Turo blog

Wealth Wizards’ Simon Binney to speak at Global Wealth Tech Summit

October 25, 2021

Wealth Wizards’ Business Development Director Simon Binney will speak at the Global Wealth Tech Summit at St. Paul’s, London on Wednesday 3rd November.

Simon will present during the session; ‘The developments of robo-investing’ which will examine how far digital and hybrid financial advice has evolved over recent years. The session will also explore what a true digital and hybrid platform looks like, the value it can offer clients and how a hybrid platform can help to make financial advice more accessible.

The session will be chaired by Julian Birkinshaw, Professor of Strategy and Entrepreneurship; Institute of Entrepreneurship and Private Capital, London Business School, and will also include presentations from Joe Parkin, Head of Banks and Digital Channels (UK), Black Rock and Philip Kurtenback, Global Head of Wealth Structured Products, HSBC.

The Global Wealth Tech Summit 2021 will be a hybrid event with a virtual platform and state-of-the-art venue at St. Pauls’ in central London. The event will feature speakers from a broad range of financial institutions including Schroders, HSBC, Black Rock and St. James's Place.

Commenting on his invitation to speak at the event, Simon Binney said:

“The Global Wealth Tech Summit is the flagship event for wealth and financial adviser technology. I’m looking forward to providing an insight into how ‘robo-advice’ has evolved into a hybrid advice model, which removes the ‘heavy lifting’ from the advice process and gives advisers more time to focus on their clients' goals and aspirations”.

To register for the Global Wealth Tech Summit please visit: https://fintech.global/globalwealthtechsummit/register/

 If you'd like more information on digital and hybrid advice, please email simon.binney@wealthwizards.com

 

Written by
Wealth Wizards

We are the UK's first fully-regulated online adviser scaling up automated financial advice across the industry.

Find out more about Turo and how it can automate key parts of the advice process for your clients and advisers.

Get updates straight to your inbox

Sign up to our newsletter

Recommended for you

View all

Want to get early access and product updates?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)

Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.

Wealth Wizards is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.

© 2022 Wealth Wizards Limited.