Digital Integration in Wealth Management 2021

3 - 4

March

2021
  • Virtual Event: 8 AM GMT
  • Free
  • Why attend?
  • Agenda
  • Speakers
  • Sponsors
  • Contact Us

Why attend?

A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES RIGHT AT A TAP OR CLICK OF A BUTTON

This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking. Simply register, login on the day and get ready to connect and learn. With the right network at your fingertips, learning and connecting have never been so easy.

Video

💻 Hear from industry leading headline speakers with live keynote addresses 💡 Deep dive into key issues by joining one of several expert-led roundtables 👩‍💻 One-to-one & group video chat with each solution provider 🤝 Chat & network with anyone on the platform 📊 Take part in our interactive polls 👥 Join live panel debates and discussions 📄 Download resources from solution providers

Agenda

  • 3 Mar 2021
  • 4 Mar 2021
Expand All

Streams

Stream one

Front end, client-facing technology

Stream two

Digital integration and process optimisation

8 AM

Registration

8:50 AM

Chair’s welcome address

Speakers

9 AM

Keynote address Incorporating large scale, next-generation digital Innovation in wealth management

  • Sharing experience from across the financial services and insight on creating a successful digital strategy for private clients
  • Offering expert advice on scaling up organizational agility across different geographies with digital innovation
  • Hear case study examples of incorporating performance drivers and digital trends into transformation projects to accelerate operational delivery in wealth management
  • Highlighting key technology shaping the future of private banking including robo-advice and Artificial Intelligence

Speakers

9:30 AM

Efficient Integration of ESG into the advisory and portfolio management process

  • Introducing a regulatory and market overview of ESG and looking at the integration of sustainability in the advisory process
  • Focusing on regulatory compliance (MiFID II, FinSA, TCFD and indirectly with SFDR) and incorporating sustainable investment strategies in the offering process
  • Emphasizing why the identification, quantification and management of sustainability risks is a key element of the whole sustainable finance regulations
  • ESG Portfolio Optimization - the preference driven optimization goes along the optimization of risk/return by reduction of sustainability risk and maximization of clients’ ESG preferences
  • Revealing technology that considers transaction costs to make a the optimization process as resilient and stable as possible

Speakers

10 AM

Capitalising on a thematic investing approach to align with client’s values

  • Presenting how to build propositions that draw on hot investment trends and align with client’s values
  • Laying out the model for a thematic investing strategy by focusing on regional trends across client segments understand which areas are growing and what the client needs are
  • Identifying megatrends in the investment world such as ESG and impact investing, longevity, and emerging technology
  • Highlighting ways to bring thematic investing messages to life through digital channels to keep the client up-to-date on the investment landscape

Speakers

10:30 AM

Reimagining the wealth client journey through your one-stop digital channel

  • Explore the rise of the digital landscape and its effects on the evolving customer experience in wealth management
  • Understand changing customer expectations due to new delivery models for service through mobile
  • Deliver convenient, persistent service by leveraging your own branded one-stop digital channel
  • Build a digital resilience strategy for your organization and redefine your brand through valuable digital real estate

Speakers

11 AM

Networking break – visit exhibition hall

11:10 AM

Panel discussion: Moving forward to the new age of client engagement

  • Identifying key areas to build gaps in the relationship between the wealth manager and the client through personal and digital means
  • Brainstorming the core areas to improve on to deliver a full wealth management package in a digital, post-Covid world
  • Modern life: looking at the role of virtual client relations and smartphone mobile banking applications
  • Exploring open banking platforms and other technology to connect the client’s financial accounts digitally

Speakers

11:40 AM

How does cost-efficient, goal based planning enhance client engagement?

  • Discover how to increase client engagement by focusing on the client’s personal goals, while complying with regulations
  • Boost your client engagement through monitoring your clients’ goals and automated advice
  • How do you become THE wealth coach for your clients?

