Private Banking & Wealth Management London Conference & Awards 2023

Private Banking & Wealth Management London Conference & Awards provides an insightful conference covering all the leading developments in the industry and a fabulous drinks reception and black-tie award ceremony.

14

June

  • The Waldorf Hilton London, UK
  • Invitation only

Why attend?

WHAT TO EXPECT FOR 2023?

The annual Private Banking & Wealth Management London Conference & Awards is the leading summit for discovering exclusive expert-led insight and celebrating achievement in the sector

100+

Attendees to meet each year

15+

Exhibitors to meet each year

15+

Speakers

80%

Attendees at Director+ level

100+

Attendees to meet each year

15+

Exhibitors to meet each year

15+

Speakers

80%

Attendees at Director+ level

Private Banking & Wealth Management: London Conference & Awards 2022

The annual Private Banking & Wealth Management London Conference & Awards is the leading summit for discovering exclusive expert-led insight and celebrating achievement in the sector

2022 Agenda

  • 15 Jun 2022
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8 AM

Registration

8:50 AM

Chair’s opening remarks

Speakers

SESSION ONE: How have Private Banks adapted to the ‘new normal’?

9 AM

KEYNOTE Looking beyond: the next chapter for private banking and wealth management

  • Beyond the pandemic: how the private banking and wealth management space is faring in the post-Covid era
  • Interest rates and inflationary pressures – what is going to happen now following the ongoing events in Ukraine and the markets reactions
  • Future projection: what challenges will the industry face in 2022 and beyond?
  • How can private banks thrive and retain market share in a competitive landscape?

Speakers

9:20 AM

Leveraging Your OneStop Client Interaction Hub to Transform the Private Client Service Journey

  • The rise of mobile and the pain wealth firms face in managing the delivery of high value client service through disparate, fragmented channels.
  • Explore how to streamline and modernize your client interaction wealth journey through your onestop client hub – in a secure, compliant, and managed environment.
  • Building market differentiation and enticing wealth clients through the convenience of your branded onestop hub.
  • Manage all interactions and track teams to KPIs with total oversight and control – through a complete digital e-paper trail and identity management.
  • Support structured and unstructured client business conversations, bringing together all modes of engagement for end-to-end workflows.

Speakers

9:40 AM

Rising inflation and interest rate: what will this mean for private wealth?

  • How are private banks and firms managing client risk in light of the rising interest rate environment?
  • The impact on investments: how are commodity prices and retrenchment in global equities affecting portfolio strategies?
  • Domino effect: exploring the impact on growth stocks, rising cost of living, and property prices
  • The million dollar question: what predictions can we make about the inflationary wave in the long-term?

Speakers

10 AM

Why Digital Self-Service will be a key differentiator in the future

  • Evolving customer needs: Wealth Managers face a challenge on two fronts. Firstly, retaining assets across generations, and secondly, upgrading propositions for digitally savvy investors with different service expectations (omnichannel but instant gratification via self-serve)
  • Market disruption: New fintech players providing more competition, promising easy, fast engagement, personalised investing options
  • Advice and discretionary margins are pressured: Comfort in self-servicing, desire for new products (typically requiring less advice or discretion) and more retail-friendly channels is increasing. The market for full discretion or advice appears at risk
  • Internal factors hold back digital change: Although digital is seen as a key priority for the vast majority of Wealth Managers, there are many internal factors such as legacy technology, an inconsistent digital strategy and resistance to change that is holding back transformational change

Speakers

10:20 AM

UHNWI’s and families: Delivering a proposition that exceeds expectations

  • Engagement – How has the pandemic influenced how UHNW clients and families engage with their advisers?
  • Relationship – How to retain client loyalty for generations in an age of increased competition and inherited wealth
  • Acquisition – driving client prospecting and onboarding post-pandemic using digital tools

Speakers

10:40 AM

Leaders’ Debate | What’s the biggest threat in the private banking industry?

  • Back to reality: has disruption from the Covid-19 subsided and are digital solutions to key to resilience after the pandemic?
  • Inflation and macro trends – how can banks and wealth firms stay ahead of the game and are private clients worried?
  • The war in Ukraine and Russia: looking at the short and long-term impacts of geo-political instability from a regional and market lens
  • Competitive landscape – how can banks stay relevant in an era on online banking and innovative value propositions for next-generation clients?

