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This PIMFA Breakfast Roundtable event in partnership with BNY Mellon | Pershing will be discussing the digital transformation journey in wealth management.

This event is free for PIMFA members to attend and will be hosted in-person.

Places are limited so early booking is recommended.


  • What does Digital Transformation mean to you?
  • How are you investing into various technologies to streamline your business?
  • What are the top three things your investment managers wish they had more time to focus on?
  • What does your optimal digital ecosystem look like for both your firm and your clients?
  • What processes would you support through bespoke journeys vs industry standardised journeys?

Event information:

Date: 13 October  2022

Time: 08:30 – 10:30


BNY Mellon | Pershing
160 Queen Victoria Street
London – EC4V 4LA

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.


32 available
PIMFA Roundtable Series - Digital Transformation (FM)Free

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13th October
08:30 - 10:30
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