Join us at The Scotsman Hotel on Tuesday, 17 November for an evening bringing together professionals from across Scotland’s wealth and asset management industry.

The UK wealth and asset management industry is entering a pivotal period of change. Evolving advice regulation, shifting investor expectations, product innovation and pressure on economics are reshaping how firms serve clients, develop products and drive growth.

Drawing on Capco’s perspectives on the Financial Advice Model 2027+ and the evolving UK Asset and Wealth Management Product Strategy, our presentation and panel discussion will explore how these trends are converging around three themes:

• Client & Distribution: How evolving advice models, regulation and client expectations are reshaping distribution and client engagement.

• Product: How firms can balance product discipline with growth opportunities across private markets, LTAFs, active ETFs and other innovations.

• Operating Model: The data, technology, governance and organisational capabilities needed to connect product, distribution and advice and enable sustainable growth.

Following the discussion, please join us for drinks and nibbles and the opportunity to connect with peers from across the industry.

We hope you can join us for an engaging evening of discussion and networking.