WealthTech Matters - The Business 2021

The Berkeley Hotel

11 November 2021

WealthTech Matters - The Business 11 November 2021

WealthTech Matters - The Business 11 November 2021

  • 11 Nov 2021

    The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

    The Berkeley Hotel

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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 Business - 11/11/2021

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 Adviser- 17/06/2021
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 a previous, WealthTech Matters - The Client 


Sponsors & partners






Wealth Dynamix



Sponsor WealthTech Matters

Find out More


  • David A. Smith

    David A. Smith

    Futurist and CEO, Global Futures and Foresight

    David Smith is the CEO and Futurist at Global Futures and Foresight, a futures research firm based in London, which he has led for the past 14 years. He has 40 years of technical, business development, marketing, leadership, and strategy experience, in global IT and IT services firms including responsibility for the strategy of a $2bn global financial services business. He is a regular keynote speaker at Business Schools and industry events and publishes several forward-looking papers each year. www.thegff.com


The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL, The Berkeley Hotel