Compeer Wealthtech: The Truth about Digital

  • 26 March 2019
  • Fishmongers’ Hall

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.