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 * Speakers
 * Agenda
   * Agenda
   * Roundtables
   * Themes
     * Your Business
     * Your Customer
     * Your Technology
     * Your People
 * Attend
   * Why Attend
   * Who Attends
 * About
   * Content Hub
   * Venue Details
   * FAQs
   * Contact Us
 * Partners
   * Sponsors
   * Partner With Us

Menu
 * Speakers
 * Agenda
   * Agenda
   * Roundtables
   * Themes
     * Your Business
     * Your Customer
     * Your Technology
     * Your People
 * Attend
   * Why Attend
   * Who Attends
 * About
   * Content Hub
   * Venue Details
   * FAQs
   * Contact Us
 * Partners
   * Sponsors
   * Partner With Us

PARTNER
REGISTER


Join us at Europe’s fastest growing digital 
transformation event for wealth management companies!

19th – 20th June 2024  |  ExCel, London

SECURE YOUR TICKETS NOW

(Wealth Management companies attend FREE)


PARTNER WITH US


Join us at Europe’s fastest growing digital 
transformation event!

19th – 20th June 2024
ExCel, London

SECURE YOUR TICKETS NOW

(Wealth management companies attend FREE)


PARTNER WITH US


Participants include:




500 Attendees


Join 500+ wealth management colleagues for two jam-packed days.

50+ Speakers


Learn from 50+ industry leaders dedicated to wealth management.

5 Theatres


Interactive sessions covering the A-Z of transformational wealth topics.

58% Seniority

Network with the best, 58% of attendees represent senior roles.

Co-located with MoneyNext 2024:

2,000 Audience


The fastest growing digital transformation event in Europe.

100+ Companies


United in their goal to deliver digital innovation and transformation.

4 Events


Co-located event covering banking, insurance, wealth and lending.

60 Exhibitors

Demonstrations from 60+ leading tech providers in our expo hall.

500 Attendees
Join 500+ weallth management colleagues for two jam-packed days.
50+ Speakers
Learn from 50+ industry leaders dedicated to wealth management.
5 Theatres
Interactive sessions covering the A-Z of transformational wealth management
topics.
58% Seniority
Network with the best, 58% of attendees represent senior roles.
500 Attendees
Join 500+ weallth management colleagues for two jam-packed days.
50+ Speakers
Learn from 50+ industry leaders dedicated to wealth management.
5 Theatres
Interactive sessions covering the A-Z of transformational wealth management
topics.
58% Seniority
Network with the best, 58% of attendees represent senior roles.
500 Attendees
Join 500+ weallth management colleagues for two jam-packed days.
50+ Speakers
Learn from 50+ industry leaders dedicated to wealth management.
5 Theatres
Interactive sessions covering the A-Z of transformational wealth management
topics.
58% Seniority
Network with the best, 58% of attendees represent senior roles.

Previous slide
Next slide

Co-located with MoneyNext 2024:

2,000 Audience
The fastest growing digital transformation event in Europe.
100+ Companies
United in their goal to deliver digital innovation and transformation.
4 Events
Co-located event covering banking, insurance, wealth and lending.
60+ Exhibitors
Demonstrations from 60+ leading tech providers in our expo hall.
2,000 Audience
The fastest growing digital transformation event in Europe.
100+ Companies
United in their goal to deliver digital innovation and transformation.
4 Events
Co-located event covering banking, insurance, wealth and lending.
60+ Exhibitors
Demonstrations from 60+ leading tech providers in our expo hall.
2,000 Audience
The fastest growing digital transformation event in Europe.
100+ Companies
United in their goal to deliver digital innovation and transformation.
4 Events
Co-located event covering banking, insurance, wealth and lending.
60+ Exhibitors
Demonstrations from 60+ leading tech providers in our expo hall.

Previous slide
Next slide

Europe’s fastest growing 
digital transformation event.



If you work for a wealth management company, and your role is impacted by
digital transformation – then join us for free!



> 250+ visionary speakers sharing their experiences

> 5 theatres of content

> Connect with 2,000 financial services colleagues 

> First class hospitality

> Wealth management’s biggest roundtable event

> 60+ leading tech providers, demonstrating solutions

> Networking drinks with live music

> 1 ticket gives access to.4 co-located summits



Europe’s fastest growing digital transformation event.



