The Wealth Management Firm of 2025






The Wealth Management Firm of 2025



This private session will look at the key factors that are influencing and evolving the Wealth Management space.


Are robo-planners and online portals the inevitable future, or will there always be a place for the trusted family advisor?


Get in touch at This email address is being protected from spambots. You need JavaScript enabled to view it. to reserve your place.




A seated buffet will be served. 

This session will qualify for 1 hours of CPD.

Event and Venue Information

CPD Authorised Yes
Event Date 01-04-2020
Event End Date 01-04-2020
Event Time 9:00 - 10:00
Location M Restaurant,  Unit 2-3,60 Threadneedle St,London EC2R 8HP