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WEALTH MANAGEMENT
FORUM



PRIVATE EVENT BY INVITATION ONLY



We cordially invite you to join a round table discussion with a select group of senior leaders from the wealth industry.


Participate in thought leadership discussions on what's moving the wealth market, and hear from LSEG leadership, including Sabrina Bailey, the new Global Head of Wealth Management. You will gain insight, mingle with peers, and have the opportunity to learn firsthand about LSEG products.


As the financial advisory industry continues to undergo change, wealth management firms see new opportunities and face new challenges. LSEG is committed to ensuring that advisors are equipped with advanced analytics, insight, technology, and tools—including artificial intelligence—to meet their clients’ rapidly evolving investment and service needs.


We would be delighted to have you join us.
Featured Agenda
  • Welcome & Intros

  • Wealth Strategy Update
    Sabrina Bailey

  • How Digital is Table Stakes: What’s Next
    Charles Smith

  • The Battle for the Investor: Elevating Advisor Experience
    Christopher Sparke
Event Info
Date:TBD



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Speakers
Sabrina Bailey
Global Head Wealth Management, Refinitiv
Christopher Sparke
Head of Advisory Solutions,
Refinitiv
Charles Smith
Head of Digital Solutions,
Refinitiv