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WealthTech Matters The Business 2024

SEI Investments, Finsbury Square, London EC2A 1BR

28 November 2024

WealthTech Matters The Business - November 2024

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WealthTech Matters The Business - November 2024

  • 28 Nov 2024

    SEI Investments

    SEI Investments, Finsbury Square, London EC2A 1BR

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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 Events and The Wealth Mosaic collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

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This event will focus on:

The Business - 26/11/2024

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.

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 & The Adviser - 04/06/2024

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

Each theme will discover and discuss technology solutions that solve key challenges facing your business. 

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

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Register as a Participant

Example Participant List - See who joined us in 2023

Example Schedule of the Day and Roundtable Topics

Sponsors & partners

Financial Software Ltd

Seccl Technology Limited

moneyinfo limited

Dorsum

SEI Wealth Platform

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

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Speakers

  • Tim Papandreou

    Tim Papandreou

    Keynote Speaker - Gen AI, Robotics, Emerging Technologies & Google X Advisor, Ex-Waymo/Google & Forbes Writer

    Tim is a pragmatic futurist who uses his expertise in policy, emerging technology, and strategic operations to build the future, today. He's a thought leader with a deep understanding of AI ecosystems, supply chains, moonshot thinking, digital transformation, and the impact of technology on living, working, wellness, and cities. Tim's an architect of innovation. As the Founder and CEO of ETA Advisors, he empowers investors, companies, startups, and governments to navigate the ever-changing tech landscape with ever-shifting geopolitics. His guidance is built on real-world experience, serving as a key advisor at X, the Moonshot Factory (Google parent Alphabet's top secret innovation lab). Here, he focuses on commercializing cutting-edge technologies like generative AI and robotics.

Location

SEI Investments, SEI Investments, Finsbury Square, London EC2A 1BR


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