Chief Operating Officer Wealth Management and Private Banking Afternoon Briefing - July 2026

Andaz, 40 Liverpool St, London EC2M 7QN

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1st July 2026

This series of briefings for the Chief Operating Officers from the largest private banks and wealth managers continues to offer a platform for peers to network, hear from the experts and seek solutions to the business issues with which they grapple on a day-to-day basis. These briefings explore topics such as how to manage cost income ratios more effectively; examine different aspects of the customer journey; as well as learn how to keep the regulator happy and provide a high-quality service.

The topics discussed will be around "Intelligent infrastructure: Using data and operations to unlock organic growth", specifically delving into:

  • Data in an AI world: Turning complexity into client intelligence
  • Streamlining operations for organic growth - reducing friction at scale

For further details around these discusson topics and who will is scheduled to be attending, view the agenda.

Event’s latest information

View Agenda and participant list

Proudly sponsored by:

John Hall

Senior Delegate Manager

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