Day 1 - Business Optimisation & Digital Integration
Predictions for the next decade. The roaring twenties come anew?
- David Durlacher - Chief Executive Officer, Julius Baer International
Hear from heads of leading wealth managers as they discuss how their long-term digital strategies have been impacted in the wake of a very turbulent 2020.
- Having been forced to rapidly accelerate adoption of digital channels, which of these changes are here to stay?
- How has Covid-19 forced wealth management firms to re-evaluate and reprioritise their digitalisation programmes? What has remained important amidst the pandemic and what has fallen by the wayside?
- Defining the new competitive edge
Plus live audience Q&A
- Anastasia Georgiou - Head of Adviser Solutions, EMEA, Morningstar
- Charlotte Ransom - Co-Founder and CEO, Netwealth
- Ian Pickford - Head of Financial Planning and Wealth Management, Mazars
- Kabir Sethi - Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management
AI, ML, NLP… how to avoid death by acronym, cut through the noise and distinguish which of the latest tech trends will benefit your bottom line.
- Xavier Gomez - Founder & COO, INVYO
- Jiahao Sun - Associate Director, Artificial Intelligence, RBC Wealth Management
With a career spanning medieval archaeology and cutting-edge technology development, Adam will share his reflections and lessons learnt after a decade of factoring this experience into designing products and services for the wealth management market. He will demystify some technology concepts, propose some practical solutions, and demonstrate how these approaches have made a difference to ADA and its clients.
- Adam Jones - Chief Technology Officer, Redington
- Jonathan Hartley - Head of Digital Investment Design, Coutts