Speakers

11 AM

Morning refreshments and networking

SESSION TWO: Accelerating Innovation in Private Banking

11:30 AM

Unlocking the secret of integrating state-of-the-art WealthTech

  • Why integration is a key factor for successful digital transformation in Private Banking
  • What are the key challenges of any integration – as a client and as a provider
  • A structured approach in practice
  • Key learnings for a successful WealthTech integration

Speakers

11:50 AM

Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently

  • What options do private banks and wealth managers have to innovate with reasonable effort?
  • A few pioneers, some fast-followers, a lot of «wait and see»: Where should a private bank start to innovate?
  • Innovation from the centre: what it means and how it has helped our customers to cut the curve – an example

Speakers

12:10 PM

The hybrid value proposition: enhancing end-to-end wealth processes with digitalisation

  • Blended approach: integrating technology in the end-to-end process of private banking and wealth management
  • A hybrid value proposition – building a human-led and technology-enabled strapline with face-to-face and digital wealth offering
  • What do private clients expect from a modern-day service that fits around their needs post-pandemic?
  • Innovation – putting the spotlight on the latest digital models for private bankers and wealth managers to optimise their work and satisfy client needs

Speakers

12:30 PM

Opening up wealth together: How private banks can thrive in the digital era

  • The digital era is opening-up new opportunities and options to serve clients better, but complexity and compliance costs are mounting
  • How can private banks deliver a best in class experience and grow their client base, while delivering on their regulatory and operational responsibilities?
  • Is now the time to reassess the private banking operating models and double-down on the needs of wealth clients?

Speakers

12:50 PM

Debate | How far can private banking and wealth management digitalise?

  • As we move beyond the pandemic and back to face-to-face meetings, does the private banking sector have limitations on how far it can digitalise?
  • The human/digital experience – how can banks offer digital platforms while retaining excellent client service for a personalised experience?
  • Optimisation end-to-end wealth management – how can firms connect front-end client services with back-end admin through technology?
  • Case study – hear about the latest cutting-edge technology and innovative service models that firms are using

Speakers

1:10 PM

Lunch & Networking

2:10 PM

The Digital Paradox: Why More Digital Doesn’t Mean Less Human

  • How human-centered design will help us use the right tool for the task
  • How engaging with different clients over different digital channels will elicit empathy and build trust
  • Keeping client-centricity at the forefront of your mind will guide your digital projects

Speakers

SESSION THREE: Navigating the Investment Landscape

2:30 PM

ESG: Cutting through the noise and investing wealth responsibly

  • Exploring investors motivations when it comes to Environmental, Social, and Governance investments
  • Decision-making: Investment approaches, ESG risk ratings and greenwashing
  • Uncovering strategies for investing wealth responsibly
  • What is the future of ESG in private banking?

Speakers

2:50 PM

Revolutionising Sales Effectiveness with a Single Digital Platform

  • Using a single digital platform to accelerate sales efficiency, enhance the client experience and drive cost efficiency.
  • Accelerating sales efficiency
  • Enhancing the client experience
  • Driving cost efficiency

Speakers

3:10 PM

The private market: taking advantage of private assets and equity

  • Public versus private: what role can private markets play in the development multi-asset strategy in a portfolio, and how can they be both a diversifier and growth assets?
  • Regulation and the pensions lens: what are the regulators doing to encourage investment in the private market?
  • Navigating the terrain in private assets such as how to source sustainable themes in sub asset classes
  • Protecting clients’ wealth: how to help bolster retirement saving by considering different sub-asset classes at different ages

Speakers

3:10 PM

The private market: taking advantage of private assets and equity

  • Public versus private: what role can private markets play in the development multi-asset strategy in a portfolio, and how can they be both a diversifier and growth assets?
  • Regulation and the pensions lens: what are the regulators doing to encourage investment in the private market?
  • Navigating the terrain in private assets such as how to source sustainable themes in sub asset classes
  • Protecting clients’ wealth: how to help bolster retirement saving by considering different sub-asset classes at different ages

Speakers

3:30 PM

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

  • From ESG to the geo-political climate – what are the biggest talking points at the forefront of private clients’ minds?
  • Personalised service – what are some of the unique needs that high net worth clients face when investing for the future?
  • How can AI powered technology help advisors invest client wealth strategically and keep clients satisfied?
  • Aligning client values with investment strategy – why effective relationship management and communication is key for any client portfolio

Speakers

3:30 PM

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

  • From ESG to the geo-political climate – what are the biggest talking points at the forefront of private clients’ minds?
  • Personalised service – what are some of the unique needs that high net worth clients face when investing for the future?
  • How can AI powered technology help advisors invest client wealth strategically and keep clients satisfied?
  • Aligning client values with investment strategy – why effective relationship management and communication is key for any client portfolio

Speakers

3:50 PM

Mid-Afternoon Refreshments

3:50 PM

Mid-Afternoon Refreshments

SESSION FOUR: Meeting Changing Client Needs

4:20 PM

The secret ingredient to Client Satisfaction – Mindset? Culture? Technology? Business & Operating models?

