Celent Roundtable | Digital, Data and the Democratisation of Wealth and Asset Management

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6 December 2017
London, United Kingdom

Digital technology offers wealth managers a means to break traditional trade-offs between customisation and scale. Data, in this context, is a strategic asset. How can wealth managers use their privileged view onto data to overcome the triple menace of fee compression, rising fixed costs and compliance burdens?

Building on the success of past Celent roundtables, we are pleased to bring our next Securities & Investments Roundtable to London on 6 December, 2017. This exclusive, invitation-only event will allow senior leaders from leading firms to discuss the latest trends, developments and technological innovation across Wealth Management in the UK.

This three-hour interactive session is Celent-led and includes peer-to-peer discussions amongst executives at financial institutions and leading technology firms, facilitated by Celent analysts and supplemented by Celent research.

Areas to be covered in the discussion include:

  • Emerging technology and the best-in-class client experience
  • Effective data management in the face of compulsory research unbundling
  • Robo advice and the great digital awakening. What comes next? How can insurers and banks capitalise?

Event details

Capital Markets, Wealth Management
Geographic Focus
Briefing / Round table