Professional Wealth Managementt

Home / Events

RSS
           

Wealth Tech Summit
23 June 2022 | Digital conference

The global wealth management industry, along with many other sectors, is embarking on its journey towards digitalisation and overall technology integration. With this digital shift well in motion, advancing digital technology is at the top of the private banking agenda and at the centre of achieving operational excellence and customer satisfaction.

With technology set to offer benefits such as improved portfolio management strategies, greater understanding of asset liquidity and increasing levels of customer service, the move towards digitailsed functionality will reshape operations, decision making and client journeys industry-wide. Not only are traditional wealth managers and private banks looking to enhance their strategies for digital adoption, it is estimated that currently, $1 billion USD is managed worldwide by digital only wealth managers, signifying a steady transformation and at the same time, a fundamental shift in the demographics and desires of the customer of the future. 

The Wealth Tech Summit will bring together leading wealth managers, investors and technology companies to discuss the tectonic changes shaping the wealth management industry as they know it. The industry is setting its sights on the future, which is bringing with it a new generation of wealth and talent with new demands and new expectations. Join us as we discuss and debate the emerging challenges, opportunities and risks.

Register now

Wealth Tech Awards
23 June 2022 | Financial Times Head Office, London

Now in their fourth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking. 

The PWM Wealth Tech Awards aim at gathering qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence in the use of technology and digital communication. 

Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. 

A judging panel composed of leading industry professionals will assess the best performers, regardless of size, in different categories. 

As a growing number of private banks invest in their technology infrastructure, the awards programme is set to expand rapidly, with new categories being added and new winners being awarded.

Find out more

Wealth Management Summit
3 November 2022
London
More information coming soon

Global Private Banking Awards
3 November 2022
London
More information coming soon

 

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (April/May 2022)

Wealth Tech Awards 2022

Join our community