  • As an investor, what does satisfaction mean to you?
  • What drives a business to be more client centric?
  • Technology implications on Client centricity and satisfaction
  • Technology supported solutions to drive client centricity in business and operating models
  • Vendor point of view on technology transformation programmes with a business outcome of “Client satisfaction”

Speakers

4:20 PM

The secret ingredient to Client Satisfaction – Mindset? Culture? Technology? Business & Operating models?

  • As an investor, what does satisfaction mean to you?
  • What drives a business to be more client centric?
  • Technology implications on Client centricity and satisfaction
  • Technology supported solutions to drive client centricity in business and operating models
  • Vendor point of view on technology transformation programmes with a business outcome of “Client satisfaction”

Speakers

4:20 PM

SESSION FOUR: Meeting Changing Client Needs

4:40 PM

‘Good banker and good citizen’: how private banks can support philanthropy and deliver positive impact

  • Investing for good: helping private clients achieve their charitable ambitions through donations and impact investments
  • How to harmonise philanthropy with the wider goals of a private bank?
  • Giving clients purpose – looking at the trends amongst the high net worth segments when it comes to social responsibility and investing for good
  • Innovative models and bank wide culture -how can philanthropy keep up with the times in the private banking sector?

4:40 PM

‘Good banker and good citizen’: how private banks can support philanthropy and deliver positive impact

  • Investing for good: helping private clients achieve their charitable ambitions through donations and impact investments
  • How to harmonise philanthropy with the wider goals of a private bank?
  • Giving clients purpose – looking at the trends amongst the high net worth segments when it comes to social responsibility and investing for good
  • Innovative models and bank wide culture -how can philanthropy keep up with the times in the private banking sector?

Speakers

5 PM

Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

  • Identify wealth management business opportunities from existing customers and new prospects
  • Leverage intelligence and network information to win more business more efficiently
  • Create new investment strategies and energize existing ones by enriching fundamental and quantitative data with qualitative data insights
  • Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
  • Develop and sell more targeted, customized, thematic investment products

Speakers

5 PM

Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

  • Identify wealth management business opportunities from existing customers and new prospects
  • Leverage intelligence and network information to win more business more efficiently
  • Create new investment strategies and energize existing ones by enriching fundamental and quantitative data with qualitative data insights
  • Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
  • Develop and sell more targeted, customized, thematic investment products

Speakers

5:20 PM

Closing panel | What is the key to succeed in keeping clients happy in 2022?

  • Client-centricity- helping clients meet their financial goals through ethical investing and diversified portfolios in turbulent times
  • Creating a personalised service – how to strike the balance between retaining the human touch and embracing digital platforms
  • Client segments – how can banks and firms pay special attention to emerging client segments and the next generation of wealth on the horizon?

Speakers

5:20 PM

Closing panel | What is the key to succeed in keeping clients happy in 2022?

  • Client-centricity- helping clients meet their financial goals through ethical investing and diversified portfolios in turbulent times
  • Creating a personalised service – how to strike the balance between retaining the human touch and embracing digital platforms
  • Client segments – how can banks and firms pay special attention to emerging client segments and the next generation of wealth on the horizon?

Speakers

6:30 PM

Drinks Reception

6:30 PM

Drinks Reception

7:30 PM

Private Banking & Wealth Management Awards Ceremony and Dinner

7:30 PM

Private Banking & Wealth Management Awards Ceremony and Dinner

2022 Speakers

Select a speaker to learn more

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PATRICK BRUSNAHAN
Editor, Private Banker International
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TRACEY DAVIDSON
Deputy, CEO, Handelsbanken

Session Details:

KEYNOTE Looking beyond: the next chapter for private banking and wealth management

2023-06-14, 9:00 AM

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WARREN THOMPSON
Managing Director, Head Of Coutts Family Office And UHNW, Coutts

Session Details:

UHNWI’s and families: Delivering a proposition that exceeds expectations

2023-06-14, 10:20 AM

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

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HANNAH BUXTON
Managing Director, Wealth Manager, Coutts & Co.

