Cara Williams, is a Senior Partner, based in London, who develops and drives strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally. She works...

30+ years experience in wealth management, investment banking and related technology businesses. My core expertise is to develop and roll out new digital business platforms. My current focus is to...

Xavier Gomez is founder & COO of INVYO, a SaaS company that uses machine learning and Natural Language Processing (NLP) to help financial institutions see tomorrow's opportunities in Fintech. As a...

Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to...

Theodora (Theo) Lau is speaker, writer, and advisor, whose work seeks to spark innovation to improve consumer financial well-being and health. As founder of Unconventional Ventures, she focuses on...

WHAT IS WEALTH MANAGEMENT AND WHY IS THE MARKET CHANGING? Wealth Management incorporates financial planning, investment portfolio management and a number of aggregated financial services. Wealth...