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Event Date | Tue Jun 8 EDT (over 3 years ago) |
Location | Virtual Event |
Region | Americas |
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!
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
2021 Sponsors
PLATINUM SPONSORS:
• aixigo
• InvestSuite
• Moxtra
• Nucoro