WealthTech Matters - The Business

Virtual Event

11 November 2020

WealthTech Matters - The Business - 11 November 2020

WealthTech Matters - The Business - 11 November 2020

  • 11 Nov 2020

    Online Platform - Zoom

    Virtual Event

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Owen James, in association with the Wealth Mosaic, has launched a series of three WealthTech Matters events – The Client, The Adviser and The Overarching Business.  

Not dissimilar to the Meeting of Minds programme in format, the key differential is their single focus on both existing and potential tech innovation within wealth management.

During our research before launching this series, it became apparent that your typical Chief Operating Officer/Chief Technical Officer was being bombarded by fintech solutions on a daily basis. Being time poor, their issue is how to sort the wheat from the chaff.

Our goal is therefore to help provide a neat half day where some of the leading tech providers can signpost them towards the sort of solutions they should be considering and why.

As we are now – for obvious reasons – in the virtual world, the format is even tighter than had been originally planned. It is made up of two keynotes – to inspire with the visionary stuff – interspersed with a programme of interactive roundtables addressing those areas we believe you should be focusing on. In true Owen James style, you are invited to choose those roundtables you feel are of most interest. In other words – a valuable tailored morning.

The participants:

This event will bring together some 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisory Distributors and MFOs. Participation is by invitation only. 

See the event in action - below is a video from The Client - our event that took place in March. Obviously that was before we discovered the virtual world ...  

WealthTech Matters – The Client: Event Highlights


Sponsors & partners



Wealth Dynamix


The Wealth Mosaic

SEI Wealth Platform

Sponsor WealthTech Matters

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