An Evening at Wagtail: Conversations Shaping the Future of Wealth Management

Fast becoming a stalwart of the summer calendar, Firenze’s annual Wagtail rooftop party took place earlier this year.

The goal? To bring together some of the best and brightest minds across wealth management, advisory, custody platforms, fintech and venture capital, to connect, collaborate, and spark conversations about where our industry is heading.

As the city skyline reminded us of the busy financial engine buzzing below, one thing was clear — the industry is in motion. And so are we.

What’s Top of Mind Right Now

The best part about bringing Firenze’s network together is the insight you can glean from the conversational themes.

Here are the three that stood out.

• Faster, more flexible liquidity
  Advisors are seeking ways to help clients unlock liquidity without disrupting portfolios. This was music to our ears as we continue to democratise Lombard lending beyond the purview of Private banks. Keeping AuM where they are and supporting our partners in offering this opportunity to their clients.
  
  

• Partnership over competition
  Platforms and wealth managers want lending partners that enhance their proposition — not compete with it. Firenze’s model is built exactly for that: a trusted embedded lending partner, enhancing the customer value proposition not detracting from it.
  
  
• Technology and AI as enablers
  From streamlining onboarding and suitability checks, to real-time collateral monitoring, the next wave of innovation will make sophisticated lending solutions simpler and more accessible. At Firenze, we are at the forefront of this technology transition and its exciting to see our clients wanting to come on that journey with us.

Why Events Like This Matter

In an industry built on trust, face to face meetings and relationships, bringing people together matters.
Wealth managers met platforms. Platforms met fintech founders. Investors met innovators.
Ideas were exchanged, partnerships discussed, and the first steps toward future collaborations began.

For Firenze, this event wasn’t just about celebrating progress — it was about building the ecosystem that makes Lombard lending accessible to a wider client-base.

Firenze: Partnering for the Future

Firenze’s technology bridges the gap between traditional lending and modern wealth management.
Our platform allows wealth managers and investment platforms to offer secured lending against clients’ portfolio, without losing custody, without friction, and without compromise.

As we shared in our White Paper: Unlocking Lombard Lending, the combination of technology, regulation, and collaborative partnerships is unlocking access for the mass affluent. We are proud to be leading that charge.

Thank You

A heartfelt thank you to everyone who joined us for a night of conversation, collaboration, and connection.
The enthusiasm in the room, and on the rooftop, reaffirmed that what we’re building at Firenze truly resonates with the wider market.

Explore the Highlights

Scroll through a few moments from the night below —  the people shaping the future of wealth management.