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.

Topic’s Include:  ESG   Macroeconomics   Sustainable Investing   Partnerships   New Business Models

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.

Topic’s Include:  Diversity   Inclusion   HR   Culture   Future of Work   Leadership

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.

Topic’s Include:  AI   Automation   Data   Robo Investors   Digital Assets

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.

Topic’s Include:  Client Experience   Personalisation   Marketing   Changing Expectations