Andrew provided the keynote address “Disrupt or be Disrupted” at the Compeer event Wealthtech 2019 in London.
After all the talk about Digital how has the wealth management sector responded?
All new technologies fuel agility and efficiency in the industry but do wealth managers see virtual interactions as a threat, or complementary to, traditional methods?
15:30 – 16:00 Registration and refreshments
16:00 – 16:10 Introduction: Master of Ceremonies – Alberto Cuccu, Objectway LTD
16:10 – 16:40 Opening Keynote: Andrew Grill – Disrupt or be Disrupted
16:40 – 17:00 Mario Alves, Aixigo – From Zurich to London: How a Private Bank boosted efficiency and satisfaction by adopting Digital Wealth Management
17:00 – 17:20 Dave Upton, Focus Solutions Group – What are you ‘Financial’ Planning Next?
17:20 – 17:50 Networking Break
17:50 – 18:10 James Brown, Compeer – Review of IT costs in wealth management and the digital demands of clients
18:10 – 18:30 Suman Rao, Avaloq – A standardised core platform must accommodate user-led design
18:30 – 19:00 Wealth Management Panel Session
David Strydom (Raymond James), Eric Moe (Whitefoord), Mark Cadby (Tiller Investments), Stephen Green (Equiniti)
19:00 – 19:10 Summary: Master of Ceremonies – Alberto Cuccu, Objectway LTD
19:10 – 20:00 Networking, drinks and canapés
Based on our research, we will be delivering an assessment of the digital landscape and which developments the wealth sector is prioritising.
There is no charge for this seminar for representatives of wealth management firms and private banks.
A charge of £250 + VAT per ticket applies for service providers. More information can be found here.