Mindful of Technology in Financial Services


13 November 2019

Mindful of Technology in Financial Services - 13 November 2019

Mindful of Technology in Financial Services - 13 November 2019

  • 13 Nov 2019

    The Royal College of Physicians


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The advance of technology is dramatically impacting the world of wealth and asset management and this event will provide a forum for discussion amongst the senior decision makers grappling with the dilemmas of which technology to adopt for which purpose. And balancing that with keeping an eye on the future and the new stuff coming down the line.

As technology provides a key opportunity for competitive advantage, keeping up to date is business critical.

The format – lectures and tutorials:

To bring some structure to the day, there will be five lectures addressing the bigger picture supplemented by a programme of tutorials which will focus on specific elements of technological implementation.

These tutorials will take the form of a briefing, a workshop, a roundtable or indeed scenario planning. The subject matter will shape the format.

The point is that the day will be fast paced and full of variety.

Subjects up for discussion:


  • Make projects happen, don’t just talk about them
  • The optimal digital business strategy – it’s a cultural thing
  • Artificial Intelligence – is it already amongst us?
  • Let’s talk bitcoin and crypto-currencies
  • Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion? Do we need a “Digital Magna Carta” to control big tech? 


  • The client
  • Regulation
  • An aid to productivity
  • Working with providers
  • Risks and threats

The day will bring:

  • A blend of lectures, tutorials and networking
  • 100 participants  at director level and above - Chief Operating Officers and Chief Technology Officers of wealth management and private banking as well as the larger advisory distributors
  • An opportunity to earn CPD points
  • Participation is free of charge 

Who should attend?

  • CTOs, CIOs, COOs and their teams from the largest Private Banks; Wealth Managers; DFMs; and Financial Advisers looking to find technology solutions to solve key challenges facing their business.

Get in Touch:

For further details do call Evie Owen on 01483 861334 or email her direct on evieowen@owenjamesgroup.com



Sponsorship Overview


Schedule of the Day

  • 08:15

    Informal networking over breakfast

  • 09:40

    Tutorial 1

  • 10:40

    Coffee and networking

  • 11:05

    Tutorial 2

  • 13:10

    Buffet Lunch

  • 14:00

    Tutorial 3

  • 15:00

    Tutorial 4

  • 16:00

    Afternoon tea and networking

  • 16:50

    Faculty drinks

Sponsors & partners


Allfunds Bank




Sponsor Mindful of Technology

Find out more about becoming a Strategic Partner or Sponsor at this event

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  • Maxime Boonen

    Maxime Boonen

    Co-Founder, B2C2

    Max is CEO and founder of B2C2, one of the largest cryptocurrency liquidity providers and the leader in electronic OTC trading. B2C2 is trusted by retail brokerages, exchanges, banks and fund managers to provide 24/7 liquidity. Founded in 2015, the firm is headquartered in the UK, with offices in London, Jersey City and Tokyo. UK subsidiary B2C2 OTC Ltd. is authorised and regulated by the UK’s Financial Conduct Authority. Prior to establishing B2C2, Max was a trader at Goldman Sachs in the Fixed Income, Currencies and Commodities department in London.

  • Kate Ancketill

    Kate Ancketill

    CEO, GDR Creative Intelligence

    Drawing upon 20 years experience consulting on innovation pathways for billion dollar blue chips, Kate provides road-tested insights on the technological and human innovations that will change the shape of business over the next five years. As founder and CEO, Kate is the chief story-teller at GDR Creative Intelligence, a retail trend and strategy consultancy working with an impressive roster of brands including Microsoft, Coca-Cola, P&G, Hilton, LVMH, Capital One, Macy’s, Tesco and Lego. She fuses big picture context with carefully curated case studies from the world's leading designers, technologists, marketeers, architects and thought leaders to illustrate how new technologies and consumer behaviours will impact physical and digital commerce. “Innovation almost always starts with cross fertilisation.” says Kate. “Looking outside of your sector and geography at non-competitors is far more likely to lead to disruptive breakthroughs than can be achieved by chasing your competitors.”

  • Roberta Lucca

    Roberta Lucca

    Co-founder and CEO, Bossa Studios

    Gaming, AI – what does the future really look like? Roberta Lucca is an unconventional serial entrepreneur and an obsessive learner. She is the co-founder and CEO of the BAFTA-winning Bossa Studios, a games company based in London. She is a Tech London advocate, helping foster start-ups and advising young entrepreneurs on how to shape the future with technology. Her latest venture is BOLDR – part game, part AI virtual coach.


The Royal College of Physicians, London