UK Robo Advice and Digital Wealth Summit

20th September, 2018 - Royal Garden Hotel, 2-24 Kensington High Street, London W8 4PT - Use discount code: ROBO2L80 to get 20% off Delegate Fee and Small Company and Fintech Rates

joel ko uk robo advice digital summit

The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors. As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.

Attendance at the second edition of The UK Robo Advice and Digital Wealth Summit will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management.

Key discussion areas include:

  • Robo-advice: progress so far and opportunities ahead
  • Meeting the developing expectations of regulators
  • Robo-advice in the UK: a country specific perspective
  • Customer acquisition and engagement
  • Increasing the granularity and quality of advice
  • Outlook for robo-advice in the pension and insurance sectors
  • Robo-advice from two different angles: established financial institutions and fintech start-ups

Please see the full agenda here:


Key speakers include:

Joel KO, Co-Founder and Partner, LATTICE80 and President, Marvelstone Group

Anna Wallace, Head of Department, Innovate, Financial Conduct Authority

Helena Morrissey DBE, Head of Personal Investing, Legal & General Investment Management

John Barrass, Deputy Chief Executive, PIMFA

Giovanni Dapra, Co-Founder and Chief Executive Officer, Moneyfarm

Andrew Firth, Chief Executive, Wealth Wizards

Adam French, Co-founder & Director, Scalable Capital

Michael Gruener, Managing Director & Head of EMEA Retail Business, BlackRock

Jack Knight, Deputy Chief Executive, Investment Association

Tomasz Krzywicki, General Counsel (Europe & US), Wealthsimple

Ian McKenna, Founder,, Director, Finance & Technology Research Centre Ltd

Hemal Mehta, Founder and Chief Executive, AtomInvest

Janine Menasakanian, Head of Distribution Strategy, Personal Investing, Legal & General Investment Management

Kevin Mountford, Chief Executive, Raisin UK

Uday Nimmakayala, Chief Executive, WealthObjects

Joe Parkin, Head of Wealth and Retail – UK, Ireland and the Channel Islands, iShare

Darren Philp, Head of Policy, Smart Pension

Fahd Rachidy, Co-Founder and Chief executive, Abaka Holdings

Charlotte Ransom, Chief Executive, Netwealth

Romi Savova, Chief Executive, Pension Bee

David Stevens, Life Advice Director, LV=

Daniel Tammas-Hasting, Managing Director and Founder, RiskSave

Daniel Thomson, Digital Product Owner – Retail Investments, Lloyds Banking Group

Christopher Truce, Head of FinTech, Saxo Bank Group

Caroline Vaughan, Head Of New Business, Innovate Finance


Who should attend:

C-level Executives, Senior Officers, Directors, Heads, and Managers of:

Representing the following industries:

Business Analysis

Business Development

Client Lifecycle & Relationships


Data Security

Digital Wealth

Information Security

Innovation, Digital, Marketing & Communication

Legal (In-house and External)

Market Structure and Technology

Personal and Retail Investing

Platform Development

Project Management

Propositions & Distribution



Wealth Management

Asset Management

Banking and Finance

Consultancy & Advisory Services

Compliance technology

Digital Managers and Advisors

Fintech / Regtech

Institutional Investors


PE / VC Funds

Pension Fund Managers

Regulators & Industry Bodies

Wealth Management

Delegate Fees:

Delegate Fee:

£595.00 + VAT

Small Company and Fintech rate*:

£199.00 + VAT

*”Small Company” refers to a company or group with fewer than 50 employees.

Fintech rate applies to any company registered as an official company for less than 3 years at the date of the event, which  is not a subsidiary or part of a group established for longer than this period and which offers a product and/or service usually classified as FinTech.

*Use discount code: ROBO2L80 to get 20% off the fees quoted above.

Registration Options:
*in all cases the code above must be mentioned for the discount to be applied to the private sector fee.




01932 340115