WealthTech Matters The Adviser 2022

The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN

14 June 2022

WealthTech Matters The Adviser - June 2022

WealthTech Matters The Adviser - June 2022

  • 14 Jun 2022

    The Aon Centre

    The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN

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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 - 16/06/2022

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.

OTHER THEMES:

The Client - 10/03/2022
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 - 10/11/2022
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 


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Sponsors & partners

moneyfarm

Dorsum

Factset

Wealth Dynamix

Ortec

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

Find out More

Speakers

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Football journalist and author Ben Lyttleton understands what we can learn about the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s topvcoaches, including Thomas Tuchel and Ralf Rangnick, to learn how they foster talent and build empathy within a team, help individuals adapt in order to realise their potential, and find power in developing a social purpose. Ben works with football and NBA teams and their coaches to help them develop elite performance and discover their own competitive edge. Through extensive interviews with the biggest names in the game, exclusive behind-the-scenes access to insiders at Premier League giants Liverpool and Chelsea, and a life spent watching some of the most successful (and not-so successful) teams and managers, Ben has developed a comprehensive picture of leadership, teamwork and talent improvement. With his personal connection to some of the biggest names in sport, Ben illustrates the surprising and insightful aspects of leadership and teamwork in football whilst making it relevant and enlightening even to those that aren’t fans of the beautiful game.

Location

The Aon Centre, The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN


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