Digital Integration in Wealth Management 2023

Research Director, Financial Services
GlobalData

Head of Operational Strategy
St James’s Place Wealth Management

Global Head of Financial Planning
HSBC Group

Coutts and NatWest Wealth Division

Global Head of Digital for Clients
Barclays

Executive Director, Global Head of Client Engagement
J.P. Morgan

Product Adoption Lead, Chief Technology Office
J.P. Morgan

Director, Head of HR Wealth Management International & Global Asset Management
RBC Wealth Management

Head of Business Development
Societe Generale

Chief Technology and Operations Officer
C. Hoare & Co.

Group Head of AI and Digital Risk Analytics
BNP Paribas

Head of Financial Services Platforms
Tilney Smith & Williamson

Head of Brand Design
Nutmeg

Head of Financial Planning
Mazars

Head of Advice
Wealth Wizards

Chief Operating Officer
Bedrock Group

Chief Digital Officer
Bedrock Group

Executive Director
Wimmer Family Office

Investment Director
Canaccord Genuity Wealth Management

Managing Partner
Tellurian Capital Management

Senior Wealth Management Analyst
GlobalData

Director of Pre-Sales & WDX1 Product Strategy
Wealth Dynamix

Regional Vice President of Sales
Seismic

VP Vertical Marketing
Smart Communications

CM UK & Ireland
Aixigo

Head of Group Product Enablement
Crealogix

Head of Customer
Seccl Technology

Chief Revenue Officer
Nucoro

Chief Commercial Director and Co-Founder
Quantfolio

Head of Strategy, EMEA & APAC
InvestCloud

Product Owner, MyRathbones
Rathbones Group Plc

Change and Transformation Director
Rathbones Group Plc

CEO
Objectway Ltd

Head of Enterprise Business Development
abrdn

Director of Marketing UK
Unblu Inc.

Solution Owner Goal Based Planning
Ortec Finance

Principal Analyst, Thematic Research
Global Data

Chief Sales Officer
CID

Chief Marketing Officer and Head of EMEA Business Development
InvestCloud

Group COO
Expersoft

Senior Corporate Solutions
Moxo