Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.
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.
WealthTech Matters 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.
THEMES:
The Client - 7/03/2024
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.
The Adviser - 4/07/2024
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.
The Business - 28/11/2024
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
WealthTech Matters Switzerland - 07/11/2024
Building on the success of our UK series, this event will bring together 50+ COOs, CTOs and their teams from the top Private Banks, EAMs and Wealth Managers across Switzerland to explore new innovations in WealthTech and drive change in their business
If you would like to find out more about these events, do please call John Hall on 01483 861334 or email him at johnhall@owenjamesgroup.com.
What to Expect:
See the event in action - click below:
Events
- 4 Jul 2024
One Moorgate Place, London, EC2R 6EA
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 as a whole.
WealthTech Matters Switzerland - November 2024
7 Nov 2024Google Europaallee 24, 8004 Zürich, Switzerland
Google Zürich
WealthTech Matters The Business - November 2024
28 Nov 2024SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
Findings from WealthTech Matters - The Series
Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
WealthTech MattersDataInvestmentsreportingtaxWealth management
Data driven – how to evidence value with a ‘less is more’ approach
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
Personal effects - harnessing AI to fuel the human experience
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners / Phil Carden, Product Director at SS&C Facilitator: Paul Miles, Founder at Silverback Consulting
07 March 2024WealthTech Matters The Client - March 2024