WealthTech Matters - The Adviser

Virtual Event

24 September 2020

WealthTech Matters - The Adviser

WealthTech Matters - The Adviser

  • 24 Sep 2020

    Online Platform - Zoom

    Virtual Event

    View Map

Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business. 

Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

This event will focus on:

The Adviser/Employee - 24/09/2020 
Please note this event was due to take place on Thursday 18 June but was postponed due to COVID-19.

A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees.

Each theme will discover and discuss technology solutions that solve key challenges facing your business. 

Who Will Be in attendance?..

Each event will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.


The Client - 10/3/2020
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.

The Business - 11/11/2020
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

See the event in action - below is a video from The Client - our event that took place in March:

WealthTech Matters – The Client: Event Highlights


Sponsors & partners


We are you

Wealth Dynamix


The Wealth Mosaic

Dynamic Planner

Sponsor WealthTech Matters

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