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.
2 Plan Wealth Management Limited
,Technology Director
2 Plan Wealth Management Limited
,Managing Director
3173
,Chief Technology Officer
AAB Wealth Chartered Financial Planners
,Head of Operations
Atomos
,Managing Director - Portfolio Management
BBVA Mexico (subsidiary of BBVA Group)
,Investment Specialists
Brooks Macdonald Asset Management Limited
,Technical Architect
Brown Advisory
,Head of International Operations
Brown Shipley & Co Limited
,Chief Operating Officer
Burlington Associates Ltd
,Managing Director
Cadro
,Head of Operations
Charles Stanley & Co Ltd
,Head of Digital Platform
Charles Stanley & Co Ltd
,Product Manager
Charles Stanley & Co Ltd
,Director CSD Advice and Guidance
Clifton Asset Management PLC
,Head of Client Experience and Communications
Crowe Financial Planning UK Limited
,Operations Director
Defaqto Ltd.
,Strategic Accounts Director
First Wealth LLP
,Head of Operations
Forvis Mazars Financial Planning Limited
,Operations Director, Private Client – Financial Planning
Forvis Mazars Financial Planning Limited
,Operations Associate Director
Franklyn Financial Management Ltd A/R SJP
,Chief Operating Officer
Goalkeep
,Managing Director
HFMC Wealth Management Ltd
,Executive Director
HSBC Bank Plc
,Global Senior Manager Financial Planning
HSBC Bank Plc
,Senior Customer Journey Lead - Build Investments & Financial Planning
Hinckley and Rugby Building Society
,Chief Operating Officer
Holden & Partners LLP
,Director of Operations
Independent
,Chief Operating Officer
Independent
,Chief Technology Officer
Independent Consultant
,former Head of Advice Proposition
Isio Wealth Planning
,Chief Operating Officer
Isio Wealth Planning
,Chief Digital Officer
Isio Wealth Planning
,Consultant
James Hambro & Partners LLP
,Chief Operating Officer
James Hambro & Partners LLP
,Partner
Julius Baer & Co. Ltd
,Head of Product Management
Julius Baer International Ltd
,Executive Director, Head of Client Experience
JustFA
,Chief Executive Officer
Killik & Co
,Partner - Chief Transformation Officer
Killik & Co
,Senior Product Manager
Lincoln Private Investment Office
,Chief Operating Officer
Lockhart Capital Management LLP
,Head of Client Advice
Lynas Vokes Investments Ltd
,Managing Director
MKC Wealth Ltd
,IT Manager
One Financial Solutions Ltd A/R 2Plan
,Operations Director
Origen Financial Services
,Director, Proposition and Marketing
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Quilter plc
,Commercial Director
RBC Wealth Management (Royal Bank of Canada)
,Chief Operating Officer
Salisbury House Limited A/R Openwork
,Operations Director
Saranac Partners Limited
,Head of Technology
Sarasin & Partners LLP
,Business Manager
Schroders Personal Wealth
,Chief Operating Officer
Sesame Bankhall Group
,Distribution Director
Sesame Bankhall Group
,Enterprise Architect
Shackleton Advisers
,Head of Transformation & IT Services
Succession Wealth
,Director of Transformation
Succession Wealth
,Transformation Data Lead
Tavistock Investments Plc
,Corporate Development Director
The Penny Group London LLP
,Client Services Director
Tideway Investment Partners LLP
,Operations Director
Time to Give Network
,Chief Executive Officer
Timothy James and Partners Ltd
,Head of Advice Delivery
TrinityBridge (formerly Close Brothers Asset Management)
,Operational Resilience Specialist
TrinityBridge (formerly Close Brothers Asset Management)
,Chief Digital & Information Officer
Union Bank of India
,Non Executive Director
Adeptli
,Co-Founder
Alpha FMC
,Senior Manager
Independent Consultant
,Independent Consultant
JoyndUp Ltd
,Director
Melo (Change Squared/Exit Partnership/Aspire Exec Merged)
,Exit Partner
Melo (Change Squared/Exit Partnership/Aspire Exec Merged)
,Management Consultant
Mint Blue Consulting Ltd
,Owner and Director
Opus Una
,MD
Silverback Consultancy
,Associate
Woven Advice
,Co-Founder
Ammonite Wealth Ltd
,Co-Founder & Director
Ammonite Wealth Ltd
,Co-Founder & Director
Event’s latest information
View Draft Schedule of the Day and Roundtable Topics
Headline Sponsors
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
