Private Banking & Wealth Management London Conference & Awards 2025

Explore the next generation of investment solutions to better serve your clients and drive your business forward

10

June

  • London, UK
  • Invitation only

Why attend?

WHAT TO EXPECT FOR 2025?

  • Discover and discuss the practical applications and trends within the Private Banking Industry.
  • Prepare, Plan, and Predict the problems the industry face and find ways to look to the future.
  • Be apart of the discussion on the future of UK Private Banking.
  • Meet and network with peers in the industry.

200+

Attendees to meet each year

15+

Exhibitors to meet each year

20+

Speakers

70%

Attendees at Director+ level

200+

Attendees to meet each year

15+

Exhibitors to meet each year

20+

Speakers

70%

Attendees at Director+ level

Private Banking & Wealth Management London 2023

2024 Agenda

  • 11 Jun 2024
Expand All

8 AM

Registration

9 AM

Welcome Address and Chair’s Opening Remarks

SESSION ONE: FOREARMED IS FOREWARNED – WHAT CAN WE EXPECT IN THE NEXT 12 MONTHS?

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

9:10 AM

Opening Keynote Address: Stagnation, Reflation, or Recession – What’s Instore for the UK and Global Economy?

  • What are the key challenges and risks to growth for the industry?
  • Where do the opportunities lie for private banks and wealth managers in a complex world?
  • Developing resilient models for uncertain times.
  • Navigating the geopolitical crosscurrents.
  • Balancing the lingering effects of high interest rates with disinflation.
  • How will the direction of British politics shape wealth management?

Speakers

Philippe Gijsels
Chief Strategy Officer, BNP Paribas Fortis

9:30 AM

Streamlining your Client Business Processes

  • Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention.
  • Provide a private, personalised, and modern client experience to increase efficiency and drive retention.
  • Leverage interaction workspaces with collaborative workflows. Streamline client onboarding, account management, and everything in between.
  • Oversee client accounts with a complete audit trail, role management, and seamless transfer of account interactions across staff.

9:50 AM

How to Define ‘Growth’ for Wealth Management in 2024 – the shift in client approach

  • Complex wealth situation Vs. desire for simplification: How to master the challenge
  • Banks and family offices – partnership or competition?
  • Integrating inorganic growth into your core strategy to enhance and acquire new capabilities and drive future scope.
  • Creating greater economies of scale to better service clients.

Speakers

Michael Welti
Managing Partner and Head of Private Banking, Banque Heritage

10:10 AM

Panel Discussion: Preparing for a Changing Economic Investment Landscape

  • Understanding the expectations of a diverse range of investors
  • Rethinking go-to market investment products and services.
  • Knowing your value proposition and the right business model to thrive in the face of industry upheaval.
  • Managing cross-border restrictions.

Speakers

BARTOSZ GOLBA
Research Director, Financial Services,GlobalData
Philippe Gijsels
Chief Strategy Officer, BNP Paribas Fortis
Michael Welti
Managing Partner and Head of Private Banking, Banque Heritage
Shimona Pinto
UK Country Manager , MOXO

10:40 AM

Morning Refreshments and Networking

SESSION TWO: THE DRIVERS OF CHANGE IN INVESTMENT: THE AGE OF AGILITY

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

11:10 AM

ESG & Sustainability Portfolio Creation: Creating the Future Starts Now

  • Preference approach Vs. suitability factor: Knowing the best way to integrate ESG into clients’ portfolios.
  • Is ESG scoring going far enough? Should we have better controls on what ESG means and how it is evaluated?
  • Classification of assets.
  • The impact of COP28 and decarbonisation targets.
  • Securing an optimal mix between positive change and favourable returns.

Speakers

Harlin Singh
Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments

11:30 AM

The Benefits of Interoperability Across your Systems with FA Solutions

  • Supporting the need to diversify product offerings in one solution and eliminating a fragmented technology structure.
  • Ensuring your core operating platform is adaptable to market and regulatory changes.
  • Real-time Data

Speakers

Peter Dingomal
Director, FA Solutions UK

11:50 AM

Alternative Investments: Uncovering Innovation Across Asset Classes

  • The democratisation of alternative assets
  • Creating attractive “evergreen” products
  • Are new structuring options living up to the promise?

