Etcho: On the Horizon
What does the future of wealth look like?
Wealth management is evolving. Today’s clients expect advice that’s personalised, transparent, and aligned with their values. So how can advisers continue to connect and stay relevant in a rapidly changing landscape?
Join us for an evening at Fidelity International as we explore what’s next for the industry. We’ll kick off with a dynamic panel discussion on innovation, values-alignment, and the growing demand for alternatives beyond traditional investment routes, followed by relaxed networking with peers who are equally passionate about reshaping the future of advice.
Whether you're already leading in personalised, values-based advising or just starting the journey, this is your opportunity to connect, exchange ideas, and look ahead with excitement.
The event is open to all those who are interested in the future of wealth management, or sustainable investing. We will be running a roundtable event for wealth managers and financial advisers, by invitation only between 4-5pm. If you'd like to be considered, please apply here.
Agenda
5-5:30 pm : Arrival
5:30 pm : Panel Discussion Innovating for Impact: Alternative solutions to drive values
6:00 pm : Etcho Presentation
6:30- 8:00 pm : Networking Drinks
Who should attend?
Independent financial advisers, relationship managers, private bankers, CIOs, heads of wealth management, business development leads, sustainability/ESG strategists, product and proposition leaders, and strategy professionals in wealth and asset management.
