Automation & Innovation in Wealth Management 

London, United Kingdom | November 6 - 7, 2019

The rise of emerging technologies – Cloud, Analytics, Social and Mobile – brings unparalleled disruption right across the wealth management value chain. The widespread adoption of AI, Robo-advisors, ML is empowering Wealth managers to do things they couldn’t do before: augmenting the intelligence of the human workforce and facilitating the development of next-generation capabilities.

Today’s HNWI’s expect a new kind of Wealth Management experience. To succeed in this digital age, Wealth Managers must offer a more informed, personalised, transparent service more quickly, efficiently and effectively. Adopting emerging technological capabilities of AI, ML, Blockchain, Robo-advisors and digital onboarding can enable firms to dramatically deliver new kinds of value and reshape operating models.

WHO SHOULD ATTEND

From Banks and other Wealth Management Firms: Chief Treasury Officers and Heads, Directors, VP's of:

  • Wealth Management

  • Digital Advice

  • Intelligence & Automation

  • Wealth Technology

  • Investments

  • Portfolio Management

  • Digital Wealth Management

  • Omni Channel & Customer Experience

  • Digital Platforms & Experience Design

  • Fintech

ATTEND FOR INSIGHTS TO HELP YOU

  • Examine Current Landscape of AI in Wealth and Investment Management

  • Combine Human Intelligence with AI to form perfect investment Robot

  • Create a Personalised Experience Through AI

  • Hear about advanced Robo-advice capabilities: detecting risk tolerance and investment objectives while leaving room for human control and interaction

  • Utilise deep Learning Approach to compute Optimal investment strategies

  • Deploy Data Science and ML in Portfolio Management

  • Adopt Agile Digital Onboarding for the Wealth Manager of the future

  • Hear about new API-based business opportunities and how to capitalise on Open banking

FORUM PARTNERS

To play, press and hold the enter key. To stop, release the enter key.

MEDIA PARTNERS

To play, press and hold the enter key. To stop, release the enter key.

KNOWLEDGE PARTNERS

To play, press and hold the enter key. To stop, release the enter key.

MEET THE SPEAKERS

 

Nikolai Hack

UK Managing Director and COO

Nucoro logo white background.png

Allan Lane

CEO 

twenty20_logo.jpg

Denis Nagy

CEO

Dolfin logo_RGB_HEX-3243x512.png

Amir Nabi

COO

Dolfin logo_RGB_HEX-3243x512.png

Greg B Davies 

Head of Behavioural Science

Oxford-Risk_Website-Banner_788x305px.jpg

Stephan Pouyat

Global Head of Capital Markets, Funds & ETF services worldwide

images-2.png

Ed White

MD and Global Head of Wealth, Insurance & Private Bank Operations

hsbc-logo.png

Ruth Handcock

CEO

BussPartn_logos_website_0006_octopus.png

Kevin Sloane

Senior Policy Advisor

 

pimfa_website.png

Svenja Keller FPFS

Partner, Head of Wealth Planning

KillikAndCo.png

Nkilika Amobi

Head of Wealth Management Compliance (UK)

Standard_Chartered.png

John R. Crittenden CAIA

Chief Strategy Officer & Director of Partnerships

pefin-730x389.png

CHAIRMAN - DAY 1

 

Stephen Wall

Co-Founder

 

TWM_logo_transparent.png

Sharmil Patwa

Managing Director

CHAIRMAN - DAY 2

 

Logo_OpusUna_4.jpg.png

Antony Bream

Managing Director

logo (1).png

William Trout

Head of Wealth Management

Celent-profiles-FRISS-in-latest-report-C

James Howell

Director

pwc-logo.png

Anka Mandleson

Co-Founder

advantra-logo.png

Zaliia Gindullina

Head of Business

Development

kidbrookeadvisory.png

Iain Richards

Head of Responsible

Investments

CTN-Full-Logo.png

Janet Jones

Head of Industry Strategy - Financial Services UK

58480fd7cef1014c0b5e4943.png

TBA

TBA

climate+assets+Quilter+Cheviot+Transpare

Qiaojia Li

Co-Founder - Rosecut

zvls1mbzxgdw7jgskwpq.png

Gustavo Silva

Co-Founder - Rosecut

zvls1mbzxgdw7jgskwpq.png

FEEDBACK

“GREAT GROUP OF SPEAKERS, VERY GOOD CONTENT, REALLY INFORMATIVE AND EYE OPENING. VERY ENJOYABLE TO NETWORK."

HEAD OF FX, INTERNATIONAL PAYMENTS & CASH MANAGEMENT

SANTANDER

“GREAT EVENT! A VARIETY OF SPEAKERS FROM REGULATORS, INCUMBENTS, CHALLENGERS AND VENDORS, ALL FROM MULTIPLE GEOGRAPHIES. GREAT GLOBAL PERSPECTIVE."

SENIOR DIRECTOR - RDA, ENTERPRISE ARCHITECTURE, TECHNOLOGY & OPERATIONS 

CIBC