Cutter Wealth Meeting
In Person
- London
etc. venues County Hall, Belvedere Road, London SE1 7PB
Event Summary
Our exclusive, invitation-only event designed specifically for operations and technology professionals from the wealth management industry.
- Connect with your contemporaries in the operations and technology divisions of leading wealth management firms
- Get Cutter Associates’ expert insight into the latest industry trends and challenges
- Meet and share best practices with Cutter analysts, colleagues, and your contemporaries from across the industry
- Engage with industry vendors as they demonstrate their latest product innovations
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Who Should Attend
- Chief Technology Officers
- Chief Operations Officers
- Chief Information Officers
- Chief Data Officers
- Digital Strategy and Initiatives Managers
- Marketing Managers
- Client Service Professionals
- Investment Operations and Technology Managers
Agenda
| Time | Sessions |
|---|---|
| 12:00pm |
Meeting Registration and Lunch
12:00pm-1:00pm EST Meeting Registration and LunchTuesday, Mar 03, 2026 · 12:00pm-1:00pm ESTConnect with peers and exhibitors over lunch. |
| 1:00pm | |
| 1:10pm |
Digital Strategy: Framework for the Future
1:10pm-1:30pm EST Digital Strategy: Framework for the FutureTuesday, Mar 03, 2026 · 1:10pm-1:30pm ESTCutter Wealth shares a framework for defining and recognizing the benefits of a digital strategy. |
| 1:30pm |
Digital Leaders in Wealth Management
1:30pm-2:10pm EST Digital Leaders in Wealth ManagementTuesday, Mar 03, 2026 · 1:30pm-2:10pm ESTDigital leaders push the envelope. They are proactive rather than reactive. Digital leaders aren’t simply following the status quo of their peers—they are creating a new status quo. Cutter Wealth takes a close look at the digital strategies and leadership as well as the digital channel use of the world’s leading wealth managers and private banks to provide a view into 2019’s digital vanguard. |
| 2:10pm |
Networking Break, Exhibit Hall Open
2:10pm-2:40pm EST Networking Break, Exhibit Hall OpenTuesday, Mar 03, 2026 · 2:10pm-2:40pm EST |
| 2:40pm |
Client Communications: Discuss Current Practices, Future Trends, and Leading Systems
2:40pm-3:20pm EST Client Communications: Discuss Current Practices, Future Trends, and Leading SystemsTuesday, Mar 03, 2026 · 2:40pm-3:20pm ESTToday’s market conditions continue to put pressure on wealth managers to produce robust and personalized client communications on a scheduled and ad hoc basis. Client expectations for transparency, aggregated household portfolio reviews, and digital delivery are driving wealth firms to demonstrate ever-greater flexibility and responsiveness in their client reporting and communications function. Cutter Wealth examines member challenges, practices, and future plans for client communications, and the growing importance for adoption of account aggregation. |
| 3:20pm |
GDPR One Year On: Panel Discussion
3:20pm-3:50pm EST GDPR One Year On: Panel DiscussionTuesday, Mar 03, 2026 · 3:20pm-3:50pm ESTIndustry leaders discuss how data aggregation and client communications have been impacted by GDPR, and share insights on future data privacy and protection regulations across the globe. |
| 3:50pm |
Cutter Wealth in 2019
3:50pm-4:00pm EST Cutter Wealth in 2019Tuesday, Mar 03, 2026 · 3:50pm-4:00pm EST |
| 4:00pm |
Cocktail Reception
4:00pm-5:00pm EST Cocktail ReceptionTuesday, Mar 03, 2026 · 4:00pm-5:00pm ESTRelax and chat about the day with colleagues over drinks |
Speakers
Cameron Taylor
Senior Research Analyst
Cameron Taylor has more than 15 years of experience in the financial services industry, holding positions in technology, marketing, product management, and strategy. He joined Cutter in 2018 to help develop and grow the Cutter Wealth business through delivery of research and consulting focused on the technology and operational needs of the wealth industry. Prior to his current role, Cameron led product strategy for the FIS wealth division from 2014 to 2018, and was responsible for managing products serving large wealth, trust, and custody clients. He has also held positions at BNY Mellon, Bank of America, and SEI. Cameron holds B.S. and M.S. degrees from Lehigh University, and an M.B.A. from Duke University.
Onawa Promise Lacewell, PhD
Director, Consulting
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
- Behind the Login of Wealth Management Client Portals
- Benchmarking of Value-Added Services for UHNW clients
- The Rising Popularity of Family Offices
- AI Throughout the Wealth Management Lifecycle
- UHNW Benchmarking
Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Katrina Pirner
Senior Research Analyst
Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.
Recent research assignments and publications include the following:
- Digital Education Tools for Financial Literacy
- Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
- Regtech Solutions for KYC
- US Data Protection Regulation