We are excited to announce that the 3rd Annual WealthTech Forum and Awards 2023 is back. The global wealth management industry, along with many other sectors, is embarking on its journey toward digitalization and overall technology integration. With millennials and Gen Z investors set to inherit approx. USD53 trillion over the next 20 years, firms that focus on building relationships with clients’ potential inheritors, leverage client insights, and understand trends to inform product and service offerings will stand to benefit in the current environment. That said, the financial markets are today gripped by fresh challenges in the form of rising inflation and fears of a looming global recession, while geopolitical tensions remain high.

With these digital shifts, advancing technology is at the top of the private banking agenda and at the center of achieving operational excellence and customer satisfaction. With technology set to offer benefits such as improved portfolio management strategies, a greater understanding of asset liquidity, and increasing levels of customer service, the move towards digitalized functionality will reshape operations, decision-making, and client journeys industry-wide.

The Wealth Tech Forum will bring together leading wealth managers, investors, and technology companies to discuss the tectonic changes shaping the wealth management industry as they know it. The industry is setting its sights on the future, bringing a new generation of wealth and talent with new demands and expectations. Join us as we discuss and debate the emerging challenges, opportunities, and risks.