What You'll Get

 

 

DISRUPT | DEMOS

Advances in wealth management and discussion of the latest technology and platforms.

CEO SPOTS

Get a market perspective from the CEOs that are transforming the industry.

BREAKOUT SESSIONS

Dig deep into new developments in investing, saving and advice.

IN|VEST EUROPE: INNOVATIONS IN INVESTING, SAVING AND ADVICE

Wealth management is changing dramatically and quickly. Digital platforms significantly advance what tools can be offered to clients. For customers these promise better user experience, more investment options, transparency and lower fees. For firms, they open new markets, address the ‘advice gap,’ and the rising cost of regulation.

In|Vest brings together technology and strategy executives from across the wealth management to explore the changes and offer a digital vision of the future.
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Featured Speakers

 

 

Dave Bruno

Dave Bruno

Founder, UBS Wealth Management Innovation Lab

Suleman Din

Suleman Din

Managing Editor, Financial Planning

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

Joe Duran

Joe Duran

Founder & CEO, United Capital

Nick Eatock

Nick Eatock

Executive Chairman and Founder, Intelliflo

 

Adam French

Adam French

Founder and Managing Director, Scalable Capital

Paolo Galvani

Paolo Galvani

Co-founder and Chairman, MoneyFarm

Ian McKenna

Ian McKenna

Director, Finance & Technology Research Centre

Devie Mohan

Devie Mohan

FinTech Researcher, Advisor and Blogger

Charlie Nicholls

Charlie Nicholls

CEO, Money on Toast

 

Uday Nimmakayala

Uday Nimmakayala

Founder & CEO, WealthObjects

Karan Shanmugarajah

Karan Shanmugarajah

CEO & Co-founder, WealthKernel

Jon Stein

Jon Stein

CEO and Founder, Betterment

Nathan Stevenson

Nathan Stevenson

Founder and CEO, Forwardlane Inc.

Alexey (Lex) Sokolin

Alexey (Lex) Sokolin

Partner & COO, Vanare

 

William Trout

William Trout

Senior Analyst, Celent

Salvador Vidal

Salvador Vidal

Global Head of Products & Services Marketing, BNP Paribas Wealth Management

Philip Watson

Philip Watson

Global Head of the Investment Lab and Managing Director, Citi


Schedule at a Glance

 

 

November 15, 2016

8:00 Arrival and Registration
9:00 Welcome and Opening Remarks
9:10 CEO|Spots
12:00 Lunch
13:30 Concurrent Sessions
16:30 Disrupt|Demos
17:30 Reception



Find Out More

 

 

Call for Speakers

Sponsorship Opportunities

Buy Event Pass

Conference Venue

 

 

In|Vest Europe will be take place at the Etc. Venues in London.. Click here for booking information.


FAQs

 

 

WHAT IS IN|VEST EUROPE?

In|Vest launched last year in New York City as the premier industry conference showcasing the companies, people and technologies that are creating the digital future of wealth management.

In|Vest Europe, taking place November 15 in London, will bring together the entire global community dedicated to helping individuals and families with investing, saving and financial advice.

WHO ARE THE CREATORS OF THE EVENT?

In|Vest Europe is brought to you by SourceMedia, publishers of American Banker, Bank Investment Consultant, Financial Planning, On Wall Street and a number of other financial services industry publications.

WHO WILL ATTEND?

Senior executives from all facets of wealth management—traditional banks, broker dealers, private banks, regionals and independents, online investment platforms, technology and service providers. Rounding out this group will be venture capital and private equity investors looking to get in and out of the space.

WHEN AND WHERE?

In|Vest Europe will be held November 15, 2016 at the Etc. Venues in London.

WHERE SHOULD I STAY?

There is no hotel block for the event, however local hotels can be found here.

HOW CAN I REGISTER TO ATTEND?

Want to talk to a real person? Call Maria DeMartino at + 1 (212) 803-8775. Want to do it online? Click Here.

WHO DO I CONTACT ABOUT SPONSORSHIP?

For information about sponsoring or exhibiting at In|Vest Europe please contact Stacy Gellman at (212) 803-8841 or stacy.gellman@sourcemedia.com.

WHO DO I CONTACT ABOUT SPEAKING?

Please reach out to Rebecca Sausner at + 1 (212) 803-8639 or Rebecca.sausner@sourcemedia.com.

November 15, 2016, London

 

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