The CEO Challenge


We are seeing a new generation of financial technology companies that create digital solutions to transform the investment and asset management industry. But what do customers want?

How are business models set to change? Robo advisors, digital brokers, portfolio management. How do you fast track your digital agenda? There is no shortage of solutions, but which is the right one? What role can marketing play in delivering the answers to the CEO challenge?

In this highly topical session we look at what solutions are out there. What are the ones that will future proof your business model?

Speakers include:

James Brown, Head of Client Services, ComPeer

Sarah Soar, Head of Investment Management, JM Finn

John Elder, Founding Partner, Family Office Advisors LLP

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