According to a number of studies, cost income ratios have remained stubbornly high since the global financial crisis. In an attempt to rectify this, firms looking to shave off operational inefficiencies have a number of options to try and stem rising costs. This panel will assess the technological routes that could be taken, including:

  • Using technology to reduce error rates and duplication in client data
  • How can a strong technology platform help improve advisor efficiency?
  • Cost-savings across client onboarding, reporting and business process outsourcing – where can a firm make the most gains?
  • How technology can help to improve non-quantifiable operational efficiencies, from improving the client experience and increasing referral rates


08.15 - 09.00  Registration and networking 09.00 - 10.30  Panel and Q&A 10.30 - 11.00  Networking and refreshments


Date and Time

Date: Tuesday 19th April - 2016
Time: 8:15 am – 11:00 am


Carlton Club

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

Telephone: +44(0) 020 7493 1164

About our Sponsors



Andrew Benson

Director of IT

Bordier & Cie

Andrew is Director of IT at wealth management firm Bordier UK, part of the Bordier Group. He has over 20 years experience working in legal and financial services, starting his […]

David Harris

Senior Executive Advisor

CEB Wealth Management Leadership Council

As Senior Executive Advisor with the CEB Wealth Management Leadership Council, David works with senior leaders from private banks and wealth management firms throughout EMEA. In collaboration with a dedicated […]

Gillian Austin-King

Global Head of Cyber Programmes


Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off […]

Glenn Murphy



Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sector.  Glenn is also Chair of the […]

Mark Hatton

Director, Consulting Practice


Mark is a director in PwC’s Consulting Practice. He specialises in delivering Performance Improvement within financial services clients. His last projects involved delivering transformation programmes in wealth front office and […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]