Wealth Management Transformed: leveraging the emerging ecosystem for the next wave

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Wealth Management Transformed: leveraging the emerging ecosystem for the next wave

Wednesday, 27 September 2023

18:30  to  22:00 Europe, London (GMT+01:00)


Seven Park Place by William Drabble
7-8 Park Place
St. James's
United Kingdom

INDUSTRIES: Financial Services

EVENT TYPE: Club Dinner


While open ecosystem strategies have become routine in other industries, they are still developing in wealth management. Leveraging diverse ecosystems can allow firms to redesign product mixes and strengthen and enhance distribution and operating models. How can the wealth management industry remain competitive and start leveraging ecosystem business models to unlock value?

Open for business

If you are to stay relevant in the age of open finance, continual agility, flexibility, and keeping a close eye on where your clients are heading all need to be part of the organisational toolbox. How do you optimise an open ecosystem to develop new product mixes and services and keep up with the direction of travel?

Embedded Finance

The borders on the journey are dissolving: any number of user experiences that your clients interact with daily will include financial products. What do you need to do to set yourself up to embed your products in customers’ daily digital journeys?


Banking-as-a-Service has laid the groundwork for Wealth-as-a-Service: a WaaS model could be a neat answer to scaleability and access to new markets. What will WaaS do for your wealth management value chain? And are you ready for it?


Join us to exchange opinions and ideas with wealth management leaders approaching shared challenges.

Combining structured business discussion with free-form networking over fine food and wine, the event will be independently facilitated and will leave you with fresh insights, robust practical examples and powerful new connections.

With a persepctive from Cognizant and AWS


18:30 – 19:00 – Arrival & Aperitif

Meet your peers and get to know each other over a welcome drink

19:00 – 21:30 – Dinner & Discussion

Fine dining, fine wine and fine discourse form the perfect menu.

21:30 – 22:00 – Coffee & Digestifs

Conversations continue over coffee and a selection of digestifs

22:00 – 22:30 – Carriages

Homeward bound


Seven Park Place

7-8 Park Pl,

St. James's,

London SW1A 1LS