9th Annual Digital Integration in Wealth Management 2025

Helping you achieve end-to-end digital transformation to a digitally enabled, hyper-personalised, scalable business model.

19 - 20

March

2025
  • etc. venues, 155 Bishopsgate London, UK
  • Complimentary
  • Why attend?
  • Agenda
  • Speakers
  • Event Gallery
  • Sponsors
  • Media Partners
  • Resources
  • Partner with us
  • Contact Us

Featured Speakers

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Andrew Bizzell​

COO, Apollo Wealth - St James’s Place

Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

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Rennie Hoare​

Partner and Head of Philanthropy, C. Hoare & Co.

Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

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Stela Willemstein​

Director of Group Frameworks Risk Management, UBS

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    Sponsors Include

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    Company Information

    EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 20 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions.

    We have a history of developing engaging tools that help financial advisers and their clients navigate the complexities of financial markets, ultimately delivering simplified financial planning and enabling clarity over investment options, cash flow forecasting and aligned client risk profiles.

    Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.

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    Company Information

    interop.io was formed in June 2023 through the merger of Finsemble and Glue42 to create the global powerhouse driving application interoperability in capital markets and beyond. Leveraging FDC3 and workflow automation, interop.io allows clients to create Straight-Through Workflow and benefit from unparalleled levels of business agility, a more productive workforce and better operational control. The firm holds global presence in New York, Charlottesville, London and Sofia.

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    Company Information

    InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

    For more information, visit InvestCloud.com.

    Company Website

    To learn more, please visit our website - www.investcloud.com

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    Company Information

    M-Files is an innovative metadata-driven document management platform that gives wealth management firms a leading edge by enforcing compliance while improving the efficiency and scalability of high-trust client relationships.

    Company Website

    To learn more, please visit our website - http://www.m-files.com/en

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    Company Information

    Making going digital easy for wealth managers. We deliver you a client portal and apps for Apple and Android that beautifully reflects your brand and meets your high net-worth client expectations.

    We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Hawksmoor, Kingswood, RC Brown, and Verso IM.

    moneyinfo seamlessly integrates with your portfolio management and CRM systems, so we can automate report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process. Game-changing digital engagement with biometric security, WhatsApp style secure communications, and access for your introducers will help you meet your Consumer Duty, MIFID and GDPR responsibilities. Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information clients expect whilst custom content delivery including video can reassure and inform your clients.

    A new digital service channel to transform your client engagement, improve your profitability, and deliver complete compliance confidence, complementing your existing investment in technology.

    Company Website

    To learn more, please visit our website - http://www.moneyinfo.com/

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    Company Information

    Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

    Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

    Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

    Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

    Company Website

    To learn more, please visit our website - https://www.moxo.com/

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    Company Information

    As a digital engineering company, Nagarro helps its clients embrace technology to enable a superior customer experience and service,.

    Working across multiple industries, we leverage our experience to accelerate our client’s journey in Private Wealth Management. We believe that the right technological innovation can inspire change and unlock countless opportunities for growth.

    Company Website

    To learn more, please visit our website - https://www.nagarro.com/en/industries/banking-and-financial-services-consulting

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    Company Information

    Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.

    Company Website

    To learn more, please visit our website - https://www.objectway.com/

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    Company Information

    Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has over 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.

    Company Website

    To learn more, please visit our website - http://www.ortecfinance.com/en/solutions/goal-based-planning

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    Company Information

    Founded in 2002 by leading behavioural scientists from Oxford University, Oxford Risk uses behavioural finance, data science, and qualitative finance to build digital and hybrid advice technology for advisers, wealth managers, banks, pension providers, and financial institutions. This enables them to gain the deepest possible insights of their clients, investors, and members in order to support the best possible financial decisions throughout their lives.

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    Company Information

    Smart Communications provides the platform that leading organizations trust to deliver personalized, consistent and compliant conversations across all touchpoints and channels. The Conversation Cloud™ helps over 650 enterprise organizations across the globe simplify and automate complex processes and deliver highly secure, frictionless experiences across the customer lifecycle.

    Company Website

    To learn more, please visit our website - www.smartcommunications.com

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    Company Information

    Unipro have 25 years’ experience in Digital Transformation. Accelerating software development, optimising processes and integrating systems within highly regulated industries for some of the world’s leading companies.
    Our team design and implement solutions that solve complex business problems across Digital Transformation programmes.
    As the technology landscape continues to change at pace, Unipro’s experience, expertise, and flexibility ensures that our clients receive the optimal solution to accelerate their business success.

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    Company Information

    VASS is a global digital transformation company that puts organisations at the forefront of innovation, by bringing together talent, knowledge and technology. VASS has been operating in the UK for over 10 years supporting clients, partners and key industry players across Financial Services to deliver best-in-class digital innovation; making the complex simple.

    Company Website

    To learn more, please visit our website - https://vasscompany.com/

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    Company Information

    Waracle designs and engineers intelligent digital experiences for ambitious financial organisations. We thrive in regulated industries, with over fifteen years experience in both Retail & Commercial Banking, Wealth, Investments, Pensions and Later Life Planning.

    As a strategic partner, through the delivery of highly scalable, secure, inclusive digital and mobile products, services and experiences, we enable our clients to gain competitive advantage, mitigate risk and innovate, within the constraints of regulation.

    With +150 specialist Designers, UX researchers, Consultants and Software Engineers across offices in London, Edinburgh, Glasgow & Dundee, we’ve expert communities of practice in Mobile Apps & Sensor Technology, GenAI & Machine Learning, Accessibility, Product Management, Agile, UX & Human Centred Design, Software Engineering, Cloud & DevOps.

    Waracle is ISO27001 certified for Data & Information Security, with dedicated SecOps and Compliance teams. We’re highly experienced in OpenBanking, PSD2, MIFID II, PCI DSS, GDPR and Consumer Duty.

