The UK Robo Advice and Digital Wealth Summit
The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors. As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.
Attendance at the second edition of the UK Robo Advice and Digital Wealth Summit, which is to take place on 20th September in London, will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management. This year’s conference will also involve a keynote address by the FCA’s Anna Wallace among many other high-level speakers.
Key discussion areas include:
• Robo-advice: progress so far and opportunities ahead
• Meeting the developing expectations of regulators
• Robo-advice in the UK: a country specific perspective
• Customer acquisition and engagement
• Increasing the granularity and quality of advice
• Outlook for robo-advice in the pension and insurance sectors
• Robo-advice from two different angles: established financial institutions and fintech start-ups
Speakers include:
Anna Wallace, Head of Department, Innovate, Financial Conduct Authority
John Barrass, Deputy Chief Executive, PIMFA
Giovanni Dapra, Co-Founder and Chief Executive Officer, Moneyfarm
Andrew Firth, Chief Executive, Wealth Wizards
Adam French, Co-founder & Director, Scalable Capital
Michael Gruener, Managing Director & Head of EMEA Retail Business, BlackRock
Tomasz Krzywicki, General Counsel (Europe & US), Wealthsimple
Kevin Mountford, Chief Executive, Raisin UK
Hemal Mehta, Founder and Chief Executive, AtomInvest
Uday Nimmakayala, Chief Executive, WealthObjects
Joe Parkin, Head of Wealth and Retail – UK, Ireland and the Channel Islands, iShare
Romi Savova, Chief Executive, Pension Bee
David Stevens, Life Advice Director, LV=
Daniel Tammas-Hasting, Managing Director and Founder, RiskSave
Daniel Thomson, Digital Product Owner – Retail Investments, Lloyds Banking Group
Chris Truce, Head of FinTech, Saxo Bank Group
Caroline Vaughan, Head Of New Business, Innovate Finance
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Who should attend:
C-level Executives, Senior Officers, Directors, Heads, and Managers of: Representing the following industries:
Business Analysis
Business Development
Client Lifecycle & Relationships
Compliance
Data Security
Digital Wealth
Information Security
Innovation, Digital, Marketing & Communication
Legal (In-house and External)
Market Structure and Technology
Personal and Retail Investing
Platform Development
Project Management
Propositions & Distribution
Regulation
Strategy
Wealth Management Asset Management
Banking and Finance
Consultancy & Advisory Services
Compliance technology
Digital Managers and Advisors
Fintech / Regtech
Institutional Investors
Insurance
PE / VC Funds
Pension Fund Managers
Regulators & Industry Bodies
Wealth Management
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Delegate Fees:
Delegate Fee: £595.00 + VAT
Small Company and Fintech rate*: £199.00 + VAT
*”Small Company” refers to a company or group with fewer than 50 employees.
Fintech rate applies to any company registered as an official company for less than 3 years at the date of the event, which is not a subsidiary or part of a group established for longer than this period and which offers a product and/or service usually classified as FinTech.
*Use discount code: ROBO2FINFU to get 20% off the fees quoted above.
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Registration Options:
*in all cases the code above must be mentioned for the discount to be applied to the private sector fee.
Website: https://www.cityandfinancialconferences.com/roboadvice2
Email: [email protected]
Tel: 01932 340115