Digitising Wealth & Asset Management Summit 2018 | Event Creation Network Ltd | 16 May 2018 | Grange Tower Bridge Hotel, 45 Prescot St, London E1 8GP, UK

Key topics
• Meeting the demands of tomorrow’s clients while maintaining loyalty today
• Protecting client and company data in a constantly evolving cyber security landscape
• Expectations for technologies on the horizon, and digitising for the next generation
• Building a change management strategy centered around a digital corporate culture
• Defining the unique client needs of wealth & asset managers, and digitising accordingly
• Developing industry partnerships to build profitability and streamline processes
• Analysis of technologies with proven value vs. hype, and what will work for you to provide that next-level client experience
• Calculating the risk of investing in specific technologies under a limited budget
• Outsourcing regulatory compliance focus back in on money management

You will meet with 80+...
Heads of:
• Innovation & Technology
• Digital
• Marketing & Communication
• Client Lifecycle & Relationships
• Platform Development
• Propositions & Distribution
• Information Security
• Data Privacy
• Business Development

Representing leading:
• Wealth management firms
• Asset management firms
• Digital advice companies
• Digital management companies
• Fintechs
• Insurance companies
• Private equity firms
• Regulatory bodies
• Consultancies

2018 Speakers

Chris Adlard
Customer Experience Fintech Leader

Rupert Bull
Finceler8 & The Disruption House, Co-Founder & CEO

Jurgen Frietsch
Generali Investments, Head of IT & Procurement

Hans van Houwelingen
Actiam Asset Management, CEO

Jonas Haase
Growney GmbH, Chief Product Officer

Patrick Hunger
Saxo Bank Schweiz, CEO

Edward Lecky-Thompson
Schroders, Digital Strategy & Innovation

Sean Morgan
OTCX Trading, Chief Revenue Officer & Global Head of Sales

Daniel Thomson
Lloyds Banking Group, Customer Experience Lead

Simon Miller
Scalable Capital, UK Co-Founder & CEO

Chris Mills
Distributed Ledger Technology: An Emerging Consensus on the Buy-Side, Author

Joe Parkin
BlackRock, Head of Wealth - UK, Ireland and the Channel Islands

Steve Pesenti
Barclays, Head of Overseas Services Propositions

Amin Rajan
CREATE Research, CEO

Peter Smith
TISA, Global Head of Industry Policy Liaison

Karan Shanmugarajah
Wealthsmart, CEO

Toby Triebel
Wealthsimple, CEO Europe

Luca Zorzino
Illuminate Financial, Investment Executive

2018 Sponsors

EXHIBITORS
• FE
• PlanPlus
• SimCorp Coric
• YukkaLab

VENDOR DELEGATE PLUS
• Appway

MEDIA PARTNERS
• Global Community
• Private Banking
• Financial IT
• Payments & Card Network
• Savvy Investor
• Fintech Futures