WealthTech Matters - Autumn 2025

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.

Curious? Intrigued? Dive into the full agenda below!

What our delegates say about our WealthTech Matters events

If you would like to receive an invite, use the form below or for more information please get in touch with John Hall.