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.
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.
The event will take place on May 3rd – 4th, 2023, in Dubai, the United Arab Emirates.
DAY 1 | 3rd MAY 2023, WEDNESDAY
09:00 - 10:00
REGISTRATION & WELCOME COFFEE
10:00 – 10:05
OPENING NOTE BY THE CHAIRPERSON
10:05 - 10:25
THE CRITICALITY OF INNOVATION, TRANSFORMATION, AND INTEGRATION TO GROWTH IN THE WEALTH MANAGEMENT INDUSTRY
10:25 – 10:45
PRIVATE WEALTH - SEIZING NEW OPPORTUNITIES IN THE BURGEONING PRIVATE WEALTH SPACE
10:45 - 11:05
DEMOCRATIZATION - HOW DO FIRMS BEST DEMOCRATIZE WEALTH MANAGEMENT TO MAXIMIZE RETURNS?
11:05 – 11:35
FIRESIDE CHAT- THE RISE OF ESG: FROM A PERIPHERAL CONCERN TO THE CRITICAL COMPONENT OF INVESTMENT DECISION-MAKING
11:35 – 12:15
PANEL DISCUSSION | BIG TECH DISRUPTION: BIG PROBLEM OR BIG OPPORTUNITY?
12:15 – 12:45
NETWORKING BREAK
12:45 - 13:05
THE INCLINE OF COMMUNITY INVESTING & FINTECH
13:05 - 13:45
PANEL DISCUSSION | THE WEALTH, ASSET MANAGEMENT, AND PRIVATE BANKING LEADERS' PERSPECTIVE: WHAT ARE THE BIGGEST THREATS AND OPPORTUNITIES ON THE HORIZON?
13:45 – 14:05
BLUEPRINT FOR WEALTH MANAGEMENT: ROBOTIC PROCESS AUTOMATION
14:05 – 14:45
PANEL DISCUSSION | WHAT IS THE ROLE OF TECHNOLOGY IN NAVIGATING THE TRANSITION TO A CUSTOMER-CENTRIC BUSINESS MODEL AND MORE EFFICIENT BANKING?
14:45 – 14:50
CLOSING REMARKS
14:50 – 15:50
NETWORKING LUNCH
DAY 2 | 4th MAY 2023, THURSDAY
09:00 - 10:00
REGISTRATION & WELCOME COFFEE
10:00 - 10:05
OPENING NOTE
10:05 - 10:25
TECH & FINLIT - THE BEST COMBINATION TO BIRTH A SMARTER INVESTOR
10:25 - 10:45
MIDDLE EAST FAMILY OFFICES: A DECADE OF CHANGE
10:45 - 11:30
PANEL DISCUSSION: STATE OF WEALTHTECH IN MENA REGION
11:30 – 11:50
TAKING A CUSTOMIZED APPROACH: TAILORING SOLUTIONS TO INDIVIDUALS AND CREATING VALUES-ALIGNED, SUSTAINABLE PORTFOLIOS
11:50 – 12:30
PANEL DISCUSSION | THE FUTURE OF WEALTH MANAGEMENT: NAVIGATING THE RATE OF CHANGE IN A DIGITALIZED WORLD
12:30 – 13:00
NETWORKING BREAK
13:00 – 13:40
PANEL DISCUSSION: DRIVING PORTFOLIO AND BEHAVIORAL ANALYTICS THROUGH BIG DATA, ML, DEEP LEARNING, AND NLP
13:40 – 14:00
THE ROLE OF DIGITAL ASSET OFFERINGS IN THE GREAT WEALTH TRANSFER
14:00 – 14:30
FIRESIDE CHAT | DIGITAL MINDSET MOVING TO THE MAINSTREAM: THE TECHNOLOGY OF TOMORROW AND BECOMING THE LEADING INNOVATOR
14:30 – 14:35
CLOSING REMARKS
14:35 – 15:35
NETWORKING LUNCH AND END OF SUMMIT PROGRAM