Speakers

12:10 PM

Generational difference: tailoring client engagement to different age groups’ needs

  • Answering the age-old question: does the older generation of private clients see the value in remote, digital wealth management services?
  • Presenting why there is a digital strategy to suit clients of all ages; the trick is tailor it to their communication preferences
  • Exploring which styles of relationship management work well for clients of an older generation and what works well for millennials
  • Proposing a few key trends when digitally engaging with different client segments and how they respond to various channels

Speakers

12:40 PM

Pinpointing what a true ‘Personalised Client Experience’ really means

  • Presenting an in-depth view of personalised client experience for a successful wealth management practice
  • Offering key insight on how to retain bespoke quality in service when using engaging in digital channels
  • Attention to detail: what really makes a client tick? How much personal attention do wealth managers need to give, and how can they effectively digitally capture a client’s attention?
  • Not a one-size-fits all approach: emphasising the importance of tailoring to individual client needs and considering all factors of a client’s wealth status

Speakers

1:10 PM

Networking break – visit exhibition hall

1:20 PM

Panel discussion: Teaming robo-advisors with wealth managers – a recipe for success?

  • Where are we now? Looking at the rise and fall of robo-advisory tools and what the future holds for smart advisors
  • Debating whether the industry should treat robo-advisory technology as a tool to compliment the role of the wealth manager as opposed to an autonomous client advisor
  • A hybrid model: making a case for putting robo-advisors in the hands of wealth managers rather than clients directly
  • The ultimate partnership - discussing whether wealth managers can benefit from robo-advice to make key investment decisions

Speakers

1:50 PM

How can wealth managers convert interactions into client engagement to drive real value in the relationship?

  • Learn how the pandemic has changed the way wealth managers are interacting with clients and how relationship managers can extract meaningful data from client interactions
  • Discover what digital strategy wealth managers should adopt to reach the next generation of investors
  • Explore how wealth managers can up the ante in nurturing trusted client relationships and deliver impressive client service, from the very first engagement
  • Unpack the future balance between human and machine interactions

Speakers

2:20 PM

Creating transparency for the client’s investment journey with digital channels

  • Exploring new models for communication with private clients to better educate them on the investment landscape
  • Uncovering how digital engagement can enable private clients to make responsible and sustainable investments
  • Making a case for pushing for a level of client autonomy over their portfolio ensure their investment goals are met
  • Highlighting the key communication channels to engage client such as podcasts, webinars, and innovative campaign

Speakers

2:50 PM

Digitising Wealth Management for tangible client and shareholder value

  • Presenting a real business case to see how to become a leading digitally enabled wealth manager
  • Managing the entire customer lifecycle from prospecting through onboarding
  • Enabling an opti-channel user experience
  • Making the transition to digital precedence and going paperless
  • Benefitting from a hyper-personalised wealth management system

Speakers

3:20 PM

Networking break – visit exhibition hall

3:30 PM

Debate: Is it always ethical to use Big Data to profile clients?

  • Discussing how wealth managers can unlock the use of data analytics, Artificial Intelligence, and deep learning to make informed decisions about their client services
  • Asking where the boundaries are between creating a tailored wealth management offering and potentially stereotyping or broaching data privacy ethics
  • Sharing a case study on using technology to profile clients, manage risk, and create a bespoke client experience
  • Have wealth managers taken advantage of the client data out there or is the industry hesitant to take advantage of this?

