WealthTech Matters The Business 2022

The Offices of EY 1 More London Place, London, SE1 2AF

10 November 2022

WealthTech Matters The Business - November 2022

WealthTech Matters The Business - November 2022

  • 10 Nov 2022

    The Offices of EY

    The Offices of EY 1 More London Place, London, SE1 2AF

    View Map

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 - 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.

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 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.

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


Read More...

Sponsors & partners

Tiller

Titan Wealth

Seccl Technology Limited

EValue Limited

Dorsum

ALT/AVE

Wealth Dynamix

InvestCloud

Ortec

EY

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

Find out More

Speakers

  • David Smith

    David Smith

    Director, 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.

Location

The Offices of EY, The Offices of EY 1 More London Place, London, SE1 2AF


Top