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. 

That's why, in collaboration with Owen James, we created the dedicated event platform WealthTech Matters to provide a regular meeting space for wealth managers to learn, discuss and develop their technology strategies. These exclusive invite-only networking events bring COOs, CTOs, CIOs, and teams from leading EAMs, Private Banks, Wealth Managers, DFMs, Advisers, and MFOs together.

The next event in this series is WealthTech Matters – The Business, sponsored by SECCL, docStribute, Dorsum, InvestCloud, Ipipeline, Addepar and SEI, which will be hosted at SEI Investments in London on 9th November 2023. The event will include several TechTalks, roundtables, keynotes and networking opportunities. You can read more about the event here.

We have created an agenda that works for our participants, and we allow you to select the sessions you would like to attend so everyone has a personalised itinerary. Read the agenda for the day here.

Who will be in attendance?
With 50 COOs, CTOs, CIOs, and their teams from the top EAMs, private banks, wealth management, DFMs, advisers, and MFOs in attendance, this is an exclusive opportunity to network and exchange valuable insights. You can access the current delegate list here.

Interested in attending WealthTech Matters – The Business? Register for your invitation here.