FDATA partners with Robo-Advice 2018

by fdataros

FDATA partners with Robo-Advice 2018

by fdataros

by fdataros

FDATA has been named as a media partner for the 2nd UK Robo Advice and Digital Wealth Summit.

The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors. As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.

Attendance at the second edition of the UK Robo Advice and Digital Wealth Summit, which is to take place on 20th September in London, will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management. This year’s conference will also involve a keynote address by the FCA’s Anna Wallace among many other high-level speakers.

Key discussion areas include:

  • Robo-advice: progress so far and opportunities ahead
  • Meeting the developing expectations of regulators
  • Robo-advice in the UK: a country specific perspective
  • Customer acquisition and engagement
  • Increasing the granularity and quality of advice
  • Outlook for robo-advice in the pension and insurance sectors
  • Robo-advice from two different angles: established financial institutions and fintech start-ups

Speakers include:

Anna Wallace, Head of Department, Innovate, Financial Conduct Authority

Helena Morrissey DBE, Head of Personal Investing, Legal & General Investment Management

John Barrass, Deputy Chief Executive, PIMFA

Giovanni Dapra, Co-Founder and Chief Executive Officer, Moneyfarm

Andrew Firth, Chief Executive, Wealth Wizards

Adam French, Co-founder & Director, Scalable Capital

Michael Gruener, Managing Director & Head of EMEA Retail Business, BlackRock

Jack Knight, Deputy Chief Executive, Investment Association

Tomasz Krzywicki, General Counsel (Europe & US), Wealthsimple

Hemal Mehta, Founder and Chief Executive, AtomInvest

Janine Menasakanian, Head of Distribution Strategy, Personal Investing, Legal & General Investment Management

Kevin Mountford, Chief Executive, Raisin UK

Uday Nimmakayala, Chief Executive, WealthObjects

Joe Parkin, Head of Wealth and Retail – UK, Ireland and the Channel Islands, iShare

Darren Philp, Head of Policy, Smart Pension

Romi Savova, Chief Executive, Pension Bee

Joe Seunghyun Cho, Co-founder and Founding CEO of LATTICE80, Chairman at Marvelstone Group

David Stevens, Life Advice Director, LV=

Daniel Tammas-Hasting, Managing Director and Founder, RiskSave

Daniel Thomson, Digital Product Owner – Retail Investments, Lloyds Banking Group

Christopher Truce, Head of FinTech, Saxo Bank Group

Caroline Vaughan, Head Of New Business, Innovate Finance

Delegate Fees:

Delegate fee: £595 + VAT

Small company and Fintech rate £199 + VAT

Register here or by emailing bookings@cityandfinancial.com



		
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