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

Featured Speakers

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RENNIE HOARE​

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

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Shamik Dhar​

Chief Economist, BNY Mellon

Shamik Dhar, Chief Economist, BNY Mellon Investment Management Shamik Dhar has 33 years’ experience as an economist. Starting in H.M. Treasury as an economic assistant in the mid-1980's, he moved to Oxford Economic Forecasting and then spent most of the 90's as a senior economist in the Bank of England, where he worked on the UK economic forecast in the early days of inflation targeting and on monetary policy analysis in the early days of the Monetary Policy Committee. Shamik moved to Aviva Investors (formerly Morley Fund Management) in 2000 and spent the next 14 years in the City of London, ending up as a Head of Investment Strategy.In 2014,he became Chief Economist at the Foreign and Commonwealth Office in a period of rapid geopolitical and economic change, advising ministers and senior officials on the economics of Brexit. Shamik joined BNY Mellon as Global Chief Economist in October 2018. Shamik has a degree in Philosophy, Politics and Economics from Oxford University and a Masters in Economics from Queen Mary College, University of London. He also spent a year as a visiting scholar at the University of Pennsylvania in the mid-1990’s

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Keith Wade​

Chief Economist, Schroders

Keith Wade is Chief Economist at Schroders, based in London. He is responsible for the economics team and the house view of the world economy. Keith reports to CIO and is a Member of the Group Asset Allocation Committee. His investment career commenced when he joined Schroders in 1988 as UK economist and in 1992 he became Schroders’ senior economist responsible for international economic forecasting. Prior to joining Schroders he was a researcher at the London Business School's Centre for Economic Forecasting.

Keith is a member of the UK Society of Investment Professionals (UKSIP) and the Society of Business Economists. He holds an Investment Management Certificate (IMC) and is a trustee and member of the investment committee for Addenbrookes hospital Trust in Cambridge. Keith is a regular contributor to the press and has co-authored a book on macro-economics for MBA students. He has an MSc and BSc in Economics from the London School of Economics.

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Anita Mc Bain​

Head of EMEA ESG Research, Citi

Anita Mc Bain joined the Corporate Finance & Stewardship team in April 2018 and assumed the title of Head of Responsible Investment & ESG in September 2018. Anita provides ESG support across equities and fixed income working very closely with the equity and credit analysts and portfolio managers on deep-dive ESG research, thematic research and ESG engagement. Anita regularly speaks at conferences on topics such as climate risk, company ESG disclosure and sustainability topics including anti-microbial resistance, commodity driven deforestation and palm oil and single-use plastic. Before joining M&G, Anita spent six years as Director Sustainability & Corporate Engagement at an impact investment fund that was focused on mitigating climate change and delivering a societal and environmental impact alongside a financial return. Prior to that, Anita was a fixed income credit analyst for various sell-side and buy-side firms.

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Dr Daniele Magazzeni​

PhD Managing Director, J.P. Morgan

Dr Daniele Magazzeni is Managing Director at J.P. Morgan, where he is AI Research Director and Head of the firmwide Explainable AI Center of Excellence. Daniele is also Visiting Professor at King’s College London.

His main research interests are in AI Planning and Machine Learning for efficient resource allocation and processes optimization, and Explainability and Fairness in AI. Daniele is the former President of the International Conference on Automated Planning and Scheduling (ICAPS), and General Chair of the ACM International Conference on AI in Finance (ICAIF).

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Jonathan Byrne​

CEO, Virgin Money Investments

Jonathan Byrne is an executive with extensive experience in a variety of roles within a number of complex regulated firms holding the position of CEO of Virgin Money Investments since 2021. Prior to taking up this role Jonathan was Business Distribution Director in the Business Division of Virgin Money UK having joined Virgin Money UK in 2017. Prior to this Jonathan held senior leadership roles in HSBC UK across personal, mortgages and wealth customer segments in both strategy formulation and channel execution roles. Jonathan worked with Bank of Ireland in Dublin from 2004 to 2013 and was a member of the Irish executive leadership team from 2012.

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Per Wimmer​

CEO, Wimmer Family Office

Per Wimmer is a global financier, entrepreneur, adventurer, pioneer, philanthropist and author.

Per owns and runs his own investment bank, Wimmer Financial, which he founded on the 50th anniversary of Sputnik day, October 4th, 2007. He is also the Founder of WimmerSpace, through which he has three planned missions to space on three different rockets. One of these trips will be with Sir Richard Branson’s Virgin Galactic, of which Per is a Founding Astronaut.

Prior to founding his own investment bank, Per was advising on equities at the MAN Group/Man Securities.