    Come and talk to us about transforming your business through digital, and empower your customers to take control of their finances and wealth.

    Company Website

    To learn more, please visit our website - https://www.waracle.com

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    Company Information

    Wealth Dynamix provides end-to-end digital Client Lifecycle Management (CLM) solutions for Wealth Managers and Private Banks. Our flexible, modular solutions enhance scalability, compliance, and personalised client experiences, supporting digital transformation across the client journey, from onboarding to wealth transition, for firms of all sizes, deployed on-premise or in the cloud.

    Company Website

    To learn more, please visit our website - http://www.wealth-dynamix.com/

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    Company Information

    WealthOS is a cloud-native operating system that offers future-proof, frictionless technology infrastructure to build and run the next generation of savings, investment and retirement products 3x faster and 40% cheaper.

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    Company Information

    At Xpedition, we partner with financial services firms to supercharge their business transformation and unlock the true potential of innovation. By leveraging the cutting-edge capabilities of Microsoft Copilot AI and Agents, along with Microsoft Dynamics 365, Microsoft Azure, and advanced analytics, we enhance operational resilience, boost agility, and transform data into actionable insights. Our collaborative partnership process empowers firms to not only meet but surpass client expectations, ensuring seamless business continuity in challenging environments.

    As a proud Microsoft Inner Circle Partner, our expertise in Microsoft business applications and AI drives exceptional client experiences and revenue growth. With numerous Microsoft accreditations under our belt, we are committed to delivering excellence and innovation at every stage of your journey. Speak to one our experts to discover how our wealth management expertise, innovative solutions, and collaborative approach to business transformation help organisations drive sustained competitive advantage in an increasingly unpredictable and ever-changing industry.

    Company Website

    To learn more, please visit our website - www.xpedition.co.uk

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      Why attend?

      • Our agenda is peer-researched with the industry and Private Banker International to ensure we cover the topics that matter to you.
      • Hear the latest trends, case studies and strategies on consumer duty, transforming technologies, data and customer experience and more.
      • Listen to the top industry players as they deliver their vision for 2025 and beyond.
      • Discover potential partnerships with relevant solution providers to successfully transform your business.
      • Connect and grow your network with senior level experts from across the wealth management industry and discover potential future partnerships.

       

      Who attends? 

      We are known for bringing all senior digital wealth managers of today to the heart of London.

      Be in the same room as leading

      • Heads of Strategy
      • Chief Operational Officers
      • Presidents of Digital Assets
      • Heads of Technology’s
      • Senior Vice Presidents of Private Clients

       

      From the UK’s top Private Banks and Wealth firms. Our unique event provides exclusive opportunity for rich, personal, and in-depth conversations and tactics to transform your business.

      The meeting place for innovation 

      Take away exclusive, first-hand insight from some of the leading minds and many solution providers within wealth management who will be showcasing their digital platforms, software and solutions which are tailored to help your business succeed.

      Find out what you could be a part of:

       

      WHAT TO EXPECT FOR 2025?

      250+

      Attendees

      		25+

      Exhibitors to meet

      		25+

      Talks from high-level speakers

      		90%

      Attendees at Director+ level
      250+

      Attendees

      		25+

      Exhibitors to meet
      25+

      Talks from high-level speakers

      		90%

      Attendees at Director+ level

      Testimonials

      Agenda

      • 19 Mar 2025
      • 20 Mar 2025
      Expand All

      Streams

      Stream one

      Stream A - Protecting Against Industry Disruptions In A Digital Age

      Stream two

      Stream B - Wealth Horizons: Enhancing Client Experiences

      Stream three

      Stream C - Generating Social Impact for the Next Generation and Improved Financial Wellbeing

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      De-tangling The Web of Complex Financial Planning

      • How do you incorporate holistic planning into your practice?
      • What strategies are we implementing to navigate a changing and complex UK tax system?
      • How do you build a scalable financial planning proposition that can help more individuals?

      Speakers

      William Stevens
      Partner & Head of Financial Planning, Killik & Co
      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      11:50 AM

      Don’t Retire From Tech, Retire With It: The Future of Sipps Is Here

      • Visualising the ideal digital retirement experience for your customer
      • Exploring how experience-led infrastructure can help you capture more assets in the retirement market
      • Breaking down market trends: drawdown, pension freedoms, mass market

      Senior representative, WealthOS

      Speakers

      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      12:20 PM

      Navigating The Ever-Changing Terrain of Wealth Compliance and Regulations

      • Prioritising proactivity and adaptability in all areas in order to become up to date
      • How can we stay agile to maintain strong compliance culture?
      • Investing in compliance technology and promoting clear data management practices to avoid discrepancy

      Reserved for speaker

      Speakers

      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      1:10 PM

      Lunch break and networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      • How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
      • How does this apply to the UK and Consumer Duty?
      • What is the impact of regulatory change on digital integration in wealth management?
      • What are use cases of successful digital customer engagement?
      • What are barriers that slow down change and adaptivity?

      Speakers

      Jurgen Vandenbroucke
      Expert General Manager at KBC Group, and managing director at everyoneINVESTED
      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      2:30 PM

      Client-Centric, Holistic Advice In The Consumer Duty Era

      • Why use a goals-based approach to determine the course?
      • How can you align risk profiling and financial planning in line with Consumer Duty and give a consistent and suitable advice?
      • How can technology in general and AI in specific be leveraged to provide more personalized advice?
      • How to increase efficiency in your advisory process?

