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Opening Keynote: AI and Wealth Management: Where Will Tomorrow’s Value Be Created?

How is AI transforming advisory services, operations and profitability in wealth management? Which use cases should be prioritised, where should investments be made, and what role should remain for...

Panel 1: Scaling Without Diluting Advice: The New Wealth Management Model

How can firms grow assets and serve increasingly demanding clients without increasing costs at the same pace? Industry leaders and practitioners will discuss their approaches to advisory, data and...

ERI - Olympic Banking SystemSales Director

Algora

Abbove

Panel 2: Wealth, Data and Trust: Staying in Control in the Digital Age

What should remain under direct control, and what can be outsourced? How can firms protect client confidentiality, manage their dependence on third-party providers and ensure business continuity? A...

Opening Keynote: AI and Wealth Management: Where Will Tomorrow’s Value Be Created?

How is AI transforming advisory services, operations and profitability in wealth management? Which use cases should be prioritised, where should investments be made, and what role should remain for...

Panel 1: Scaling Without Diluting Advice: The New Wealth Management Model

How can firms grow assets and serve increasingly demanding clients without increasing costs at the same pace? Industry leaders and practitioners will discuss their approaches to advisory, data and...

ERI - Olympic Banking SystemSales Director

Algora

Abbove

Panel 2: Wealth, Data and Trust: Staying in Control in the Digital Age

What should remain under direct control, and what can be outsourced? How can firms protect client confidentiality, manage their dependence on third-party providers and ensure business continuity? A...