Margins remain under huge pressure across the wealth management sector, with most firms simultaneously seeking significant operational efficiencies and a deeper share of wallet, while also coping with massive regulatory upheaval and heightened competition.

With so many (moving) targets to hit, firms are increasingly seeing that true visibility right across the client lifecycle is the key weapon in their strategic arsenal. And, as they look to leverage management information to maximise profitability and drive down risk, using data rather than just “having it” is the sector’s next big technology story.

Join an audience of your senior peers to hear our expert panel share their expertise on:

  • The level of risk reduction and operational efficiency gains firms can realistically achieve through better business visibility
  • How business process applications can deliver the agility wealth managers need, but which is so often stifled by core technology
  • The practicalities of seeking better use of MI against a backdrop of legacy systems and automated/manual hybrids in operations
  • Case studies illustrating realistic ROI expectations for wealth managers


08.15 -09.00 Registration and Breakfast 09.00 - 10.30 Panel session and Q&A 10.30 - 11.00 Networking


Date and Time

Date: Thursday 12th May - 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



James Edsberg

Senior Partner

Gulland Padfield

James Edsberg is a partner at Gulland Padfield, the award-winning strategy consultancy that works with private banks and wealth management firms to improve their operational performance and profitability through greater […]

James Howell

Senior Manager


James Howell leads Accenture’s UK wealth management practice. He has worked across the UK, Europe and the US to design and deliver new business and operating models to banking and […]

Sabrina Del Prete

Managing Director, Digital


Sabrina is a Managing Director of the Digital team at Coutts. She has over 20 years experience in financial markets, business transformation and application of new technologies in banking. She […]

Sebastian Dovey


The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]

Toby Hayles

Business Development Manager


Toby has been working in the enterprise software industry helping provide business solutions based around process to some of the world’s largest and most complex companies for 20 years. Trained […]

Wendy Spires

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 […]