      Senior representative, Ortec Finance

      2:50 PM

      Let’s Roll Out The Green Carpet For Sustainable Wealth Investments

      • Implementing consistent frameworks to migate against greensplaining
      • How do we empower customers with knowledge, investment goals and values?
      • Changing mindsets - leaving an impactful legacy for the next generation
      • Innovating dynamic investment strategies to appeal investors looking for impactful opportunities

      TS Lombard

      3:50 PM

      Afternoon Refreshments and Networking

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      Supporting the Bank Through Enterprise- Wide Business Transformation

      • Overview of the transformation goals and key initiatives
      • Importance of wealth managers in driving change and client satisfaction
      • Exploring the features and benefits of integration of a new CRM systems
      • Best practices for utilizing technology to foster stronger client connections
      • Key functionalities of the new digital banking app tailored for wealth

      Speaker, Hampden & Co.

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      11:50 AM

      Case Study: Automation In Improving Document Management For A High-Net- Worth Family Office

      • Streamlining investment documents to save time and cost
      • Improved cashflow approvals
      • Process with workflows
      • Connecting systems together for enhanced work efficiency

      Senior representative, M-Files

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      12:20 PM

      Fireside chat: Harnessing The Digital Onboarding Journey

      • Strengthening approaches to Millenials and Gen Z demographic
      • Upscaling your UI to create smoother registration
      • How successful have banks been in curating bespoke onboarding language?

      Speakers

      Prabhakar Kaza
      CEO, Hamilton Reserve Bank
      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      1:10 PM

      Lunch break and networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      Fireside chat: Creating Connectivity and Trusting Relationships With UHNWI Clients

      • Building real connectedness through communication with your clients
      • How are you messaging to match client behaviour and communication in a new digital era?
      • How are we minizimg the advice gap?
      • Social media analytics: an insight to the trends of consumer behaviour with next gen?

      Speaker, Citi

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      2:30 PM

      Unlocking Organic Growth Through Personalisation and Behavioural Finance

      • Helping investors make better financial decisions
      • Unlock a greater share of wallet and retention of assets under management through personalisation
      • Meeting compliance and regulatory requirements

       

      Senior representative, Oxford Risk

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      2:50 PM

      Fireside chat: When Does Hyper- Personalisation Become Too Creepy?

      • Understanding the limitations of hyper-personalisation?
      • Being clear about your data collection practices
      • Detecting the right client patterns to action and gain a competitive edge Reducing churn rates and improving retention
      • Measuring the ROI on hyper- personalisation

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      3:20 PM

      Panel Discussion: Are Private Markets Taking The Industry By Storm?

      • With a growing interest in alternative assets, how have investment trends and market dynamics helped to diversify portfolios and opportunities?
      • How have family offices been able to offer alternative opportunities and have they been popular?
      • What challenges are we expected to face?
      • How regulated are private markets, and can wealth management be viable in this area?

      Speakers

      Antonio Curia
      Founder and Managing Director, Mieli Private Office

      3:50 PM

      Afternoon Refreshments and Networking

      8 AM

      Registration

      STEP 1: Mapping Out Your Wealth – Navigating The Current Landscape?

      9 AM

      Chairman’s Opening Remarks

      9:10 AM

      Lead Partner Keynote Address: Setting The Scene With Communications

       

      Smart Communications

      9:20 AM

      Industry Keynote Address: Reflecting Back To Move Forward: Race To Thematic Investing and Returns

      • Delivering on your core strategies - understanding the next step in the evolution of thematic s
      • Enabling macro-level sustainability transformation
      • Impactful investing for clients - delivering a positive returns for your client and society
      • Is the transition to Net Zero 2030 realistic?

      Speakers

      Freya Beamish
      Chief Economist, TS Lombard

      9:40 AM

      Keynote: The Global Economy and What To Expect In 2025

      10 AM

      Keynote Panel discussion: Industry Predictions For 2025

      • Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
      • What resources do we need to grow ESG investments?
      • Diversifying client needs and demands - is hyper- personalisation the answer?
      • How are banks operating amongst tax and compliance implications?
      • Why are we seeing an increase in alternative investment services?

      Speaker, Barclays

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      10:30 AM

      Smarter Digital Conversations With The ‘Conversation Cloud’

      • Building trust and loyalty without the usual sales pitch
      • Dealing with more demanding customer choices
      • Scaling the conversations

       

      Senior representative, Smart Communications

      11 AM

      Morning refreshments

      STEP 2: Re-Imagining The Wealth Experience

      11:30 AM

      Building A Business Operating System To Enhance Quality and Productivity

      • Organisational design in wealth management
      • Vision-to-Action Framework Strategic Planning, recognition and rewards
      • Scientific aligning of Business Process to KPIs and Targets
      • Performance Scorecards and bonuses
      • Policy Management for certainty
      • Meeting management – the key to production

      Speakers

      Andrew Bizzell
      COO, Apollo Wealth - St James’s Place
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      11:50 AM

      Why Are Firms Changing Their Digital Systems?

      • What are the main drivers and challenges faced by WM firms?
      • What do end clients want?
      • Case study to show what is possible through system change - What does good look like?

      Senior representative, Objectway

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      12:20 PM

      Panel Discussion: Transparency, Ensuring The Credibility and Reliability Of Your Data

      • To what degree can you use client data for products and services?
      • What’s too much?
      • Building fruitful relationships with clients to strengthen trust
      • Critical data purity to allow clear communication and engagement
      • The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
      • Using customer data in training and testing models vs synthetic data

      Reserved for speaker, Westminster Wealth Management

      Senior representative, Interop.IO

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      12:45 PM

      Panel Discussion: Have Relationships Between Wealth/Investment Managers Become Isolated By Digitalisation?

      • How has the role of technology threatened wealth and investment managers?
      • Balancing tension between client- relation management and the rise of digital solutions
      • How has the industry been able to implement hybrid approaches? Have they been successful?

      Senior representative, EV

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      1:10 PM

      Lunch and Networking

      STEP 3: The Value Is In The Implementation – Action Generating Results!

