Innovation in Wealth Management Summit

The impending wealth transfer, looming competition from newfangled fintechs and chatbot advancements are posing unprecedented pressures for traditional wealth management models. For private banks seeking cost-efficient scale, artificial intelligence can streamline back-end operations and empower wealth managers with hyper-personalised products for clients. However, as client data is becoming increasingly crucial to success and deepfake technology is developing, leaders must remain mindful of cybersecurity risks.  

On the portfolio management side, deep learning models and real-time capabilities are facilitating instant reactions to market fluctuations and an unrivalled advisory service. Tokenisation yields the key to democratisation of alternative assets, whilst cryptocurrencies are continuing to pique clients’ interest. What is the optimum balance between human advice and a purely platform-based offering? And, is it too premature to predict how artificial intelligence will continue to evolve? 

Now in its third year, PWM’s Innovation in Wealth Management Summit will gather world-leading private banks, family offices, wealth managers, and technology executives to discuss shifting business models and cutting-edge product offerings for a digitally-savvy client base. From interactive panel discussions to dynamic debates and captivating speed talks, this year’s conference will uncover how to leverage artificial intelligence and product innovation for client retention, as next-generation digital enthusiasts threaten to switch banks.

Digital investment priorities: recalibrating business models to safeguard wealth management’s survival 

Structural shifts amid climbing costs: partnering with progressive start-ups to deliver true differentiation

Client lifecycle management: ensuring a seamless cross-channel experience

The next generation of frontier technologies: remaining relevant for younger, tech-savvy clients

Transformation by tokenisation: driving regulation standards to bring clarity to the digital assets market

Client-centric cybersecurity: solving the trade-off between security and usability

Companies in attendance

View the companies registered to this year's summit by clicking below and get a glimpse of our audience networking opportunities.  

Download the event brochure

Check the event brochure by clicking below to find out the agenda, speaker line-up, key discussion points, networking opportunities and much more!  

Speaking Opportunities

Charlotte Way
charlotte.way@ft.com

Sponsorship Opportunities 

Delegate Enquiries

Jade Kelley
jade.kelley@ft.com

Dissect how best to integrate digital assets into portfolios and debate whether regulatory advancements will allay industry concerns

Connect with technology executives and operational experts to share strategies for leveraging product innovation

Discover how to harness artificial intelligence for optimised portfolio management and client acquisition

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. 

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