Wealth Management: The Next AI Inflection Point
Retail banking was disrupted. Trading platforms were rebuilt. Payments were re-architected. Wealth Management has watched all of that, insulated, for a while, by the genuine complexity of advice, the weight of suitability regulation, and the depth of high net worth client relationships.
Those protections are real. But they're not permanent. The AI capable of handling that complexity now exists and is being deployed. The platform patterns that enabled transformation in digital banking and embedded finance are proven and understood.
The firms that define Wealth Management's next decade will be the ones that see this moment clearly, not as an AI project, but as a fundamental decision about platform and capability, and act while they still have the initiative.
Why join us?
A leadership conversation, not a practitioner event. Senior leaders from across wealth management, private banking, and asset management. No vendors, no pitches.
Learn from the people facing the same decisions you are. The room will be full of wealth management leaders who are navigating exactly the same pressures. Chatham House Rules means the conversation can be genuinely open.
An evening worth your time. Panel discussion followed by an open table: structured enough to go somewhere, informal enough to be honest.
The Design Museum, Kensington. One of London's finest cultural venues. The setting signals what kind of evening it is: thoughtful, considered, and worth showing up for.
About the organisers
Red Badger
The digital product consultancy
Red Badger builds digital products and platforms for enterprises. Red Badger works at the heart of organisations on the hard, obvious problems. Red Badger has built and deployed the platforms that drove transformation in digital banking, trading, and payments.
In Wealth Management, Red Badger brings that disruption playbook directly into the room.
Passion Labs
Applied AI research & development lab
Passion Labs is an AI & ML innovation lab dedicated to advancing intelligent systems for real-world applications. Led by a team of PhD-level research scientists with deep backgrounds in the wider AI/ML landscape, they have extensive experience in building advanced AI solutions across the financial services.
Mastercard
A global technology company in the payments industry
Mastercard connects and powers a digital economy that benefits people, businesses and governments worldwide by making transactions safe, simple and accessible.