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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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UID:363856-1795024800-1795032000@www.pimfa.co.uk
SUMMARY:UK Wealth Management M&A Networking Event: Insights\, Connections & Conversations Nov 2026
DESCRIPTION:Join us at Grant Thornton for an informal networking evening bringing together buyers\, sellers\, investors\, advisers and senior leaders from across the UK wealth management market. \nUK wealth management M&A continues to attract strong interest from consolidators\, private equity\, banks\, platforms and international buyers. But the market is becoming more selective. \nBuyers are looking beyond assets under management to understand the quality of advice\, strength of client relationships\, adviser dependency\, culture\, management capability\, regulatory history and the ability to integrate successfully. \nThis is an opportunity to make new connections\, exchange perspectives and discuss the trends shaping the next phase of consolidation\, including succession\, valuation\, integration\, adviser retention and sustainable growth. \nSpaces are limited\, so early registration is recommended.
URL:https://www.pimfa.co.uk/event/uk-wealth-management-ma-networking-event-insights-connections-conversations-nov-2026/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Learning
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DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260527T111624Z
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UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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