Event Overview

Regulation and technology continue to change the modus operandi of investors and their advisers, thereby changing the game for financial product and technology distribution.

Now in its 18th year, the annual Wraps, Platforms and Masterfunds conference will analyse the current state of play for executives in financial services and technology, providing hard-hitting analysis from the InvestorDaily editorial team, industry thought leaders and outside experts.

The following in-depth trends will be examined:

  • The rise of managed accounts and its implications
  • Movements and machinations at dealer group level
  • Shifting behaviour of self-directed investors
  • The Great Debate: Banks do fintech better
  • Battle lines of award-winning fintech innovators
  • The latest updates in platforms and wraps and adviser market response

This market-leading conference will help you keep your ear to the ground of the trending topics in financial services, arming you with the information you need to develop and distribute better products and ultimately more ably serve financial intermediaries and investors.

Who should attend?

  • Dealer groups and licensee heads
  • Wealth management executives
  • Distribution managers and BDMs
  • Fund managers and researchers
  • Technologists and fintech founders