Speakers

Kate Baker
Head of Product – Alternatives, HSBC

12:10 PM

Panel Discussion: Reimagining the Future with Investing

  • Exploring investment solutions to capture the most powerful trends reshaping the future.
  • Educating advisors on new products and solutions
  • What are the key growth opportunities?
  • Maximising profits and driving positive impact for society

 

Speakers

Gareth Cocks
CEO, Mirador Solutions
Harlin Singh
Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments
Kate Baker
Head of Product – Alternatives, HSBC
Peter Dingomal
Director, FA Solutions UK

12:50 PM

Networking Lunch

SESSION THREE: DELIVERING EXCELLENCE IN CLIENT OUTCOMES

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

1:50 PM

Delivering customized investment solutions at scale

  • What are the key market trends?
  • How can technology enable customization at scale while improving operational excellence?
  • How does AI enhance client storytelling and overall client experience?

Speakers

Nicolas Pinson
Head of Product Strategy Wealth, Asset Servicing and ESG, Amundi Technology

2:10 PM

Delivering Personalized Wealth Management Through Digital Transformation

  • Can firms use big data analytics to drive improved personalization?
  • Where next for hybrid services and robo advisors?
  • The role of digital tools in customisation and hyper-personalisation: supporting clients and advisors with the new range of technology.

 

Speakers

Ben Covey
Managing Director – Private Clients, 7IM

2:30 PM

Panel: Managing and Servicing a New Breed of Clients

  • The rise of personalisation
  • Financial education for the new generations.
  • How can new technology and other enablers us to deliver good client outcomes?
  • The evolving role of the hybrid advisor: Human, hybrid or robo – what will the future advice models look like?

Speakers

Philip Kurtenbach
Head of Investments and Wealth Solutions, HSBC
Veronica Martinez Sotillo
Transformation & Offering Development Director
Ben Covey
Managing Director – Private Clients, 7IM

3:10 PM

Afternoon refreshments and networking

SESSION FOUR: FUTURE BUSINESS GROWTH

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

3:40 PM

Women in Wealth: The New Breed of Female Entrepreneurs and Investors

  • Is there a gap in addressing women’s financial needs and creating a tailored approach?
  • How can tech be utilised to help shift the gender wealth gap?
  • How can the wealth and private banking sectors benefit from a more inclusive workforce and more women in leadership roles?

Speakers

Sarah Courtney Dockett
MD & Head of Women in Wealth EMEA, Citi Private Bank

4 PM

Digital Transformation and AI in Wealth Management

  • Continuous assurance for better investor protections
  • AI is changing our industry – how do we ensure good outcomes for investors?
  • Preparing for tokenisation and digital asset portfolios

Speakers

Dale Jones
Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional

4:20 PM

Panel: Key Trends That Will Drive Future Success

  • Understanding key client changes and how these will evolve in the future?
  • How are products and solutions being developed in light of changing client needs?
  • Analysing the role of technology in helping to keep pace with these changes
  • How could technology evolve and what will the future roadmap look like?

Speakers

Sarah Courtney Dockett
MD & Head of Women in Wealth EMEA, Citi Private Bank
Dale Jones
Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional
Nicolas Pinson
Head of Product Strategy Wealth, Asset Servicing and ESG, Amundi Technology

5 PM

Closing Chair’s Remarks and Key Takeaways

Speakers

Ian Woodhouse
Lead Wealth Management Transformation and Thought Leader for Europe, Accenture

5:15 PM

Conference Close

6 PM

Pre-Award Drinks

PRIVATE BANKING AND WEALTH MANAGEMENT AWARDS

7:30 PM

Private Banking & Wealth Management Awards – Dress Code: Black Tie

2024 Speakers

Select a speaker to learn more

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Philippe Gijsels
Chief Strategy Officer, BNP Paribas Fortis

Session Details:

Opening Keynote Address: Stagnation, Reflation, or Recession – What’s Instore for the UK and Global Economy?

