Digital Wealth Luncheon London 2024

Held on 

May 15, 2024

 in 

London

Senior executives from the UK's leading digital wealth platforms gathered for networking and insightful discussions around using technological advancements to address the evolving needs of the modern investor.

Agenda at a Glance

Networking & Refreshments

  • Grab a drink and let us introduce you to your peers in the digital wealth industry, setting you up for lively discussions throughout the afternoon.

Welcome & Global Trends in A.I.

Keynote from Investment Trends

  • Based on surveying over 100,000 retail investors across 8 countries, Investment Trends will represent the “Voice of the Customer” - what are UK retail investors looking for from their investing platforms.

Networking & Lunch

  • Continue the discussion around the latest research and trends driving change for today's investors.

Brokerage Panel: Leveraging technology in digital wealth platforms

  • Listen to a panel of leaders from various digital wealth platforms discussing how they are using technological advancements to address the evolving needs of the modern investor.

Discover top insights
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Meet the speakers
who contributed

Sophia Furber

451 Research
Sophia is a research analyst in S&P Global Market Intelligence's TMT research practice, where she focuses on fintech and payments in the EMEA region.

Sarah Layden

Aviva Direct
Sarah is a Business and Transformation Leader with significant experience working in complex environments to translate strategic priorities into tangible business outcomes.

Richard Flynn

Schwab UK
Richard Flynn contributes valuable insights to the industry with a robust skill set that includes Business Development, Investments, Financial Services, Retirement Planning, New Business Development and more.

Sasha Gubochkin

Revolut
Sasha works across multiple financial products and features in Trading & Investing, Crypto, Credit, Subscriptions and others. He has been leading engineers, designers, operations and product owners to deliver impactful solutions on global scale: EEA, UK, US, CIS, APAC.

Brian Chong

Investment Trends
Brian has worked within the brokerage and financial services industry since 2008 and is head of client services for the International business at Investment Trends. With a passion for client service and having gained a deep understanding of the online brokerage and wealth management industry, Brian works in tandem with online brokers and any business wanting to understand the retail trader deeply, to ensure that they are extracting maximum value from our market insights to allow them to make smarter business decisions.

Urvi Jay

Trading Central
A seasoned expert in fintech, Urvi has been helping banks, brokers and investment managers transform their retail investing experience for over twenty years.

Thank you to
our sponsors

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