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The agenda for the event is currently underway. Please get in touch with programme director if you would like to be a part of the programme.

Lucy Tanner

Telephone: +44 (0) 207 936 6793


    • 08:15 - 08:50
      • Registration and refreshments

      • 08:50 - 09:00
      • Chair's opening remarks

      • 09:00 - 09:30
        • Past Speaker

          Bartosz Golba – Head of Wealth Management, GlobalData

        Digital opportunities in wealth management: what clients want, and what providers do

        • Exploring digital movements made by the Wealth Management over the past year to illustrate incremental growth and further potential

        • Assessing threats and opportunities related to intergenerational transfer of wealth to highlight increasing needs for digitalisation

        • Uncovering challenges related to investor segmentation (Mass Affluent vs HNW, millennials vs retirees) to ensure client engagement and retention

        • Examining future trends to illustrate how a fully integrated digital strategy will increase operational efficiency and cut costs

      • 09:30 - 10:00
        • Speaker

          Thierry Derungs – Chief Digital Officer, BNP Paribas Wealth Management

        Digital Engagement: Underpinning digital techniques to both attract and better engage your client base

        • Evaluating how to fully integrate digital into your strategy to ensure top digital experiences to attract the mass affluent

        • Assessing how digitalisation can enhance consumer experience to ensure client retention

        • Illustrating how collaboration across functions within organisations will maximise digital potential to provide momentum for moving into evolving technology spaces

        • Unveiling how online marketing is used to create leads in order to generate a greater consumer base to remain competitive

        • Unveiling how and if the mass affluent is a target segment for you to tap into to increase your market share

      • 10:00 - 10:30
        • Session Reserved for Moxtra

        • 10:30 - 11:00
          • Morning refreshments and networking

          • 11:00 - 11:30
            • Past Speaker

              Kirsten Burt – Head of Marketing, UK WM & UBS Smart Wealth, UBS Wealth Management

            Unlocking the Mass Affluent to create an appreciation for further integrated digitalisation strategies to lower costs and increase efficiencies

            • Exploring the digital landscape to better examine younger generations inheriting wealth to match electronic solutions to their needs

            • Generating an appreciation for trends of HNW to better understand growing needs of the Mass Affluent

            • Outlining how Artificial Intelligence digitalisation will both effectively target new non-high network clients to mitigate human error and increase productivity

            • Evaluating how to deliver an increasingly digital service compliantly to adhere to GDPR and lower operational costs

            • Underpinning segmentation techniques to evaluate if the Mass Affluent are a future target and gateway audience to help forecast future strategy

          • 11:30 - 12:00
          • No one size fits all: Underpinning how to blend digitalisation with a fiscal service in Wealth Management to retain a personal service in dynamic advisory offering

            • Exploring choices in how to service clientele to evaluate an increasing need for a suitable balance

            • Creating an appreciation for digital support within a humanistic sector that compliment industry operations to increase efficiencies

            • Debating where the balance lies within high touch digital services without compromising HNW desires, as well as overall business needs

            • Illustrating how digital tools will enable the creation of relevant content to attract and secure clients

            • Assessing personal alignment within electronic services to highlight opportunities of tailored communications to maximise on ‘push’ channels

            • Investigating how technical innovation will internally enable lower cost and greater time efficiencies

          • 12:00 - 12:45
            • Speaker

              Brandon Mayo – Head of Wealth Advice and Development, Norda
            • Speaker

              Shauna Mullin – Head of Operational Platforms, Santander Wealth Management
            • Speaker

              Vidur Varma – Product Director - UK Consumer Bank & International Personal Banking EMEA, Citi

            Panel Discussion: Fully integrating Financial Services with Technology: Debating use of Robo Advisors to evaluate how best to serve your clientele

            • Investigating importance of continuous incremental growth within sector to depict innovation techniques that secure a competitive balance of digital and traditional methods to remain competitive

            • Exploring artificial intelligence to illustrate cheaper investment solutions to enable lower operating costs through changing business models

            • Assessing robo advice technology to highlight client management systems to assess streams that provide greater transparency to ensure retention of clientele