2024-06-11, 9:10 AM

Session Details:

Panel Discussion: Preparing for a Changing Economic Investment Landscape

2024-06-11, 10:10 AM

View In Agenda
Next speaker
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Ben Covey
Managing Director – Private Clients, 7IM

Ben joined 7IM in 2024 as Managing Director, Private Clients, bringing with him extensive experience in private banking, wealth management and investment management within the financial services industry. Prior to joining 7IM, Ben was the Managing Director, Head of Private Banking at Santander, where he developed and implemented a multi-year strategic growth plan to build their UK private banking business. Earlier in his career Ben worked both as an Investment Manager and also a Private Banker, becoming a Chartered Wealth Manager 2013. Ben is passionate about creating and developing high performing teams with a client-centric approach.

Session Details:

Delivering Personalized Wealth Management Through Digital Transformation

2024-06-11, 2:10 PM

Session Details:

Panel: Managing and Servicing a New Breed of Clients

2024-06-11, 2:30 PM

View In Agenda
Next speaker
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Harlin Singh
Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments

Harlin Singh, global head of sustainable investing at Citi Global Wealth.  Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers.

Session Details:

ESG & Sustainability Portfolio Creation: Creating the Future Starts Now

2024-06-11, 11:10 AM

Session Details:

Panel Discussion: Reimagining the Future with Investing

2024-06-11, 12:10 PM

View In Agenda
Next speaker
Back
Kate Baker
Head of Product – Alternatives, HSBC

Kate is currently Head of Product globally for the Alternatives business of HSBC Asset Management. Based in London, she is responsible for the team which develops, launches and maintains investment products across renewables, venture capital, infrastructure debt, private credit, real estate, private equite and hedge fund of funds asset classes. Prior to taking over the Head of Product role, Kate worked as Real Assets Governance Lead, providing business management and governance support to the global real estate, infrastructure equity and renewables business. She originally joined HSBC Alternatives in 2019 as Senior Legal Counsel, supporting the UK-based Alternatives team.

Kate has over a decade’s experience supporting Alternative asset managers. She started her career in the investment funds team at Herbert Smith Freehills, primarily focusing on listed funds as well as private equity firms. From 2014 to 2019, Kate worked as Legal Counsel for the Alternatives team at DWS (formerly Deutsche Asset Management), helping them structure and run real estate, infrastructure and sustainable products, as well as advising the AIFM boards on legal risk.

Kate has a seven year old son, and two horses, and so spends a lot of her time outside of work covered in either stickers or mud.

Session Details:

Alternative Investments: Uncovering Innovation Across Asset Classes

2024-06-11, 11:50 AM

Session Details:

Panel Discussion: Reimagining the Future with Investing

2024-06-11, 12:10 PM

View In Agenda
Next speaker
Back
Dale Jones
Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional

Dale has over 10 years of data analytics experience in the asset & wealth management industry covering audit, compliance and cloud transformation programmes. Dale leads the Client Insights & Analytics team for NatWest Trustee & Depositary Services. He has a Bachelor of Science in Medical Microbiology from the University of Leeds and certifications for SQL, Python programming and the CFA Investment Management Certificate.

Session Details:

Digital Transformation and AI in Wealth Management

2024-06-11, 4:00 PM

Session Details:

Panel: Key Trends That Will Drive Future Success

2024-06-11, 4:20 PM

View In Agenda
Next speaker
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Sarah Courtney Dockett
MD & Head of Women in Wealth EMEA, Citi Private Bank

Sarah Courtney Dockett is Head of Women in Wealth, EMEA. She is passionate about Diversity and Inclusion.  She is also a Senior Private Banker in the UK UHNW Team based in London. Sarah is responsible for managing 30 UHNW clients and Family Office relationships. While they may be resident in the UK, Sarah’s clients span the globe. Sarah has 23 years of experience working with Private Clients, 12 of which is with Citi.

