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AltFi Digital Wealth Forum 2021

Accelerating Change.


AltFi’s inaugural Digital Wealth Forum will delve into four key topics with a series of afternoon discussions; all centred around the theme of accelerating change in the industry. 


2021 holds the potential to capitalise on the speed of change triggered by the pandemic in the wealth management, savings and investing sectors, across the fields of: 


The Green Robo Revolution

Neobroking 2.0: Beyond Brokerage

Unlocking Open Banking For Wealth

Private Wealth: Ripe for Disruption?


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Agenda

Day 2 - 14 Jul 2021
14:00 - 14:10
SESSION
Opening Remarks
14:10 - 14:40
SESSION
Creating A European Wealth Champion
With the wealth market in the midst of growing competition and consolidation, we sit down with Raisin co-founder Tamaz Georgadze to find out what the just-announced merger with Deposit Solutions means for the future of European savings and investments.
SPEAKERS
14:40 - 15:20
SESSION
The Green Robo Revolution
A groundswell of interest in ESG investing is paving the way for a more sustainable future, while the returns on such investments are proving lucrative. Hear from our responsible robo and non-robo investors on how they’re handling this sea change in behaviour. What customers are looking for from sustainable investments? And why 2020 was a tipping point for the sector?
SPEAKERS
15:20 - 15:50
SESSION
Deep Dive Into Open Finance: Shaping The Next Generation Of Financial Services
Open Finance has the power to unlock unique customer insight and drive deeper, more meaningful interactions, fuelling innovation in a way never seen before. It’s available to businesses of all sizes - and it’s happening now. Join Moneyhub’s fireside chat with Lumio, OpenMoney and Sugi to discover how Open Finance is shaping the next generation of financial services, helping their customers make the most of their money and building trust.
SPEAKERS
15:50 - 16:30
SESSION
Neobroking 2.0: Beyond Brokerage
The business of pure-play brokerage is gradually fading from the neobroker landscape as trading platforms look to bolster their offerings, but which products come next? And what does this mean for the competitive landscape? Find out from our panel of neobrokers as they discuss moving beyond brokerage.
SPEAKERS
16:30 - 17:10
SESSION
Unlocking Open Banking For Wealth
As open banking payments gain traction among wealth and investment platforms, the promise of the technology as a gamechanger is starting to be realised. But where does this technology go next? And what do challengers and incumbents see as the promise and perils of open banking?
SPEAKERS
17:10 - 17:50
SESSION
Private Wealth: Ripe For Disruption?
As fintech continues to democratise financial planning and advice for the masses, affluent and high net worth clients remain underserved even as technology improves the wealth management experience for millions. But after a slow start, the private wealth sector could finally be approaching its 'fintech moment'.
SPEAKERS

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