      2:10 PM

      ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      • Creating quality data and outputs that assist decision making and investment production
      • How is wealth identifying what’s credible and reliable information from data collections?
      • How has Consumer Duty pushed the agenda for quality and cleaner data?

      Speaker, J.P Morgan Private Bank

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      2:30 PM

      Getting an ROI On Automating Your Client Business Processes

      • Tracking and analysing key metrics to boost profits and revenues
      • Building workflow softwares to power a great client service platform
      • Leveraging interaction to streamline client onboarding, and account management.
      • Coordinating with your stakeholders to achieve joint deliverables, approvals, and etc.

      Senior representative, Moxo

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      2:50 PM

      Fireside Chat: Are We Actually Utilizing AI, or Simply Employing Machine Learning?

      • To what extent has the industry implemented AI into their core strategies, systems and services?
      • How can new product development benefit from AI enhancements?
      • Changing how wealth managers create detailed customer profile from LLMs
      • How is ML reshaping the way investments are managed?

      Speakers

      Warwick Bloore
      Senior Investment Specialist, Vanguard
      Sabah Carter
      Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      3:20 PM

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      • Using generative AI as a co-pilot to free up time and resources for higher-value activities
      • How can AI support revenue generating activities?
      • Empowering portfolio managers in investment research and risk analysis
      • Driving efficiency gains VS driving Alpha
      • How far have we supported the wealth transfer with digitalisation?

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      3:50 PM

      Afternoon Refreshments and Networking

      STEP 4: Taking The Risk

      4:10 PM

      The Path To Resilience In A Challenging Macro-Financial Landscape

      • How do you manage the advice guidance boundary in your business?
      • Navigating policies to better forecast admist political risks and inflection points
      • Mapping macroprudential measures to protect and become resilient

       

      TS Lombard

      4:30 PM

      TIARA – Digitising The Complexities of The Investment Tax Function

      With the scheduled reduction of the Capital Gains Tax (CGT) Annual Exemption allowance over the next two tax years looking to bring greater numbers of investors within the scope of CGT reporting, we look at an overview of challenges faced by firms around data management in an area where pertinent transactional data may span decades to arrive at the correct outcomes.

      Focusing on the platform space for our case study, we look at what additional GAPs there may be to overcome to ensure confidence in the tax data for client reporting/tax planning, and how TIARA is helping our client de-risk the function.

      Senior representative, KA Watson Consultancy Ltd

      4:50 PM

      Closing Fireside Chat: Preparing Today’s Wealth Managers For Tomorrow

      • In what way can the millennial influence inspire wealth managers to alter their communication strategies and risk management?
      •  Will hiring younger wealth managers aid in bridging the advice gap and simplifying communication with junior clients?
      •  Leveraging youthful talent and expertise to lead the path in the digital transformation and development

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      5:10 PM

      Chairman’s End of Day One Remarks

      End Of Day One

      Drinks reception

      Streams

      Stream one

      Stream A - Protecting Against Industry Disruptions In A Digital Age

      Stream two

      Stream B - Wealth Horizons: Enhancing Client Experiences

      Stream three

      Stream C - Generating Social Impact for the Next Generation and Improved Financial Wellbeing

      ACTION 2: Turning A New Page

      11:15 AM

      The Great Wealth Transfer: A Threat or Opportunity for Advisers?

      • Understanding the demographics of wealth transfer we expect to see in the UK
      • Digging into the challenges advisers face around intergenerational wealth
      • Discuss how wealth management firms can begin to prepare for the future

      Speakers

      Warwick Bloore
      Senior Investment Specialist, Vanguard

      11:35 AM

      Guiding Clients Strategically For Succession

      • Managing succession plans for your clients
      • Mapping out visibility and performance of assets for future succession development
      • Identifying critical positions to reduce staff turnover

      11:55 AM

      Getting Communication Right! The Future For Client Engagement

      • Knowing who you are targeting
      • Adapting your messaging to match client behaviour and communication/marketing styles
      • Successful cases of how new styles have helped campaigns and projects
      • Social media and marketing analytics: an insight to the trends of consumer behaviour?

      Speakers

      Tatsiana Herasimovich
      Vice President of Client Advisor Private Banking International, VP Bank AG

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      TEDx Speaker and Educator

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      Panel Discussion: The Art Of Sustainable Wealth Management

      • Educating clients and helping to drive ESG and provide customer understanding
      • How has SFDR and SDR directed sustainability experts in advising wealth products and services?
      • How do we label green assets and how can we decipher what investment is sustainable?
      • Expanding the future of wealth with cleaner strategies and plans

      Speakers

      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance
      Tatsiana Herasimovich
      Vice President of Client Advisor Private Banking International, VP Bank AG

      2:35 PM

      Panel Discussion: Giving Back To Our Community

      • Should younger clients look at philanthorpy as a way to become sustainable?
      • How should banks be personalising and marketing sustainable offerings for the younger clients?
      • Empowering and growing a green mindset to create a better societal impact

      Speakers

      Rennie Hoare
      Partner and Head of Philanthropy, C. Hoare & Co.
      James Broderick
      CSP Fellow, Center for Sustainable Finance and Private Wealth
      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      2:40 PM

      Optimising Sustainable Investement Strategies For Your Business

      • Leading sustainabe investment strategies to ensure navigation for tomorrow
      • Delivering research, advice and tools to help you manage risk profiles
      • Ensuring DEI is a priority for manages and interegrated in strategies

      ACTION 2: Turning A New Page

      11:15 AM

      Making Wealth Planning Sexy

      • Transforming how wealth businesses are marketing themselves and their products to clients
      • Campaigns to reach the next- generation of wealth
      • Identifying trends and behaviours to adapt communication styles
      • Defining your USP

      Speakers

      Amal Cowan
      Partner, Aurelia Private Wealth - St. James’s Place

      11:35 AM

      Maximising financial connectivity for your business

      • Unlocking strategic financial insights
      • Confidently accessing the right data and metrics to support your decision making
      • Agile planning to enhance your business strategies to connect portfolios, products and teams

      11:55 AM

      Fireside chat: Diversifying Portfolios and Products to Appeal to Customers

      • Mixing traditional and alternative investment products to cater to various risk appetites
      • Incorporating ESG criteria in order to attract investors and clients in responsible investing
      • Have alternative investments leveraged the diversification of products?
      • Tackling barriers for change

      Reserved for speaker

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      TEDx Speaker and Educator

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      How Can We Adapt To Changing Client Behavior While Establishing Trust And Adjusting To Shifting Interests?

