WealthTech Matters isn’t your ordinary start-up pitch 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, tackle your firm’s biggest challenges, and leave armed with the insights you need to make smarter tech choices. Don’t just watch the future unfold - 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?
- The event is free to attend and CPD accredited.
Benefits of attending - how the event is shaped
- Tech-driven networking – go beyond traditional introductions with structured networking designed to spark meaningful conversations and 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 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.
Headline Sponsors
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7IM Investment and Retirement Solutions Limited
,Managing Director, Corporate & Strategy Development
7IM Investment and Retirement Solutions Limited
,Corporate & Strategy Development Manager
AAB Wealth Chartered Financial Planners
,Head of Operations
Adsumus Financial Services
,Practice Manager
Adsumus Financial Services
,Senior Paraplanner
Advanta Wealth Ltd
,Chief Operating Officer
Amber River
,Head of Group Change
Amber River
,Chief Operating Officer
Arbuthnot Latham & Co Ltd
,Chief Platform Officer
Ark Investment Management
,Chief Executive Officer & Head of Investor Relations
Artorius Wealth Ltd
,IT Manager
Artorius Wealth Ltd
,Applications and Systems Manager
Atomos
,Head of Strategy
Attivo Group
,Head of Operations and Strategic Relationships
Attivo Group
,Operations Director
BBVA Mexico (subsidiary of BBVA Group)
,Investment Specialists
Bank J. Safra Sarasin Ltd
,Relationship Manager
Beckett Investment Management
,Operations Director
Benchmark Capital
,Head of Business Operations
Benchmark Capital
,Head of Digital Advice
Brown Advisory
,Business Strategist
Brown Advisory
,Head of International Operations
Burlington Associates Ltd
,Managing Director
Cadro
,Head of Operations
Crowe Financial Planning UK Limited
,Operations Director
Fairstone Group
,Chief Operating Officer
Fidelius
,Head of Advice Delivery
Fidelius
,Chief Executive Officer
Finli Group
,Transformation Director
Five Wealth Ltd A/R Sense Network
,Chief Operating Officer
Forvis Mazars Financial Planning Limited
,Operations Director, Private Client – Financial Planning
GFT Group
,Client Partner - Capital Markets
Goalistic
,Managing Director
HSBC Bank Plc
,Global Senior Manager Financial Planning
HSBC Bank Plc
,Financial Planning Process & Procedures Lead
Hargreaves Lansdown Asset Management Limited
,Head of Advisory Proposition
Holden & Partners LLP
,Director of Operations
Hymans Robertson LLP
,Head of Corporate, Personal Wealth
Independent
,Was Executive Director @ UBS Wealth Management
Independent
,Chief Technology Officer
Independent
,former Chief Technology Officer - Raymond James
Independent Consultant
,Corporate Development Director
Independent Consultant
,Partner
Independent Consultant
,Senior Investment Adviser
Independent Consultant
,Consultant
Isio Wealth Planning
,Chief Digital Officer
JM Finn & Co Ltd
,Chief Operating Officer
James Hambro & Partners LLP
,Partner
James Hambro & Partners LLP
,Chief Operating Officer
Julius Baer International Ltd
,Executive Director, Head of Client Experience
Julius Baer International Ltd
,Head of Middle Office
JustFA
,Head of Adviser Support
JustFA
,Chief Executive Officer
Killik & Co
,Senior Product Manager
Killik & Co
,Adviser Product Manager
Killik & Co
,CRM Product Manager
Knights PLC
,Managing Director Wealth Planning
Lincoln Private Investment Office
,Chief Operating Officer
Lloyds Banking Group
,Head of New Initiatives Embedded Finance
Lombard Odier & Cie
,Banking Platform Services Client Relationship Manager
Lombard Odier & Cie
,Banking Platform Services Client Relationship Manager
Lynas Vokes Investments Ltd
,Managing Director
M&G Wealth
,Proposition Manager
Niche Private Clients
,Director
Oberon Investments Limited
,Senior Business Manager
One Financial Solutions Ltd A/R 2Plan
,Operations Director
One Four Nine Group
,Chief Operating Officer
Origen Financial Services
,Chief Operating Officer
Purposeful Group (formerly Finitor Wealth)
,Technology & Integration Director
Quanta Group
,Group Chief Operating Officer
RQ
,Senior Account Executive
Radiant Financial Planning Limited
,Head of Operations
Raymond James (was Charles Stanley & Co Ltd)
,Product Manager
Raymond James Wealth Management
,Managing Director, Central Financial Services & Chief Client Officer
Sesame Bankhall Group
,Enterprise Architect
Shackleton Advisers
,Head of Transformation and IT Services ‑ IM Asset Management
Shackleton Advisers
,Head of Advice Process and Proposition
Shackleton Advisers
,Chief Operating Officer & Head of Technology
Sibner Investment Management
,Senior Associate
Succession Wealth
,Chief Operating Officer
Succession Wealth
,Head of IT Systems
The First MicroFinanceBank - Afghanistan
,Member - Board of Supervisors
The Openwork Partnership
,Senior Operations and Performance Manager
The Penny Group LLP
,Client Services Director
Tideway Wealth
,Operations Director
Tribe Impact Capital LLP
,Head of Operations
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Chief Information Technology Officer
Warden Consulting
,Founder
Wealth Wizards
,Senior Financial Planning Consultant
Alpha FMC
,Director
Common Sense Implementations Ltd.
,Founder And Director
Independent Consultant
,Independent Consultant
JoyndUp Ltd
,Director
Melo (Change Squared/Exit Partnership/Aspire Exec Merged)
,Chief Operating Officer
Mint Blue Consulting Ltd
,Owner and Director
Ocorian (UK) Limited
,Consulting Lead
Opus Una
,MD
Pillar Client Services
,Founder
Pivot Strategies Ltd
,Managing Director
Pivot Strategies Ltd
,Co-Founder
Solve Partners
,Principal Consultant
Wipro
,Global Consultancy Lead - Wealth AI Transformation
Woven Advice
,Co-Founder
Ajax Wealth Management Limited
,Director
Keynote Speaker
,Master Strategist for UK and Ireland at Hewlett-Packard Enterprise (HPE)
Keynote Speaker
,Professor in Practice for AI and Technologies, Founder of AI Governance Limited & Former CEO & Board Chair Driving Responsible AI Leadership
SEI
,Head of International Marketing
Event’s latest information
View the Final Agenda and Schedule of the Day
Headline Sponsors
Speakers
Sue Turner OBE
Founding director of AI Governance and founding member of the United Nations AI Skills Coalition.
Really useful day to look through all the AI noise to discuss the practical challenges and possible solutions as more option than first thought
Owner and Director , Mint Blue Consulting
From our Spring 2025 Event
John Hall
Senior Delegate Manager
