WealthTech Matters Spring isn’t your ordinary FinTech gathering, but a tech-focused forum combining industry insights from main technology providers with practical solutions.
As we know technology is the future of wealth management - but are you keeping up? In a world where tech is evolving rapidly, wealth managers can no longer afford to sit on the sidelines.
From client acquisition and engagement to adviser enablement and business efficiency, we’ll explore how technology is shaping the industry. Discover the latest solutions through our Techtalk sessions designed to tackle your firm's biggest challenges, and leave armed with the insights you need to make smarter tech choices. Forge valuable connections during the networking lunch, where you will have an opportunity to not just watch the future unfold - but be a part of it.
Who will be in the room?
- A community of COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
What does it cost?
- Participation is by invitations only, there is no free to attend and is CPD accredited
Benefits of attending - how the event is shaped
- Tech-driven networking – go beyond traditional introductions with our networking lunch and structured networking designed to spark meaningful conversations and forge valuable industry connections
- Collaborate & innovate – share best practices and tackle key industry challenges over an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
- Expert-led insights – hear from visionary speakers through our keynote and TechTalk sessions who understand the latest WealthTech innovations and how they’re transforming client engagement, adviser enablement, and business efficiency
- Your agenda, your way – customise your itinerary with roundtables and discussions tailored to your biggest challenges, so you leave with practical solutions that fit your business
Be captivated by exclusive upcoming roundtable discussions that include:
- Responding to the changing landscape
- Innovating the client experience
- Leveraging ai for operational efficiency
- Strategic approaches to technology & workforce
- Future-proofing advisers
Get ready for a day like no other — where COOs, CTOs, CIOs, and their teams from leading Wealth Managers, Private Banks, DFMs, Advisers, and MFOs come together to challenge the status quo, spark innovation, and explore the technology shaping the future of wealth management.
Irwin Mitchell
,Head of Transfromation & IT Services
Franklyn Financial Management Ltd A/R SJP
,Chief Operating Officer
Rothschild & Co
,Client Account Management - Strategic Initiatives Lead
Cadro
,Head of Operations
Pembroke Financial Services Ltd
,Head of Operations
Clifton Asset Management PLC
,Head of Client Experience and Communications
Killik & Co
,Project Manager
Thomson Tyndall
,Financial Adviser
Ruffer LLP
,Technology Lead Software Engineer
TrinityBridge (formerly Close Brothers Asset Management)
,Chief Digital & Information Officer
Isio Wealth Planning
,Chief Operating Officer
Perspective Financial Group Limited
,Chief Operating Officer
Independent Consultant
,former Head of Advice Proposition
Rothschild & Co
,Head of Client Account Management
Thomson Tyndall
,Financial Advice Investment Management
Crowe Financial Planning UK Limited
,Operations Director
Hargreaves Lansdown Asset Management Limited
,Head of Advisory Product
Radiant Financial Planning Limited
,Head of Operations
Pembroke Financial Services Ltd
,M&A and Technology
Forvis Mazars Financial Planning Limited
,Operations Director, Private Client – Financial Planning
Lockhart Capital Management LLP
,Head of Client Advice
Parmenion Capital Partners LLP
,Commercial Director
Continuum (Financial Services) LLP
,Managing Partner
Handelsbanken Wealth & Asset Management
,Chief Operating Officer
Rothschild & Co
,Client On-Boarding Manager/Client Experience Project Analyst
Radiant Financial Planning Limited
,Group Data and Technology Lead
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Chief Information Technology Officer
Sarasin & Partners LLP
,Business Manager
Charles Stanley & Co Ltd
,Head of Digital Platform
One Four Nine Group
,Chief Operating Officer
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Group Chief Operating Officer
ARRT Integration Ltd
,Integration Director
Sesame Bankhall Group
,Distribution Director
Independent
,Chief Operating Officer
Hinckley and Rugby Building Society
,Chief Operating Officer
Parmenion Capital Partners LLP
,Chief Commercial Officer
Kingswood
,Project Analyst
Brooks Macdonald Asset Management Limited
,Technical Architect
Shackleton Advisers
,Chief Operating Officer
Sesame Bankhall Group
,Chief Operating Officer
Atomos
,Head of Client Delivery & Innovation
Fidelius
,Head of Client Services
Forvis Mazars Financial Planning Limited
,Operations Associate Director
Parmenion Capital Partners LLP
,Head of Product (Platform)
MKC Wealth Ltd
,Chief Technology Officer
Burlington Associates Ltd
,Managing Director
Attivo Group
,Operations Manager
Independent
,Chief Technology Officer
BBVA Mexico (subsidiary of BBVA Group)
,Investment Specialists
Stonewood Wealth Management
,Group CEO
Corbel Partners
,Non-Executive Director
Artorius Wealth Ltd
,IT Manager
Isio Wealth Planning
,Consultant
Charles Stanley & Co Ltd
,Product Manager
Sesame Bankhall Group
,Enterprise Architect
James Hambro & Partners LLP
,Chief Operating Officer
Fintel
,former Head of Investment Management Compliance
2 Plan Wealth Management Limited
,Head of Technology
Saltus Partners LLP
,Chief Operating Officer
James Hambro & Partners LLP
,Partner
Benchmark Capital
,Head of Business Operations
Independent Consultant
,Was Head of Client Strategy and Experience for Switzerland and Europe @ Julius Baer
Canaccord Wealth
,Wealth Planning Systems Manager
Forvis Mazars Financial Planning Limited
,Proposition Manager
JustFA
,Chief Executive Officer
W1M (Was London and Capital & Waverton IM)
,Chief Transformation Officer
Loyal North
,Acquisitions Director
Validpath Ltd
,Chief Technology Officer
Tavistock Investments Plc
,Corporate Development Director
Holden & Partners LLP
,Director of Operations
Tideway Investment Partners LLP
,Operations Director
Lynas Vokes Investments Ltd
,Managing Director
Goalkeep
,Managing Director
Hurst Point Group
,Chief Technology & Transformation Officer
Redmayne-Bentley LLP
,Director of IT
Artorius Wealth Ltd
,Applications and Systems Manager
Salisbury House Limited A/R Openwork
,Operations Director
2 Plan Wealth Management Limited
,IT Development Manager
Opus Una
,MD
Independent Consultant
,Strategic Adviser
Mint Blue Consulting Ltd
,Owner and Director
Silverback Consultancy
,Associate
Melo
,Chief Innovation Officer
JoyndUp Ltd
,Director
Boxlight
,TBC
Crosstide Consulting
,Sales Director
Platforum
,Associate Research Director
Platforum
,Head of Platforum
Defaqto Ltd.
,Insight & Consulting Director
Event’s latest information
View the Schedule of the Day and Draft Agenda
Headline Sponsors
Speakers
Jimmy McLoughlin OBE
Founder at Boxlight
Thought-provoking, informative, interactive and educational event
Head of Client Services , Fidelius
John Hall
Senior Delegate Manager
