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SUMMARY:PIMFA Roundtable: AI in Wealth Management 2025
DESCRIPTION: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. \nWho Should Attend: \n\nCOOs and CTOs\nCompliance & Risk Leaders\nHeads of Digital & Innovation\nSenior Wealth Managers and Planners\n\nWhat’s Included: \n\nBreakfast networking\nExpert panel sessions\nInteractive roundtables\nAction-oriented takeaways\nComplimentary lunch\n\nPlease note that places are limited and allocated on a first-come\, first-served basis
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-ai-in-wealth-management/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning,Roundtables
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DTSTART;TZID=Europe/London:20251016T140000
DTEND;TZID=Europe/London:20251016T173000
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UID:335140-1760623200-1760635800@www.pimfa.co.uk
SUMMARY:Culture & Inclusion Roundtable Event
DESCRIPTION:PIMFA\, as a longtime advocate of DE&I\, both for its ethical merits\, and a deep seated belief in its importance for a well performing business culture.  We will be hosting a half day roundtable in October\, under Chatham house rules\, to facilitate a dialogue and through discussions of good practices identify what firms are doing to create inclusive cultures\, the impact it is creating and  what companies are doing to remain true to their values and overcome challenges and pushback. \nPIMFA CEO Liz Field\, and PIMFA Chair\, The Rt. Hon John Gummer\, Lord Deben\, will be speaking to the subject and hosting roundtable discussions on this important topic with additional guest speakers being drawn from previous winners of the PIMFA D&I Awards\, to discuss their pragmatic advice on inclusion implementation and the changing landscape. If you have an interest in the subject\, we encourage you to book your place sooner rather than later\, as ticket numbers will be restricted. This event is free for PIMFA members. \n 
URL:https://www.pimfa.co.uk/event/culture-inclusion-roundtable-event/
LOCATION:Howden\, One Creechurch Ln\, London\, EC3A 5AF\, United Kingdom
CATEGORIES:Learning,PIMFA Events,Roundtables
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