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Jan-Marc Fergg​

Global Head of ESG & Managed Solutions, HSBC

Jan-Marc Fergg is responsible for the products distributed to clients in the bank’s Jade, Premier and Personal banking segments, as well as leading the teams working on funds and ETFs for wealth management and private banking. He is also developing the group’s ESG offering further. Before HSBC, Jan-Marc spent 20 years at UBS in a variety of senior roles.

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Ben Covey​

Managing Director-Head of Private Banking, Santander

Ben Covey is Head of Private Banking at Santander and responsible for the direction and growth of the private banking proposition for Santander UK. With over 20 years’ experience in the UK wealth management industry, Ben was most recently Divisional Manager for South West and Central at Santander Private Banking, where he oversaw the development and implementation of the Private Bank’s strategy across the region, as well as the shaping of its brand and culture.

Prior to joining Santander, Ben spent over a decade at Barclays Wealth supporting private clients, charities and pension funds. His roles included Discretionary Portfolio Manager, Private Banker and Regional Head in the South East, where he gained strong experience working across a range of investment products and banking services.

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Kristina Church​

Global Head of Responsible Strategy, BNY Mellon

Kristina Church joined BNYM IM as global head of responsible strategy in 2021. She is responsible for developing and leading the execution of BNYMIM’s Responsible Investment (RI) Program, leveraging the combined expertise of 8 specialist investment firms, each with their unique approach to RI. She collaborates with the ESG leaders across the wider BNY Mellon enterprise and co-chairs the bank’s ESG Advisory Council. Previously, Kristina was head of sustainable solutions, and senior investment strategist, at Lombard Odier Investment Managers. Her research has spanned topics including climate change, decarbonisation of hard-to-abate industries, biodiversity, the circular economy, sustainable mobility, smart cities, sustainable finance regulation and stewardship.

Kristina spent a decade at Barclays Capital, latterly leading the Industrial sustainable and thematic research team and formerly as head of European Automotive equity research. She began her career as a chartered accountant at Deloitte and later an automotive equity analyst at Citigroup.

Kristina has an MA in Classical Languages and Literature from Oxford University,

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Matthew Proctor​

Associate Director-Strategic Programmes, Coutts

Matthew joined Coutts in 2017, and is currently Associate Director, Strategic Programmes for the NatWest Group Wealth franchise. Matt supports the group's corporate development, strategic execution and AUM growth priorities across the Coutts, NatWest Premier and Royal Bank Premier brand suite. In September 2022, he joined the NatWest Group Colleague Advisory Panel (CAP), representing the Wealth Businesses. The CAP engages directly with the NatWest plc Board, empowering colleague voice in the boardroom, and providing input into a range of strategic initiatives. Since November 2022 he has also sat on the PIMFA Under 40 Leadership Committee.

Prior to this, Matt covered the GCC, Levant, and Asia wealth management business for Coutts' International division. Principally delivering wealth and investment management solutions to high net worth clients and their families, Matt also supported the development of the International and Family Office strategy.

Matt is a graduate of Durham University where he read Economics with Management. His studies ranged from the analysis of individual markets to global economies, along with those in management theory and business. His dissertation explored the role of the Capital Asset Pricing Model in emerging economies' equity markets. In addition to studies for his degree, Matt was elected Co-President of Durham Finance Society, and sat on the Students' Union Committee for Teaching and Learning. He also rowed for Grey College Boat Club (where he served as treasurer) and served as finance director for Durham Economics.

His interests include music, where he holds the ATCL diploma from the Trinity College London in Music Performance, long-distance running, skiing and travel

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Marion Laboure​

Senior Economist at Deutsche Bank

Marion Laboure is a Senior Economist at Deutsche Bank in London and Lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience, including at the European Commission, the IMF, the Luxembourg Central Bank, and Barclays. She received first prize from the American Society of Actuaries, Revue Banque nominated her as a rising star in finance, she is part of the 45 standout women in fintech, and Business Insider named her a cryptocurrency mastermind. She is the author of Democratising Finance published by Harvard University Press.

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Saurav Mitra​

Director-Head of Audit, Barclays

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James Sellon​

Co-Founder & Managing Partner, MASECO Private Wealth

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Antonio Curia​

Executive Director, Wimmer Family Office

Senior investment banking professional, with a background as a legal practitioner, amassing over 16 years’ experience working with international companies in middle market M&A transactions and having extensive cross border activities between Europe and Latin America.

Prior to joining Wimmer Family Office in
London UK
(2017), in charge of Private Capital Advisory, Antonio was a senior investment team member of a Private Equity Fund (Fir Capital Partners) and an IB boutique firm (G5Evercore&Sao Paulo Investments SA) based in
Brazil
for 9 years and began his career at and International Law Firm in
Italy&Brazil
. Antonio has extensive experience in Renewables, Infrastructure, Mining&Commodities, Real Estate and Consumer Goods across Europe, LatAm and Africa.

Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy 2012, along with an executive master’s certificate from SDA Bocconi School of Management from Milan, Italy 2016 and a Bachelor degree in International Law from University of Milan, Italy 2003.

Antonio is, from 2019, a Non-Executive Director at Academy Ambassador the School’ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.”

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Ian Woodhouse​

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

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Dominic Tayler​

Executive Director, Quilter Cheviot

Dominic Tayler- In 2006 Dominic left UBS to join Cheviot as one of the founding partners. He specialises in investing for private clients, offshore and charities and in particular religious orders. He also sits on the Asset Allocation and UK Equities Committees.

He began his investment management career at Clerical Medical Investment Group in 1991, before joining Credit Suisse Asset Management in 1993, becoming an associate director in 1995. He took his team to Laing & Cruickshank Investment Management in 1999 as an investment director. Following the acquisition of Laing & Cruickshank by UBS in 2004, he was appointed executive director.

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Narina Tailor​

Assistant Vice President & Co-Head Next Generation Initiative, Citi

Narina Tailor and her team manage the wealth of a small subset of highly successful Entrepreneurs, Corporate Executives, Family Offices both within the UK and globally to offer trust and wealth advisory services as well as the full suite of investment products to create bespoke solutions to meet clients' needs. Additionally, Citi Private Bank's unique positioning within the broader Institutional Clients Group means we are able to connect clients to the services of our Corporate and Investment Bank through a single point of contact in the Private Bank.

As Co-Head of the NextGen Initiative within Citi Private Bank EMEA, we organise inspiring events for Next Generation and Millennial entrepreneurs and professionals to network and hear from inspiring thought-leaders. The network also holds a number of personal development initiatives to promote and up-skill Citi Private Bank's Junior Talent.

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    2023 Sponsors Include

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    Company Information

    CID’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products.

    Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.

    Company Website

    To learn more , please visit our website - www.cid.com/

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    Company Information

    Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq AG is listed on the SIX Swiss Exchange (SIX: LEON).

    Company Website

    To learn more , please visit our website - www.leonteq.com

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    Company Information

    Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling.

    Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more.

    Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

    Company Website

    To learn more , please visit our website - http://moxtra.com/

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    Company Information

    UBS provides solutions to institutional, corporate and private clients worldwide. Headquartered in Zurich, Switzerland, UBS has offices in 52 countries, including all major financial centers. As an early adopter of transformative technology in the financial services industry, UBS founded the FinTech company UBS Partner in 2016 to bring an innovative platform service to other financial institutions. UBS Partner is powered by the same technology that backs UBS Wealth Management’s own leading advice process. Our mission: Enabling financial institutions to enhance their client experience and to deliver superior investment advice in a cost-efficient and regulatory compliant manner. We combine cutting-edge technology with our wealth management DNA and investment expertise. We aspire to building long-term, personal relationships with our partners and supporting them on the way to a truly scalable advisory model.

     

    Company Website

    To learn more , please visit our website - www.ubs.com/global/en/asset-management.html

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    Company Information

    Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms.

    Our multi-award-winning, fully integrated, end-to-end digital CLM solution addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.

    Leveraging Microsoft’s industry leading Dynamics 365 platform, we deliver benefits throughout the whole client lifecycle and transform the way firms manage client wealth and deliver client excellence.

     

    Company Website

    To learn more , please visit our website - http://www.wealth-dynamix.com/

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      Why attend?

      Arena International is pleased to bring the annual Private Banking & Wealth Management London Conference & Awards for 2023, 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.

      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.

       

      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

      Testimonials

      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

      2023 Agenda

      • 14 Jun 2022
      Expand All

      8 AM

      Registration

      8:50 AM

      Chair’s opening remarks

      Speakers

      SESSION ONE: Key Economic Themes Of 2023

      9 AM

      KEYNOTE ADDRESS: Warnings from Wall Street: Planning for turbulence in 2023

      • Keeping an open mind, will pressure from the recession be short lived?
      • Tracking inflation and forecasting turbulence as central banks tighten monetary policy
      • Considering the implications of recession replacing inflation as the driver of the 2023 global economy

      Speakers

      9:20 AM

      Reserved for sponsorship

      9:40 AM

      The seven Wimmer values, the ventures, and vision of Per Wimmer

      • Exploring the key drivers of Pers entrepreneurial and philanthropic mindset
      • The sky is no limit: don’t follow a manual, write one
      • Discussing how Pers life and experiences have led to the formation of a septenary of simple rules in which to flourish, evolve and make a difference

      Speakers

      10 AM

      Session reserved for MOXO

      10:20 AM

      Outlook 2023, Global economy: all eyes on inflation

      • The price of taming inflation
      • Rate hikes to become cuts by 2023 end?
      • Risks skewed towards stagflation

      Speakers

      10:40 AM

      Panel Discussion | The crystal ball: what does the future hold for private banking and wealth management?

