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


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 […]

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 […]

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 […]


This event has already taken place.