WealthTech Matters The Adviser 2024

4 July 2024

WealthTech Matters The Adviser - July 2024

WealthTech Matters The Adviser - July 2024

  • 4 Jul 2024

    One Moorgate Place, London, EC2R 6EA

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


This event will focus on:

The Adviser - 04/07/2024

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

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 Business - 28/11/2024
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.

See the event in action - below is a video from a previous, WealthTech Matters - The Client 


Sponsors & partners

Redmill Advance



Blue Prism Group

For more information about sponsoring this event, please get in touch

Find out More


  • Kate Ancketill

    Kate Ancketill

    CEO of business futurist consultancy GDR

    Experience the Future Today with Kate Ancketill, your guide to navigating complex trends and emerging technologies. As CEO of GDR, she's transformed the strategies of global brands like P&G, Google, and Samsung. With tailored, cutting-edge presentations, Kate delivers the WOW factor, offering pragmatic solutions to tomorrow's challenges.


One Moorgate Place, London, EC2R 6EA