Digital Wealth Roundtable, London

South Place Hotel, EC2 | July 18, 2023

Digital Wealth Roundtable, London brings together leading digital wealth platforms for an afternoon of insightful discussion. In the heart of London, senior executives will meet to learn the latest insights from Investment Trends’ newly released 2023 Online Investing Report, and share their experiences, in the spirit of moving the industry forward together.

Agenda Takeaways

13:00
Opening Remarks
Hosted by Trading Central
13:05
Networking & Hors D'Oeuvres
Let us introduce you to your peers in the industry, setting us up for lively discussions throughout the event.
13:30
Hear from the Voice of the Customer
Lorenzo Vignati, Investment Trends
Based on responses from over 13,000 retail investors, Investment Trends’ latest Online Investing Report explores how investors feel about the products and services currently available to them, and where the gaps and opportunities might be.
13:55
Challenges & Opportunities in Digital Wealth
Urvi Jay, Trading Central
Trading Central will share prevalent trends and issues, based on working with 320+ direct wealth platforms over the last 24 years.
14:20
Networking & Hors D'Oeuvres
Continue the discussion around the latest research and trends driving change for today's investors.

Meet the
Speakers

Keynote

Lorenzo Vignati

Investment Trends

Lorenzo oversees the leverage trading & online investing reports globally – providing actionable insights to clients looking to improve their business outcomes.

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Urvi Jay

Trading Central

A seasoned expert in fintech, Urvi has been helping banks, brokers and investment managers transform their retail investing experience for over twenty years.

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