11 November 2021

WealthTech Matters - The Business 11 November 2021

WealthTech Matters - The Business 11 November 2021

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 ...  

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