Innovation in Wealth Management

Name: Innovation in Wealth Management
Start: 2023-06-08 20:30
End: 2023-06-08 21:00
Location: Glaziers Hall

8 June 2023

Redrawing the digital horizon

In-person | Glaziers Hall | London

ABOUT THE EVENT

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 in action 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.

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 SUPER EARLY BIRD

IN-PERSON PASS

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.

£599

Early bird price £699 from 01 February 2023
Full price £799 from 01 March 2023

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.

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.