      • Personlising product delivery and communication styles to match client interests
      • Accommodating mass affluent and UHNW clients behaviour to strategize customer engagement
      • What more can the wealth industry do to improve trust of clients and retention?

      Speakers

      Maryann Umoren Selfe
      Managing Director, Head of Investment Solutions, BIL Suisse

      2:20 PM

      Streamlining Your Operations With One Tool

      • Managing your cycle, tack and communication with clients easier
      • Connecting projects and marketing activities with CRM systems
      • Growing your financial analysis

      2:35 PM

      Panel Discussion: Leading The Way For Wealth Education

      • What common behaviours, biases and mistakes are we trying to educate our clients about?
      • How can wealth managers play a vital role in client engagement and investment strategies for UHNW/HNW/Mass Affluent
      • Creating a comprehensive financial guidance to meet the demand surge

      Speakers

      Maximillian Rothery
      Vice President of Community and Marketing, Finimize, Abrdn
      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      8 AM

      Registration

      Breakfast Briefing

      ACTION 1: Enabling Profitable Growth In Wealth Management

      9 AM

      Chairman’s Opening Remarks

      9:05 AM

      Gold Partner Keynote Address

      9:25 AM

      Industry Keynote Address: Powering Your Growth – Forward reflection on Wealth Management

      TS Lombard

      9:45 AM

      Keynote: Digital Wealth Horizons: Harnessing Frontier Technologies for Next-Gen Financial Growth

      • Showcase the expanding wealth landscape, from traditional assets to frontier opportunities in tech and beyond
      • Highlight the space economy as a new frontier, creating unique investment pathways and growth potential for forward-thinking portfolios
      • Explore how AI and blockchain continue to reshape investment options, driving growth and resilience in wealth management

      Speakers

      Rajeeshwaran Moorthy
      TEDx Speaker and Educator

      10:05 AM

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      • Addressing the unique challenges of this influential group
      • Breaking down the barriers and building women’s financial security
      • Calling all investors - fixing the gap in investor confidence in women
      • Emphasising the impact of the gender pay gap on translating wealth into retirement savings
      • Educating women in transferring wealth to the next generations

      Speakers

      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS
      Maryann Umoren Selfe
      Managing Director, Head of Investment Solutions, BIL Suisse
      Nataliya Johnson
      CEO & Founder, Vasant Capital
      Amal Cowan
      Partner, Aurelia Private Wealth - St. James’s Place
      Janina Vinklere
      Head of Marketing, FiCAS
      Tatsiana Herasimovich
      Vice President of Client Advisor Private Banking International, VP Bank AG

      ACTION 2: Turning A New Page

      11:15 AM

      Winning The Battle – Traditional Wealth Vs FinTechs

      • How quick are banks adopting digitalisation compared to FinTechs - who’s doing it better?
      • Provide clients with unparalleled services to traditional wealth management
      • Maximising ways to optimise the robo-advisory sound to clients
      • How are banks serving segmented propositions to conscious communities?

      Speakers

      Maximillian Rothery
      Vice President of Community and Marketing, Finimize, Abrdn

      11:35 AM

      Digital Capability Development

      • Strategies to measure and build a high-performing digital capability
      • How will digital capability support long-term business goals
      • Ensuring you are not competing or cannibalizing current capabilities
      • Do you have the right resources to sustain it?

      Senior representative, Waracle

      11:55 AM

      Fireside chat: Reshaping Crypto Citizenship in Wealth

      • Identifying trends, market conditions and investment optimisation with ML algorithms
      • How far behind are we in enhancing scability of crypto power?
      • How successful has the Middle East adopted crypto investing and how can the UK learn from this?
      • What are the challenges?

      Speaker, Emirates NBD

      Speakers

      Janina Vinklere
      Head of Marketing, FiCAS
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      12:15 PM

      Roundtables: Confronting The Painpoints in Wealth Management

      Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

      Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It's a great opportunity to network and stay informed about the industry's evolving landscape.

      Challenge 1: Enhancing client reporting and communications

      Challenge 2: How do traditional advice companies deal with cannibalization?

      Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

      Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

      Laptop and projector (if available) to display digital content or resources as needed

      Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

      Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

      Speakers

      Rajeeshwaran Moorthy
      TEDx Speaker and Educator

      1 PM

      Lunch and Networking

      ACTION 3: Embracing Agility In A Growing Environment

      2 PM

      Securing Wealth Management

      • Exploring what measures have been places to protect customers and wealth managers from fraud?
      • Safeguarding sensitive financial data from nasty attacks
      • Resilience and staff training to protect your business

      Speakers

      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society

      2:30 PM

      Improving Security Resilience In Wealth Management

      • Who holds the key to distinguishing between genuine and fraudulent transactions?
      • Reviewing security and compliance frameworks to reduce the risk of cyber threats
      • Can biometric authentication restore customer trust and address fraud challenges effectively?

