InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world towealthmanagers, asset managers and asset services companies.
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who should attend
Our attendees will include CEOs, CTOs, CIOs, CDOs, heads of digital investment/allocation and the key decision makers and tech/digital professionals from wealth managers, private banks and family offices alongside the founders, c-suite executives of wealthtech companies, fintech companies, technology providers and platforms and consultants.
the most pressing challenges and transformational opportunities facing the sector
with the wealth management industry's leading technology executives
insights on the digital strategies and tools that will prepare you for the wealth management industry of tomorrow
CEO & Co-Founder
MD, Head of Wealth & Advice Solutions
DBS Private Bank
Chief Technology Officer
Investec Wealth & Investment
Group Chief Investment Officer
Monali Vora CFA
Partner and Managing Director, Quantitative Investment Strategies
Head of Client Experience and Digital Transformation
BNP Paribas Wealth Management
Head of CEE Private Banking
Content Portfolio Manager
Commercial Portfolio Executive
PWM WEALTH TECH AWARDS
Now in their fourth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
The PWM Wealth Tech Awards aim at gathering qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence in the use of technology and digital communication.
Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience.
A judging panel composed of leading industry professionals will assess the best performers, regardless of size, in different categories.
As a growing number of private banks invest in their technology infrastructure, the awards programme is set to expand rapidly, with new categories being added and new winners being awarded.