WealthTech Matters The Client 2022

Royal College of Physicians, 11 St Andrews Place, Regent's Park, London NW1 4LE

10 March 2022

WealthTech Matters The Client - March 2022

WealthTech Matters The Client - March 2022

  • 10 Mar 2022

    Royal College of Physicians

    Royal College of Physicians, 11 St Andrews Place, Regent's Park, London NW1 4LE

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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 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.

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 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.

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 


Sponsors & partners


EValue Limited

Allfunds Bank

Blue Prism Group




Wealth Dynamix

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

Find out More


  • Ella Sy

    Ella Sy

    Strategy Director, GDR Creative Intelligence

    Ella is a Business Futures Strategy Director and Consultant at GDR. She is focused on providing retailers, brands and hospitality clients with thought leadership, insights and wayfinding to the future. Ella unlocks consumer insights to dive into brand personas & purpose, and creates compelling strategic stories that captures the zeitgeist and audience. As a native to France, with heritage in Asia and a resident of the UK; she is not only multi-lingual, (English, Mandarin & French) but can also provide interesting cultural and social perspectives. Ella’s driving force as a speaker and thought leader is to be a catalyst for business & human growth.


Royal College of Physicians, Royal College of Physicians, 11 St Andrews Place, Regent's Park, London NW1 4LE