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WEALTH TECH SUMMIT

23 June 2022
Register



WE ARE LIVE IN

27
5
42
57
Days
Hours
Minutes
Seconds


SPONSORED BY




ABOUT THE EVENT

The global wealth management industry, along with many other sectors, is
embarking on its journey towards digitalisation and overall technology
integration. With this digital shift well in motion, advancing digital
technology is at the top of the private banking agenda and at the centre of
achieving operational excellence and customer satisfaction. With technology set
to offer benefits such as improved portfolio management strategies, greater
understanding of asset liquidity and increasing levels of customer service, the
move towards digitalised functionality will reshape operations, decision making
and client journeys industry-wide. Not only are traditional wealth managers and
private banks looking to enhance their strategies for digital adoption, it is
estimated that currently, $1 billion USD is managed worldwide by digital only
wealth managers, signifying a steady transformation and at the same time, a
fundamental shift in the demographics and desires of the customer of the future.
The Wealth Tech Summit will bring together leading wealth managers, investors
and technology companies to discuss the tectonic changes shaping the wealth
management industry as they know it. The industry is setting its sights on the
future, which is bringing with it a new generation of wealth and talent with new
demands and new expectations. Join us as we discuss and debate the emerging
challenges, opportunities and risks.


WHO SHOULD ATTEND

Our attendees will include CEOs, CTOs, CIOs, CDOs, heads of digital
investment/allocation and the key decision makers and tech/digital professionals
from wealth managers, private banks and family offices alongside the founders,
c-suite executives of wealthtech companies, fintech companies, technology
providers and platforms and consultants.


WHY ATTEND

Dissect

the most pressing challenges and transformational opportunities facing the
sector

Connect 

with the wealth management industry's leading technology executives

Discover

insights on the digital strategies and tools that will prepare you for the
wealth management industry of tomorrow


REGISTER NOW




OUR SPEAKERS

SK
Sallie Krawcheck
CEO & Co-Founder
Ellevest
IR
Ian Rand
CEO
Monument
NH
Neesha Hathi
Chief Digital Officer, Managing Director
Charles Schwab
JP
Joseph Poon
Group Head
DBS Private Bank
ES
Eden Scrivenger
Chief Technology Officer
Investec Wealth & Investment
YB
Yves Bonzon
Group Chief Investment Officer
Julius Baer
MV
Monali Vora CFA
Partner and Managing Director, Quantitative Investment Strategies
Goldman Sachs
MR
Mariam Rassai
Head of Client Experience and Digital Transformation
BNP Paribas Wealth Management
DC
Daniela Croitoru
Head of CEE Private Banking
UniCredit



CONTACT US

Henry Nichol

Content Portfolio Manager

henry.nichol@ft.com

Andrew Campbell

Projects Director

andrew.campbell@ft.com

Max Hayes

Commercial Portfolio Executive

max.hayes@ft.com


PWM WEALTH TECH AWARDS

Now in their fourth year, the PWM Wealth Tech Awards recognise the prominent
role of technology in private banking. 

The PWM Wealth Tech Awards aim at gathering qualitative and quantitative
information from private banking groups to be able to give a set of awards for
excellence in the use of technology and digital communication. 

Institutions are asked to highlight key achievements, changes or improvements in
relation to how technology is transforming their business models and
contributing to drive growth, support advisers, enhance brand and improve client
experience. 

A judging panel composed of leading industry professionals will assess the best
performers, regardless of size, in different categories. 

As a growing number of private banks invest in their technology infrastructure,
the awards programme is set to expand rapidly, with new categories being added
and new winners being awarded.

Find out more

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