The Summit for Wealth Management London
Coming soon in 2024
Join us at TSWM (The Summit for Wealth Management) as we gather top wealth management firms in 2024.
Discover cutting-edge strategies for delivering premium client service, optimising portfolio management, and streamlining back office operations.
Our 2023 Summit for Wealth Management Advisory Board include
TSWM partner with leading global technology and solution providers who share our commitment to helping the wealth management sector achieve their goals
TSWM connects leaders from across all key functions of wealth management, in a discussion-focused, networking environment.
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.
TSWM is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global wealth management industry.
High-quality speakers and information, interesting possibility to chat with sponsors in the lobby during breaks, informal contacts with other participantsTomas 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 ideasJeff Marshall | Head of Cash Operations, Aberdeen Standard Investments
I enjoyed most the variation in workstreams and being able to hop between them throughout the dayCarolyn 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 evolutionDavid Woodall | Head of Reporting, London, Pictet Asset Management Ltd
Great buy-side presentations, that really are topical and relevant to the asset management strategyGlenn Murphy | COO, Stonehage Fleming