The Adviser Our recent event, held in June 2023, at the Royal College of Physicians, London, brought together COOs, CTOs, and CIOs from top wealth managers to scope key business challenges and the impact that technology can have on their resolution. We have firstly presented and interpreted the scene-setter questionnaire that was designed to provide a finger on the pulse of what the community is thinking, including how it is feeling about the year ahead and the areas that are the biggest concerns. Within this paper we have summarised the key findings raised at each roundtable session along with the discussion.