The 2nd UK Robo Advice and Digital Wealth Summit 2018 | City & Financial Global | 20 September 2018 | Royal Garden Hotel, 2-24 Kensington High St, Kensington, London W8 4PT, UK

The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors. As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.

Attendance at the second edition of The UK Robo Advice and Digital Wealth Summit will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management.
Key discussion areas include:
• Robo-advice: progress so far and opportunities ahead
• Meeting the developing expectations of regulators
• Robo-advice in the UK: a country specific perspective
• Customer acquisition and engagement
• Increasing the granularity and quality of advice
• Outlook for robo-advice in the pension and insurance sectors
• Robo-advice from two different angles: established financial institutions and fintech start-ups

2018 Speakers

Anna Wallace
Head of Department, Innovate, Financial Conduct Authority

Helena Morrissey DBE
Head of Personal Investing, Legal & General Investment Management

John Barrass
Deputy Chief Executive, PIMFA

Giovanni Dapra
Co-Founder and Chief Executive Officer, Moneyfarm

Andrew Firth
Chief Executive, Wealth Wizards

Adam French
Co-founder & Director, Scalable Capital

Michael Gruener
Managing Director & Head of EMEA Retail Business, BlackRock

Jack Knight
Deputy Chief Executive, Investment Association

Tomasz Krzywicki
General Counsel (Europe & US), Wealthsimple

Ian McKenna
Founder, DigitalWealthInsights.com, Director, Finance & Technology Research Centre Ltd

Hemal Mehta
Founder and Chief Executive, AtomInvest

Janine Menasakanian
Head of Distribution Strategy, Personal Investing, Legal & General Investment Management

Kevin Mountford
Chief Executive, Raisin UK

Uday Nimmakayala
Chief Executive, WealthObjects

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

Darren Philp
Head of Policy, Smart Pension

Fahd Rachidy
Co-Founder and Chief executive, Abaka Holdings

Charlotte Ransom
Chief Executive, Netwealth

Romi Savova
Chief Executive, Pension Bee

Joe Seunghyun Cho
Co-founder and Founding CEO of LATTICE80, Chairman at Marvelstone Group

David Stevens
Life Advice Director, LV=

Daniel Tammas-Hasting
Managing Director and Founder, RiskSave

Daniel Thomson
Digital Product Owner – Retail Investments, Lloyds Banking Group

Christopher Truce
Head of FinTech, Saxo Bank Group

Caroline Vaughan
Head Of New Business, Innovate Finance

2018 Sponsors & Supporters

SPONSORS:
• Saxo Markets
• WealthObjects
• Abaka

SUPPORTERS:
• aiwm
• CFA Society United Kingdom
• Digital Wealth Insight
• fdata
• FINTECH CIRCLE
• THE FINTECH TIMES
• Fintecg Finance
• FINTECH FUTURES
• LEI
• INNOVATE FINANCE
• IRTAI
• JWG
• L39
• LATTICE80
• PIMFA
• PensionBee
• RiskSave
• WORLD FINANCE INFORMS