      • Looking ahead in an era of economic uncertainty will inflation continue to rise or has it peaked?
      • Delving into the current state of capital markets, what should we expect going forward?
      • Exploiting opportunities in a down cycle, where is the best place to invest capital?

      Speakers

      11 AM

      Morning refreshments and networking

      SESSION TWO: Sustainable Investing

      11:30 AM

      Session reserved for UBS

      11:50 AM

      Session reserved for Wealth Dynamix

      12:10 PM

      Financing a greener planet: the ecosystem at the heart of business

      • Closing the gap between academic and policy literature and the perspective of the business and investor community
      • Introducing the FCA’s new SDR measures aimed at clamping down on greenwashing, what you need to know
      • Integrating the protection of biodiversity into the fiduciary duties of institutional investors and assets managers increases in significance

      Speakers

      12:30 PM

      LynQs: Your one-stop-shop for structured products

      ·       Leonteq as structured product specialist

      ·       Multi-issuance platform

      ·       LynQs modules

      ·       Mobile app

      ·       Case study of a Swiss Private Bank

      Speakers

      12:50 PM

      Panel Discussion | Investing with purpose: solidifying sustainable business strategies

      • Contributing to positive social change whilst financially benefitting through diversifying and building portfolios
      • Combining traditional investment approaches with ESG insights can lead to investors generating more comprehensive analyses and making better investment decisions
      • Defining strategies to leverage when investing sustainably; exclusionary vs best in class, activist vs impact?
      • Familiarising yourself with sustainable investing practices to determine where and if to invest based on your values and investing trends

      Speakers

      1:10 PM

      Lunch & Networking

      SESSION THREE: Digital Integration and Client Experience

      2:10 PM

      Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost effective service proposition for existing and future clients.

      • Seizing the challenge of delivering true end-to-end hyper-personalised products and services, increasing customer engagement and improving experience to gain advantage over your competitors
      • Improving capabilities for data analytics and ethnography to truly leverage vast databases and explore, measure and predict online client behaviour to fine tune and personalise products
      • Widening product functionality innovation in order to meet customers needs and deliver the most relevant financial opportunities efficiently through applying basic research and routine innovation

      Speakers

      2:30 PM

      Session reserved for CID

      2:50 PM

      Unlocking value in Private Banking and Wealth Management

      • Restructuring wealth planning business models in the face of rising competition and regulatory pressure to add genuine value and place clients interests at the forefront
      • Technological advances make it far easier for clients to compare investment products online, via broker platforms or robo-advisers
      • Differentiating from the competition, the importance of quality of advice, analysis, and research

      Speakers

      3:10 PM

      The Implications of Climate Change on Wealth Management

      Why is it relevant? How does it affect clients? How to cope with it?

      To model future wealth realistically, climate change must be considered in wealth planning. However, the main problem is that both institutional and private investors cannot draw any conclusions about the impact rising temperatures have on their wealth or financial goals. 3rd-eyes analytics makes the impact of climate change tangible, by showing how it affects your portfolio and your financial goals, how the impact can be mitigated and offer solutions on how to further reduce the CO2 footprint.

       

      Speakers

      3:30 PM

      Panel Discussion | Shake your tail feathers: Attracting a new and diverse client base

      • Understanding the reasons why inheritors of wealth will not necessarily stay loyal to their parents private banking organisation, how to gain a competitive edge for their business
      • Comprehending the need to implement financial education, sustainability and digitalisation into design of onboarding strategies for millennials
      • Determining millennials preferred forms of investment; crypto-currency to real estate

      Speakers

      3:50 PM

      Mid-Afternoon Refreshments

      SESSION FOUR: Investments and Products

      4:20 PM

      Dodging market volatility: the 2023 risk management playbook

      • Integrating real time, digital analytics into financial advisory to help empower and inform clients when deciding on their appetite for risk
      • Implementing dynamic management of portfolios whilst rolling out recalibration and review of risk models to protect your clients wealth in an uncertain economy
      • Explaining how in a tough economic, trading and lending environment, growth and acquisition opportunities may be presented to banks with strong risk management

      Speakers

      4:40 PM

      Session reserved for KA Watson Consultancy Ltd

      5 PM

      Merging investments and philanthropy for social impact

      • Donor-advised funds, helping customers to get on with the giving
      • Strategies to assess and support charities in immediate need
      • Building back better, a role for philanthropic scaffolding

      Speakers

      5:20 PM

      Panel Discussion | The age of diversification: Exploring alternative & new investments

      • Considering alternative investments such as private real estate, equity and infrastructure, as traditional asset markets continue to face challenges
      • Highlighting the potential for liquid alternatives and real assets to be prioritised in inflation-hedging strategies
      • Encouraging the adoption of standardisation in reporting for alternative investments to reduce inconsistency of data formats

