
PIMFA Roundtable: AI in Wealth Management 2025
London, WC2A 3ED
This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases, ethical and compliance considerations and tangible value creation. Expect deep insights from AI software houses, honest conversations between member firms, and thus equipping participants to make better choices about where to take their firm – all under Chatham House rules.
Who Should Attend:
- COOs and CTOs
- Compliance & Risk Leaders
- Heads of Digital & Innovation
- Senior Wealth Managers and Planners
What’s Included:
- Breakfast networking
- Expert panel sessions
- Interactive roundtables
- Action-oriented takeaways
- Complimentary lunch
Please note that places are limited and allocated on a first-come, first-served basis
Please note that the agenda is subject to change
Sponsors
Farrer & Co
Arrival & Breakfast Networking
Welcome from PIMFA
Welcome from PIMFA, Kevin Sloane, Senior Policy Adviser and Publicis Sapient
‘Why now is the moment for firms to move from pilot to purpose with AI.’
Panel Discussion: AI & Advice – From Culture to Code
Panellists include:
Wenyu Bai, Divisional Director – AI & Automation, St. James’s Place
Donald Stewart, Head of Training and Competence, Octopus Money
Moderated by Kevin Sloane, Senior Policy Adviser, PIMFA, this is a candid discussion on how AI is transforming advice, culture, compliance, and operational design.
Topics include:
-
Building AI capability from within the firm
• Aligning technology, talent, and trust
• Overcoming cultural resistance and regulatory uncertainty
• What “good” looks like for the next phase of AI adoption in wealth management
Publicis Sapient: AI Use Cases in Wealth
Richard Doherty, Strategic Advisor – Asset & Wealth Management Practice, Publicis Sapient, unpacks real-world case studies on deploying AI across advice, operations, and customer engagement.
Coffee Break & Peer Connect
AI: Your Questions Answered An open, interactive discussion under Chatham House Rule
An open, interactive discussion under Chatham House Rule covering:
- Ethics and accountability
- Adoption challenges and cultural readiness
- Measuring ROI and demonstrating value
- Managing risk and regulatory alignment
- Data quality, governance, and explainability
Tangible Value Creation with AI
Define your next AI move. What’s your “one thing” to explore, measure, or change? Led by Richard Doherty, Strategic Advisor – Asset & Wealth Management Practice, Publicis Sapient and Alan Baker, Partner, Farrer & Co..
Closing & Next Steps
Introducing The PIMFA AI Leadership Programme 2026 and upcoming AI programme calendar. Philip Allen, Head of Learning, PIMFA.