Global WealthTech Summit 2026
3 November 2026
1 Basinghall Avenue (Cavendish Venues), London, United Kingdom
The Global WealthTech Summit is an in-person, one-day event in London organised by FinTech Global for leaders and innovators in wealth and asset management. It brings together senior people from wealth management, asset management, private banking, financial advisory and retail banking with WealthTech providers, combining panels and presentations across several stages with a demo stage and app-based meeting scheduling. Themes for 2026 include winning and retaining clients, trust and data, hyper-personalisation, scaling operations, AI-augmented advice, and private markets and tokenised assets.
20 sessions · 26 speakers
Organiser (1)
Sponsors (15)
Jump · Behavox · Quantfolio · everyoneINVESTED · Conquest Planning · Firenze · egnyte · GPTadvisor · Univeris · Prometeia · FE fundinfo · Itransition · Smart Communications · Quantifeed · Kaltura
Agenda
- Chair’s Welcome & Introduction 3 November 2026 · Main Stage
- Keynote Panel: The Leaders' Perspective: What Senior Leaders Are Prioritising to Win and Retain Wealth in 2027 3 November 2026 · Main Stage
- Keynote Presentation: Agentic AI in Wealth 3 November 2026 · Main Stage
- Keynote Presentation: The Great Wealth Transfer – What a Real Relationship with the Next Generation Looks Like 3 November 2026 · Main Stage
- Panel: Compliance as an Enabler - Opening Access Without Opening Risk 3 November 2026 · Building & Running the Operation Stage
- Panel: Serving the Whole Client – Integrating Banking, Planning, Tax, and Credit into a Unified Wealth Experience 3 November 2026 · Winning & Serving the Client Stage
- Innovation Showcase 3 November 2026 · Innovation Stage
- Presentation: When Conversation Becomes the Product: Rethinking AI and Trust in Wealth Management 3 November 2026 · Winning & Serving the Client Stage
- Presentation: One Source of Truth, Fixing the Data Underneath 3 November 2026 · Building & Running the Operation Stage
- Panel: One Platform or Best-of-Breed? The Tech Stack Decision 3 November 2026 · Building & Running the Operation Stage
- Panel: The Economics of Advice - Planning & Suitability Tech 3 November 2026 · Winning & Serving the Client Stage
- Panel: When Growth Starts to Hurt - Mid-Market Operations 3 November 2026 · Building & Running the Operation Stage
- Panel: The Relationship Manager in the Age of AI – Augmenting Human Advice Without Losing the Human 3 November 2026 · Winning & Serving the Client Stage
- Panel: New Distribution Channels & Embedded Wealth 3 November 2026 · Winning & Serving the Client Stage
- Panel: Private Markets and Tokenised Assets – Building the Operating Model to Support Them 3 November 2026 · Building & Running the Operation Stage
- Presentation: The Human Edge: Why People Are Wealth Management's Scarcest Asset in an AI World 3 November 2026 · Main Stage
- Panel: Trust in the Age of AI – How Wealth Managers Are Protecting Client Relationships as Technology Reshapes the Industry 3 November 2026 · Main Stage
- Debate-Style Fireside Chat: Intelligence at Scale vs Wisdom at Depth 3 November 2026 · Main Stage
- Presentation: Human Capital as the Next Asset Class: Wealth Management in the Age of AI 3 November 2026 · Main Stage
- Closing Remarks 3 November 2026 · Main Stage