Join us at Level39, Canary Wharf, on 6th November 2025 for Agentic AI in Wealth: From Concept to Competitive Edge – a special partner event to the Global WealthTech Summit 2025, presented by FinTech Global & Level39.

This exclusive gathering brings together senior executives from wealth and asset management, AI pioneers, and WealthTech innovators to explore the real-world impact of agentic AI on the future of the industry.

Attendees will gain practical insights into emerging use cases, challenges, and strategies for scaling agentic AI responsibly, as well as how firms are adapting infrastructure, data strategies, and partnerships to maintain a competitive edge. With thought-provoking discussion and valuable networking opportunities, this event provides a relaxed and collaborative setting for decision-makers shaping the next chapter of wealth management.

Agentic AI in Wealth: From Concept to Competitive Edge – Event Details

• Date: Thursday 6th November 2025
• Time: 9:00am – 11:40
• Venue: Level39, One Canada Square, Canary Wharf, London
• Organisers: FinTech Global & Level39
• Partner Event: Part of the Global WealthTech Summit 2025

About the Speakers

• Tamara Kostova – CEO, Velexa
• Phil Watson – CEO, Lightbox Wealth
• Galina Alova – Deputy Head of Innovation and Quant Lab, HSBC Asset Management
• Peter Jackson – Global Head of Data Office, Schroder

About Agentic AI in Wealth: From Concept to Competitive Edge

This event is designed for senior wealth managers, asset management professionals, AI innovators, and WealthTech leaders seeking to understand how agentic AI is reshaping the industry.

The session features a panel discussion exploring the adoption of agentic AI, followed by a live audience Q&A, networking, and closing remarks.

Key Takeaways from Agentic AI in Wealth: From Concept to Competitive Edge

• Real-world use cases of agentic AI in wealth and asset management
• Practical challenges and opportunities in scaling AI responsibly
• Strategic approaches to infrastructure, data, and partnerships
• Insights from industry leaders at Velexa, Lightbox Wealth, HSBC Asset Management, and Schroders
• Networking with senior decision-makers and AI pioneers

About Level39

Level39 is a melting pot of innovators, investors, industry experts and ambitious entrepreneurs, pioneering change across the sectors that dictate our experiences in daily life – FinTech, Cyber Security, Data & AI, GreenTech, Life Sciences and more.

Our flexible coworking, private office space and ecosystem activities provide members with access to the environment and growth opportunities they need to develop into world-leading businesses, that have a major financial and social impact.

About FinTech Global

FinTech Global is the world’s leading provider of FinTech information services, B2B media products and industry events.

We inform, promote and connect FinTech buyers, sellers, investors and innovators worldwide. We serve a network of over 300,000 FinTech professionals from market-leading organisations.