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Wisdom & Wine Dinner: Wealth Management, London
July 18 - Fish Market

Our exclusive wine tasting dinners in New York City and London are the highlight of our Wisdom & Wine series. Join us as we mix business with pleasure: the serious business of fine wine tasting together with the pleasure of connecting with your peer group of wealth management leaders who share an interest in the innovations that are shaping the future of the industry.

Our Sommelier

Director and partner of one of the UK’s most respected independent wine merchants, Farthinghoe Fine Wine, Julian Chamberlen is a passionate, informed and enthusiastic wine communicator. Through the course of his career he has worked for esteemed wine merchants and labels, including Greens, Veuve Clicquot, Bibendum, Laytons, and Goedhuis. He loves his work, has an extensive knowledge of wine and is constantly tasting to hone his skills. His style is unstuffy, engaging and informative.


Our New York event takes place in the charmingly relaxed surroundings of Fish Market, a fine seafood restaurant that brings a taste of the British seaside to the heart of The City. Our sommelier for the evening, Julian Chamberlen, has collaborated with Fish Market’s kitchen to create sensational pairings of delectable food and wines, with each plate and glass inspired by carefree days at the coast.

…and conversation

Every dinner guest will arrive curious to discuss the analytics technology that is set to disrupt wealth management and redefine the competitive landscape. Talks will be kept to a minimum, but we’ll sow some seeds of conversation by sharing insights into the interests of your peers, gained through our original research and interactive content.

You’ll discover how wealth management businesses are harnessing a new breed of software that thinks like humans, analysing conversations at high speeds and volume. We’ll explore how AI-enabled communications analytics are turning interactions with and about customers into insights that give an early warning about dissatisfaction, enrich CRM systems, and track performance trends.


This exclusive event has a limited capacity. If you are interested in attending, please advise Liz Long, who will ensure you are promptly confirmed. There is no cost to attend as our motivation is to connect with leaders in wealth management.

Date: July 18, 2018
Venue: Fish Market
Arrival: 18:00
Menu: Seafood/Modern European (please advise any dietary requirements or allergies)