Wealth 2.0 Logo

 

NEXT GENERATION TECHNOLOGY AND STRATEGY FOR THE WEALTH MANAGEMENT INDUSTRY

 

 

 

 

WHAT IS WEALTH 2.0?

 

Wealth 2.0 will discuss how the industry can utilise digital technology to help make the best investment decisions at the highest level of efficiency in order to retain current customers and attract new ones.

The conference will focus on the following main themes:

Data analytics

Data analytics

Social media

Social media

New customers and markets

New customers and markets

Artificial intelligence

Artificial intelligence

Portfolio management

Portfolio management

Robo-tech

Robo-tech

Skills development

Skills development

Cyber security

Cyber security

Goal based investing

Goal based investing

Blockchain

Blockchain

 

SPONSOR NOW

 

EARLY CONFIRMED SPEAKERS

 

  • Mr Thierry Derungs at Wealth 2.0
    Mr Thierry Derungs
    Chief Digital Officer
    B.N.P. Paribas Sa
    Mr Adam French at Wealth 2.0
    Mr Adam French
    Founder and Managing Director
    Scalable Capital
    Maria Jose Jorda Garcia at Wealth 2.0
    Maria Jose Jorda Garcia
    Head of Customer Experience Transformation
    B.B.V.A.
  • Mr Jet Lali at Wealth 2.0
    Mr Jet Lali
    Regional Head of Marketing EMEA
    UBS
    Mr Chi Lee at Wealth 2.0
    Mr Chi Lee
    Chief Investment Officer
    Agenda Invest Ag
    Mr Nick Middleton at Wealth 2.0
    Mr Nick Middleton
    Co-Head at UBS SmartWealth
    U.B.S. Wealth Management
  • Mr Charles Nollet at Wealth 2.0
    Mr Charles Nollet
    Chief Investment Officer
    Crédit Agricole Indosuez Wealth
    Mr Shaun Port at Wealth 2.0
    Mr Shaun Port
    Chief Investment Officer
    Nutmeg
    Mr Paulo Sironi at Wealth 2.0
    Mr Paulo Sironi
    Author
    FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification
  • Mr Joe Ziemer at Wealth 2.0
    Mr Joe Ziemer
    Vice President of Communications
    Betterment LLC
    Simon Smiles at Wealth 2.0
    Simon Smiles
    Chief Investment Officer - UHNW
    UBS
    Daniel Thomson at Wealth 2.0
    Daniel Thomson
    Digital Product Manager, Financial Planning & Retirement
    Lloyds Banking Group
  • Toby Triebel at Wealth 2.0
    Toby Triebel
    CEO Europe
    Wealthsimple Inc.
    Chris Williams at Wealth 2.0
    Chris Williams
    Head of Digital Advice
    Nationwide Building Society
    Mr Michael Mellinghoff at Wealth 2.0
    Mr Michael Mellinghoff
    Managing Director
    TechFluence

 

SEE ALL SPEAKERS

Wealth 2.0 Prospectus Cover

Get involved

 

Are you helping firms get to grips with integrating Robo-Advisors in house?

Does your product or service help to improve the efficiency of investment management processes by acquiring, understanding or utilising/implementing digital technology?

Do you need to meet the heads of wealth and asset management firms?

If so, you need to contact us today.

 

DOWNLOAD PROSPECTUS

Call us now:
+44 (0)207 092 1193

 

To sponsor, exhibit or speak:
luis.navarro@terrapinn.com

 

To be there:
Register now