{"id":6239,"date":"2025-08-11T10:57:09","date_gmt":"2025-08-11T10:57:09","guid":{"rendered":"https:\/\/fintech.global\/globalwealthtechsummit\/?page_id=6239"},"modified":"2025-08-12T15:42:17","modified_gmt":"2025-08-12T15:42:17","slug":"agentic-ai-in-wealth-from-concept-to-competitive-edge","status":"publish","type":"page","link":"https:\/\/fintech.global\/globalwealthtechsummit\/agentic-ai-in-wealth-from-concept-to-competitive-edge\/","title":{"rendered":"AGENTIC AI IN WEALTH: FROM CONCEPT TO COMPETITIVE EDGE"},"content":{"rendered":"<div  class=\"one fullwidth \">\n\t\t\t<!-- START AGENTIC AI IN WEALTH L39 REVOLUTION SLIDER 6.5.9 --><\/p>\n<p class=\"rs-p-wp-fix\">\n<p>\t\t\t<rs-module-wrap id=\"rev_slider_22_1_wrapper\" data-alias=\"the-breakfast-briefing-l39-1\" data-source=\"gallery\" style=\"visibility:hidden;background:#000000;padding:0;margin:0px auto;margin-top:0;margin-bottom:0;\"><br \/>\n\t\t\t\t<rs-module id=\"rev_slider_22_1\" style=\"\" data-version=\"6.5.9\"><br \/>\n\t\t\t\t\t<rs-slides><br \/>\n\t\t\t\t\t\t<rs-slide style=\"position: absolute;\" data-key=\"rs-22\" data-title=\"Slide\" data-in=\"o:0;\" data-out=\"a:false;\"><br \/>\n\t\t\t\t\t\t\t<img src=\"\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2023\/09\/pexels-zetong-li-16622396-1.webp\" title=\"pexels-zetong-li-16622396\" width=\"1500\" height=\"905\" class=\"rev-slidebg tp-rs-img\" data-bg=\"p:center top;\" data-no-retina><br \/>\n<!--\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-22-slide-22-layer-2\" \n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-color=\"rgba(255,255,255,1)\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"x:c;xo:0,-1px,1px,-4px;y:m;yo:-55px,-56px,-88px,-86px;\"\n\t\t\t\t\t\t\t\tdata-text=\"w:normal,normal,normal,normal;s:43,40,40,40;l:50;fw:700;a:center;\"\n\t\t\t\t\t\t\t\tdata-dim=\"w:861px,828px,703px,484px;\"\n\t\t\t\t\t\t\t\tdata-frame_0=\"sX:0.8;sY:0.8;\"\n\t\t\t\t\t\t\t\tdata-frame_1=\"x:0,0,0,0px;y:0,0,0,0px;e:power4.out;st:1000;sp:800;sR:1000;\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;sp:500;sR:7200;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:8;font-family:'Poppins';text-transform:uppercase;\"\n\t\t\t\t\t\t\t>Agentic AI in Wealth: From Concept to Competitive Edge<br \/>\n\t\t\t\t\t\t\t<\/rs-layer><!--\n\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-22-slide-22-layer-3\" \n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-color=\"rgba(201,201,201,1)\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"x:c;y:m;yo:144px,144px,144px,131px;\"\n\t\t\t\t\t\t\t\tdata-text=\"w:nowrap,normal,normal,normal;s:28;l:22;a:inherit,center,center,center;\"\n\t\t\t\t\t\t\t\tdata-dim=\"w:auto,824px,569px,569px;\"\n\t\t\t\t\t\t\t\tdata-vbility=\"t,t,t,f\"\n\t\t\t\t\t\t\t\tdata-frame_0=\"sX:0.8;sY:0.8;\"\n\t\t\t\t\t\t\t\tdata-frame_1=\"e:power4.out;st:1000;sp:800;sR:1000;\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;sp:500;sR:7200;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:10;font-family:'Poppins';\"\n\t\t\t\t\t\t\t>Presented by FinTech Global &#038; Level39 | 6th November, 9:00am to 11:30am<br \/>\n\t\t\t\t\t\t\t<\/rs-layer><!--\n\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-22-slide-22-layer-6\" \n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"x:c;y:m;yo:23px,42px,42px,131px;\"\n\t\t\t\t\t\t\t\tdata-text=\"s:28;l:22;a:inherit;\"\n\t\t\t\t\t\t\t\tdata-vbility=\"t,t,t,f\"\n\t\t\t\t\t\t\t\tdata-frame_0=\"sX:0.8;sY:0.8;\"\n\t\t\t\t\t\t\t\tdata-frame_1=\"e:power4.out;st:1000;sp:800;sR:1000;\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;st:w;sp:500;sR:7200;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:9;font-family:'Poppins';\"\n\t\t\t\t\t\t\t><b>Partner Event of Global WealthTech Summit<br \/>\n\t\t\t\t\t\t\t<\/rs-layer><!--\n-->\t\t\t\t\t\t<\/rs-slide><br \/>\n\t\t\t\t\t<\/rs-slides><br \/>\n\t\t\t\t<\/rs-module><br \/>\n\t\t\t\t<script type=\"text\/javascript\">\n\t\t\t\t\tsetREVStartSize({c: 'rev_slider_22_1',rl:[1240,1024,778,480],el:[500,500,960,720],gw:[1240,1024,778,480],gh:[500,500,960,720],type:'standard',justify:'',layout:'fullwidth',mh:\"0\"});if (window.RS_MODULES!==undefined && window.RS_MODULES.modules!==undefined && window.RS_MODULES.modules[\"revslider221\"]!==undefined) {window.RS_MODULES.modules[\"revslider221\"].once = false;window.revapi22 = undefined;if (window.RS_MODULES.checkMinimal!==undefined) window.RS_MODULES.checkMinimal()}\n\t\t\t\t<\/script><br \/>\n\t\t\t<\/rs-module-wrap><br \/>\n\t\t\t<!