The Summit for Wealth Management London

9 May 2023

8 Northumberland

London, WC2N 5BY

The Summit for Wealth Management London

TSWM (The Summit for Wealth Management) will bring together leading wealth management firms to discuss strategies to deliver a premium client service, portfolio management, and efficient back office operations.

Addressing key topics including:

Personalised Client Experience
Global Macro Trends & ESG
Portfolio Management
Technology & Automation
Digital Wealth Management

Advisory Board:

Our 2023 Summit for Wealth Management Advisory Board include

Paul Emery

Client Director
St James' Place Wealth Management

Hannah Buxton

Managing Director, Head of Specialists
Coutts

Jiahao Sun

Associate Director, Artificial Intelligence
RBC Wealth Management

James Sellon

Co-founder & Managing Partner
MASECO Private Wealth

Liz Bottomley

MD General Manager
BOS Wealth Management Europe

Stuart Wakeling

Managing Partner
Henley & Partners - The Firm of Global Citizens

Zoe Robson

Global Head of Innovation
Architas

Antonio Curia

Executive Director & Head of Economic Research Unit
Wimmer Financial

Ian Williams

Chairman & CEO
Charteris Treasury Portfolio Managers

Justyna Jackholt

Founder and Managing Partner
Bossalini Capital

Experience Our Live Events For Yourself

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Register

View Sponsorship Prospectus

3

Content Streams

40

Expert Contributors

20

Engaging Sessions

200

Participants

Our Event Partners

TSWM partner with leading global technology and solution providers who share our commitment to helping the wealth management sector achieve their goals

To become a partner of TSAM

View Sponsorship Prospectus

What To Expect From TSWM

Vital Discussions

TSWM connects leaders from across all key functions of wealth management, in a discussion-focused, networking environment.

Unparalleled Learning

TSWM provides crucial insights and forward-thinking strategies for navigating the latest trends, satisfying clients, and embracing best practices across the front, middle and back office.

Strong Community

TSWM is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global wealth management industry.

Hear from attendees

“

High-quality speakers and information, interesting possibility to chat with sponsors in the lobby during breaks, informal contacts with other participants
Tomas Meyers | Advisor Corporate Public Affairs, KBC

“

Good chance to talk to other people in the market as well as talk to suppliers face to face about new ideas
Jeff Marshall | Head of Cash Operations, Aberdeen Standard Investments

“

I enjoyed most the variation in workstreams and being able to hop between them throughout the day
Carolyn Baker | Head of Data Management & Governance, GAM Investments

“

The forum felt very current and relevant. There is a genuine sense that the AM sector is on the cusp of a wave of AI and this conference helped us explore the scope, scale and potential impact of this evolution
David Woodall | Head of Reporting, London, Pictet Asset Management Ltd

“

Great buy-side presentations, that really are topical and relevant to the asset management strategy
Glenn Murphy | COO, Stonehage Fleming