WealthTech Matters Switzerland 2023 | Owen James | 13 November 2023 | TBA, Zürich, Switzerland
Venue
TBA
TBA, Zürich, Switzerland
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| Event Date |
Tue Nov 14 CET (about 1 year ago)
In your timezone (EST): Mon Nov 13 6:00pm - Mon Nov 13 6:00pm |
| Location |
TBA
Zürich, Switzerland |
| Region | EMEA |
Details
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business.
This event focuses on three themes and will discover and discuss technology solutions that solve key challenges facing their business.
Who Will Be in the Room?..
Each event will bring together COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
Speakers
2023 Speakers
ADVISORY BOARD:
Toby Cross
Head of Investment Solutions, Rothschild and Co.
Craig Barraclough
Chief Technology Officer, Sandringham Financial Partners
Debbie Dry
Head of Business Development, JustFA
Michael Morris
Executive Director, Origen
Jamie Ponting
Head of Division – Strategy & Change and Advice, St James's Place Wealth Management