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©2019 by Connect Global Group.

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

Wealth Dynamic
Kidbrooke Advisory
LEXISNEXIS RISK SOLUTIONS
Wealth Dynamic
Kidbrooke Advisory
LEXISNEXIS RISK SOLUTIONS

MEDIA PARTNERS

3
3

KNOWLEDGE PARTNERS

CELENT
CELENT

MEET THE SPEAKERS

 

Nikolai Hack

UK Managing Director and COO

Allan Lane

CEO 

Denis Nagy

CEO

Amir Nabi

COO

Greg B Davies 

Head of Behavioural Science

Stephan Pouyat

Global Head of Capital Markets, Funds & ETF services worldwide

Ed White

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

Ruth Handcock

CEO

Kevin Sloane

Senior Policy Advisor

 

Svenja Keller FPFS

Partner, Head of Wealth Planning

Nkilika Amobi

Head of Wealth Management Compliance (UK)

John R. Crittenden CAIA

Chief Strategy Officer & Director of Partnerships

CHAIRMAN - DAY 1

 

Stephen Wall

Co-Founder

 

Sharmil Patwa

Managing Director

CHAIRMAN - DAY 2

 

Antony Bream

Managing Director

William Trout

Head of Wealth Management

James Howell

Director

Anka Mandleson

Co-Founder

Zaliia Gindullina

Head of Business

Development

Iain Richards

Head of Responsible

Investments

Janet Jones

Head of Industry Strategy - Financial Services UK

TBA

TBA

Qiaojia Li

Co-Founder - Rosecut

Gustavo Silva

Co-Founder - Rosecut

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