-- END REVOLUTION SLIDER -->\n<\/div>\n<div  class=\"one withsmallpadding ppb_header \" style=\"text-align:center;padding:15px 0 15px 0;background-color:#ecc02d;color:#ffffff;\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div style=\"margin:auto;width:100%\">\n<div class=\"ppb_header_content\">\n<h3><span style=\"color: #ffffff;\">Join us for an engaging session where industry leaders explore how agentic AI is transforming the future of wealth management<\/span><\/h3>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one\" style=\"margin-top:60px;margin-bottom:60px;color:#ffffff;\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div class=\"one_half\">\n<div class=\"image_classic_frame expand\">\n<div class=\"image_wrapper\"><a href=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2025\/08\/1st-Image-L39-2025-1.webp\" class=\"img_frame\"><img src=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2025\/08\/1st-Image-L39-2025-1.webp\" alt=\"\" class=\"portfolio_img\"\/><\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"one_half last content_middle\" style=\"padding:5px;\">\n<div class=\"ppb_header_content\">\n<h3 class=\"p2\"><span style=\"color: #ecc02d;\">Agentic AI in Wealth: From Concept to Competitive Edge is a special partner event to the Global WealthTech Summit 2025 <\/span><\/h3>\n<p><span style=\"color: #000000;\">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.<\/span><\/p>\n<p><span style=\"color: #000000;\">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.<\/span><\/p>\n<\/div>\n<\/div>\n<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one\" style=\"margin-top:40px;margin-bottom:40px;\" >\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><\/li>\n<li>9.40 to 10:30 &#8211; Panel discussion: Agentic AI in Wealth &#8211; From Concept to Competitive Edge<br \/>\nModerator:<br \/>\nL39 Representative<br \/>\nSpeakers:<br \/>\nTamara Kostova, CEO at Velexa<br \/>\nPhil Watson, CEO at Lightbox Wealth<br \/>\nGalina Alova, Deputy Head of the Innovation and Quant Lab at HSBC Asset Management<br \/>\nPeter Jackson, Global Head of Data Office at Schroders\n<\/li>\n<li>10:30 \u2013 10:50 &#8211; Audience Q&#038;A<\/li>\n<li>10:50 \u2013 10:55 &#8211; Closing Remarks<\/li>\n<li>10:55 \u2013 11:30 &#8211; Networking<\/li>\n<li>11:30 \u2013 End of event<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"one_half last\">\n<div class=\"image_classic_frame expand\">\n<div class=\"image_wrapper\"><a href=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2025\/08\/2nd-Image-L39-2025.webp\" class=\"img_frame\"><img src=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2025\/08\/2nd-Image-L39-2025.webp\" alt=\"\" class=\"portfolio_img\"\/><\/a><\/div>\n<\/div>\n<\/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;\"><\/div>\n<div class=\"one_half last\"><\/div>\n<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one\" style=\"background-color:#ecc02d;\" >\n<div class=\"standard_wrapper\">\n<div class=\"page_content_wrapper\">\n<div class=\"inner\">\n<div class=\"one_half\">\n<div class=\"image_classic_frame expand\">\n<div class=\"image_wrapper\"><a href=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2024\/10\/L39-Logo-White.png\" class=\"img_frame\"><img src=\"https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2024\/10\/L39-Logo-White.png\" alt=\"\" class=\"portfolio_img\"\/><\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"one_half last content_middle\" style=\"padding:25px;\">\n<h2 class=\"ppb_title\" style=\"color:#ffffff;\">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<p><br class=\"clear\"\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div  class=\"one withsmallpadding ppb_header parallax withbg \" style=\"background-image:url(https:\/\/fintech.global\/globalwealthtechsummit\/wp-content\/uploads\/2025\/08\/3rd-Image-L39-2025.webp);background-position: center top;text-align:left;padding:40px 0 40px 0;color:#ffffff;\" >\n<div class=\"overlay_background\" style=\"background:#000000;background:rgb(0,0,0,0.65);background:rgba(0,0,0,0.65);\"><\/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-f6252-o1\" 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-f6252-o1\" method=\"post\" class=\"wpcf7-form init\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"6252\" \/><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-f6252-o1\" \/><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>Agentic AI in Wealth: From Concept to Competitive Edge Presented by FinTech Global &#038; Level39 | 6th November, 9:00am to 11:30am Partner Event of Global WealthTech Summit Join us for an engaging session where industry leaders explore how agentic AI [&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 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>AGENTIC AI IN WEALTH: FROM CONCEPT TO COMPETITIVE EDGE - Global WealthTech Summit 2026<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fintech.global\/globalwealthtechsummit\/agentic-ai-in-wealth-from-concept-to-competitive-edge\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AGENTIC AI IN WEALTH: FROM CONCEPT TO COMPETITIVE EDGE - Global WealthTech Summit 2026\" \/>\n<meta property=\"og:description\" content=\"Agentic AI in Wealth: From Concept to Competitive Edge Presented by FinTech Global &#038; 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