Bluprintx | Adobe

Global WealthTech Summit  •  Content Supply Chain

The sharpest view loses if it lands second.

Nov. 3, 2026

Tuesday, one day only

Cavendish Venues

London

One day of sessions for the leaders shaping private banking, wealth and asset management, with Bluprintx and Adobe on the main stage.

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Who's attending

Meet us in London

Wyatt Bales, John Kirwan, Steph Saffu-Crick and Rob Crisp from Bluprintx, with the Adobe team
Tue, Nov 3 · 10:00 – 10:20 AM · Main Stage

Shortening Speed-to-Market: Turning Disconnected Content Tech into a Single Supply Chain

In wealth management, the firm with the sharpest market view often isn't the first to publish it, because commentary gets stuck in intake, review, compliance, and channel rework. Bluprintx and Adobe walk through how global asset managers are rebuilding their content supply chain end to end, from brief to activation, to get market commentary and thought leadership to clients and advisors faster without adding headcount or compliance risk.

The Program

One day, four stages, built for wealth leaders.

At the Summit you can:

  • Meet investment leaders who are prioritising technology for client retention, hybrid advice, digital assets and ESG.
  • Engage with senior leaders across wealth management, asset management, private banking, financial advisory and retail banking.
  • See real-world examples from the leading WealthTech providers on the dedicated demo stage.
  • Learn which strategies, processes and technologies are delivering results.
  • Understand what the next generation of clients expects, and how to capture the opportunity in the great wealth transfer.

Tuesday, November 3

8:00 – 9:00 AM

Networking breakfast

9:00 – 9:10 AMMain Stage

Chair's welcome & introduction

9:10 – 10:00 AMMain Stage

Keynote panel: The Leaders' Perspective, what senior leaders are prioritising to win and retain wealth in 2027


Samantha Simmonds, Philip Brass, William Hobbs, Sara Graça and Anna de Rosier.
10:00 – 10:20 AMBluprintx × Adobe sessionMain Stage

Shortening Speed-to-Market: Turning Disconnected Content Tech into a Single Supply Chain


In wealth management, the firm with the sharpest market view often isn't the first to publish it, because commentary gets stuck in intake, review, compliance, and channel rework. Bluprintx and Adobe walk through how global asset managers are rebuilding their content supply chain end to end, from brief to activation, to get market commentary and thought leadership to clients and advisors faster without adding headcount or compliance risk.
10:20 – 10:40 AMMain Stage

Keynote presentation: The Great Wealth Transfer, what a real relationship with the next generation looks like

10:40 – 11:10 AM

Morning networking break

11:10 – 11:50 AMWinning & Serving the Client Stage

Panel: Serving the whole client, integrating banking, planning, tax and credit into a unified wealth experience


Samantha Simmonds, David Newman, Simone Vroegop, Sophie Yabsley and Karen Edwards.
11:10 – 11:50 AMBuilding & Running the Operation Stage

Panel: Compliance as an enabler, opening access without opening risk


Susan Hudson.
11:10 AM – 12:50 PMInnovation Stage

Innovation Showcase

11:50 AM – 12:10 PMWinning & Serving the Client Stage

When conversation becomes the product: rethinking AI and trust in wealth management


Derek Grant.
11:50 AM – 12:10 PMBuilding & Running the Operation Stage

One source of truth, fixing the data underneath

12:10 – 12:50 PMWinning & Serving the Client Stage

Panel: The economics of advice, planning & suitability tech


John Porteous and Justine Randall.
12:10 – 12:50 PMBuilding & Running the Operation Stage

Panel: One platform or best-of-breed? The tech stack decision

12:50 – 2:00 PM

Networking lunch

2:00 – 2:35 PMWinning & Serving the Client Stage

Panel: The relationship manager in the age of AI, augmenting human advice without losing the human


Liz Field, Greg Kyle-Langley and Michelle Healy.
2:00 – 2:35 PMBuilding & Running the Operation Stage

Panel: When growth starts to hurt, mid-market operations


Jason Chapman and Stuart Gunderson.
2:35 – 3:10 PMWinning & Serving the Client Stage

Panel: New distribution channels & embedded wealth


Alan Campbell, Charles Lake and Matteo Andreetto.
2:35 – 3:10 PMBuilding & Running the Operation Stage

Panel: Private markets and tokenised assets, building the operating model to support them


Giuseppe De Filippo and Sarah Dow.
3:10 – 3:35 PM

Afternoon networking break

3:35 – 3:55 PMMain Stage

The human edge: why people are wealth management's scarcest asset in an AI world


Dirk Reynders.
3:55 – 4:30 PMMain Stage

Panel: Trust in the age of AI, how wealth managers are protecting client relationships as technology reshapes the industry


Angela Dean, Lydie Percier and Cali Wood.
4:30 – 5:00 PMMain Stage

Debate-style fireside chat: Intelligence at scale vs wisdom at depth


Terri Duhon.
5:00 – 5:20 PMMain Stage

Human capital as the next asset class: wealth management in the age of AI

5:20 – 5:25 PMMain Stage

Closing remarks

5:25 – 6:25 PM

Networking reception & drinks

The Venue

Cavendish Venues

1 Basinghall Avenue, the largest purpose-built conference and events centre in the City of London.

1 Basinghall Avenue, London, EC2V 5DD

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One day · London, UK

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