Consumer behaviour is redefining what wealth looks like. What does the experience and the operating model behind it need to become?

The wealth industry knows intergenerational wealth transfer is coming. It knows the next generation of investors has different expectations. And yet wealth leaders are still talking about tooling up advisors rather than redesigning the customer experience.

That's the conversation we want to have over dinner.

Trading 212 didn't win by being better at advice. Monzo didn't win by digitising what came before. They won because they started with the customer and built backwards. Wealth management is still doing the opposite, and the window to respond is narrowing.

We'll be exploring what the future winner in wealth actually looks like, what signals we can already see today, and what it takes to build for the customer that's coming rather than the one you already have.

Joining us is Quantum Metric, whose behavioural analytics work across complex digital journeys gives wealth providers a clearer picture of where experience is breaking down, and where the opportunity is.

A small group. A proper dinner. No agenda beyond an honest conversation.