Speakers

4 PM

Digital assets, FinTech, and transformation: unpacking the digital era of wealth

  • Hear key insight on everything digital in the wealth and investment space; from digitalising the business to digital asset management
  • The investment landscape after Covid-19: where do the gaps lie, and what does this mean for portfolio managers?
  • Adding digital assets to the product offer - what are the infrastructure hurdles, how mature is the opportunity ?
  • Can Wealth management be built and delivered on a blockchain
  • Laying out the model for FinTech 2.0 ecosystem and how banks and challenger banks fit in

Speakers

4:30 PM

End of Day One

11:10 AM

Driving digital transformation with Digital Empathy and Behavioural Science

  • Explore how implementing InvestCloud’s principles of design, digital empathy and behavioral science enables key business outcomes
  • Learn how to create ’sticky’ digital experiences to drive loyalty, engagement and profitability
  • Learn how to incorporate these elements into your digital platform to compete effectively

Speakers

11:40 AM

Unlocking the value of Client Reporting

  • Presenting the challenges we see within the market around client reporting and the impact this has on client experience
  • Sharing industry research insights on the utilisation of client reporting as a regulatory burden or engagement tool
  • Highlighting the shift in focus within the market 2021
  • Exploring a delivery toolbox to support unlocking the value of digital client reporting

Speakers

12:10 PM

Seamless, paperless: revolutionising wealth management for a one-stop-shop, end-to-end service

  • Hear a case study on implementing a successful paperless front and back-end setup with virtualised desktop pre-pandemic
  • Sharing insight on delivering efficient, client-centric, digital client reporting and evaluations for the high-net worth segment
  • Taking the multi-phase approach for delivering a premium client portal with core offerings and more
  • Looking ahead at the next level of wealth management leveraging open banking architecture and hybrid service models

Speakers

12:40 PM

Exploring two sides of the Artificial Intelligence coin

  • Delving into the concept of explainable AI as a tool to use existing data to make informed choices
  • Outlining two key ways to take advantage of Ai: enabling purely digital journeys versus creating an efficiency aid tool for wealth managers to generate advice
  • Providing real-life examples of how AI can be used to help wealth managers automate complicated advice decisions such as in the context of pension arrangements or tax planning
  • Making a case for financial advice technology that offers both the all-digital model and hybrid remote journey with human autonomy

Speakers

1:10 PM

Networking break – visit exhibition hall

1:20 PM

Communications trends shaping the wealth management client experience

  • Exploring how clients’ channel preferences are changing and how to structure communications to cater to the wide range of preferences
  • Rethinking wealth management communications as part of a broader two-way conversation with clients
  • Laying out how to identify and remove friction across the client experience and balance personalisation and scale in the digital age
  • Presenting how integrating disparate CX systems can lead to a deeper understanding of your clients

Speakers

1:50 PM

Cash flow planning as a holistic approach to wealth management with technology

  • Showcasing innovative technology solutions that can support wealth firms’ brand/proposition
  • How to move away from tax biased optimisation to holistic decision making also including a broad range of asset classes
  • Outlining key tools and processes to streamline business operations including cash flow integration and daily monitoring of likelihood KPI’s and necessary actions
  • Presenting a series of ’what if’ scenarios and how to navigate them

Speakers

Streams

Stream one

Front end, client-facing technology

Stream two

Digital integration and process optimisation

8 AM

Registration

8:40 AM

Chair’s welcome address

Speakers

9 AM

Keynote address – The Bigger Picture: Mapping digital trends in wealth management

  • Analysing how Covid-19 and other disruptors have accelerated digital transformation of the wealth management and private banking industry
  • Highlighting current talking points in the industry such as robo-advice and emerging technologies
  • Identifying major themes shaping the personalised digital client experience from multi-channel communications to next-generation values
  • Projecting key trends of the future and where digital strategy in wealth management is headed

Speakers

9:30 AM

Leveraging AI for prospecting, client monitoring and thematic investing

  • How a new generation of AI tools enable asset and wealth managers to support digital investment, advisory and relationship management processes with consistent data and AI
  • Excel in thematic investing and customer experience with transparent strategies combining quantitative and qualitative insights
  • Identify events and assess portfolio exposure to strengthen client relationships and win new business
  • Create a consistent semantic data lake with a business graph enriching internal and external data with real-time signals

