The Changing Face of Wealth Management


The current pandemic crisis has impacted Wealth Management firms in a number of ways.


Social distancing is forcing advisers to rethink how they communicate with their clients while market volatility has created IT stress in a number of companies. A number of firms which have successfully deployed staff to work from home are now considering making these arrangements for certain staff permanent, to reduce office cost overheads and to provide improved work/life outcomes for selected employees.


No one of course knows precisely what the future holds. But for regulated companies in the sector, one thing that is very clear is that the way of conducting business will change.


This briefing brings together a selection of leading specialists who will put forward practical views on a range of subjects including


  • Digital Finance Transformation
  • WealthTech Dream Team
  • On Course for SRD II
  • Outsourcing in Review
  • Insurance lessons learned from COVID-19


The briefing will be of benefit to those senior managers across the Wealth Management sector who want to ensure their firm is on track to come out of the crisis in good shape while considering how to deliver quality services in a way that clients will want, post COVID-19.  


Attendance is free to employees of regulated investment companies but places are limited. The briefing qualifies for 3 hours CPD.


This event is run in partnership with FinanceBI, Aston Lark, Pershing Limited, Broadridge Financial Solutions, GPP, Platform Securities and Crealogix UK.


Training and Venue Information

CPD Authorised Yes
Event Date 27-05-2020
Event End Date 27-05-2020
Event Time 10:00 - 13:00
Price £0