      KA Watson Consultancy Ltd

      Speakers

      5:50 PM

      Conference close

      6:30 PM

      Drinks Reception

      7:30 PM

      Private Banking & Wealth Management Awards Ceremony and Dinner

      2023 Speakers

      Select a speaker to learn more

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      Shamik Dhar
      Chief Economist, BNY Mellon

      Shamik Dhar, Chief Economist, BNY Mellon Investment Management Shamik Dhar has 33 years’ experience as an economist. Starting in H.M. Treasury as an economic assistant in the mid-1980's, he moved to Oxford Economic Forecasting and then spent most of the 90's as a senior economist in the Bank of England, where he worked on the UK economic forecast in the early days of inflation targeting and on monetary policy analysis in the early days of the Monetary Policy Committee. Shamik moved to Aviva Investors (formerly Morley Fund Management) in 2000 and spent the next 14 years in the City of London, ending up as a Head of Investment Strategy.In 2014,he became Chief Economist at the Foreign and Commonwealth Office in a period of rapid geopolitical and economic change, advising ministers and senior officials on the economics of Brexit. Shamik joined BNY Mellon as Global Chief Economist in October 2018. Shamik has a degree in Philosophy, Politics and Economics from Oxford University and a Masters in Economics from Queen Mary College, University of London. He also spent a year as a visiting scholar at the University of Pennsylvania in the mid-1990’s

      Session Details:

      KEYNOTE ADDRESS: Warnings from Wall Street: Planning for turbulence in 2023

      2023-06-14, 9:00 AM

      Session Details:

      Panel Discussion | The crystal ball: what does the future hold for private banking and wealth management?

      2023-06-14, 10:40 AM

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      Per Wimmer
      CEO, Wimmer Family Office

      Per Wimmer is a global financier, entrepreneur, adventurer, pioneer, philanthropist and author.

      Per owns and runs his own investment bank, Wimmer Financial, which he founded on the 50th anniversary of Sputnik day, October 4th, 2007. He is also the Founder of WimmerSpace, through which he has three planned missions to space on three different rockets. One of these trips will be with Sir Richard Branson’s Virgin Galactic, of which Per is a Founding Astronaut.

      Prior to founding his own investment bank, Per was advising on equities at the MAN Group/Man Securities.

      Session Details:

      The seven Wimmer values, the ventures, and vision of Per Wimmer

      2023-06-14, 9:40 AM

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      Keith Wade
      Chief Economist, Schroders

      Keith Wade is Chief Economist at Schroders, based in London. He is responsible for the economics team and the house view of the world economy. Keith reports to CIO and is a Member of the Group Asset Allocation Committee. His investment career commenced when he joined Schroders in 1988 as UK economist and in 1992 he became Schroders’ senior economist responsible for international economic forecasting. Prior to joining Schroders he was a researcher at the London Business School's Centre for Economic Forecasting.

      Keith is a member of the UK Society of Investment Professionals (UKSIP) and the Society of Business Economists. He holds an Investment Management Certificate (IMC) and is a trustee and member of the investment committee for Addenbrookes hospital Trust in Cambridge. Keith is a regular contributor to the press and has co-authored a book on macro-economics for MBA students. He has an MSc and BSc in Economics from the London School of Economics.

      Session Details:

      Outlook 2023, Global economy: all eyes on inflation

      2023-06-14, 10:20 AM

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      Anita Mc Bain
      Head of EMEA ESG Research, Citi

      Anita Mc Bain joined the Corporate Finance & Stewardship team in April 2018 and assumed the title of Head of Responsible Investment & ESG in September 2018. Anita provides ESG support across equities and fixed income working very closely with the equity and credit analysts and portfolio managers on deep-dive ESG research, thematic research and ESG engagement. Anita regularly speaks at conferences on topics such as climate risk, company ESG disclosure and sustainability topics including anti-microbial resistance, commodity driven deforestation and palm oil and single-use plastic. Before joining M&G, Anita spent six years as Director Sustainability & Corporate Engagement at an impact investment fund that was focused on mitigating climate change and delivering a societal and environmental impact alongside a financial return. Prior to that, Anita was a fixed income credit analyst for various sell-side and buy-side firms.

      Session Details:

      Financing a greener planet: the ecosystem at the heart of business

      2023-06-14, 12:10 PM

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      Jan-Marc Fergg
      Global Head of ESG & Managed Solutions, HSBC

      Jan-Marc Fergg is responsible for the products distributed to clients in the bank’s Jade, Premier and Personal banking segments, as well as leading the teams working on funds and ETFs for wealth management and private banking. He is also developing the group’s ESG offering further. Before HSBC, Jan-Marc spent 20 years at UBS in a variety of senior roles.

