The Summit for Wealth Management London

May 2023

 

 London, UK

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

Jiahao Sun

Associate Director, Artificial Intelligence
RBC Wealth Management

James Sellon

Co-founder & Managing Partner
MASECO Private Wealth

Zoe Robson

Global Head of Innovation
Architas

Antonio Curia

Executive Director & Head of Economic Research Unit
Wimmer Financial

Experience Our Live Events For Yourself

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