Digital Wealth and Asset Management Forum

Updates on the Forum

Bronze Sponsors: Vestmark, aixigo

In the Chair: Friedhelm Schmitt, Co-CEO, Fincite

Digital Wealth and Asset Management Forum organised in London on the 30-31 October, will help learn, explore and strategize on the digitisation of Wealth & Asset Management, creating customer-centric digital experiences with the help of IoT, designing new retirement experience, using automation to overcome challenges, open banking and its implications on Wealth Management, controlling risks.

Some of the Confirmed Speakers

  • HSBC Retail Banking
  • ABN AMRO Bank
  • Lloyds Banking Group
  • DNB Bank
  • Shawbrook Bank
  • Bethmann Bank AG
  • Allianz Global Investors
  • Schroders

Some of the Case Studies on the Agenda

  • Key Success Factors in Digital Transformation – jointly by Bethmann Bank AG and  ABN AMRO Bank
  • Engaging customers via digital channels. Insights from other industries, feasibility considerations – by HSBC Retail Banking and Wealth Management
  • Lessons to learn from retail banking and the wider Fintech arena – by Shawbrook Bank
  • Cases where pain points in wealth management industry can be solved merely by business automation – by RBC Wealth Management
  • Will value transfer Peer to Peer replace brokers and mutual fund managers? – by DNB Bank
  • How to include non-bankable assets within the wealth management offerings – by WealthInitiative
  • Most Recent Innovations In Digital Wealth Management – by AtomInvest

Panel Discussions

  • Recent practices and challenges in Digital Wealth Management (moderated by Lloyds Banking Group)
  • Balancing Machine and Human Element (moderated by Lloyds Banking Group)
  • Strategies promoting innovation in Wealth and Asset management industry (moderated by Motive Partners)

For more information or queries related to registration, sponsorship or partnership, please contact: [email protected]