Fintechs and Advice


Apr
24
Teamspirit, Holborn Gate, 326 - 330 High Holborn, London, WC1V 7PP
09:00 for 09:30 until 11:30
EAP

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Fintech

Fintechs and the advice marketplace: democratisation vs exclusivity

Now that the robots have arrived, our panel will explore fintech’s impact on the advisory marketplace, the changing appetite for advice, and where the marketplace is heading.

By looking across the sectors, from pensions to asset management and mortgage providers, we will shine a light on the changes that have empowered consumer self-direction, reduced reliance on advice and provided opportunity to access otherwise inaccessible information.

Will the marketplace continue towards democratisation of advice? What form will it take? Or is it leading to more tailored, premium insight?

 

Speakers include:

Jason Chapman, Managing Director, Willis Owen

Charlotte Ransom, CEO, Netwealth

Simon Binney, Business Development Director, Wealth Wizards

Keith Carby, Chairman of Maibridge Ltd, of Mill Capital Private Equity (Dubai) and Non-Executive Director, Metro Bank

Charlotte Ransom

Charlotte Ransom

CEO

Netwealth

Jason Chapman

Jason Chapman

Managing Director

Willis Owen

Keith Carby

Keith Carby

Executive Chairman

Maibridge Ltd

Simon Binney

Simon Binney

Business Development Director

Wealth Wizards

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