WealthTech Matters - The Adviser 2021

Virtual Event

17 June 2021

WealthTech Matters - The Adviser 17 June 2021

WealthTech Matters - The Adviser 17 June 2021

  • 17 Jun 2021

    Online Platform

    Virtual Event

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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 - 17/06/2021

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 - 11/3/2021
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 - 11/11/2021
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 2020:


Sponsors & partners

Seccl Technology Limited

moneyinfo limited


Dynamic Planner

Wealth Dynamix


Sponsor WealthTech Matters

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