      Session Details:

      Panel Discussion | Investing with purpose: solidifying sustainable business strategies

      2023-06-14, 12:50 PM

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      Ben Covey
      Managing Director-Head of Private Banking, Santander

      Ben Covey is Head of Private Banking at Santander and responsible for the direction and growth of the private banking proposition for Santander UK. With over 20 years’ experience in the UK wealth management industry, Ben was most recently Divisional Manager for South West and Central at Santander Private Banking, where he oversaw the development and implementation of the Private Bank’s strategy across the region, as well as the shaping of its brand and culture.

      Prior to joining Santander, Ben spent over a decade at Barclays Wealth supporting private clients, charities and pension funds. His roles included Discretionary Portfolio Manager, Private Banker and Regional Head in the South East, where he gained strong experience working across a range of investment products and banking services.

      Session Details:

      Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost effective service proposition for existing and future clients.

      2023-06-14, 2:10 PM

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      Jonathan Byrne
      CEO, Virgin Money Investments

      Jonathan Byrne is an executive with extensive experience in a variety of roles within a number of complex regulated firms holding the position of CEO of Virgin Money Investments since 2021. Prior to taking up this role Jonathan was Business Distribution Director in the Business Division of Virgin Money UK having joined Virgin Money UK in 2017. Prior to this Jonathan held senior leadership roles in HSBC UK across personal, mortgages and wealth customer segments in both strategy formulation and channel execution roles. Jonathan worked with Bank of Ireland in Dublin from 2004 to 2013 and was a member of the Irish executive leadership team from 2012.

      Session Details:

      Unlocking value in Private Banking and Wealth Management

      2023-06-14, 2:50 PM

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      Kristina Church
      Global Head of Responsible Strategy, BNY Mellon

      Kristina Church joined BNYM IM as global head of responsible strategy in 2021. She is responsible for developing and leading the execution of BNYMIM’s Responsible Investment (RI) Program, leveraging the combined expertise of 8 specialist investment firms, each with their unique approach to RI. She collaborates with the ESG leaders across the wider BNY Mellon enterprise and co-chairs the bank’s ESG Advisory Council. Previously, Kristina was head of sustainable solutions, and senior investment strategist, at Lombard Odier Investment Managers. Her research has spanned topics including climate change, decarbonisation of hard-to-abate industries, biodiversity, the circular economy, sustainable mobility, smart cities, sustainable finance regulation and stewardship.

      Kristina spent a decade at Barclays Capital, latterly leading the Industrial sustainable and thematic research team and formerly as head of European Automotive equity research. She began her career as a chartered accountant at Deloitte and later an automotive equity analyst at Citigroup.

      Kristina has an MA in Classical Languages and Literature from Oxford University,

      Session Details:

      Panel Discussion | Investing with purpose: solidifying sustainable business strategies

      2023-06-14, 12:50 PM

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      Marion Laboure
      Senior Economist at Deutsche Bank

      Marion Laboure is a Senior Economist at Deutsche Bank in London and Lecturer at Harvard University. She has extensive private sector, public policy, and monetary policy experience, including at the European Commission, the IMF, the Luxembourg Central Bank, and Barclays. She received first prize from the American Society of Actuaries, Revue Banque nominated her as a rising star in finance, she is part of the 45 standout women in fintech, and Business Insider named her a cryptocurrency mastermind. She is the author of Democratising Finance published by Harvard University Press.

      Session Details:

      Panel Discussion | Shake your tail feathers: Attracting a new and diverse client base

      2023-06-14, 3:30 PM

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      Saurav Mitra
      Director-Head of Audit, Barclays

      Session Details:

      Dodging market volatility: the 2023 risk management playbook

      2023-06-14, 4:20 PM

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      Rennie Hoare
      Partner & Head of Philanthropy, C. Hoare & Co.

      Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

      Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

      Session Details:

      Merging investments and philanthropy for social impact

      2023-06-14, 5:00 PM

      Session Details:

      Panel Discussion | The age of diversification: Exploring alternative & new investments

      2023-06-14, 5:20 PM

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      James Sellon
      Co-Founder & Managing Partner, MASECO Private Wealth

      Session Details:

      Panel Discussion | The crystal ball: what does the future hold for private banking and wealth management?

      2023-06-14, 10:40 AM

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      Antonio Curia
      Executive Director, Wimmer Family Office

      Senior investment banking professional, with a background as a legal practitioner, amassing over 16 years’ experience working with international companies in middle market M&A transactions and having extensive cross border activities between Europe and Latin America.

      Prior to joining Wimmer Family Office in
      London UK
      (2017), in charge of Private Capital Advisory, Antonio was a senior investment team member of a Private Equity Fund (Fir Capital Partners) and an IB boutique firm (G5Evercore&Sao Paulo Investments SA) based in
      Brazil
      for 9 years and began his career at and International Law Firm in
      Italy&Brazil
      . Antonio has extensive experience in Renewables, Infrastructure, Mining&Commodities, Real Estate and Consumer Goods across Europe, LatAm and Africa.

      Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy 2012, along with an executive master’s certificate from SDA Bocconi School of Management from Milan, Italy 2016 and a Bachelor degree in International Law from University of Milan, Italy 2003.

      Antonio is, from 2019, a Non-Executive Director at Academy Ambassador the School’ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.”

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      Ian Woodhouse
      Lead Wealth Management Transformation and Thought Leader, Accenture

      I’m a trusted business and technology advisor to wealth management executives helping them meet industry trends and confidently change through focused reinvention. I help firms to solve specific issues ranging from revising strategic ambition and purpose through to meeting evolving client segment expectations and needs, digitising the client & advisor experience, innovating propositions, simplifying operations, and adopting modern technology platforms. Additionally, I drive Accenture’s European wealth thought leadership content covering key trends, emerging good practices, benchmarks and author relevant surveys, blogs and articles. I also serve on the editorial advisory boards of leading wealth management specialist publications and help build future talent and capabilities through running executive awareness sessions and mentoring the next generation of diverse talent with PIMFA’s under 40 leadership committee. In recognition of outstanding contributions to the industry, I was honoured to receive the 2022 PBI (Private Banker International) London Industry Ambassador Award.  Prior to Accenture, I held senior roles with other leading firms EY, PwC, IBM and Orbium serving their global financial services clients

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      Dr Daniele Magazzeni
      PhD Managing Director, J.P. Morgan

      Dr Daniele Magazzeni is Managing Director at J.P. Morgan, where he is AI Research Director and Head of the firmwide Explainable AI Center of Excellence. Daniele is also Visiting Professor at King’s College London.

      His main research interests are in AI Planning and Machine Learning for efficient resource allocation and processes optimization, and Explainability and Fairness in AI. Daniele is the former President of the International Conference on Automated Planning and Scheduling (ICAPS), and General Chair of the ACM International Conference on AI in Finance (ICAIF).

      Session Details:

      Panel Discussion | Shake your tail feathers: Attracting a new and diverse client base

      2023-06-14, 3:30 PM

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      Dominic Tayler
      Executive Director, Quilter Cheviot

      Dominic Tayler- In 2006 Dominic left UBS to join Cheviot as one of the founding partners. He specialises in investing for private clients, offshore and charities and in particular religious orders. He also sits on the Asset Allocation and UK Equities Committees.

      He began his investment management career at Clerical Medical Investment Group in 1991, before joining Credit Suisse Asset Management in 1993, becoming an associate director in 1995. He took his team to Laing & Cruickshank Investment Management in 1999 as an investment director. Following the acquisition of Laing & Cruickshank by UBS in 2004, he was appointed executive director.

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      Narina Tailor
      Assistant Vice President & Co-Head Next Generation Initiative, Citi

      Narina Tailor and her team manage the wealth of a small subset of highly successful Entrepreneurs, Corporate Executives, Family Offices both within the UK and globally to offer trust and wealth advisory services as well as the full suite of investment products to create bespoke solutions to meet clients' needs. Additionally, Citi Private Bank's unique positioning within the broader Institutional Clients Group means we are able to connect clients to the services of our Corporate and Investment Bank through a single point of contact in the Private Bank.

      As Co-Head of the NextGen Initiative within Citi Private Bank EMEA, we organise inspiring events for Next Generation and Millennial entrepreneurs and professionals to network and hear from inspiring thought-leaders. The network also holds a number of personal development initiatives to promote and up-skill Citi Private Bank's Junior Talent.

      Session Details:

      Panel Discussion | Shake your tail feathers: Attracting a new and diverse client base

      2023-06-14, 3:30 PM

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      Tamara Kostova
      CEO, Velexa

      As CEO of WealthTech company Velexa, Tamara Kostova works with financial and non-financial institutions on maximizing their growth opportunities through forward-thinking, customised and embedded investing services. She is a passionate advocate for the modernisation of the financial services industry, offering personalised, services with clients’ needs at the forefront. She has spent over 20 years driving client and partner strategies in top-tier financial technology companies and banks including DXC Technology, Deutsche Bank, UBS, and Thomson Reuters.

      Session Details:

      Panel Discussion | The crystal ball: what does the future hold for private banking and wealth management?

      2023-06-14, 10:40 AM

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      Marc Mettler
      Board Member and Managing Partner Business Development, 3rd-eyes analytics

      Marc is a Board Member and Managing Partner Business Development at 3rd-eyes analytics since November 2017. He has more than 20 years of experience in the transformation of the wealth management industry, first as a consultant and later as a banker.

      His business focus has always been on the revenue side, for example re-designing the whole offering landscape including pricing structures of Julius Baer, as well as on the re-design of advisory processes. He has project experience across Europe, Great Britain, Hong Kong and Singapore.

