Venue
Virtual Event

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Event Date Tue Jun 8 EDT (over 3 years ago)
Location Virtual Event
Region Americas
Details

We are pleased to announce the launch of our Robo Advice and Mass Affluent Banking Virtual Conference.

As part of our highly successful series of wealth management and private banking conferences, this edition will bring you new strategies in targeting the mass affluent market with robo advice and digital wealth tools.

The conference programme will feature a range of speakers from private banks, wealth managers and WealthTech firms. Each session will showcase opportunities in the mass affluent market, strategies for digital wealth and tips on making your robo advice platform a success. Our virtual platform features all the networking tools and meeting opportunities needed to grow your network and meet peers working in the robo advice field.

We look forward to seeing you there!

Speakers

2021 Speakers

Dirk Klee
CEO of Wealth Management and Investment, Barclays

Sharon Maguire
Chief Customer Officer, C.Hoare & Co.

Ruth Handcock
CEO, Octopus Investments

Jeanette Marais
Executive Director and Deputy CEO, Momentum Metropolitan Holdings Limited

Johan Hellman
CEO, ETFmatic

Rob Smith
Head of Behavioural Finance, Barclays

Nick Johnson
Head of Digital Investing, Coutts

Hugo Ferreira
Head of Business Development, Exo Investing

Henry MacLeod
Co-Head of Digital Distribution, Blackrock

Juraj Hrbatý
Founder & CEO, Finax

James Firth
Investment Adviser, Wealthsimple

Jeremy Takle
Co-founder and CEO, Pennyworth

Zoe Robson
Global Head of Innovation, Architas

Tim Ganie
Director of Sales & Distribution, Wisealpha

Gideon Nell
Head of Sales and Global Financial Institutions, Sanlam Global Investment Solutions

Mario Alves
Head of Sales and Partner Management, aixigo

Nikhita Iyar
Head of Strategic Business Development, Moxtra

Nikolai Hack
COO, Nucoro

Sponsors & Partners

2021 Sponsors

PLATINUM SPONSORS:
• aixigo
• InvestSuite
• Moxtra
• Nucoro