Wealth Transformation Summit 2024 | MoneyNext | 18 June 2024 | ExCeL London, Royal Victoria Dock, 1 Western Gateway, London E16 1XL, UK

• 250+ visionary speakers sharing their experiences
• 5 theatres of content
• Connect with 2,000 financial services colleagues
• First class hospitality
• Wealth Management’s biggest roundtable event
• 60+ leading tech providers, demonstrating solutions

Themes & Topics
Your Business:
Gain insights into modern business models and investment platforms, crafting resilient strategies for today’s challenging market, promoting sustainability, and leveraging tech partnerships to navigate the evolving wealth landscape.
• ESG
• Macroeconomics
• Sustainable Investing
• Partnerships
• New Business Models

Your People:
Explore how fostering inclusive and diverse teams, shaping organisational culture, and championing diversity initiatives contribute to the success of today’s banks and wealth firms. This theme is a compass for attendees looking to lead with empathy, build thriving teams, and foster a culture of innovation in the ever-evolving financial sector.
• Diversity
• Inclusion
• HR
• Culture
• Future of Work
• Leadership

Your Technology:
Explore the transformative power of technology in reshaping wealth management. With an increasing focus on AI, automation and robo-investors, join us at the forefront of the technological advancements propelling today’s wealth advisors into a new era of efficiency and capability.
• AI
• Automation
• Data
• Robo Investors
• Digital Assets

Your Customer:
Explore the intricacies of changing client expectations, and discover cutting-edge approaches to reach a changing customer base. This theme is a gateway for attendees seeking to elevate client satisfaction, loyalty, and engagement, ultimately driving success in the competitive financial landscape.
• Client Experience
• Personalisation
• Marketing
• Changing Expectations

2024 Speakers

Mark Thomas
Chief Strategy Officer, Abrdn

Philip Best
Chief Compliance Officer, Pemberton Asset Management

Gabrielle Branson
Deputy CEO, EFG Private Bank

Harlin Singh
Managing Director, Global Head of Sustainable Investing, Citi

Edward Smith
Co-Chief Investment Officer, Rathbones Group

Jason Miguel Da Silva
Director, Global Investment Strategy, Arbuthnot Latham

Stela Willemstein
Director, UBS

Rosa Sangiorgio
Founder, RSg Impact Investing

James (J.R.) Lowry
COO, Janus Henderson Investors

Katie Royals
Managing Editor, PAM Insights

Greg Horton
Chief Technology Officer, Fairstone Group Ltd

Damiano Baj
Chief Operating Officer, EFG Private Bank

Maria Costa
Head of Sustainability Wealth Management, Santander UK

Roopalee Dave
Partner – Wealth and Asset Management, EY

Michael Goemans
Head of UK Transactional Banking, Investec Bank

William Hobbs
Head of UK Multi-Assett Wealth, Barclays

Alex Spreckley
Managing Director, Saltus

Niral Kalaria
Chief Transformation Advisor, Kepler Cannon

Stuart Gunderson
Chief Operating Officer, Seilern Investment Partners

Phil Patient
Executive Director, HFMC Wealth

Caroline Burkart
Partner, Alpha FMC

Iain Cowell
SVP, Digital Wealth & Investment Solutions, Franklin Templeton

Michel Perera
Chief Investment Officer, Formerly Canaccord Genuity Wealth

Joanne Phillips
MD Direct Wealth, Aviva

Zabeen Moser-Mawji
Managing Director Wealth Management, Accenture

Em Caerlewy-Smith
Partner, Elixirr

Carl Hazeley
Chief Analyst, Finimize

Usman Ahmad
Chief Data Scientist, Acuity Knowledge Partners

Diane O'Connor
Head of Private Client Area Consultancy, St. James Place

Oksana Dovorecka
Executive Director Workflow Solutions, UBS Wealth Management

Claire Mann
Head of Client Propositions, Hampden & Co.

Jürgen Blumberg
COO ETF Accelerator EMEA, Goldman Sans

Anton Batiaev
CTO, Vega

Swapnil Sirsikar
Portfolio Lead Business Analyst, M&G plc

Troy Mortimer
Partner – ESG and Responsible Investment, Alpha FMC

Tamer Ozman
Founder and CEO, Mintus

Luke Baldwin
CEO, Nature Broking

John O'Driscoll
Divisional Director, Business Development & Advice, St. James Place

Esa Kalliopuska
COO, EMEA Distribution, Invesco

Sharon Hubmann Skinner
Partner, Boston Consulting Group

Mark Plummer
Head of Private Banking, London, Hampden & Co

Will Jones
Chief Design & Product Officer, 11

Jan-Carl Plagge
Head of ESG Research, Vanguard

Anne-Sophie Estace
Private Banking Director, Metro Bank

Jamie Forrester
Senior Partner, Alpha FMC

Valentin Khatchatourian
Former Banker, Tech Startup Mentor and Investor

Abby Trott
Operations Manager, Investengine

Umar Zaman
Head of Strategy, EMEA, BNY Mellon | Pershing

Andrew Miller
Lead Investment Director, Quilter

Arsalan Minhas
Associate Vice President, Sales Engineering, Hyland

David Olubuyide
Head of Bestinvest Product Proposition & Client Experience, Evelyn Partners

Matt McLoughlin
Chief Commercial Officer & Partner, Liontrust Asset Management

Matt Phillips
Experience Design Executive Director, JP Morgan

2024 Sponsors and Partners

DIAMOND SPONSORS:
• Hyland

PLATINUM SPONSORS:
• Appian
• Oracle
• Ping Identity
• Tata Consultancy Services

GOLD SPONSORS:
• Alteryx
• Broadcom
• Bud
• Deloitte
• DLT Apps
• Fyndoo
• Instabase
• Kainos
• Kerv
• Smart Communications
• Projective Group
• Telefonica Tech
• Version 1
• Workday

SILVER SPONSORS:
• ActiveOps
• Acuity
• Board
• Comarch
• Delphix
• Denodo
• Feedzai
• GFT
• Iris Networks
• Ncino
• Portworx
• Samsung
• SCC
• Spirent
• Temenos

ASSOCIATION BREAKFAST PARTNER:
• Women in Banking & Finance