Speakers

10 AM

The rise of ESG: An emerging market for next-generation clients

  • Setting the scene for the rise in ESG and impact investing amongst clients, from high net-worth individuals to mass affluent
  • Presenting what ESG investments actually are, how to identify them, and why they are an essential part of any client portfolio to meet next-generation ethical values
  • Breaking down the challenge with determining ESG criteria - how can digital innovation enable wealth and investment professionals to better assess these investments?
  • Explaining why ESG metrics go beyond profitability and why data analysis and technology may be needed to automate decision making

Speakers

10:30 AM

Networking break – visit exhibition hall

10:40 AM

Customising wealth management services for UHNWI and families

  • Setting the scene for engaging with private client families and creating a bespoke wealth management service
  • Discussing what kind of digital strategy works for a family office, and how the shift to work-from-home and remote client relations affected the business
  • Revealing key ways to create a customised service for UHNWI or other client types
  • Hear a case study on using macroeconomic research to help advise clients on how to invest their wealth

Speakers

11:10 AM

Nailing the multi-channel approach for engaging client campaigns

  • Unpacking the various digital tools out there for engaging communications campaigns such as videos, webinars, animations, and bespoke website areas
  • Sharing insight on how to target client groups with different media that fits into their lifestyle
  • Providing tips on keeping the bespoke personal touch when delivering a mass-scale campaign
  • Hear a case study on providing adequate support to manage enquiries at the peak of the Covid-19 pandemic

Speakers

11:40 AM

How are your clients’ needs changing?

  • Refinitiv recently surveyed 1,030 self-directed and advised mass affluent investors, located in nine global financial centers: Australia, Canada, China, Hong Kong, Japan, Singapore, Switzerland, the UK and U.S.
  • Discover how investors’ trading activities, data needs and digital expectations are likely to evolve in the future
  • Uncovering which factors make investments more attractive, and which sectors investors feel represent the biggest opportunities and threats for their portfolios

Speakers

12:10 PM

Networking break – visit exhibition hall

12:20 PM

Navigating complex areas of wealth planning with digitalisation

  • Exploring the benefits to customers and to business of the effective use of digital tools throughout the customer journey
  • Placing people and technology at the heart of the customer experience to provide confidence to the consumer, increase accuracy of advice and communicating in plain, jargon free and understandable language
  • Presenting ideas on how to optimise a client’s digital experience to build a stronger relationship, improve data security and increase productivity
  • Making a case for the digitalisation of client reporting to deliver holistic financial planning services in an optimal manner; reducing data risk, improving corporate governance and improving market integrity through enhanced customer engagement

Speakers

12:50 PM

The Future Outlook: Bracing for a multi-year inflationary upwave

  • Drawing attention to the end of the 20 year deflationary downwave and the start of the new multi-year inflationary upwave
  • Breaking down what 2021 and beyond holds for wealth and investment management
  • Hear expert insight on emerging market trends, and the threat of inflation - how to stay ahead of the game?
  • Projecting the Impact on high net worth and ultra-high net worth client portfolios

Speakers

1:20 PM

Close of conference

10:40 AM

Smart View – a tool for wealth managers powered by data and analytics

  • Creating seamless front to back-end operations with automated, AI-driven knowledge graph technology
  • Discover how wealth managers can use machine-learning algorithms to filter client data with sophisticated search criteria to streamline daily processes
  • Uncovering integrated features available such as newsfeed and automated notifications to make portfolio and relationship management easier
  • How much of the wealth management role can be automated? Does the technology need to advance further, or will some elements, such as onboarding always require the human touch?

