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Agents at Work: Transforming Decision-Making in Wealth Management with Agentic and Generative AI

CXO Bespokes Dinner - London

Agents at Work:
Transforming Decision-Making in Wealth Management with Agentic and Generative AI

Join us for an invitation-only evening designed for senior wealth management leaders, AI strategists, and innovation experts. This roundtable dinner will explore how agentic and generative AI are transforming decision-making and advisor-client collaboration across the wealth management sector.

Participants will discuss real-world use cases, governance strategies, and best practices for embedding AI-driven autonomy into investment decisions, client advisory, portfolio management, and risk oversight. The event provides a forum for peer-to-peer dialogue, strategic insights, and relationship-building over an elegant dinner.

EVENT DETAILS

Date:
May
Timings:
6:30 PM – 10:00 PM
Venue and Location:
London

Key Topics

Agentic AI in Portfolio Management: Autonomous portfolio optimization, real-time risk adjustment, and adaptive asset allocation strategies.

Generative AI for Client Advisory: Leveraging LLMs for hyper-personalized client insights, scenario analysis, and proactive investment recommendations.
Regulatory Compliance & AI Governance: Navigating fiduciary duties, transparency mandates, and evolving AI regulations like the EU AI Act.

Enhancing Client Experience with AI: Delivering seamless, anticipatory advisory services through AI-driven engagement and communication.
Scalability & Legacy System Integration: Integrating AI agents with existing wealth management platforms and data infrastructure.
Risk Management & Ethical AI: Ensuring bias mitigation, continuous monitoring, and human oversight in autonomous decision systems.
Future Horizons: Autonomous wealth management models and competitive advantages in a digital-first investment landscape.

AGENDA

  1. 18:15 – Registration and Networking Drinks Reception

  2. 18:45 – Welcome Introduction by Sponsor

  3. 19:00 – Keynote Presentation by Industry Expert “The AI-Driven Wealth Manager: Agentic and Generative AI in Modern Portfolio Strategy” Insights on AI’s transformative impact on wealth advisory and investment decision-making.

  4. 19:20 – Panel Discussion “From Insight to Action: Leveraging Agentic and Generative AI in Wealth Management”

  5. 20:00 – Dinner Served

  6. 20:45 – Spotlight Presentation / Fireside Chat by Sponsor: “Generative AI as a Catalyst for Personalized Wealth Solutions” Insights on AI-driven client engagement and investment customization.

  7. 21:00 – Roundtable Discussion + Q&A

  8. 21:15 – Coffee, Dessert & Networking

  9. 21:45 – Closing Remarks & Key Takeaways Trends and outlook for 2026–2030 in autonomous advisory, client-centric AI, and AI-enabled business models.

Panel Discussion: Focuses on...

Enhancing portfolio management with autonomous AI agents

Leveraging Generative AI for hyper-personalized client advisory

Real-world successes and challenges in scaling AI-powered wealth services

Fiduciary compliance and regulatory readiness in AI adoption

Governance models for trustworthy, transparent AI decision-making

Roadmap for operationalizing AI from pilot to enterprise scale

Complimentary Passes:

C-Suite Executives: CEO, CIO, CTO, COO, Chief Digital Officer (CDO), Chief Data Officer (CDAO), President, Chief Investment Officer (CIO), Chief Operational Officer, Chief Risk Officer (CRO), Chief Compliance Officer (CCO), Chief AI Officer (CAIO)

Senior Leaders & Functional Heads: Global Heads, SVPs, EVPs, VPs, MDs, GMs, Directors

Wealth & Asset Management: Private Banking, Wealth Management, Asset Management, Lending, Investment Solutions, Digital Assets, Private Clients, Pension, Insurance, Financial Planning, ESG & Sustainability

Digital, Data & AI: Generative AI, Agentic AI / Autonomous Systems, AI & ML, Robotics, Data Analytics, AI Strategy & Governance, CRM, Digital Transformation, Platform Integration, Onboarding Automation

Strategy, Customer & Experience: Digital Strategy, Innovation, Customer Experience (CX), Journey Transformation, Marketing, Client Lifecycle Management (CLM), Personalized Advisory & Client Engagement

Risk, Compliance & Governance: Risk Management, Regulatory Compliance, Operational Resilience, Ethical AI, Explainability & Transparency
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