AI Toolkit Roadshow 2025, London Edition

AI Toolkit Roadshow 2025, London Edition

Join us at the AI Toolkit Roadshow 2025, London Edition, on May 20, 2025, in the heart of the City!

157 followers
By The Wealth Mosaic
157 followers
1.2k attendees hosted 📈

Date and time

Tue, 20 May 2025 08:30 - 12:00 BST

Location

Pan Pacific London

80 Houndsditch London EC3A 7AB United Kingdom

Refund Policy

Refunds up to 1 day before event

Agenda

8:30 AM - 9:00 AM

Arrivals & networking

9:00 AM - 9:15 AM

Welcome & opening remarks from The Wealth Mosaic

Stephen Wall, Founder, The Wealth Mosaic

9:15 AM - 9:35 AM

Keynote: Productivity or Transformation: From Doing More to Becoming More

Phil Watson, CIO, Betteredge Capital

As the world anticipates the full force of the AI revolution, we find ourselves inundated with headlines, hype, and hope. But beneath the noise lies a deeper question: what kind of revolution is this...

9:35 AM - 10:50 AM

A series of AI-focused technology demos

9:35 AM - 9:47 AM

Demo #1: InvestCloud

9:47 AM - 9:59 AM

Demo #2: Aveni

9:59 AM - 10:11 AM

Demo #3: GPTadvisor - The AI Copilot for Investment Advisers

Nacho Díaz de Argandoña, Managing Director

Reimagine how portfolios are explained, proposed, and sold. GPTadvisor is a next-gen Gen-AI agent that empowers investment professionals with personalised reporting, real-time portfolio explanations,...

10:11 AM - 10:23 AM

Demo #4: Unique - Investment Insights Agent

Anshu Kotak, Chief Commercial Officer

Wealth managers spend hours researching clients, financial data and suitable investment ideas to bring forward to their clients. By integrating into your CRM, real-time market data and your investmen...

10:50 AM - 11:30 AM

Panel: The role, application and journey towards AI in wealth management

Rajen Madan, Founder & CEO, Leading Point

Asen Tsvyatkov, Director, Wealth & Asset Management, PwC

The panel discussion will aim to give event attendees a view on role, application and journey towards AI in wealth management. The panel will be asked to consider the ‘today’ of how AI is being deplo...

11:30 AM - 12:30 PM

Networking & discussion time

About this event

  • Event lasts 3 hours 30 minutes

Hosted at the Pan Pacific Hotel (80 Houndsditch, London, EC3A 7AB - opposite Liverpool St station) in the heart of the City of London, the London edition of the AI Toolkit Roadshow 2025 from The Wealth Mosaic (TWM) is the third event after editions in Zurich and New York. Focused on the role of Artificial Intelligence (AI) in the UK, and wider wealth management space, the event will run from 8:30 AM to 12:00 PM and mix short presentations, vendor demos and an industry panel discussion.


Don't miss the opportunity to hear several AI-focused technology demos and stay ahead in the industry on all things AI!


The wealth management sector is changing in multiple ways, and the role of technology and new tools is developing at a speed not seen before. Within the broader context of the business and the role of technology, the industry must now grapple with the additional speed, development and opportunity/threat presented by AI. What is its application now and looking into the future, where and how do firms start to successfully engage with AI and bring it into their day to day business, what are the opportunities, challenges, risks and needs around using AI within their businesses and, ultimately, where is this all taking the business of wealth management.


With this in mind, we will bring you a dedicated AI-focused program which will highlight our AI Toolkit 2025 report, our latest AI WealthTech Marlet Map and a little of what we see happening around the topic of AI in the context of wealth management.


Disclaimer

This event is free for wealth managers to attend, although registration is required, while there are a limited number of paid tickets available to technology vendors, consultants and others. Access to the event is limited and is available on a first-come, first-served basis. All registrations are subject to approval by the event organiser.

Tags

Organised by

The Wealth Mosaic
157 followers
1.2k attendees hosted

The Wealth Mosaic (TWM) is founded on a curated online solution provider directory built around the business needs of the global wealth management sector. The TWM directory consists of a growing number (many thousands) of business and solution profiles for vendors, each of which is categorised against a dedicated and evolving taxonomy to support their discovery and engagement.

For wealth managers, the buy side of our marketplace, TWM is designed to support the need to easily discover solutions, solution providers and knowledge resources against specific business needs.

For solution providers (vendors), the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.

Together, TWM is an increasingly well-known and relevant knowledge resource, closing the gap between the evolving business needs of wealth management businesses across the world and the growing marketplace of technology and related solution providers (vendors) selling into the market.

£0 – £271.56