Session Details:

Women in Wealth: The New Breed of Female Entrepreneurs and Investors

2024-06-11, 3:40 PM

Session Details:

Panel: Key Trends That Will Drive Future Success

2024-06-11, 4:20 PM

View In Agenda
Next speaker
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Philip Kurtenbach
Head of Investments and Wealth Solutions, HSBC

Phil is the has spent 20 years in Financial Services leading large teams and transformational change globally. He has diverse senior leadership experience ranging from front line large scale management; head office strategic change, customer and regulatory programmes; and digital transformation within Wealth and Personal Banking. Throughout his career he has gathered global experience across emerging and mature markets having lived and worked in Germany, the US, Hong Kong, Jersey and the UK.  Currently Head of Investments and Wealth Solutions for CIIoM and Expat, he previously led product implementation, channel optimisation and commercialisation for Wealth products in various markets for HSBC Wealth Management.

Session Details:

Panel: Managing and Servicing a New Breed of Clients

2024-06-11, 2:30 PM

View In Agenda
Next speaker
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Veronica Martinez Sotillo
Transformation & Offering Development Director

Verónica Martínez is an independent Fintech and Insurtech adviser who also serves as Transformation and Product Director at a Private Bank, where she plays a pivotal role in driving innovation and enhancing product offerings. With a background in project management and transformation gained at Amazon before joining the Wealth Management industry, Verónica brings a wealth of experience to her current position. Prior to her current role, she contributed significantly to product development at Lombard International Assurance, Luxembourg's leading life insurance company.

 

Verónica is deeply engaged in the Swiss Fintech ecosystem, serving as an independent advisor for The Insurance Academy. Additionally, she is a member of the ABBL (Association des Banques et Banquiers Luxembourg) Fintech and Innovation Committee, where she actively contributes to shaping the future of financial services in Luxembourg. Her engagement in these capacities underscores her commitment to advancing industry standards and fostering collaboration within the financial sector.

 

Verónica's academic credentials include an MBA and LL.M from Rey Juan Carlos University, complemented by international studies in China and France. Additionally, she is a registered attorney in Spain and has pursued specialized training in blockchain technologies through programs at INSEAD and MIT. Verónica Martínez's multifaceted expertise and dedication to driving transformational change position her as a respected leader within the wealth management industry, reflecting her unwavering commitment to innovation and excellence.

Session Details:

Panel: Managing and Servicing a New Breed of Clients

2024-06-11, 2:30 PM

View In Agenda
Next speaker
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Michael Welti
Managing Partner and Head of Private Banking, Banque Heritage

Michael Welti is member of the Executive Committee and Head of Private Banking at Banque Heritage, a renowned Swiss Private Bank representing the core values of Swiss Wealth Management with a strong focus on Entrepreneurs & Executives. With over 30 years in the banking industry, he specialized in Global Wealth Management and financial advisory services. His career includes multiple senior leadership roles across various Swiss financial institutions such as UBS, UBP and REYL Intesa Sanpaolo.

Recognized for his contributions to the banking sector, Michael was awarded with the "Banker of the Year" in 2020, a Certified Wealth Management Advisor CWMA, passed the Advanced Executive Program and Executive Program by Swiss Finance Institute and did targeted studies in Sustainable Investing and Current Trends in Sustainable Investing at University Zurich.

Next speaker
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Bartosz Golba
Research Director, Financial Services, GlobalData

Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

Next speaker
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Gareth Cocks
CEO, Mirador Solutions

Gareth C is a seasoned leader in Technology, Operations and Change Management. With two decades of experience, Gareth has dedicated his career to shaping and implementing technology, data, and operational strategies for investment organisations. He has successfully executed transformative programs across various aspects of the investment management operating model.

Starting in management consultancy, Gareth focused on front-office system strategy and operating model design for leading investment and wealth management organisations. Transitioning into senior leadership roles within the industry, he oversaw both operational and change-based functions.  In Technology, Gareth led the design and implementation of technology infrastructure and application landscapes, managing major transformative projects. As an experienced Business Change practitioner, he established Change Management practices, delivery methodologies, and reporting frameworks. Gareth has consistently delivered large transformative business change, built high-performing teams and emphasised collaboration with suppliers for mutual success.

