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North West WealthTech Forum

April 2nd, 10:00am
Bruntwood SciTech - One Circle Square


FinTech North is delighted to announce our North West WealthTech Forum, hosted in partnership with Future Finance and hosted by Bruntwood SciTech at No.1 Circle Square in central Manchester!

We invite you to join us for our first event of Q2 in the North West, where we’ll dive into one of the region’s most prominent specialisms: WealthTech. This half-day forum will provide a unique opportunity to explore the thriving FinTech activity and cutting-edge innovation shaping the WealthTech subsector, a cornerstone of the North West’s fintech ecosystem.

Throughout the event, we’ll tackle a variety of timely and impactful themes, including:

– Accessibility and inclusion – Highlighting how technology is breaking down barriers and ensuring financial services are accessible to everyone.

– Women’s wealth – Discussing strategies to empower women in wealth creation, management, and financial decision-making.

– Intergenerational wealth transfer – Exploring the evolving dynamics of wealth transfer between generations and the role of FinTech in facilitating smoother transitions.

– The Future of Savings – Covering trends, the current landscape and what’s coming down the line in savings innovation

And more to be announced…

The forum will conclude with a vibrant lunch networking session, providing the perfect setting to share insights and foster collaborations with likeminded members of the Northern FinTech community.

Whether you’re a fintech professional, WealthTech innovator, or simply interested in the future of financial services, this event promises to deliver valuable insights and connections.

Don’t miss out – secure your tickets now!

Please reach out to us at  info@fintechnorth.uk for more information.


Event Schedule


Arrival & registration

Welcome from Bruntwood SciTech

Delivered by Katherine Megson, Head of Innovation & Growth, Bruntwood SciTech

Welcome from FinTech North

Delivered by Joe Roche, General Manager, FinTech North

Welcome from Future Finance

Delivered by Jack Stanbury, Senior Project Manager, Future Finance

The UK WealthTech Landscape: Market Overview & Key Trends

Delivered by Julian Wells, Director, Whitecap Consulting

Delivering Social Inclusion in WealthTech - an interactive discussion

Suz Ferreira, Founder, Proper Financial Coaching
Katherine Megson, Head of Innovation & Growth, Bruntwood SciTech

Bridging Generations: The Challenges and Opportunities in Wealth Transfer

Jon Fisher, Head of Wealth Management, Sedulo
Foluso Laguda, Strategy and Innovation Consultant, Whitecap Consulting

Break

The Future of Savings: a panel discussion

• Jackie Kingham, Director, Business Transformation, Raisin
• Dr Emma Black, CEO & Co-founder, Cascade
• Georgina Mitchell, Non-Exec Director, Orbis Investments UK
• Vipashyana Srivastava, Co-founder, Scholar Saver
Ryan Woods, Head of Strategy, Started PR to chair

Networking Lunch

Event to close

Event Location


North West WealthTech Forum
Bruntwood SciTech - One Circle Square
3 Symphony Park
Manchester
M1 7FS

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