n<div class=\"one_half last\"><\/div>\n<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div class=\"one_half content_middle textright\" style=\"padding:0px;\">\n<div class=\"ppb_header_content\">\n<h3><span style=\"color: #ecc02d;\">Agenda<\/span><\/h3>\n<ul>\n<li>9:00 \u2013 9:30 Guests arrival, registration and networking<\/li>\n<li>9:30 \u2013 9:35 Welcome from FinTech Global<\/li>\n<li>9:35 \u2013 9:40 &#8211; Welcome and overview of <a href=\"https:\/\/www.level39.co\/\" target=\"_blank\" rel=\"noopener\">Level39<\/a> &#8211; Amy French, Director at Level39.<\/li>\n<li>9.40 to 10:30 &#8211; Panel discussion: Strategic Partnerships Between Wealth Managers and WealthTechs<br \/>\nModerator:<br \/>\nAmy French, Director, Level39<br \/>\nSpeakers:<br \/>\nSantosh Reyes, Founder and MD at DLT Apps<br \/>\nMartin Taylor, VP, Sales and Distribution at Conquest Planning<br \/>\nNoelle Buckley, Senior Strategy Director, Investec<br \/>\nBen Potter, Investment Manager, Walker Crips Investment Management<\/li>\n<li>10:30 \u2013 11:30 &#8211; Networking<\/li>\n<li>11:40 \u2013 End of the event<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"one_half last\"><\/div>\n<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div class=\"one_half content_middle textright\" style=\"padding:0px;\">\n<h2 class=\"ppb_title\" style=\"\">About Level39<\/h2>\n<div class=\"ppb_header_content\">\n<h4><span style=\"color: #ffffff;\">Level39 is a community of innovators, investors, and industry experts, pioneering change across Fintech, Cyber Security, Data &#038; 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 <a style=\"color: #ffffff;\" href=\"https:\/\/www.level39.co\/\" target=\"_blank\" rel=\"noopener\">Level39.co.<\/a><\/span><\/h4>\n<\/div>\n<\/div>\n<div class=\"one_half last\"><\/div>\n<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one withsmallpadding ppb_header \" style=\"text-align:left;padding:30px 0 30px 0;\" >\n<div class=\"overlay_background\" style=\"background:#000000;background:rgb(0,0,0,1);background:rgba(0,0,0,1);\"><\/div>\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div style=\"width:100%\">\n<h2 class=\"ppb_title\" style=\";text-align:left;\">Apply to Join<\/h2>\n<div class=\"ppb_header_content\">\n<div role=\"form\" class=\"wpcf7\" id=\"wpcf7-f5629-o2\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\">\n<p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\">\n<ul><\/ul>\n<\/div>\n<form action=\"\/globalwealthtechsummit\/wp-admin\/post.php#wpcf7-f5629-o2\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"5629\" \/><br \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.6.1\" \/><br \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><br \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f5629-o2\" \/><br \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><br \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<p><label> First Name*<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"first-name\"><input type=\"text\" name=\"first-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" \/><\/span> <\/label><\/p>\n<p><label> Last Name*<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"last-name\"><input type=\"text\" name=\"last-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" \/><\/span> <\/label><\/p>\n<p><label> Job Title*<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"job-title\"><input type=\"text\" name=\"job-title\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" \/><\/span> <\/label><\/p>\n<p><label> Company Name*<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"company-name\"><input type=\"text\" name=\"company-name\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" \/><\/span> <\/label><\/p>\n<p><label> Your email*<br \/>\n    <span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input type=\"email\" name=\"your-email\" value=\"\" size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-email wpcf7-validates-as-required wpcf7-validates-as-email\" aria-required=\"true\" aria-invalid=\"false\" \/><\/span> <\/label><\/p>\n<p><label> Where did you hear about the event?*<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"Wheredidyouhearabouttheevent\"><select name=\"Wheredidyouhearabouttheevent\" class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\"><option value=\"\">&#8212;<\/option><option value=\"I am attending the Global WealthTech Summit\">I am attending the Global WealthTech Summit<\/option><option value=\"I am part of Level39 network\/community\">I am part of Level39 network\/community<\/option><option value=\"Other\">Other<\/option><\/select><\/span><\/p>\n<p><input type=\"submit\" value=\"Submit\" class=\"wpcf7-form-control has-spinner wpcf7-submit\" \/><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mi_skip_tracking":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.0 - 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