Neil Cole

Equipping investors with the knowledge and confidence to engage in private markets is a growing priority. Digital platforms are emerging as powerful tools to scale education while maintaining the tailored experience private wealth clients expect. This session will explore how firms are using gamified learning, custom portfolio builders and interactive coaching tools to simplify complex concepts and support decision-making. Delegates will gain insights into how to design user experiences that foster trust, personalise engagement, and empower teams to deliver consistent, high-impact investor education at scale.