Wealth Transformation Summit | Financial Transformation Summit 2025

Co-located with:

“An event not to be missed” – HSBC

Wealth. Transformed.

18th - 19th June, 2025 | Excel, London

Wealth Transformation Summit is the industry’s most influential event, connecting banking and wealth management professionals with the companies transforming financial services.

2,500+ attendees will join us to hear from 300 inspiring speakers, connect through an unparalleled programme of interactive sessions, and share perspectives on the topics shaping the industry.

At the heart of the summit is financial services biggest roundtable event. Over 400 roundtables, designed to facilitate real conversations, meaningful connections, and actionable insights.

Take your seat alongside colleagues and peers representing 150+ banks and wealth firms on the 18th & 19th June at ExCeL, London.

300 Speakers

Meet Our Visionary Speakers

Hear from over 300 visionaries shaping wealth and banking innovation

Shanti Kelemen
CIO
M&G Wealth

Paul Jones
Chief Operating Officer, Investment Management
Rathbones

Mark Thomas
Chief Strategy Officer
abrdn

Joanne Phillips
Managing Director, Consumer Wealth
Aviva

James Lowry
Global Chief Operating Officer
Janus Henderson Investors

Greg Horton
Group CTO
Titan Wealth

Marc Kahn
Chief Strategy and Sustainability Officer
Investec Plc

Tracey Davidson
CEO
Hampden & Co

James McManus
Chief Investment Officer
Nutmeg, a JP Morgan company

Salim Mansoor
Global Head of Private Markets Compliance
Allianz Global Investors

2,500 Attendees

Join Banking and Wealth’s Greatest Minds.

Global & Regional Banks

Industry Innovators

Register Now

Wealth Firms And Banks Attend For Free!

Do you work for a wealth management firm, or bank? Reserve your complimentary ticket now.

A great wealth event relies on wealth firms and banks attending! That’s why we are committed to bringing as many wealth management firms and banks together as possible on their transformation journey – for Free!

Wealth Transformation Summit is designed to educate and connect industry leaders, offering a powerful mix of expert talks, panel discussions, and over 400 roundtables.

Theres no catch. No risk. And no card details needed!

Join us at ExCeL London on the 18th – 19th June and be part of the conversation.

Co-located with:

“An event not to be missed” – HSBC

Wealth. Transformed.

18th - 19th June, 2025 | Excel, London

300 Speakers

Meet Our Visionary Speakers

2,500 Attendees

Join Banking and Wealth’s Greatest Minds.

Global & Regional Banks

Register Now

Wealth Firms And Banks Attend For Free!

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