      2:50 PM

      Augmenting Wealth Decision-Making Capabilities And Machine Learning In A Fast-Paced Environment

      • Focusing on augmenting strategies and performance results
      • Exploring techniques to modify decisions and capabilities made from GenAI and machine learning to enhance task efficiency and performance
      • Current challenges and trends in using machine learning in wealth management

      Speakers

      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place

      3:15 PM

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      • Investigating how automation and GenAI can help to transform legacy into efficient systems
      • To what extent has Cloud become efficient for data management for banks?
      •  Has the Cloud and AI enabled business strategies and decision-making as the industry anticipated from 2024?
      •  Has Blockchain allowed the wealth industry to record payments and systems as it was anticipated?

      Speakers

      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society
      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      3:45 PM

      Afternoon Refreshments and Networking

      ACTION 4: Knights In Shining AI Armour

      4:15 PM

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      • Discussing the perfect balance between human advisory and chatbots
      • How human do we really want our chatbots to sound?
      •  Should we put a face to our AI?
      •  Can you teach your chatbot empathy?
      •  Chatbots and human agents - the perfect team!

      Speakers

      David George
      Director of Services, Thematic Research - GlobalData
      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      4:30 PM

      Build, Access And Deliver Private Market Investments

      • Understanding ideas and ways to assist investment innovation/diversification
      •  Accessing global opportunities within private equity, private debt, real estate and infrastructure
      •  Optimising your time and expertise to find high-quality private market investments for your clients

      4:45 PM

      Closing Keynote Panel Discussion: The Future Of Wealth Management: Trends And Strategies For Success In The UK

      • How are we supporting emerging trends and have we been able to use them to the best of our ability?
      • Preparing for the start of the wealth transfer for the next generations
      •  With the rise of impactful investing, how can regulations guide wealth managers to make the best decision for clients?
      •  Evolving needs and preferences into success and retention

      Speakers

      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      5:15 PM

      Close of Conference

      5:15 PM

      Chair’s Final Remarks

      Speakers

      Select a speaker to learn more

      Back
      Andrew Bizzell
      COO, Apollo Wealth - St James’s Place

      Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

      He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

      Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

      Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

      Session Details:

      Building A Business Operating System To Enhance Quality and Productivity

      2025-03-19, 11:30 AM

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      Rennie Hoare
      Partner and Head of Philanthropy, C. Hoare & Co.

      Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

      Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:35 PM

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      Stela Willemstein
      Director of Group Frameworks Risk Management, UBS

      Session Details:

      Panel Discussion: Leading The Way For Wealth Education

      2025-03-20, 2:35 PM

      Session Details:

      Supporting the Bank Through Enterprise- Wide Business Transformation

      2025-03-19, 11:30 AM

      Session Details:

      Case Study: Automation In Improving Document Management For A High-Net- Worth Family Office

      2025-03-19, 11:50 AM

      Session Details:

      Fireside chat: Harnessing The Digital Onboarding Journey

      2025-03-19, 12:20 PM

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      Session Details:

      Fireside chat: Creating Connectivity and Trusting Relationships With UHNWI Clients

      2025-03-19, 2:10 PM

      Session Details:

      Unlocking Organic Growth Through Personalisation and Behavioural Finance

      2025-03-19, 2:30 PM

      Session Details:

      Fireside chat: When Does Hyper- Personalisation Become Too Creepy?

      2025-03-19, 2:50 PM

      View In Agenda
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      Prabhakar Kaza
      CEO, Hamilton Reserve Bank

      Session Details:

      Fireside chat: Harnessing The Digital Onboarding Journey

      2025-03-19, 12:20 PM

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      Freya Beamish
      Chief Economist, TS Lombard

      Session Details:

      Industry Keynote Address: Reflecting Back To Move Forward: Race To Thematic Investing and Returns

      2025-03-19, 9:20 AM

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      Antonio Curia
      Founder and Managing Director, Mieli Private Office

      Senior investment banking professional, coming from legal, amassing over 18 years’ experience with extensive cross border investment activities between UK, Europe, Latin America, Asia and Africa.

      From 2017 at Wimmer Family Office & Wimmer Financial LLP in London UK, in charge of Private Capital Advisory and Global Macro Economic Research where he found “WRU Wimmer Research Unit”, he is also founder from 2020 of “MPO” professional education and global macro research firm with specific focus in offering professional services to Family Offices, prior he was a senior investment team member of a Private Equity Fund (Fir Capital Partners SA) and an IB boutique firms (Sao Paulo Investments SA/G5 Evercore Partners) based in Brazil for 9 years and he began his career as business lawyer in M&A department in Italy at an International Law Firm. Antonio has extensive “hands on” experience in Private Markets (Renewables/Infrastructure, AgriCommodities, Real Estate and Consumer Goods) across UK, Europe, LatAm.

      Antonio from 2019, is a Non-Executive Director at The Academy Ambassador the School’ Network by Department of UK Education in London, Senior Advisor in several Firms in Financial Industry and he is frequently contributor of several financial and economic conferences and magazines and he speaks fluently English, Portuguese and Italian.

      Session Details:

      Panel Discussion: Are Private Markets Taking The Industry By Storm?

      2025-03-19, 3:20 PM

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      Jurgen Vandenbroucke
      Expert General Manager at KBC Group, and managing director at everyoneINVESTED

      Session Details:

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      2025-03-19, 2:10 PM

      View In Agenda
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      Maria Costa Palazuelos
      Head of Sustainability, Santander Wealth Management and Insurance

      Maria is an accomplished professional with a passion for driving sustainability and innovation within organisations. As an enabler who excels in building relationships and connecting people, she is dedicated to delivering value for individuals and businesses alike

      Currently as Head of Sustainability for the Wealth Management and Insurance (WM&I) division at Santander UK, she plays a pivotal role in developing its Sustainability Strategy. She is recognised for her proactive engagement as a spokesperson on sustainability, both internally and externally.

