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SUMMARY:Agentic AI in Wealth: From Concept to Competitive Edge
DESCRIPTION: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. \nThis 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. \nAttendees 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. \nAgentic AI in Wealth: From Concept to Competitive Edge – Event Details \n\nDate: Thursday 6th November 2025\nTime: 9:00am – 11:40\nVenue: Level39\, One Canada Square\, Canary Wharf\, London\nOrganisers: FinTech Global & Level39\nPartner Event: Part of the Global WealthTech Summit 2025\n\nAbout the Speakers \n\nTamara Kostova – CEO\, Velexa\nPhil Watson – CEO\, Lightbox Wealth\nGalina Alova – Deputy Head of Innovation and Quant Lab\, HSBC Asset Management\nPeter Jackson – Global Head of Data Office\, Schroders\n\nAbout Agentic AI in Wealth: From Concept to Competitive Edge \nThis 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. \nThe session features a panel discussion exploring the adoption of agentic AI\, followed by a live audience Q&A\, networking\, and closing remarks. \nKey Takeaways from Agentic AI in Wealth: From Concept to Competitive Edge \n\nReal-world use cases of agentic AI in wealth and asset management\nPractical challenges and opportunities in scaling AI responsibly\nStrategic approaches to infrastructure\, data\, and partnerships\nInsights from industry leaders at Velexa\, Lightbox Wealth\, HSBC Asset Management\, and Schroders\nNetworking with senior decision-makers and AI pioneers\n\nAbout Level39 \nLevel39 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. \nOur 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. \nAbout FinTech Global \nFinTech Global is the world’s leading provider of FinTech information services\, B2B media products and industry events. \nWe 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.
URL:https://level39.co/event/agentic-ai-in-wealth-from-concept-to-competitive-edge/
LOCATION:Level39
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