The Next Frontier: How Agents are Transforming Wealth Management
Date: 17th March 2026 – 18th March 2026
Convene 115 Bishopsgate, Liverpool Street, London
Join us for an exclusive dinner at the 10th Annual Digital Integration in Wealth Management 2026
As the Great Wealth Transfer accelerates, the expectations of digitally native investors are reshaping the wealth landscape. Tomorrow’s clients demand hyper‑personalised, always‑on, seamless experiences – and wealth management firms must evolve rapidly to keep pace.
To explore what’s next, we’re hosting an exclusive dinner, bringing together senior leaders to discuss the industry’s shift toward a human‑led, agent‑operated future. This evening will offer thought‑leadership, open conversation and practical insights into how intelligent agent workflows are redefining every part of the value chain – from client onboarding to portfolio servicing.
Explore the next era of wealth management
Discover the shift toward agent‑powered operating models
Leading firms are moving beyond traditional AI tools and embracing intelligent agent workflows that deliver scale, speed, and highly personalised client service.
Deep‑dive into intelligent automation
Understand how autonomous and semi‑autonomous agents coordinate tasks, trigger actions, and streamline complex processes – helping firms future‑proof operations and progress toward becoming Frontier Firms.
Connect with industry peers
Network with senior leaders across the wealth sector to share perspectives, learn from others’ journeys, and explore how the Great Wealth Transfer is reshaping expectations and strategy.
Exclusive insights from Xpedition experts
Hear real examples of how wealth organisations are already deploying agent‑driven workflows to enhance client experience and reduce operational friction.
Want to join us at the exclusive dinner?
Attendance at the dinner is by personal invitation only, and places are extremely limited. However, we are prioritising invitations for leaders who are actively engaged in the Digi‑Wealth programme.
Register for Digi‑Wealth
If you’re planning to attend Digi‑Wealth, make sure you register via the official event website. Register for Digi‑Wealth today to be part of the conversation – and to be eligible for our exclusive dinner!
If you’re shaping the future of wealth management and want to understand how agent‑powered operations can unlock the next frontier of productivity and client value, we’d love to connect with you at Digi‑Wealth.