Wealth Management Transformation Summit - Digital Transformation in Wealth Management: The next steps in your journey!
- Hear from 30+ visionary speakers
- 2 theatres discussing the internal and external factors disrupting wealth and asset management
- Join 300 attendees - with 80% directly working for wealth and asset management
- 1 day of insight and inspiration - network and learn alongside colleagues and peers
The visionary speaker line-up includes:
• Max Clarke, Chief Transformation Officer, Schroders Personal Wealth
• Marc Kahn, Global Head of People & Organisation | Executive for ESG, Investec
• Nikhil Chouguley, Chief Operating Officer - Sustainable Investing, Citi Global Wealth
• Kate Hobson, Chief Digital Officer, Bedrock Group
• Duncan Jamieson, Chief Operating Officer, UK. Managing Director Senior Adviser, Julius Baer
• Ed Lecky-Thompson, CTO, International Division, Vanguard
• Paul Titterton, Managing Director - Digital Solutions, abrdn
• Nina Manning, Head of Digital Delivery, Killik & Co
• Kully Samra, Head of Customer Engagement, AJ Bell
• Nick Johnson, Investing Journey Lead – Wealth Businesses, NatWest
• Anil Venuturupalli, COO and Head of Digital Transformation - HSBC
• James Frew, Divisional Director – Operational Strategy, St. James’s Place
The full line-up can be found at -
https://wealthtransformationsummit.com/speakers/ Topics to be discussed include:
• Exploring the wealth management future with 2030 predictions
• Digital transformation roadmaps for traditional WM firms and major banks
• The impact of AI and automation on wealth and asset management
• Why data is the key to transformation
• Customer experience and hyper-personalisation
• ESG and ‘green investing’
• Exploring the democratisation of wealth and investing
• Digital culture: Enabling and empowering a future ready workforce
The full programme can be found at -
https://wealthtransformationsummit.com/the-programme/ Please note, you will also get access to our co-located Insurance Transformation Summit -
https://insurancetransformationsummit.net/ Venue Address:
Novotel London West,
International Centre,
1 Shortlands,
London,
W6 8DR
Wealth Management Transformation Summit will take place on Level 1 in the Champagne Suite.
For a location map please visit -
https://g.page/hotel-novotel-london-west?share Your official badge will be available to collect on arrival to the show.
If you have any further questions, please contact:
Mark Johnstone
Event Director
Mark@moneynext.tv