Doug Morris, CEO, Sharesight
Doug Morris discusses how Sharesight helps investors track portfolios across brokers and markets, the challenges of fragmented data, and why financial understanding matters more than access.
Investment Technology
My Advice to Banks on AI: Symmie Swil of Upvest
Symmie Swil, UK General Manager at Upvest, shares practical advice for bank executives on AI strategy, infrastructure modernisation, and delivering better customer outcomes.
My Advice to Banks on AI: Dan Kemp of Portfolio Thinking
Dan Kemp, founder of Portfolio Thinking and former CIO at Morningstar, shares why banks should treat AI as a mirror not an oracle, and how to use it to protect client wealth.