      Maria holds an MBA from the University of Edinburgh Business School, where she specialised in Strategy and has demonstrated her commitment to professional development through certifications in Sustainable Finance and Investment, from Yale University, Business Sustainability Management from The Institute for Sustainability Leadership at Cambridge University and Disruptive Strategy at Harvard University. She is a versatile and reliable professional, always seeking collaboration and knowledge-sharing opportunities to promote a culture of growth and change.

      Session Details:

      Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?

      2025-03-19, 2:10 PM

      Session Details:

      De-tangling The Web of Complex Financial Planning

      2025-03-19, 11:30 AM

      Session Details:

      Don’t Retire From Tech, Retire With It: The Future of Sipps Is Here

      2025-03-19, 11:50 AM

      Session Details:

      Navigating The Ever-Changing Terrain of Wealth Compliance and Regulations

      2025-03-19, 12:20 PM

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:35 PM

      Session Details:

      Panel Discussion: The Art Of Sustainable Wealth Management

      2025-03-20, 2:00 PM

      View In Agenda
      Next speaker
      Back
      Maximillian Rothery
      Vice President of Community and Marketing, Finimize, Abrdn

      Session Details:

      Panel Discussion: Leading The Way For Wealth Education

      2025-03-20, 2:35 PM

      Session Details:

      Winning The Battle – Traditional Wealth Vs FinTechs

      2025-03-20, 11:15 AM

      View In Agenda
      Next speaker
      Back
      Warwick Bloore
      Senior Investment Specialist, Vanguard

      Session Details:

      The Great Wealth Transfer: A Threat or Opportunity for Advisers?

      2025-03-20, 11:15 AM

      Session Details:

      Fireside Chat: Are We Actually Utilizing AI, or Simply Employing Machine Learning?

      2025-03-19, 2:50 PM

      View In Agenda
      Next speaker
      Back
      Maryann Umoren Selfe
      Managing Director, Head of Investment Solutions, BIL Suisse

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      Session Details:

      How Can We Adapt To Changing Client Behavior While Establishing Trust And Adjusting To Shifting Interests?

      2025-03-20, 2:00 PM

      View In Agenda
      Next speaker
      Back
      William Stevens
      Partner & Head of Financial Planning, Killik & Co

      Session Details:

      De-tangling The Web of Complex Financial Planning

      2025-03-19, 11:30 AM

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      Amal Cowan
      Partner, Aurelia Private Wealth - St. James’s Place

      Session Details:

      Making Wealth Planning Sexy

      2025-03-20, 11:15 AM

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      View In Agenda
      Next speaker
      Back
      James Broderick
      CSP Fellow, Center for Sustainable Finance and Private Wealth

      Session Details:

      Panel Discussion: Giving Back To Our Community

      2025-03-20, 2:35 PM

      View In Agenda
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      Nataliya Johnson
      CEO & Founder, Vasant Capital

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      View In Agenda
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      Daniel Williams
      Independent Financial Adviser, Morgan Williams & Co. & Vice President, Personal Finance Society

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 3:15 PM

      Session Details:

      Securing Wealth Management

      2025-03-20, 2:00 PM

      View In Agenda
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      Sabah Carter
      Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme

      Ms Carter is Chief Data, Information and Technology Officer (CDITO) at the Financial Services Compensation Scheme (FSCS). Previously she was CIO Enterprise Systems and CIO Global Operations for News Corp and led strategic relationships with technology partners and social media platforms. She led key business initiatives for News Corp, including building their Indian (Bangalore) off-shore capability. Ms Carter has held a number of Technology leadership roles delivering ‘business transforming’ change to internal and external audiences across numerous industry sectors including Media, Education, Telecoms and Government.

      Session Details:

      Fireside Chat: Are We Actually Utilizing AI, or Simply Employing Machine Learning?

      2025-03-19, 2:50 PM

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      David George
      Director of Services, Thematic Research - GlobalData

      David George is an experienced and a highly rated equity analyst from the investment banking sector. He has studied the technology, media and telecom (TMT) sector for over 25 years, having worked in both Europe and Asia. David is a director in GlobalData’s Thematic Intelligence ecosystem, a single integrated platform for looking at all themes impacting all companies across all sectors. He also plays a lead role in in the delivery of custom research and advisory work and is regularly invited to speak at conferences on issues across the technology and digital industries.

      Session Details:

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      2025-03-20, 4:15 PM

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      Wenyu Bai
      Head of Division, AI & Machine Learning, St. James's Place

      Session Details:

      Augmenting Wealth Decision-Making Capabilities And Machine Learning In A Fast-Paced Environment

      2025-03-20, 2:50 PM

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 3:15 PM

      View In Agenda
      Next speaker
      Back
      Tatsiana Herasimovich
      Vice President of Client Advisor Private Banking International, VP Bank AG

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      Session Details:

      Getting Communication Right! The Future For Client Engagement

      2025-03-20, 11:55 AM

      Session Details:

      Panel Discussion: The Art Of Sustainable Wealth Management

      2025-03-20, 2:00 PM

      View In Agenda
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      Janina Vinklere
      Head of Marketing, FiCAS

      Janina Vinklere is a seasoned expert in corporate and startup environments, with a proven track record in driving technology innovation and adoption. Leveraging her extensive experience, she now specializes in supporting family offices and asset managers, helping them make informed decisions about investments in AI and Web3 technologies.

      Session Details:

      Keynote Panel discussion: Women Are The New Face of Wealth- How Does This Impact Traditional Wealth Planning?

