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WealthTech Matters - The Series

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Networking with your peers Building new partnerships to drive your business forwards

Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business. 

WealthTech Matters focuses on three themes and will discover and discuss technology solutions that solve key challenges facing their business. 

Who Will Be in the Room?..

Each event will bring together COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.

THEMES:

The Client - 7/03/2024
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.

The Adviser - 4/07/2024
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees.

The Business - 28/11/2024
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

WealthTech Matters Switzerland - 07/11/2024

Building on the success of our UK series, this event will bring together 50+ COOs, CTOs and their teams from the top Private Banks, EAMs and Wealth Managers across Switzerland to explore new innovations in WealthTech and drive change in their business

If you would like to find out more about these events, do please call John Hall on 01483 861334 or email him at johnhall@owenjamesgroup.com.

What to Expect:

See the event in action - click below:

Events

  • WealthTech Matters Switzerland - November 2024

    WealthTech Matters Switzerland - November 2024

    7 Nov 2024

    Sheraton Zurich Hotel, Pfingstweidstrasse 100, 8005 Zürich

    Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business as a whole.

  • WealthTech Matters The Business - November 2024

    28 Nov 2024

    SEI Investments

    SEI Investments, Finsbury Square, London EC2A 1BR

  • WealthTech Matters - Spring 2025

    13 Mar 2025

    SEI Investments

    SEI Investments, Finsbury Square, London EC2A 1BR

Findings from WealthTech Matters - The Series

See all WealthTech Matters - The Series findings

Advisory Board

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    Toby Cross

    Head of Investment Solutions, Rothschild and Co.

    Toby Cross

    Head of Investment Solutions, Rothschild and Co.

    Toby heads the Investment Solutions team of Rothschild and Co. Wealth Management UK. In this role he is responsible for the development, management and governance of investment products and services for the UK and Italian wealth management businesses. Toby has worked in the private wealth industry for over 15 years. Originally as a client advisor with JP Morgan and Barclays, where he covered clients in the UK and Africa. Most recently he headed the investment distribution function for Barclays Wealth.

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    Craig Barraclough

    Chief Technology Officer, Sandringham Financial Partners

    Craig Barraclough

    Chief Technology Officer

    Craig Barraclough has been Chief Technology Officer at national advice network Sandringham Financial Partners since 2018 having been Head of IT and Operations since its inception in 2012. As a founding member of the team, over the last 10 years Craig has helped guide Sandringham from a start-up born out of service provider SimplyBiz to a business with £3 billion of assets under management supporting 185 advisers to help clients achieve their financial goals, financial security, and peace of mind. In 2022 a sale was finalised to M&G Wealth, which sees Sandringham become M&G Wealth's independent advice business to complement its existing restricted and hybrid firms. With responsibility for Operational and Technology functions, his client focused, digital first ethos has allowed Sandringham to effortlessly scale whilst providing highly valued client services. In 2016 he oversaw the transformation of Sandringham's back office architecture with the deployment of Benchmark Capital's Enable back office and Fusion investment platform. Prior to Sandringham he was Head of ICT and Operations at SimplyBiz where he managed the Technology and Operational functions for the UK’s largest independent financial services support provider.

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    Debbie Dry

    Head of Business Development, JustFA

    Debbie Dry

    Head of Business Development

    Debbie has spent her entire career in retail financial services with the last 10 years at senior management and board level. Debbie’s experiences from running large operational teams over multiple locations have made her passionate about delivering excellent customer service, whilst focusing on delivering efficiencies to the business and added shareholder value. She has been responsible for leading organisation-wide change programmes to deliver financial benefit through IT development and method improvement. As Head of Business Development at JustFA, Debbie is well placed to help financial advisory firms to expand their client base, work more efficiently, and make financial advice a reality for all. JustFA is more than a platform. We provide financial advisers with a way to build a more valuable business.

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    Michael Morris

    Executive Director, Origen

    Michael Morris

    Executive Director

    Michael Morris is an executive Director at Origen, a national financial advice form. He joined Origen in 2012 following previous roles with Prudential, One Wealth Management and HSBC across a range of disciplines; working in sales, advice, and technical roles. He is always looking to find ways to give advice a bigger footprint, and make sure as many clients as possible can get access to advice when they need it.

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    Jamie Ponting

    Head of Division – Strategy & Change and Advice, St James's Place Wealth Management

    Jamie Ponting

    Head of Division – Strategy & Change and Advice

    Jamie has worked in the wealth management sector for nearly fourteen years performing a number of roles across the advice process for a FTSE100 wealth manager. He is currently Head of Division – Strategy & Change and Advice Portfolio Owner, where he is responsible for defining, guiding and implementing strategic change linked to the provision of advice. He is a Chartered Financial Planner and Chartered Manager, who has won international awards for his leadership in automation and recently graduated from completing a MBA with distinction at the University of Birmingham, where his dissertation researched the impact of advice-seeking behaviours and technology on the advice gap in the UK.


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