WealthTech

WealthTech describes both digitalization of Wealth Management products and process automation in the WM industry. But what are key drivers of product innovation? And how the WM incumbents deal with increasing competition from automated solutions such as robo-advisors? How should tech players navigate within the broader context of a banking group? Finally, how to digitalize user experience in WM, so that you “don’t throw the baby out with the bathwater” in the industry, where physical presence and eye contact are key to building trust.

EVENT AGENDA

5:30 pm - Doors open

Networking and refreshments time.

6:00 pm - Welcome address by Piotr Serwin

6:05 pm – Video with Marc Oliver Hauser, Managing Partner and Head of Europe at Tenity, a global innovation ecosystem and early-stage investor making innovation work and advancing the future of finance.

6:20 pm - Panel Discussion with:

Przemysław Barankiewicz, Director of the Polish branch of the Finax - a robo-adviser. Investment advisor and Chartered Financial Analyst, a deputy CEO at CFA Society Poland. In the past, among others, editor-in-chief of Bankier.pl, the online "Puls Biznesu" and Chief Digital Officer of the Polish branch of the Bonnier group. Also, an investment educator & ESG evangelist.

Mikołaj Raczynski, CFA, Executive Director of Portu Poland and Chief Investment Officer at Portu, leading CEE wealth-management platform offering robo-advisory service. Mikołaj is an experienced manager, asset management specialist, financial markets expert, and economist with over 10+ years of experience in financial institutions. Additionally, he has been repeatedly awarded by Gazeta Giełdy i Inwestorów “Parkiet'' for investment results (“Golden Portfolio” for 2015 and 2020) and macroeconomic forecasts (“The Best Macroeconomic Analyst” of 2016 and 2019). A graduate of the Warsaw School of Economics and the Warsaw University of Technology.

Radomir Mastalerz - CEO at WealthArc - a SaaS company digitalizing work of wealth managers in Switzerland. Former software engineer.

Moderated by Piotr Serwin

7:30 pm - 8:30 pm - Networking

Thank you,
Fintech Trends Team

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Special "Thank You" to PKO BP for hosting the event