The 2017 Annual Conference on

ROBO
ADVICE AND INVESTING

From Niche to Mainstream

This conference has already taken place but you can order the event visuals and sound track from our Information Centre

  • Date & Time
    11th Oct 2017
  • Location

    London Marriott Hotel 

    Canary Wharf 

    London 

    E14 4ED

Conference Overview

Robo businesses are entering the UK market in such numbers as to be considered a sector in their own right. With large banks and global players becoming active, could this be a game changer for the industry? Is it possible that the sector could soon win a sizeable share of assets?  Are algorithms becoming advice?

There are some challenging issues to address as this market develops. The barriers to entry include the current high customer acquisition costs; low financial literacy; the possibility of existing customers switching to these lower priced channels; regulatory uncertainty and associated risk of future retribution; cyber risk and communication challenges.

Robo currently ranges from simple financial planning to advice and investing. But new products and services are rapidly being developed by the early start ups and moving towards markets where there is significant need.  The imminent launch of SIPPs by an incumbent player is a step in this direction with more to follow. Workplace robo solutions have been highlighted as a market segment which could be further developed.

This conference will address these issues and more including:

  • identifying pockets of demand
  • price and cost structures for different market segments
  • managing different customer profiles and expectations and building investor engagement for long term relationships
  • robo workplace solutions
  • developing new products and services for a maturing market

Westminster and City organised the first Robo conference in the UK in 2015. The development since then has been rapid. Is this market on the verge of major growth and change?

Keynote contributions from:

BETTERMENT – Dan Egan, Managing Director of Investing and Behavioural Finance

FCA INNOVATION HUB – Bob Ferguson, Head of Department

HSBC – Dean Butler, Head of Retail Wealth

and senior representatives from

MONEYFARM, UBS SMARTWEALTH, SCALABLE CAPITAL, BREWIN DOLPHIN, EVALUE, WEALTHSIMPLE and SANTANDER

Conference to be chaired by

Andrew Firth, Chief Executive, WEALTH WIZARDS

 For full details please request the brochure.

 

The conference is being held at the London Marriott, Canary Wharf, London E14 4ED. Tel 020 7093 1000. This London Marriott is a five star hotel in the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Canary Wharf and West India Quay stations on the DLR. Please click here for a map and directions.

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What is Included

The Standard Delegate Ticket at £650 + VAT total £780 includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.

The Multiple Delegate Ticket at £545 per person covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.

The Special Rate Ticket is applicable to small IFA firms, at the discretion of the organisers. Please call 020 75826516 for details.

Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.

What is Not Included

Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.

Terms and Conditions. The full fee becomes payable on registration and should be paid prior to the event. Terms of business are in accordance with the Late Payment of Commercial Debts (Interest) Act.

Payment Methods. The preferred method of payment is bank to bank transfer or debit card. If required we are able to accept payment by credit card but are obliged to apply a 2% fee to cover bank charges.

Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.

Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.

No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.

Non-Appearance on the day is chargeable, whether or not the invoice has been paid.

Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.

If you wish to promote your brand, product or service at the event we have a range of competitively priced packages available. Please click here for more details.

Source stand

 

If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre

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