Breakfast Briefing – Wealth Management Technology and Operations Report Launch


We are delighted to invite you to be part of a bespoke top level strategy event in association with Advent Software.

Taking place on 18 June at Zurich’s Park Hyatt Hotel, this complimentary event will be revealing the findings of our global research report on technology and operations within wealth management, as well as offering insights from one of the industry’s leading software providers.

We surveyed front line professionals all over the world to find out what wealth managers are currently doing – and plan to do – to enhance their IT systems and improve operational efficiency. Tackling both broad trends and granular details, the report has generated invaluable insights into the strategies of your peers.

Alongside this research, topics to be covered will include:

Regulatory changes are predicted to ratchet up Technology is seen as a saviour Systems are under severe pressure Technology outsourcing and hosted solutions are set to soar Cloud technology, security concerns and legacy systems are also a major focus




Date and Time

Date: Wednesday 18th June • 2014
Time: 9:00 am – 11:00 am


Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland


Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.

Martin Engdal

Market Strategist & Director of Business Development, EMEA


Martin Engdal is market strategist and director of business development, EMEA, Advent Software. Martin has been with Advent for 10 years and has worked in several senior sales and business development roles supporting the extensive business growth of Advent in the EMEA region. Martin has responsibility for business development, positioning of Advent’s solutions and strategic alliance partners within the wealth and asset management industry. Prior to joining Advent, Martin worked as head of client relationships and portfolio manager at Danske Bank, Alfred Berg Asset Management and Nykredit Asset Management and served as director of pre-sales at SimCorp.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy Spires heads up research at both WealthBriefing and, the online matching service for HNWIs. Wendy has been a wealth management journalist and research writer for almost decade. She has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and is known as a specialist in technology and operations trends. Having developed in-depth knowledge of many international wealth management markets and the strategic challenges different types of firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.



This event has already taken place.