Speakers

11:10 AM

Digital transformation and change: reinventing front and back office operations

  • Presenting strategies for successfully dealing with transformation and change in wealth management
  • Sharing first-hand experience of implementing operational efficiency plans based on process improvement and technology
  • Hear case study examples of improving client onboarding through integration of CRM and back-office systems and automation technology
  • Enhancing communication between investment managers and clients with web portals and other initiatives

Speakers

11:40 AM

Delving into the realities of Russian tax and estate planning for private clients

  • Introducing the profile and needs of a Russian private client
  • Outlining the main threats to Russian UHNW and HHW clientele’s wealth
  • Presenting typical challenges that resident and non-resident clients in Russia face with preserving their wealth with regards to tax, inheritance, and migration
  • Identifying key areas of Russian and international wealth management that are particularly burdensome and could be streamlined with digitalization

Speakers

12:10 PM

Networking break – visit exhibition hall

Speakers

Select a speaker to learn more

Back
REX KUARAN
Head Of WealthTech For UKI, Refinitiv, An LSEG Business

Session Details:

How are your clients’ needs changing?

2021-03-04, 11:40 AM

View In Agenda
Next speaker
Back
WILLIAM FERRAND
Global Business Development Director, Refinitiv, An LSEG Business

Session Details:

How are your clients’ needs changing?

2021-03-04, 11:40 AM

View In Agenda
Next speaker
Back
ALEXANDER STUMPFEGGER
Chief Sales Officer, CID

Session Details:

Leveraging AI for prospecting, client monitoring and thematic investing

2021-03-04, 9:30 AM

View In Agenda
Next speaker
Back
MIKKO HIETANEN
Chief Revenue Officer, DreamQuark

Session Details:

Debate: Is it always ethical to use Big Data to profile clients?

2021-03-03, 3:30 PM

View In Agenda
Next speaker
Back
DAVID WILSON
Director Of Sales, Objectway

Session Details:

Digitising Wealth Management for tangible client and shareholder value

2021-03-03, 2:50 PM

View In Agenda
Next speaker
Back
ANTONY BREAM
MD, UK And Americas, Wealth Dynamix

Session Details:

How can wealth managers convert interactions into client engagement to drive real value in the relationship?

2021-03-03, 1:50 PM

View In Agenda
Next speaker
Back
JENNA CUMMING
Global Product Manager, Computershare

Session Details:

Unlocking the value of Client Reporting

2021-03-03, 11:40 AM

View In Agenda
Next speaker
Back
DAVID PARRY
Solutions And Client Services Director, Computershare

Session Details:

Unlocking the value of Client Reporting

2021-03-03, 11:40 AM

View In Agenda
Next speaker
Back
Ronald Janssen
Managing Director Goal Based Planning, Ortec Finance

Ronald joined Ortec Finance in 2002 to further realize his vision on goal-based planning. This resulted in Ortec Finance’s Goal based Planning product, OPAL. As managing director, Ronald is responsible for this solution and the further development of goal-based planning for the international wealth market. Ronald Janssen studied Econometrics at Erasmus University in Rotterdam. After graduation, he worked as a financial planner for private clients in the high net worth segment. During this period, he designed and developed goal-based planning software.
Besides his work at Ortec Finance Mr. Janssen lectures at the Erasmus University. In addition, he has written several articles for professional journals such as The Journal of Wealth Management and Fonds.nl.

Session Details:

How does cost-efficient, goal based planning enhance client engagement?

2021-03-03, 11:40 AM

View In Agenda
Next speaker
Back
YAELA SHAMBERG
Chief Product Officer, InvestCloud

Session Details:

Driving digital transformation with Digital Empathy and Behavioural Science

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
KIM WOODHALL
Product Lead In Wealth, CREALOGIX

Session Details:

Panel discussion: Moving forward to the new age of client engagement

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
NIKHITA IYAR
Head Of Strategic Business Development, Moxtra

Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtra’s Customer Collaboration Platform powers your OneStop Digital Channel, in every customer's pockets. Your Moxtra-powered private digital channel provides a one-stop experience for your customers to reach into your organization and get a premier service experience, anytime, anywhere. Moxtra enables organizations to manage continuous connections with clients and teams through their own one-stop portal experience, under their brand, making it easy and convenient for customers to do business with the organization in one-stop. Nikhita works with businesses across verticals to help organizations deliver a premier service experience to their customers through their own private digital channels. Being a key team member at Moxtra, Nikhita has helped the company grow its business over the course of Moxtra’s journey in private banking, wealth management, corporate banking, family offices, lending, insurance, and more. Nikhita has worked closely with several of the world's leading financial institutions, such as MUFG and Van Lanschot, to help them power their own interactive, digital customer engagement strategy.

