WealthTech Matters The Adviser 2022

The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN

14 June 2022

WealthTech Matters The Adviser - June 2022

WealthTech Matters The Adviser - June 2022

  • 14 Jun 2022

    The Aon Centre

    The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN

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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 - 16/06/2022

Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

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.

OTHER THEMES:

The Client - 10/03/2022
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 Business - 10/11/2022
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.

See the event in action - below is a video from a previous, WealthTech Matters - The Client 


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Sponsors & partners

Additiv

moneyfarm

Factset

Dorsum

Wealth Dynamix

Ortec

InvestCloud

For more information about sponsoring this event, please get in touch

Find out More

Speakers

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Ben Lyttleton is a football journalist and author who understands that we can learn the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s top coaches, including Thomas Tuchel, Didier Deschamps and Emma Hayes, to learn how they identify, develop and retain talent, focusing on resilience, empathy, and creativity. Ben has worked with leading football and NBA teams and their coaches to help them develop elite performance. His first book Twelve Yards: The Art and Psychology of the Perfect Penalty examined how elite athletes understand and manage their anxiety to perform at their best under pressure - making good decisions and executing tasks while keeping your composure can be trained! He has advised Premier League and national teams on their penalty strategy. Ben has developed a comprehensive picture of leadership, teamwork, talent improvement and performing under pressure and he uses football as the perfect lens through which to improve behaviours and results for leaders in any business. He is also the co-author of the best-selling children’s book series Football School, which uses football to open up the school curriculum and inspire a generation of children to develop a love of reading. Ben works with literacy charities, the Premier League and some of its biggest clubs by using football as a powerful educational force for good. Ben’s latest project is as co-owner of the Danish professional football club, Akademisk Boldklub, known as AB, where he is using his lessons from a career in football to gain an edge for his team.

Location

The Aon Centre, The Aon Centre, The Leadenhall Building, 122 Leadenhall St, London EC3V 4AN


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