WealthTech Matters The Adviser – June 2023

June 28th 2023 – Royal College of Physicians, London

Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business. 

Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

We are thrilled to announce our participation in the Roundtable Discussion, where our CEO, Luc Haldimann, will present an insightful topic: “Cost & Benefit: Leveraging Technology to Aid Advisers That Transforms Client-Adviser Communication”. We are excited about this opportunity to contribute and be a part of the discussion!