Investment accounts
Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.
Amir Nabi, Dolfin COO, will address delegates on the topic of ‘bionic wealth management’. Amir will be part of an exciting mix of panels, roundtables, interviews and exclusive networking opportunities at which delegates will be given practical strategies for taking the first steps towards digital integration to improve client experience and maintain relevance.
For further information and to book your tickets, please visit the event’s website.
