WealthTech Matters The Client 2024

March 7th, 2024 – SEI Investments, Finsbury Square, 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 and excited to contribute to the Roundtable Discussion, where our EVP Product, Hakan Kocabeyoglu, will showcase strategies for leveraging technology to enhance client engagement. We’d love to see you there!