- 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
Innovation in Wealth Management
24 INDUSTRY LEADERS SPEAKING
KEY TOPICS IN TECHNOLOGY
FIRST TIME IN-PERSON IN LONDON
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
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...
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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.
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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.
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Speaking Opportunities
Soizic Fauvelle
soizic.fauvelle@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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