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Overview

The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors.

As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.

Attendance at the second edition of the UK Robo Advice and Digital Wealth Summit, which is to take place on 20th September in London, will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management.

This year’s conference will offer attendees the opportunity to listen to talks by a variety of high level speakers including the FCA’s Anna Wallace, who will be giving a keynote earlier on in the day.

Key discussion areas include:

• Robo-advice: progress so far and opportunities ahead
• Meeting the developing expectations of regulators
• Robo-advice in the UK: a country specific perspective
• Customer acquisition and engagement
• Increasing the granularity and quality of advice
• Outlook for robo-advice in the pension and insurance sectors
• Robo-advice from two different angles: established financial institutions and fintech start-ups


Delegate Fees:

Standard Fee: £595.00 + VAT*
Small Company & Fintech rate: £199.00 + VAT*

*PIMFA representatives and members can receive 20% off the prices above by quoting the code ‘ROBO2PIMFA‘ when registering.

Registration Options:

Website: https://www.cityandfinancialconferences.com/roboadvice2
Email: bookings@cityandfinancial.com
Tel: 01932 340115

Speakers

Giovanni Dapra
Co-Founder and Chief Executive Officer
Moneyfarm
Adam French
Co-founder & Director
Scalable Capital
Michael Gruener
Managing Director & Head of EMEA Retail Business
BlackRock
Joe Parkin
Head of Wealth and Retail - UK, Ireland and the Channel Islands
iShares
Romi Savova
Chief Executive
Pension Bee
David Stevens
Life Advice Director
LV=
Daniel Tammas-Hasting
Managing Director and Founder
RiskSave
Daniel Thomson
Digital Product Owner – Retail Investments
Lloyds Banking Group
John Barrass
Deputy Chief Executive
PIMFA
Andrew Firth
Chief Executive
Wealth Wizards
Chris Truce
Head of FinTech
Saxo Bank Group
Caroline Vaughan
Head Of New Business
Innovate Finance
Uday Nimmakayala
Chief Executive
WealthObjects
Tomasz Krzywicki
General Counsel (Europe & US)
WealthSimple
Kevin Mountford
Chief Executive
Raisin UK
Anna Wallace
Head of Department, Innovate
Financial Conduct Authority
Jack Knight
Deputy Chief Executive
Investment Association
Hemal Mehta
Founder and Chief Executive
AtomInvest

Details

Date:
September 20
Time:
8:20 am - 4:45 pm
Website:
https://www.cityandfinancialconferences.com/roboadvice2