Session Details:

Panel Discussion: Reimagining the Future with Investing

2024-06-11, 12:10 PM

View In Agenda
Next speaker
Back
Peter Dingomal
Director, FA Solutions UK

I Joined FA Solutions in June 2023 to help build the UK operation, having had an extensive career in Technology for the Financial Services sector. Previous companies included Standard Chartered Bank, BIS Banking Systems (Now Finastra), Odyssey (Now Temenos), SS&C Advent, Avaloq & SEI. My Career has covered all roles from Bank Clerk, Computer Operator, Programmer, Project Manager and Sales & Marketing.  I am a serial networker.  I believe this has helped me significantly in my career.

Session Details:

The Benefits of Interoperability Across your Systems with FA Solutions

2024-06-11, 11:30 AM

Session Details:

Panel Discussion: Reimagining the Future with Investing

2024-06-11, 12:10 PM

View In Agenda
Next speaker

2024 Sponsors

Select a sponsor to learn more

Gold Partner

Silver Partners

Bronze Partners

Exhibitors

Co-Partners

VIP Table Host Partners

2024 Awards

PRIVATE BANKING & WEALTH MANAGEMENT LONDON AWARDS 2024: WINNERS

2024 Winners

  • Outstanding Private Bank – UK – Domestic Clients

    Winner:

     

    Finalists:

    Arbuthnot Latham & Co.

    SG Kleinwort Hambros

  • Outstanding Private Bank – Western European region

    Winner:

     

    Finalists:

    SG Kleinwort Hambros

    REYL Intesa Sanpaolo

  • Outstanding Private Banking Client Engagement

    Winner:

     

     

    Finalists:

    Arbuthnot Latham & Co

    ICICI Securities Limited

    Nykredit

    QNB Finansbank

  • Outstanding Wealth Management Technology Provider – middle office (vendor)

    Winner:

     

    Finalists:

    Accomplish (International)

    FA Solutions

     

  • Outstanding Wealth Management Technology Provider – back office (vendor)

    Winner:

     

    Finalists:

    Accomplish (International)

    ERI

    FA Solutions

    Unblu

    Wealthos

  • Outstanding Front-End Digital Solutions Provider (Vendor)

    Winner:

     

    Finalists:

    Accomplish (International)

    FA Solutions

    Fintuity

    Investcloud

    Unblu

  • Outstanding Private Bank for UHNW Clients

    Winner:

    Finalists:

    SG Kleinwort Hambros

    REYL Intesa Sanpaolo

  • Outstanding Private Bank for Philanthropy Proposition

    Winner:

     

    Finalists:

    HSBC

    REYL Intesa Sanpaolo

  • Outstanding Private Bank for Sustainable and Ethical Investment

    Winner:

    Finalists:

    HSBC

    QNB Finanse Bank

  • Outstanding Private Bank for Diversity, Equality and Inclusion

    Winner:

     

    Finalists:

    Citi Bank

    SG Kleinwort Hambros

    QNB Finanse Bank

  • Outstanding Innovation (Vendor)

    Winner:

     

    Finalists:

    Accomplish (International)

    FA Solutions

    Investcloud

    Wealthos

  • Women in Wealth

    Winner:

    MASECO Private Wealth – Andrea Solana

     

    Finalists:

    Innovia Wealth Management -Sofie Symonds

    MASECO Private Wealth – Andrea Solana

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Contact Us

SPONSORSHIP ENQUIRIES

Ray Giddings

Director of Events

+44 (0) 20 7936 6512

SPEAKER ENQUIRIES

Jessica Hartley

Head of Production, Financial Services Portfolio

+44 1527 573156

MARKETING ENQUIRIES

Madelayne Goodall

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:

Jessica Hartley

Head of Financial Services Portfolio


+44 1527 573156