      2025-03-20, 10:05 AM

      Session Details:

      Fireside chat: Reshaping Crypto Citizenship in Wealth

      2025-03-20, 11:55 AM

      View In Agenda
      Next speaker
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      Rajeeshwaran Moorthy
      TEDx Speaker and Educator

      Rajeeshwaran Moorthy is a distinguished TEDx speaker who recently captivated audiences with his insightful talk on the space economy and its alignment with global sustainable development goals. As an accomplished finance and strategy professional, Rajeeshwaran brings a wealth of experience in academia and corporate leadership, particularly in the realm of emerging technologies like AI. His expertise in quantifying mega trends and helping organizations navigate uncertainty has made him a sought-after thought leader in strategic planning and technology implementation across EMEA and APAC.

      In his role as an Adjunct Professor at Hult International Business School, Rajeeshwaran imparts cutting-edge knowledge in fintech, nurturing the next generation of leaders in finance and strategy. His academic contributions are truly global, having taught finance and business modules in diverse countries since 2015. Rajeeshwaran’s dedication to continuous learning is exemplified by his proud status as an alumnus of Oxford University’s prestigious executive strategy program.

      Beyond his professional and academic endeavors, Rajeeshwaran is an active speaker at renowned business schools and industry events, including ESCP Business School, East Carolina University, and Disrupt London 20.0. He also runs his own podcast, "Talks with Raj," where he engages with industry thought leaders on a myriad of topics, enriching the conversation on key issues in today’s business landscape. Currently pursuing an MA in Law at the University of Law, Rajeeshwaran continues to expand his interdisciplinary expertise, ensuring his contributions remain at the forefront of innovation and strategy.

      .

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

      Session Details:

      Roundtables: Confronting The Painpoints in Wealth Management

      2025-03-20, 12:15 PM

      Session Details:

      Keynote: Digital Wealth Horizons: Harnessing Frontier Technologies for Next-Gen Financial Growth

      2025-03-20, 9:45 AM

      View In Agenda
      Next speaker
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      Phoebe Hodgson
      Associate Analyst Research and Analysis, GlobalData

      Session Details:

      Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

      2025-03-19, 3:20 PM

      Session Details:

      ‘Garbage In Garbage Out’ – The New Mantra To Adopt

      2025-03-19, 2:10 PM

      Session Details:

      Building A Business Operating System To Enhance Quality and Productivity

      2025-03-19, 11:30 AM

      Session Details:

      Closing Fireside Chat: Preparing Today’s Wealth Managers For Tomorrow

      2025-03-19, 4:50 PM

      Session Details:

      Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

      2025-03-20, 3:15 PM

      Session Details:

      Keynote Panel discussion: Industry Predictions For 2025

      2025-03-19, 10:00 AM

      Session Details:

      Why Are Firms Changing Their Digital Systems?

      2025-03-19, 11:50 AM

      Session Details:

      Panel Discussion: Transparency, Ensuring The Credibility and Reliability Of Your Data

      2025-03-19, 12:20 PM

      Session Details:

      Panel Discussion: Have Relationships Between Wealth/Investment Managers Become Isolated By Digitalisation?

      2025-03-19, 12:45 PM

      Session Details:

      Getting an ROI On Automating Your Client Business Processes

      2025-03-19, 2:30 PM

      Session Details:

      Fireside Chat: Are We Actually Utilizing AI, or Simply Employing Machine Learning?

      2025-03-19, 2:50 PM

      Session Details:

      Fireside chat: Reshaping Crypto Citizenship in Wealth

      2025-03-20, 11:55 AM

      Session Details:

      Fireside Chat: In Bots We Trust – The Intersection Between The Human Touch And AI Bots

      2025-03-20, 4:15 PM

      Session Details:

      Closing Keynote Panel Discussion: The Future Of Wealth Management: Trends And Strategies For Success In The UK

      2025-03-20, 4:45 PM

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      The Digital Integration in Wealth Management Event Series brings together senior buyers from across the EU’s thriving private banking and wealth management ecosystem. Our audience includes the likes of Goldman Sachs, Coutts, HSBC, Investec, Schroders and St. James’s Place.

      By choosing to partner with us, you can expect fruitful opportunity to network and connect face-to-face with key decision makers within the industry. We bring the right people under one roof to ensure that your brand is seen directly by an exclusive audience of senior buyers. With extended networking breaks, a dedicated exhibition area within the venue and a drinks reception in the evening there is plentiful opportunity to meet and collaborate with new people, develop meaningful connections and form long-lasting partnerships.

       

      BRANDING

      Build brand awareness among the prospective customer base.

      Get your brand front of mind.

      THOUGHT LEADERSHIP

      Promote your unique solutions and demonstrate your capabilities.​

      Directly address your audience.

      LEAD GENERATION

      Meet C-level executives you would not otherwise have met.​

      Create viable new business opportunities with decision makers.​

      Gain ROI.

      Our Audience

      Hear from some of our 2023 sponsors:

      View more videos from the Digital Integration in Wealth Management 2023 Conference on our YouTube Channel

       

      Contact us today for more information on the sponsorship packages and services we offer.

      Media Partners

      Private Banker International

      Enquiry

      Contact Us

      SPONSORSHIP ENQUIRIES

      Valentin Gerasimuk

      Head of Sponsorship Sales

      +44 20 7149 5973

      SPEAKER ENQUIRIES

      Zaynah Aslam

      Conference Producer

      +44 20 4540 7613

      MARKETING ENQUIRIES

      If you would like to discuss a media partnership collaboration, please contact:

      Kellee Halliburton

      Marketing Manager

      SPONSORSHIP ENQUIRIES

      To enquire about sponsorship opportunities for the conference, please contact:

      Valentin Gerasimuk

      Head of Sponsorship Sales


      +44 20 7149 5973

      SPEAKER ENQUIRIES

      To enquire about speaking opportunities for the conference, please contact:

      Zaynah Aslam

      Conference Producer


      +44 20 4540 7613