If you work in wealth management, and your role is impacted by digital
transformation – then join us for free



> 250+ visionary speakers sharing their experiences

> 5 theatres of content

> Connect with 2,000 financial services colleagues

> First class hospitality

> Wealth Management’s biggest roundtable event

> 60+ leading tech providers, demonstrating solutions

> Networking drinks with live music

> 1 ticket gives access to.4 co-located summits



NEED MORE REASONS?

Meet our 2024 speakers

Join us at #WTS2024 to hear from 250+ industry experts




JASON MIGUEL DA SILVA

Director, Global Investment Strategy

Arbuthnot Latham


ROSA SANGIORGIO

Head of Sustainability

Pictet Wealth Management


JAMES (J.R.) LOWRY

COO

Janus Henderson Investors


KATIE ROYALS

Managing Editor

PAM Insights


GREG HORTON

Chief Technology Officer

Fairstone Group Ltd


MARK THOMAS

Chief Strategy Officer

Abrdn


PHILIP BEST

Chief Compliance Officer

Pemberton Asset Managment


GABRIELLE BRANSON

Deputy CEO

EFG Private Bank


HARLIN SINGH

Managing Director, Global Head of Sustainable Investing

Citi


EDWARD SMITH

Co-Chief Investment Officer

Rathbones Group


JASON MIGUEL DA SILVA

Director, Global Investment Strategy

Arbuthnot Latham


ROSA SANGIORGIO

Head of Sustainability

Pictet Wealth Management


JAMES (J.R.) LOWRY

COO

Janus Henderson Investors


KATIE ROYALS

Managing Editor

PAM Insights


GREG HORTON

Chief Technology Officer

Fairstone Group Ltd


MARK THOMAS

Chief Strategy Officer

Abrdn


PHILIP BEST

Chief Compliance Officer

Pemberton Asset Managment


GABRIELLE BRANSON

Deputy CEO

EFG Private Bank


HARLIN SINGH

Managing Director, Global Head of Sustainable Investing

Citi


EDWARD SMITH

Co-Chief Investment Officer

Rathbones Group


JASON MIGUEL DA SILVA

Director, Global Investment Strategy

Arbuthnot Latham


ROSA SANGIORGIO

Head of Sustainability

Pictet Wealth Management


JAMES (J.R.) LOWRY

COO

Janus Henderson Investors


KATIE ROYALS

Managing Editor

PAM Insights


GREG HORTON

Chief Technology Officer

Fairstone Group Ltd


WILLIAM HOBBS

Head of UK Multi-Asset Wealth

Barclays


SALIM MANSOOR

Global Head of Private Markets Compliance

Allianz Global Investors


ALEX SPRECKLEY

Managing Director

Saltus


KATE HOBSON

Chief Marketing Officer

Bedrock Group


NIRAL KALARIA

Chief Transformation Advisor

Kepler Cannon


STELA WILLEMSTEIN

Director

UBS


DAMIANO BAJ

Chief Operating Officer

EFG Private Bank


MARIA COSTA

Head of Sustainability, Wealth Management

Santander UK


ROOPALEE DAVE

Partner – Wealth & Asset Management

EY


MICHAEL GOEMANS

Head of UK Transactional Banking

Investec


WILLIAM HOBBS

Head of UK Multi-Asset Wealth

Barclays


SALIM MANSOOR

Global Head of Private Markets Compliance

Allianz Global Investors


ALEX SPRECKLEY

Managing Director

Saltus


KATE HOBSON

Chief Marketing Officer

Bedrock Group


NIRAL KALARIA

Chief Transformation Advisor

Kepler Cannon


STELA WILLEMSTEIN

Director

UBS


DAMIANO BAJ

Chief Operating Officer

EFG Private Bank


MARIA COSTA

Head of Sustainability, Wealth Management

Santander UK


ROOPALEE DAVE

Partner – Wealth & Asset Management

EY


MICHAEL GOEMANS

Head of UK Transactional Banking

Investec


WILLIAM HOBBS

Head of UK Multi-Asset Wealth

Barclays


SALIM MANSOOR

Global Head of Private Markets Compliance

Allianz Global Investors


ALEX SPRECKLEY

Managing Director

Saltus


KATE HOBSON

Chief Marketing Officer

Bedrock Group


NIRAL KALARIA

Chief Transformation Advisor

Kepler Cannon


VIEW ALL OUR SPEAKERS

Themes & Topics

Discover the big topics at Wealth Management Transformation Summit 2024 – and
how they’re reshaping our industry!

