At this thought-leadership event we will discuss the operational and technological landscape, and how it is absolutely key to competitive advantage in the modern financial world. Mastering the organisation behind the scenes will inevitably impact:

Client experience: reporting, communication, accuracy and trust. Financial performance: knowledge, data, analysis and speed. Bottom Line: headcount, infrastructure, systems and costs.

Learn how the most successful COOs, CEOs and Operations Managers have accepted these issues, and are now using them to drive business growth, deliver superior client experience, cut costs and outperform their nearest rivals.

Attendance is complimentary, but as you may know, spaces are limited. You can also earn up to 1.5 CPD hours for attending this event, at no charge.

About our Sponsors



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 […]

Cath Tillotson

Managing Partner

Scorpio Partnership

Catherine Tillotson oversees the research activities of Scorpio Partnership and the development of strategic recommendations for client projects. In addition, she leads both Scorpio Partnership’s annual Global Private Banking KPI […]

Simon New

Director, Wealth and Asset Management


Simon has been with EY since 2010 and leads the UK Wealth Management Performance Improvement team. With over 20 years of consulting and industry experience, he has worked with a […]


This event has already taken place.