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

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RENNIE HOARE
Partner & Head Of Philanthropy, C. Hoare & Co.

Session Details:

‘Good banker and good citizen’: how private banks can support philanthropy and deliver positive impact

2023-06-14, 4:40 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

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DOMINIC TAYLER
Executive Director, Quilter Cheviot

Session Details:

Rising inflation and interest rate: what will this mean for private wealth?

2023-06-14, 9:40 AM

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

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PAUL EMERY
Director Of Private Clients, St. James's Place

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

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STEWART ALLAN
Chief Information Security Officer, Weatherby's Bank

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

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JAMES SELLON
Co-Founder & Managing Partner, MASECO Private Wealth

Session Details:

ESG: Cutting through the noise and investing wealth responsibly

2023-06-14, 2:30 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

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BEN COVEY
Head Of Private Banking, Santander UK

Session Details:

The hybrid value proposition: enhancing end-to-end wealth processes with digitalisation

2023-06-14, 12:10 PM

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

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ANU WADHAWAN
ANU WADHAWAN

Session Details:

The private market: taking advantage of private assets and equity

2023-06-14, 3:10 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

Session Details:

The private market: taking advantage of private assets and equity

2023-06-14, 3:10 PM

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GRANT PARKINSON
Head Of Consumer, Private And Business Banking For Europe, Standard Chartered Private Bank

Grant Parkinson is the Head of Consumer, Private and Business Banking for Europe. He joined Standard Chartered in 2020 as Head of Private Banking for Europe, Middle East and Africa, and shortly moved into his current role. Based in London, Grant is responsible for the region’s Priority and Private Banking business operations in Jersey, the United Arab Emirates and UK that serve emerging markets clients across Africa, the Middle East, UK and Turkey. Grant has over 25 years of financial services experience. He joined Standard Chartered from Brewin Dolphin where he was Chief Operating Officer and led development of technology solutions for client-facing colleagues and digital. Prior to that he worked at Coutts, also as Chief Operating Officer, where he successfully ran multiple business development, change and remediation programmes. Earlier in his career, Grant worked at Barclays Wealth and McKinsey & Company.

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

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Danny Baggs
Director Of Marketing UK, Unblu Inc.

Session Details:

The Digital Paradox: Why More Digital Doesn’t Mean Less Human

2023-06-14, 2:10 PM

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MARTIN SUTER
`Senior Vice President Of Product, Smart Communications

Session Details:

Why Digital Self-Service will be a key differentiator in the future

2023-06-14, 10:00 AM

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

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Patrick Makulinski
Senior Sales Specialist, UBS Partner

Patrick is Senior Sales Specialist at UBS Partner, UBS’ WealthTech solution for Private Banks and Wealth Managers and helps clients on their digital transformation journey. He primarily focuses on the EMEA region and is also responsible for driving partnerships for UBS Partner.

Before joining UBS Partner Patrick was leading the Swiss hub within the UBS EMEA Cross-Business Development unit fostering a holistic client coverage for the region’s top clients across all UBS divisions. Patrick joined UBS in 2011 at UBS Switzerland’s Strategy & Business Development unit where he led a business consulting team primarily focusing on digitalization projects.

Patrick started his career in banking and business consulting. He holds a diploma in business administration from the Cooperative State University Loerrach and a Master of Science from the WHU / Otto Beisheim School of Management in Vallendar.

Session Details:

Unlocking the secret of integrating state-of-the-art WealthTech

2023-06-14, 11:30 AM

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

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IAN WOODHOUSE
Head Of Strategy And Change, Orbium

Session Details:

Chair’s opening remarks

2023-06-14, 8:50 AM

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

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Shimona Pinto
Senior Corporate Solutions, Moxo

Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

Session Details:

Leveraging Your OneStop Client Interaction Hub to Transform the Private Client Service Journey

2023-06-14, 9:20 AM

Session Details:

Leaders’ Debate | What’s the biggest threat in the private banking industry?

2023-06-14, 10:40 AM

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MATTHEW FERMAN
Group Proposition Director, FNZ Group

Matthew was appointed FNZ Group Proposition Director in 2022, responsible for developing the vision and roadmap behind FNZ’s overall proposition. He joined FNZ in December 2012 as Head of Institutional Product before going on to lead the Proposition team in 2014. Matthew was appointed Chief Executive Officer, UK & SA in February 2019 where he successfully led the execution of many of FNZ’s largest and most complex client deliveries, managed a significant number of large customers and grew the business at record pace. Prior to joining FNZ, Matthew spent 7 years at Cofunds where he held a number of roles across Operations, IT and eventually as Head of Product for the Cofunds Institutional Service. Before this, Matthew’s career also included roles at Sumitomo Trust and Banking, Citibank and UBS where he held multiple roles across Operations, IT and Treasury.

