WealthTech Matters - The Series

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.


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:


  • 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