Heads of Wealth/Financial Planning, Private Banking & Wealth Management Briefing - May 2025
15th
May
2025
Octopus Investments Offices, 6th Floor, 33 Holborn, London EC1N 2HT
Open location in mapsThe session is taking place between 8:00 am and 10:00 am. Previously this session covered 'The art of client-centric wealth management', including:
- Empowering advisers to understand and influence client financial behaviour effectively
- Evolving pricing models to meet client and regulatory demands
This briefing, now in its sixth year, explores topics such as regulation, the client journey/interface, the impact of new technology and tax issues - all in the quest to provide the best possible customer outcomes.
Who will be in the room?
Bringing together the Heads of Wealth/Financial Planning from the largest private banks and wealth managers.
What does it cost?
- Participation is by invitation only, there is no fee to attend.
Example schedule of the morning:
8:00 am - 8:10 am
- Welcome Chair: Paul Rose, Key Partnerships Manager at Octopus Investments
8:10 am - 8:55 am
- Empowering advisers to understand and influence client financial behaviour effectively
8:55 am - 9:10 am
- Networking
9:10 am - 9:55 am
- Evolving pricing models to meet client and regulatory demands
9:55 am - 10:00 am
- Thank you, next steps and off to work we go
To find out more about what the agenda for the morning will look like, see below.
To register please use the request an invitation button below or reach out to Mark Davison.
Download all the latest information below
Example agenda of the morning
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