PWM Wealth Tech Summit 2022 | Financial Times | 22 June 2022 | Online

The global wealth management industry, along with many other sectors, is embarking on its journey towards digitalisation and overall technology integration. With this digital shift well in motion, advancing digital technology is at the top of the private banking agenda and at the centre of achieving operational excellence and customer satisfaction. With technology set to offer benefits such as improved portfolio management strategies, greater understanding of asset liquidity and increasing levels of customer service, the move towards digitailsed functionality will reshape operations, decision making and client journeys industry-wide. Not only are traditional wealth managers and private banks looking to enhance their strategies for digital adoption, it is estimated that currently, $1 billion USD is managed worldwide by digital only wealth managers, signifying a steady transformation and at the same time, a fundamental shift in the demographics and desires of the customer of the future.

The Wealth Tech Summit will bring together leading wealth managers, investors and technology companies to discuss the tectonic changes shaping the wealth management industry as they know it. The industry is setting its sights on the future, which is bringing with it a new generation of wealth and talent with new demands and new expectations. Join us as we discuss and debate the emerging challenges, opportunities and risks.

Who Should Attend:
Our attendees will include CEOs, CTOs, CIOs, CDOs, heads of digital investment/allocation and the key decision makers and tech/digital professionals from wealth managers, private banks and family offices alongside the founders, c-suite executives of wealthtech companies, fintech companies, technology providers and platforms and consultants.

2022 Speakers

Sallie Krawcheck
CEO & Co-Founder, Ellevest

Neesha Hathi
MD, Head of Wealth & Advice Solutions, Charles Schwab

Monali Vora CFA
Partner and Managing Director, Quantitative Investment Strategies, Goldman Sachs

Eden Scrivenger
Chief Technology Officer, Investec Wealth & Investment

Ian Rand
CEO, Monument

Joseph Poon
Group Head, DBS Private Bank

Manoj Bhojwani
Global CIO, HSBC Global Private Banking and Wealth

Daniela Croitoru
Head of CEE Private Banking, UniCredit

Yves Bonzon
Group Chief Investment Officer, Julius Baer

Phil Watson
Head of Platform Development and Innovation, Citi Global Wealth Investment

Gareth Johnson
Head of Digital Channels, Brewin Dolphin

Jürgen Pulm
Chief Digital Information Officer Wealth Business, Natwest Group

Mariam Rassai
Head of Client Experience and Digital Transformation, BNP Paribas Wealth Management

David Montgomery
Managing Director, M&G Wealth

Will Goodwin
Co-founder and Head of Product, Tumelo

Gene Salerno
Chief Transformation Officer, Kleinwort Hambros

Azamat Sultanov
Chief Executive Officer, Fortu

Susannah Gray
Managing Partner, Sorbus Partners

Chris Tyrer
Head, Fidelity Digital Assets Europe

Adam Rein
CIO, President and Co-Founder, CapShift

Erika Karp
Chief Impact Officer, Pathstone

Darshita Gillies
Founder & CEO, Maanch

Anna Baráth
Head of Fund Investments, Bite Investments

Seb Dovey, Chair of F2 Strategy

April Rudin
President and Founder, The Rudin Group

Sharmil Patwa
Founder, Opus Una Financial Services Consulting

Leah Cox
Co-Founder, Managing Director, IANUA Market

Anant Deboor
Brand & Strategic Marketing Consultant, Independent

Yuri Bender
Editor-in-Chief, PWM

Elisa Battaglia Trovato
Deputy Editor, PWM

Liz Lumley
Deputy Editor, The Banker

2022 Sponsor

• InvestCloud