      Session Details:

      The Implications of Climate Change on Wealth Management

      2023-06-14, 3:10 PM

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      Alberto Turra
      Head of Sales, Leonteq

      Alberto has worked at the forefront of the structured products industry since 2009, starting his career at large international banks. In 2012 he joined Leonteq Securities in London, spearheading the firm distribution efforts in Russia and CEE while rising to the rank of Managing Director. In 2021 he was appointed Head of Sales London. He manages a team of 10 people whose mandates span from UK / Ireland to South Africa.

      Session Details:

      LynQs: Your one-stop-shop for structured products

      2023-06-14, 12:30 PM

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      Plan Your Visit

      Venue

      The Waldorf Hilton, London

      Aldwych London, WC2B 4DD, United Kingdom

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      Awards

      Nomination are open for the Private Banking & Wealth Management London Awards 2023!

      The categories for the Private Banking & Wealth Management London Awards 2023 have been released. The 2023 awards will aim to recognise and celebrate the efforts and achievements of leading private banks. The winners will be announced at a glamorous awards ceremony, which will conclude the conference.

      Nominations are now open – deadline for entries is 5pm GMT on 12th April 2023.

      AWARD CATEGORIES

      • Outstanding Private Bank – UK – Domestic Clients

        Celebrating the best UK-based private banks that service high net worth individuals within the UK. Criteria can be that year’s (2022) performance, products and services that differentiate within the sector and the region, number of clients, staff retention rate, new initiatives over the next year, etc.

      • Outstanding Private Bank – UK – International Clients

        Highlighting British banks that serve international clients, whether they live abroad or are ex-pats living within the UK now. Criteria can be that year’s (2022) performance, products and services that differentiate within the sector and the region, number of international clients, number of segments serviced, staff retention rate, new initiatives over the next year, etc.

      • Outstanding Private Bank – Western European region

        Outstanding private bank in Western Europe that deals with wealthy clients in that region. Criteria can be that year’s (2022) performance, products and services that differentiate within the sector and the region, number of clients, etc.

      • Outstanding Private Banking Client Engagement

        This award would go to the private bank that has gone above and beyond in engaging its clients, particularly after the Covid-19 pandemic. Evidence could be performance record in service, customer engagement statistics, use of technology and social media, initiatives undertaken over the past year, etc.

      • 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 office technology offerings. Please describe your middle office technology platform, how it differs, and how it excels.

      • 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 back-office technology offerings. Please describe your back-office technology platform, how it differs, and how it excels.

      • Outstanding Digital Solutions Provider (vendor)

        Highlighting a company that utilises digital potential to the max and contribution to efficiency and customer-centricity through this. Please describe your digital front-end product or service and how it aids the market, how it differentiates from other offerings, and reaction/feedback to said product from firms and clients.

      • 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. Explain how your firm is enticing the next generation of high-net worth individuals and which products, services, initiatives and methods of engagement are bringing in this new segment. Numbers could include new clients in the past 12 months and their segmentation.

      • Outstanding Private Bank for UHNW Clients

        This firm should extend and adapt its services and products for the ultra-wealthy successfully, satisfying their particular needs. Please describe how the firm suits the UNHW segment and how many within that segment you serve.

      • Outstanding Private Bank for Philanthropy Proposition

        Highlighting a private bank that is making a real contribution to their clients’ philanthropic lives by enabling different ways of giving and establishing best practice. This can include describing the philanthropic services your firm offers, how it differs from competitors/peers in the market, and how you hope to develop this in the next twelve months.

      • Outstanding Private Bank for Sustainable and Ethical Investment

        ESG is a big theme in private banking and this award should highlight a firm that puts ESG at the front of everything it does. Evidence could be the number of clients involved in ESG products and initiatives, ratio of investments that are ESG-certified, how ethical values are implemented through the company, how this is shown with clients, and how returns look with ESG-compliant investments.

      • Outstanding Private Bank for Diversity and Inclusion

        Celebrating the best among the private banks that are successfully embracing diversity and inclusion in the firm. The winner will have, with its DEI initiative, made a significant contribution towards raising the bar on selection and hiring based on principles of diversity (cosmopolitan backgrounds, mix of skill sets), equity (equality of pay and promotions), inclusion (equal access to corporate review and training).

      • Industry Ambassador

        This award, specially chosen by editorial and the judging panel, gives the spotlight to a member of the private banking sector that has been exceptional over the past year. This winner will have made a significant contribution to the industry over the past twelve months or raised standards within the sector.

      Enquiry

      Contact Us

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      Director of Events

      +44 (0) 20 7936 6512

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      Kim Palfrey

      Head of Production

      +44 207661 552

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      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 (0) 20 7661 0552