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DTSTART;TZID=Europe/London:20270204T081500
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DTSTAMP:20260723T100335Z
CREATED:20260723T095906Z
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UID:364930-1801728900-1801737000@www.pimfa.co.uk
SUMMARY:The Annual M&A Breakfast: Looking Back at 2026 — Setting the Pace for 2027
DESCRIPTION:As firms prepare for 2027\, this invitation-only PIMFA M&A Breakfast brings together senior executives from both acquiring and selling firms to reflect on lessons from the past year and explore the emerging deal drivers\, risks\, and opportunities. \nOver breakfast at Farrer & Co\, we’ll: \n\nEngage with the FCA on their Consolidation Review findings.\nReview 2026 — what really drove deal flow\, valuations\, and integration outcomes.\nAssess the outlook for 2027 — pipeline health\, financing conditions\, diligence hot-spots\, culture and people risks\, and the FCA’s supervisory focus areas.\nConsider what acquirers will pay for — and what they will walk away from — in the year ahead\n\nPlease note: this is an invitation-only event. PIMFA reserves the right to politely decline registrations from individuals who do not meet the intended seniority or role criteria for this event.
URL:https://www.pimfa.co.uk/event/the-annual-ma-breakfast-looking-back-at-2026-setting-the-pace-for-2027/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning
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DTSTART;TZID=Europe/London:20270225T090000
DTEND;TZID=Europe/London:20270225T170000
DTSTAMP:20261109T100542Z
CREATED:20260909T142805Z
LAST-MODIFIED:20261109T100542Z
UID:369184-1803546000-1803574800@www.pimfa.co.uk
SUMMARY:Financial Crime Conference 2027
DESCRIPTION:PIMFA is preparing for the 2027 edition of its annual Financial Crime Conference. As with previous editions\, the event will address the evolving regulatory\, governmental and technological landscape in which member firms find themselves. \nFinancial crime remains an insidious and existential threat to the industry\, its firms and its clients. With technology evolving at rapid pace\, and new tools such as Artificial Intelligence being adapted and developed for malevolent purposes\, it is critical firms remain vigilant\, proactive and engaged on how the threat landscape is changing. As for previous events\, the Financial Crime Conference will convene experts from regulators\, law enforcement\, government\, technical experts\, sector specialists and member perspectives\, to give the audience the latest insights on how they can best protect themselves\, their clients\, and support the law in pushing back on criminal predation. \nThe event is aimed at financial crime professionals and MLROs within wealth management and financial advice firms\, as well as those in broader senior management or compliance functions\, working to ensure safety for firms and clients\, and against the various threat actors that are present for the financial services sector in 2027. Book now to reserve your seat (press are not eligible for this event\, and spaces are limited on a first come\, first served basis).
URL:https://www.pimfa.co.uk/event/financial-crime-conference-2027/
LOCATION:Shoosmiths\, 1 Bow Churchyard\, London\, EC4M 9DQ\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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DTSTART;TZID=Europe/London:20270518T183000
DTEND;TZID=Europe/London:20270518T230000
DTSTAMP:20261102T144517Z
CREATED:20261102T144248Z
LAST-MODIFIED:20261102T144517Z
UID:376823-1810665000-1810681200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Dinner 2027
DESCRIPTION:This flagship event promises to unite over 300 senior representatives spanning the breadth of the wealth\, investment services and  financial advice industry. Key figures from government\, regulatory bodies\, and  policy makers will also be in attendance.​ \nKey benefits of attending: \n\nNetworking – connect with senior representatives from across the industry\, regulators\, government and other stakeholder organisations.\nInsights: stay informed about the latest trends\, challenges and opportunities shaping the landscape of our sector.\nRelationship building: strengthen existing relationships and cultivate new connections.\nInspiration: gain valuable insights from industry leaders through conversations and speeches.\n\nPlease contact events@pimfa.co.uk for more information on how to book your table.
URL:https://www.pimfa.co.uk/event/pimfa-annual-dinner-2027/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Dinner,Networking event,PIMFA Events
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DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260527T111624Z
CREATED:20250828T083517Z
LAST-MODIFIED:20260527T111624Z
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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