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

About our Sponsors


Speakers’ Chair

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 […]


Ben Broadley

Head of Solution Consulting

Klarity Risk

Ben Broadley is currently the Head of Solution Consulting for KlarityRisk, whom he joined at the beginning of this year. Ben brings his diverse experience from over 12 years in […]

Dennis Harhalakis

Independent Industry Consultant

Dennis is a consultant helping wealth managers and financial services firms become truly client-focused. As a wealth management professional with 30 years’ experience in financial markets, he has performed a number […]

Paul Bebber

Regional Sales Manager UK and Central Europe


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 […]

Phil Newbold

Commercial Chief Strategy Officer

Kleinwort Hambros

Phil Newbold is the Commercial Chief Strategy Officer at Kleinwort Hambros, part of the Societe Generale group, responsible for building and implementing strategic initiatives throughout the private bank. Prior to […]

Roopalee Dave

Partner & UK Wealth Management Lead


Roopalee is a Partner and UK Wealth Management lead in EY’s Financial Services team focusing on wealth management and private banking clients. She leads the Wealth Management sub- sector in […]

Verona Smith

Head of Platform

Seven Investment Management

Verona’s track record spans more than two decades, three continents, major organisations such as Legal & General, American Express and BT Financial, and the complexities of wraps, platforms, as well […]