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INNOVATION IN WEALTH MANAGEMENT

8 June 2023
Redrawing the Digital Horizon
In-person | Glaziers Hall | London
REGISTER NOW


OVER 20 INDUSTRY LEADERS SPEAKING

KEY TOPICS IN TECHNOLOGY

FIRST TIME IN-PERSON IN LONDON 

Lead Sponsor


PWM is delighted to present the 2023 edition of the Innovation in Wealth
Management Summit, focusing on innovative strategies as the global private
banking industry anticipates a transformative digital landscape.

As the latest megatrends are set to be incorporated into mainstream portfolio
offerings, from crypto and cleantech to Machine Learning, the need for digital
literacy among wealth managers has never been more urgent. Technologies such as
deep learning and Artificial Intelligence not only pave the way to a
hyper-personalised user experience, but also to an overhaul of the client
acquisition process, identifying unconscious biases and helping to drive
financial inclusion. With the growing threats of cyber attacks also, security
must be prioritised responsibly and complacency is not an option.

Hosted by PWM’s Editor-in-Chief, Yuri Bender and the Financial Times this year’s
Innovation in Wealth Management Summit will bring together world-leading wealth
managers, investors, and technology experts. Join us for a day of discussion and
networking as we debate the opportunities and challenges for wealth managers in
the race to redesign their offerings, create frictionless client experiences and
keep up the pace with future-facing frontrunners.

VIEW AGENDA


KEY DISCUSSION POINTS

 *  Digital assets and NFTs as mainstream portfolio offerings
 * Enhancing the client acquisition process 

 * Innovating a bespoke user experience 
 * Incorporating ESG in a value aligned portfolio
   




 * Safeguarding assets with air tight cybersecurity
 * Future proofing investment strategies


GET YOUR TICKETS

THE IN-PERSON PASS

The must-attend event of the year

Gain access to in-person sessions

Network and connect with your peers during the drinks receptions 

Get full access to video on demand post event

Get access to Q&A's and live polls

Get acess to virtual community

£799


book now


GET ACCESS TO FREE EXCLUSIVE VIDEO CONTENT!

Hear and learn from industry leaders throught the content sessions of the past
Wealth Tech Summit, such as future of wealth management in a digitalised world,
 next gen, digital assets innovation and more...

WATCH SESSIONS NOW





SPEAKERS CONFIRMED INCLUDE:

NS
Nimish Shah
CTO Investment Products & Advisory for Private Banking & Wealth
HSBC
DC
Dr Lisa Cameron MP
MP and Chair, Crypto and Digital Assets All Party Parliamentary Group
UK Parliament
PW
Philip Watson
Chief Innovation Officer
Citi Private Bank
SP
Stacey Parrinder-Johnson
Chief Investment Officer
Investec Wealth & Investment
DB
Damiano Baj
Chief Operating Officer
EFG Private Bank
MR
Mariam Rassai
Chief Digital Officer and Data Officer
BNP Paribas


FULL SPEAKER LINE UP

In-person experience

We are delighted to welcome you to PWM's Innovation in Wealth Management
Summit. We know there is nothing like having the opportunity to meet with your
peers and exchange views face to face. We will discuss and debate opportunities
and challenges for wealth managers in the race to redesign their offerings,
create frictionless client experiences, and keep pace with future-facing
frontrunners. 

The event will take place in London at the Glaziers Hall.  

Read More



Media Partner

Media Partner



PWM WEALTH TECH AWARDS

Now in their fifth 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



Speaking Opportunities

Soizic Fauvelle
soizic.fauvelle@ft.com

Sponsorship Opportunities 

Max Hayes
max.hayes@ft.com

General Enquiries

Bruna Pascucci
bruna.pascucci@ft.com

Published by the Financial Times, Professional Wealth Management (PWM)
specialises in analysing the growth strategies of private banks and the regional
financial centres in which they operate. 

PWM carries the latest analysis of private banks, wealth managers and regional
financial centres, along with in-depth reporting on asset allocation, the fast
moving regulatory agenda, digital operations and technology, with input from a
broad range of thought leaders. 

Across print, digital and event channels, PWM provides strategic advice to key
decision-makers working in all stages of the distribution process. 

Read More


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