Owen James and The Wealth Mosaic have collaborated to create a series of biannual 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:
Spring - 13/03/2025
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.
Autumn - 23/10/2025
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.
Switzerland - 6/11/2025
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
- 13 Mar 2025
SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
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 - Autumn 2025
23 Oct 2025SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
Wealthtech Matters Switzerland - November 2025
6 Nov 2025Sheraton Zurich Hotel, Pfingstweidstrasse 100, 8005 Zürich
Findings from WealthTech Matters - The Series
The opportunities and challenges of integrated AI solutions
Facilitator: Brod Whiting, JoyndUp Expert: Elemi Atigolo, Consult Venture Partners
28 November 2024WealthTech Matters The Business - November 2024
WealthTech MattersAIDigital SolutionsIntegrationRegulationThird-party
How businesses need to prepare for the clients of the future – session 2
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
WealthTech MattersgenerationalGoals-based planningRegulationWealth managementWealth Transfer
How businesses need to prepare for the clients of the future – session 1
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
WealthTech MatterscomplianceLegacy SystemsRelationshipsStrategyWealth Transfer