Building the Future of Wealth & Asset Management

Ottolenghi Spitalfields – 50 Artillery Lane

The decisions wealth firms make today will define how they compete over the next decade.

The businesses pulling ahead are the ones fixing the foundations of how revenue actually works. The decisions they’re making now aren’t about technology for its own sake, but about how they price, how they sell and how well their operations can support both.

You are invited to a private dinner curated for a small group of senior leaders in Financial Services, hosted by Ziipline, Salesforce, and Hargreaves Lansdown, in the heart of the City of London.

What’s involved?

This is a deliberately informal event. An opportunity for peers to get together ahead of Agentforce World Tour London for a dinner & watch the first England game of 2026 World Cup.

We have curated a room of guests for conversation with varied points of view on what it takes to build a modern wealth organisation capable of scaling efficiently, meeting rising client expectations, and creating meaningful operational leverage through AI.

Our aim to curate a peer-led discussion focused on the challenges many firms are already wrestling with:

• Delivering on Consumer Duty with legacy technology
• Building operating models that scale efficiently
• Creating experiences relevant to the next generation of wealth holders
• Modernising front, middle, and back-office operations
• Understanding where AI genuinely adds value beyond the headlines

By 2050, an estimated £5–7 trillion is expected to transfer between generations in the UK alone. The firms best positioned to serve the next generation of wealth holders are the ones making decisions now.