Your Business

Gain insights into modern business models and investment platforms, crafting
resilient strategies for today’s challenging market, promoting sustainability,
and leveraging tech partnerships to navigate the evolving wealth landscape.

Topic’s Include:  ESG   Macroeconomics   Sustainable Investing   Partnerships 
 New Business Models

Your People

Explore how fostering inclusive and diverse teams, shaping organisational
culture, and championing diversity initiatives contribute to the success of
today’s banks and wealth firms. This theme is a compass for attendees looking to
lead with empathy, build thriving teams, and foster a culture of innovation in
the ever-evolving financial sector.

Topic’s Include:  Diversity   Inclusion   HR   Culture   Future of Work 
 Leadership

Your Technology

Explore the transformative power of technology in reshaping wealth management.
With an increasing focus on AI, automation and robo-investors, join us at the
forefront of the technological advancements propelling today’s wealth advisors
into a new era of efficiency and capability.

Topic’s Include:  AI   Automation   Data   Robo Investors   Digital Assets

Your Customer

Explore the intricacies of changing client expectations, and discover
cutting-edge approaches to reach a changing customer base. This theme is a
gateway for attendees seeking to elevate client satisfaction, loyalty, and
engagement, ultimately driving success in the competitive financial landscape.

Topic’s Include:  Client Experience   Personalisation   Marketing   Changing
Expectations

 

Experience wealth management’s BIGGEST roundtable programme

100+ interactive peer to peer discussions

Observer or Contributor

– which one are you?

Immerse yourself in a dynamic learning experience with our curated series of
100+ roundtables spread across two action-packed days. These sessions are
designed to facilitate meaningful conversations, foster collaboration, and
address the most pressing challenges and opportunities in the wealth management
industry.

FIND OUT MORE

Observer or Contributor

– which one are you?

Immerse yourself in a dynamic learning experience with our curated series of
100+ roundtables spread across two action-packed days. These sessions are
designed to facilitate meaningful conversations, foster collaboration, and
address the most pressing challenges and opportunities in the wealth management
industry.

FIND OUT MORE



Watch the trailer for MoneyNext Transformation Summit 2024 



Join us for the fastest growing, biggest and best wealth management event in
Europe!

GET YOUR TICKETS

(Wealth management companies attend for FREE!)

Watch the trailer for MoneyNext Transformation Summit 2024 

Join us for the fastest growing, biggest and best wealth management event in
Europe!


GET YOUR TICKETS


(Wealth Management companies attend for FREE!)



Wealth Transformation Summit is a co-located event with:





POST-EVENT REPORT

The fastest growing 
wealth management event in Europe?

2023 was another record breaking year for WTS! Find out more about the topics
and themes we covered in our post-event report, available now!


VIEW THE REPORT


POST-EVENT REPORT

The fastest growing wealth management event in Europe.

2023 was another record breaking year for WTS! Find out more about the topics
and themes we covered in our post-event report, available now.


VIEW THE 2023 POST-EVENT REPORT


Ready to join us at WTS 2024?

Be part of the Europe’s fastest growing and biggest wealth management event.

PARTNER | Get more info
SPEAK | Apply to speak
EXHIBIT | Get more info
VISIT | Get your ticket

Meet our 2024 Partners:




BTS24 is a co-located event with:



BTS24 is a co-located event with:




REPORT

Access 
MoneyNext Insider

Sign up for the report featuring video interviews, articles and inside tips from
some of the industries leading contributors. 

MoneyNext Insider is your guide to where transformation is now and where it will
be next!




CO-LOCATED SUMMITS



ABOUT WEALTH TRANSFORMATION SUMMIT

Wealth Management Transformation Summit enables Wealth Firms and Private Banks
to assess the impact of digital transformation and progress their digital
journey.

Co-located at MoneyNext 2024, attendees benefit from complimentary access to 3
further established industry events; Banking, Lending and Insurance
Transformation Summits.

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CO-LOCATED SUMMITS

Banking Transformation Summit

Lending Transformation Summit

Insurance Transformation Summit

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