Thu Jun 17 BST (4 months ago)
In your timezone (EDT): Thu Jun 17 3:00am - Thu Jun 17 12:45pm
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.
Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.
This event will focus on: The Adviser
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees. Each theme will discover and discuss technology solutions that solve key challenges facing your business.
Who Will Be in attendance?..
Each event will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
Independent Consultant, Brainfood Consulting
speaker, consultant, brand strategist
2021 Sponsors and Partners
• Seccl Technology Limited
• Kidbrooke Advisory AB
• Blue Prism
• moneyinfo limited
• Redington Ltd
• Dynamic Planner
• Wealth Dynamix
• Ortec Finance