Technology & Operations Trends in Wealth Management Report 2018 Launch


The 5th Technology & Operations Trends in Wealth Management Report, produced by WealthBriefing, in association with SS&C Advent, is to be launched at a Breakfast Briefing in London on 16 May at the Carlton Club.

Wendy Spires, Head of Research at WealthBriefing will lead a panel of expert speakers which will be announced shortly.

The research will examine the multiplicity of challenges that have come to the fore in the past few years; technological solutions continue to climb in importance for wealth managers. With billions being invested into IT today, Technology & Operations Trends in Wealth Management has proven to be among the most popular studies in WealthBriefing’s regular schedule of research.

With over-arching insights from senior wealth management executives, technology experts and consultants, all working to contextualise the views of front-line professionals, Technology & Operations Trends in Wealth Management 2018 will allow wealth managers to see exactly where they stand compared to their peers, while also giving them real sense of where industry innovation is heading.


  • 08:00– Registration and Breakfast
  • 09:00– Panel Discussion and Q&A
    • Wendy Spires, Head of Research, WealthBriefing (Chair)
  • 10:30– Event ends


Date and Time

Date: Wednesday 16th May • 2018
Time: 8:00 am – 10:30 am


Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164


Paul Bebber

Regional Sales Manager, Switzerland


Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in Switzerland and Central Europe for 18 months. Paul joined SS&C Advent in 2013 and has worked in investment and wealth management solutions companies for over 18 years. He started his working career at a Canadian fund management house specialising in fund accounting, portfolio management support and treasury operations and later moved into solution consulting and solution analysis with a private banking software company.


Wendy Spires

Global Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time.

Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies.

As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.