            • Determining the mechanics of robo to highlight more tailored digital experiences to provide an increasingly personal service

            • Debating efficiency gains through implementing robo to underpin key performance indicators

          • 12:45 - 13:45
            • Lunch and networking

            • 13:45 - 14:15
              • Speaker

                Sam Halliday – VP - Digital, Barclays Wealth Management

              Personalization: Obtaining an appropriate personal service in an increasingly digital world

              • Highlighting differing digital needs between HNW and Mass Affluent clients to underpin a cohesive digital strategy

              • Illustrating levels of required personalization between audience segments to assess best methods to create content

              • Evaluating various personalization strategies within digital channels to ensure personal contact meet client needs

              • Assessing segment audience to forecast future needs of generational clientele to better prepare and retain customers

              • Exploring differing client segments to underpin digital communications that satisfy varying clientele

            • 14:15 - 14:45
              • Speaker

                John Barrass – Deputy Chief Executive, Personal Investment Management and Financial Advice Association

              GDPR: Big Data, Big Problem: Assessing strategies to both meet regulatory demands and maximize on information technology innovation

              • Exploring new regulatory requirements to illustrate areas of opportunity and to clarify areas of uncertainty

              • Assessing how coherent digitalization across organizations will help mitigate high costs of GDPR

              • Illustrating company culture to assess stagnation and hindrances in digital movements within organizations to minimize its affect

              • Unveiling innovative technologies to manage efficient flows of data to clients to adhere effectively with regulations

              • Illustrating bench-marking techniques to assess how campaigns should be undertaken to ensure total compliance

              • Q&A Session with Regulator

            • 14:45 - 15:15
              • Content TBC

              • 15:15 - 15:45
                • Afternoon refreshments and networking

                • 15:45 - 16:15
                  • Speaker

                    Kim Ngan Tran – Chief Innovation Officer, BNP Paribas Fortis

                  Assessing the value of FinTechs to investigate further tools that can leverage growth with Wealth Management

                  • Establishing how FinTech companies drive free thinking and innovation to evaluate their value within Wealth Management

                  • Assessing possibilities to vertically integrate or to outsource FinTech technology solutions to implement a digital strategy suited to your firm to achieve competitive advantage

                  • Investigating how FinTechs optimise procedures to lower costs and increase efficiencies across business functions to streamline processes

                  • Illustrating the freedom to host a varied family of different systems through FinTech innovation to enable seamless processes to enable smooth organisational operations

                  • Creating an appreciation systems that navigates complexity to both reduce costs and increase operational effectiveness

                • 16:15 - 16:45
                • Exploring needs for excellent content marketing to meet growing digital needs of growing clientele to ensure success

                  • Assessing various needs of different segment audiences to evaluate the growing importance of effective digital content within Wealth Management • Highlighting arising issues if not best practised to underpin how to effectively implement digital content into data strategy, in order to target individuals in the correct manner • Deconstructing digital tracking tools to help evaluate performance of content delivered digitally to ensure effective communications • Illustrating effective means of online communications to underpin which channel to utilise with difference audience segments to establish and enhance strong relationships • Debating whether content marketing should be used within Wealth Management to enhance branding

                • 18:15 - 18:45
                  • Speaker

                    Brandon Mayo – Head of Wealth Advice and Development, Norda

                  Communication Conundrum: Discussing technology advancements to understand generational communication means to depict tailored approaches to customer segmentations

                  • Highlighting generational shifts in wealth to appreciate a growing need for tailored communication methods

                  • Investing rigorous customer segmentation to assess clients differing needs for contact channels

                  • Discussing increasing use of digital devices with senior clients to assess communication methods to employ

                  • Evaluating digital channels in which to utilise to ensure successful delivery of communication to ensure client satisfaction

                  • Exhibiting how online collaboration with clients will reap perceptions of expert interaction to remain competitive

                • 18:45 - 19:00
                  • Past Speaker

                    Bartosz Golba – Head of Wealth Management, GlobalData

                  Chair’s summary and close of conference