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    Innovation in Wealth Management

    8 June 2023
    Redrawing the digital horizon
    In-person | Glaziers Hall | London
    REGISTER NOW

    24 INDUSTRY LEADERS SPEAKING

    KEY TOPICS IN TECHNOLOGY

    FIRST TIME IN-PERSON IN LONDON 

    Lead Sponsor
    Partner logo

    PWM is delighted to present the 2023 edition of the Innovation in Wealth Management, 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 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.

    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

    Exclusive Access

    Free video content

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


    Download the event brochure

    Key topics to be discussed and debated, an agenda overview, confirmed speakers and moderators from PWM and  FT, how to join and more...

    SPEAKERS INCLUDE:

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    DM
    Duncan MacIntyre
    UK CEO
    Banque Lombard Odier & Cie SA
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    DC
    Dr Lisa Cameron MP
    MP and Chair, Crypto and Digital Assets All Party Parliamentary Group
    UK Parliament
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    DB
    Damiano Baj
    Chief Operating Officer
    EFG Private Bank
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    MR
    Mariam Rassai
    Chief Digital Officer and Data Officer
    BNP Paribas
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    ZO
    Zeynep Ozturk
    Chief Investment Officer for Europe
    Deutsche Bank International Private Bank
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    RR
    Roberto Rango
    Head Advisory and Sales CIS Europe
    UBS

    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.  

    Supporting Partner
    Partner logo
    Supporting Partner
    Partner logo
    Supporting Partner
    Partner logo
    Supporting Partner
    Partner logo

    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.

    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. 

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