Session Details:

Opening up wealth together: How private banks can thrive in the digital era

2023-06-14, 12:30 PM

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PHILIPPE BONGRAND
Head Switzerland , FNZ Group

Philippe is the Head of Switzerland for FNZ where he particularly works with Private Banks. Philippe has 30 years of experience in the industry advising Private Banking clients and Private Banks. Prior to FNZ, Philippe worked in the industry at UBS Wealth Management in various roles and as Partner in Strategy Consulting advising Wealth & Asset Managers on growth, digital strategies and their transformation plans. He worked with more than 50 Private Banks - global, regional or domestic leaders – on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics. Philippe also advised wealthy individuals on leaving a legacy.

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

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CHRISTINE CIRIANI
CEO, EMEA & APAC , InvestCloud

Session Details:

Revolutionising Sales Effectiveness with a Single Digital Platform

2023-06-14, 2:50 PM

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Alessandro Tonchia
Head Of Strategy, Private Banking & Wealth, InvestCloud

Alessandro is the Head of Strategy at InvestCloud Private Banking & Wealth, focusing on building and maintaining long-term relationships with major clients. He is passionate about developing client offerings that improve sales, advice and client relations via digital technology and artificial intelligence. He has a keen interest in sustainability and the impact financial institutions can have in this area. Alessandro has been instrumental in the development of InvestCloud's ESG offering. 

Alessandro is co-founder of Finantix, a firm that InvestCloud acquired earlier in 2021 as part of a merger to create the next-generation SaaS wealth solutions platform. Prior to establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM.

Alessandro holds a degree in Physics from the Ludwig-Maximilians-Universität in Munich. In addition, he also studied Philosophy and Linguistics at the University of California in Los Angeles.

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

Session Details:

Panel Discussion | How can we build resilient portfolios to protect clients’ wealth?

2023-06-14, 3:30 PM

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SUMAN RAO
Group Head Of Solution Consulting, Avaloq

Suman has more than 20 years’ experience in the wealth management technology and services space. A career built alongside the evolution of technology driven by opportunities and challenges faced by the wealth management sector. Extensive experience in bridging the gap between business, operations and vendor. Now Head UK product management and pre-sales offering at Avaloq UK Ltd., embracing agile and human-centred design thinking to deliver value to users. A geek at heart, Suman holds an MBA and is experienced in new-logo hunting, product launches, new market entry, complex migration and implementation projects.

Session Details:

The secret ingredient to Client Satisfaction – Mindset? Culture? Technology? Business & Operating models?

2023-06-14, 4:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

The secret ingredient to Client Satisfaction – Mindset? Culture? Technology? Business & Operating models?

2023-06-14, 4:20 PM

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Delia Steiner
Country Manager CH/LI, Aixigo

Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

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PETER LUND
Business Development UK And Nordics, CID

Session Details:

Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

2023-06-14, 5:00 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Closing panel | What is the key to succeed in keeping clients happy in 2022?

2023-06-14, 5:20 PM

Session Details:

Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

2023-06-14, 5:00 PM

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Deila Steiner
Country Manager CH/LI Aixigo

Aixigo

Session Details:

Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently

2023-06-14, 11:50 AM

Session Details:

Debate | How far can private banking and wealth management digitalise?

2023-06-14, 12:50 PM

View In Agenda
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Plan Your Visit

Venue

The Waldorf Hilton, London

Aldwych London, WC2B 4DD, United Kingdom

Sponsors

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Awards

The Private Banking Awards 2023 nominations will open soon…

Enquiry

Contact Us

SPONSORSHIP ENQUIRIES

Ray Giddings

Director of Events

+44 (0) 20 7936 6512

SPEAKER ENQUIRIES

Kim Palfrey

Head of Production

+44 207661 552

MARKETING ENQUIRIES

Moona Popal

Marketing Manager

SPONSORSHIP ENQUIRIES

To enquire about sponsorship opportunities, please contact:

Ray Giddings

Director of Events


+44 (0)20 7936 6512 M. +44 (0)7803 393327

SPEAKER ENQUIRIES

To enquire about speaking opportunities for the conference, please contact:

Kim Palfrey

Head of Production


+44 207661 552