WealthTech Forum & Awards: 3rd Edition Returns on May 3-4 in Dubai

By Shilpa Annie Joseph, Official Reporter
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Middle East Wealthtech Forum

The 3rd Edition of the WealthTech Forum & Awards focuses on the future of wealth management, and what industrial moves and strategic decisions financial institutions in the world today need to make to maximize their return in this dynamic market.

The development of wealth tech has created the perfect opportunity to further Verve Management’s agenda with the 3rd Edition of the WealthTech Forum & Awards.

Verve Management is UAE’s business facilitating platform that connects people, partners, and ideas. The company organizes remarkable events and provides solutions through Congresses & Summits, Trainings & Workshops, Exhibitions, Association Management, Industry Meetings, and Managed Events in Asia, the Middle East, and Africa.

Wealth technologies refer to the use of innovative technologies such as artificial intelligence and big data to provide an alternative to traditional wealth management firms. This is used with the aim of making wealth management and investment services more efficient and automated.

Wealth tech is primarily more focused on investment and client portfolio management using digital technologies as well as tailor-made products and services. Wealth Tech companies are primarily relying on these developing technologies, and it can be concluded that wealth technologies will continue to rise in the future.

The industry is setting its sights on the future, bringing a new generation of wealth and talent with new demands and expectations. Join us as we discuss and debate the emerging challenges, opportunities, and risks.

3rd Edition of the WealthTech Forum

The 3rd Annual Middle East WealthTech Forum & Awards 2023 will feature a diverse lineup of speakers, investors, and leading wealth managers. Further, it includes the presence of technological corporations to discuss the revolutionary shifts in the wealth management industry.

“The Forum will discuss topics highlighting the current trends and challenges in the wealth management industry, including, Digitizing the wealth management experience, The ‘Digital First’ future of client onboarding experience, KYC, and CLM, Family offices of the middle east, The rise of ESG, a critical component of investment decision making, Blockchain and Cryptocurrency and so on,” as per the statement.

The summit will feature a roster of renowned speakers sharing their insights and expertise, leading thought-provoking conversations, some of whom are:

  • Robert Hahm – Chief Executive Officer at Mashreq Capital (DIFC) Ltd,
  • Nikhil Chouguley – Global COO, Sustainable Investing at Citibank,
  • Kaushik Kadayam – Wealth Management COO, Africa and Middle East at Standard Chartered Bank,
  • Ajit Joshi – Managing Director, Head of Public and Private Markets at SHUAA Capital psc,
  • Sereen Ahmed – Director, Head of Trade Finance Middle East at Barclays Bank,
  • Anand Krishnan – Director, Head of Technology at Emirates Investment Bank, and so on.

According to the statement, “The event’s journey includes riveting topics such as – diving into the digitization of wealth management, the rise of ESG, and how it plays a pivotal role in investment decision-making, the impact of blockchain and cryptocurrency as it takes the financial market by storm, an in-depth look into the world of fin-tech, and even expanding into the use of robot process automation in the arena of wealth management.”

The financial sector within the UAE and around the world is seeing no end to this exponential growth – this year’s summit will explore the methods, benefits, and challenges of this dynamic landscape and include in-depth discussions on taking advantage of its current trajectory.

Attendees will have the chance to hear from keynote speakers and participate in networking with the leading professionals in the industry and other like-minded individuals.

As per the statement, “The Forum explores the role that data analytics, automation, artificial intelligence, and even open banking can play in helping wealth managers better serve their customers.”

Featuring input from experts at major global and local financial institutions, this forum outlines what changes and strategies can be implemented right now to ensure that wealth management firms thrive in these interesting times of digital transformation.