Private Banking & Wealth Management London Conference & Awards

15

June

8

AM

  • Free
  • Why attend?
  • Plan Your Visit
  • COVID 19
  • Contact Us

Why attend?

Arena International is pleased to bring the annual Private Banking & Wealth Management London Conference & Awards for 2022, offering a daytime conference covering all the leading developments in the industry and concluding with a glamorous drinks reception and black-tie award ceremony.

The event will feature a selection of keynote presentations and debates, showcasing strategies to remain competitive and relevant to retain private client loyalty and enhance profitability margins for long-term success.

Attendees can expect to hear exclusive insight from key thought leaders in private banks and wealth management firms who will shed some light on delivering excellence in client propositions and relationship management, navigating the investment markets, and the outlook into where the industry is heading.

After the conference portion, the evening will celebrate the most impactful achievements from the sector over the past 12 months. Nominees will be awarded for a range of initiatives and will be recognised for their role in shaping the future of private banking and wealth management.

Continuing under the well-known Private Banker International brand, the event is a premium experience and invaluable opportunity to learn from and connect with peers across the wealth industry.

Plan Your Visit

London, UK

London, UK

Awards

Nominations for the Private Banking Awards 2022 now open.

The Private Banking Awards 2022 will recognise winners in different categories that cover the private banking sector. The awards are open to: private banks, wealth managers and solution providers. Whilst focusing mostly on UK companies and individuals, a number of categories are open to European banks and providers too. To submit a nomination, please send your completed PBL22 Awards Entry Form and any supporting documents to leonidas.trapotsis@arena-international.com by 5pm GMT on 16th May 2022. Please refer to the PBL22 Information Pack for submission rules.  

Awards Categories & Judging Criteria

Outstanding Private Bank – UK - Domestic Clients Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and domestic clients acquisition as well as retention strategy in the UK • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words) Outstanding Private Bank – UK - International Clients Celebrating the best among the private banks in the UK that are successfully serving international wealthy clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and international clients acquisition as well as retention strategy in the UK • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words) Outstanding Private Bank – UK Crown dependencies Celebrating the best among the private banks that are successfully serving wealthy clients in Jersey, Guernsey and Isle of Man. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and client acquisition as well as retention strategy in Jersey, Guernsey and Isle of Man • Please expand on the other strengths that enable your institution to excel and stand out in these markets (in no more than 250 words) • How do you plan to develop your service capability for these markets in the future? Outstanding Private Bank – Nordic region Celebrating the best among the private banks in the Nordic region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and client acquisition as well as retention strategy • Kindly mention other strengths that enable your institution stand out in the Nordic region’s private banking industry (in no more than 250 words) • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further Outstanding Private Bank – Western European region Celebrating the best among the private banks in the Western European region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and client acquisition as well as retention strategy • Kindly mention other strengths that enable your institution stand out in the Western • European region’s private banking markets (in no more than 250 words) • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further Outstanding Private Bank – Eastern European region Celebrating the best among the private banks in the Eastern European region that are successfully serving wealthy clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Please expand on your specific business model and client acquisition as well as retention strategy • Kindly mention other strengths that enable your institution stand out in the Eastern European region’s private banking markets (in no more than 250 words) • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2021 that are enabling you to excel further Outstanding Private Banking Client Engagement Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications. Suggested performance criteria to include (where possible): • Number of private clients • Percentage of new clients in past 12 months • Number of advisors/relationship managers/private bankers • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out • How do you plan to develop the service capability in the future? Outstanding Wealth Management Technology Provider – middle office (vendor) Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings. Suggested performance criteria for the region to include (where possible): • Number of clients • Percentage of new clients in past 12 months • Number of advisors/relationship managers/private bankers • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2021? • Kindly expand on what makes this technology platform stand out from its competitors Outstanding Wealth Management Technology Provider – back office (vendor) Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings. Suggested performance criteria for the region to include (where possible): • Number of clients • Percentage of new clients in past 12 months • Number of advisors/relationship managers/private bankers • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2021? • Kindly expand on what makes this technology platform stand out from its competitors Outstanding Digital Solutions Provider (vendor) Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful front-end digital offerings. Suggested performance criteria for the region to include (where possible): • Number of clients • Percentage of new clients in past 12 months • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2021? • Kindly expand on what makes this product stand out from its competitors • Client recommendations/ successful case study Outstanding Private Bank for Next Generation Proposition Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients. Suggested performance to include (where possible): • Number of private clients • Percentage of new clients in past 12 months • Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?) • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out • How do you plan to develop the service capability in the future? Outstanding Private Bank for UHNW Clients Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele. Suggested performance to include (where possible): • Number of private clients • Percentage of new clients in past 12 months • Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?) • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out. • How do you plan to develop the service capability in the future? Outstanding Private Bank for Philanthropy Proposition Celebrating a private bank that is making a real contribution to their clients philanthropic' lives by enabling different ways of giving and establishing best practice. Suggested performance to include (where possible): • Number of private clients • Percentage of new clients in past 12 months • Number of advisors/relationship managers/private bankers • Please describe the service offering you are entering and why? (Kindly describe the time of launch of this initiative. How have you developed this service in 2021?) • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out • How do you plan to develop the service capability in the future? Outstanding Private Bank for Sustainable and Ethical Investment Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients • Ratio of investments into sustainable products/companies compared to those who are not • Reflection on how the firm has respected ethical values, such as those set up by the UN • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words) Outstanding Private Bank for Diversity and Inclusion Celebrating the best among the private banks that are successfully embracing diversity and inclusion, both in the company and in terms of clients. Suggested performance criteria to include (where possible): • Client assets under management • Cost/income ratio • Net new money • Number of private clients and the segmentation of said clients • Number of advisors/relationship managers/private bankers and diversity within these roles • Annual staff retention rate • Please expand on your specific business model for inclusion to the bank, whether this is through certain schemes or frictionless onboarding etc. • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words) Employee Engagement Celebrating the best among private banks that are successfully keeping and rewarding talent within their firm. Suggested performance criteria to include (where possible): • Full-time employee numbers • Numbers over time (pre/post Covid) • Number of private clients • Number of advisors/relationship managers/private bankers • Annual staff retention rate • Employee reward or education schemes • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Covid19

Arena International is closely monitoring COVID-19 and any potential impact on our events. Your health and safety come first, which is why we are strictly adhering to the latest guidance from the World Health Organization, UKHSA and our Venues to ensure measures that will safeguard our guests, the industry, and the larger community as a whole. As all mandatory measures have now been removed in the UK, we have now moved to recommendations in our events to keep you safe: • We encourage you to wear a mask when you’re indoors especially when walking around. • We will have PPE items available for attendees at registration (masks, gloves). • Whilst there are currently no social distance measures in place for England, we encourage you to maintain a safe distance as much as possible to minimise the risk of infection. • There will be hand sanitisers located at critical locations all throughout the venue. • Regular cleaning and sanitisation are in place for higher frequented areas/items, such as handrails, doorknobs, restrooms, or elevator buttons. • Please note we will be providing colour coded lanyards to all attendees which will help you to let everyone know what level of interaction you’re comfortable with. • AV equipment such as microphones will be constantly sanitised. • Speakers in the event room will speak on the stage without wearing a mask for the duration of the lecture. • If we are informed of a confirmed positive Covid-19 test at the event, attendees will be notified via email.

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