Innovation in wealth management

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FTAdviser’s sister publication PWM is delighted to present the 2023 edition of the Innovation in Wealth Management Summit, focusing on innovative strategies as the global private banking industry anticipates a transformative digital landscape.

As the latest megatrends in action are set to be incorporated into mainstream portfolio offerings, from crypto and cleantech to machine learning, the need for digital literacy among wealth managers has never been more urgent. Technologies such as deep learning and artificial intelligence not only pave the way to a hyper-personalised user experience, but also to an overhaul of the client acquisition process, identifying unconscious biases and helping to drive financial inclusion. With the growing threats of cyber attacks also, security must be prioritised responsibly and complacency is not an option.

Hosted by PWM’s editor-in-chief, Yuri Bender and the Financial Times this year’s Innovation in Wealth Management Summit will bring together world-leading wealth managers, investors, and technology experts. Join us for a day of discussion and networking as we debate the opportunities and challenges for wealth managers in the race to redesign their offerings, create frictionless client experiences and keep up the pace with future-facing frontrunners.

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The full agenda and speakers will be announced soon.


Thursday, June 8, 2023

London, in-person, venue to be confirmed

To register your interest please email or sign up to You will then receive event invitations and updates.