Session Details:

Reimagining the wealth client journey through your one-stop digital channel

2021-03-03, 10:30 AM

View In Agenda
Next speaker
Back
MICHAEL TASCHNER
Head Of Sustainable Finance And Wealth Management, Member Of The Executive Board, SwissQuant Group AG

Passionate, motivated and business driven expert and leader with over 12 years of experience in the areas of Sustainable Finance and Risk Management as well as in the implementation of national and international regulatory frameworks for banks, asset manager and insurance companies. Specialized in the definition and implementation of strategic solutions with a deep technical know-how in predominant regulatory frameworks. Strong IT knowledge with a focus on Private Banking solutions, Quantitative Risk Management and Asset Management technologies. Proven track record in the leadership and management of large teams with excellent portfolio and profitability output by combining all interdisciplinary dimensions of experience and market knowledge, technical expertise as well as IT expertise.

Session Details:

Efficient Integration of ESG into the advisory and portfolio management process

2021-03-03, 9:30 AM

View In Agenda
Next speaker
Back
STELLA OKUZU
Head, Personal & Business Banking And Head, Marketing, FCMB Bank (UK) Limited

Session Details:

Panel discussion: Moving forward to the new age of client engagement

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
SERGEY GERASIMOV
Managing Partner, ALTHAUS Private Tax

Session Details:

Delving into the realities of Russian tax and estate planning for private clients

2021-03-04, 11:40 AM

View In Agenda
Next speaker
Back
NEAL KEENE
Field CTO, Smart Communications

Neal is the field CTO at Smart Communications, focused on helping organizations reimagine and transform their customer experience. Neal has more than 25 years of experience helping businesses – especially those in insurance and financial services – to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations.

Session Details:

Communications trends shaping the wealth management client experience

2021-03-03, 1:20 PM

View In Agenda
Next speaker
Back
MARIO ALVES
Head Of Sales And Partner Management, Aixigo

Mario Alves is a proven expert in retail and private banking, with a special focus on investment and advisory in MiFID related markets and products. His expertise combines frontline experiences as advisor and manager within several financial service institutions, as well as in-depth strategical and technological understanding gained as consultant and leader in advisory and software companies. He has a ‘crush’ on needs-oriented sales and believes that Digital Wealth Management will become the new market standard. Building bridges between technology, business and people represents his passion. Mario has been working with aixigo since 2012 and his focus is to accompany customers and partners in utilizing digitalisation within the investment business across all channels.

Session Details:

Cash flow planning as a holistic approach to wealth management with technology

2021-03-03, 1:50 PM

Session Details:

Panel discussion: Teaming robo-advisors with wealth managers – a recipe for success?

2021-03-03, 1:20 PM

View In Agenda
Next speaker
Back
Patrick Thomas
Investment Director, Canaccord Genuity Wealth Management

Session Details:

The rise of ESG: An emerging market for next-generation clients

2021-03-04, 10:00 AM

View In Agenda
Next speaker
Back
MINDY KALINOWSKI EARLEY
Chief Learning Officer, Family Office Exchange

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program, cochairs the Family Learning and Experience Council and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents. Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI with her husband, daughter and mini Bernedoodle.

Session Details:

Generational difference: tailoring client engagement to different age groups’ needs

2021-03-03, 12:10 PM

View In Agenda
Next speaker
Back
Sergel Woldemichael
Senior Wealth Management Analyst, GlobalData

Session Details:

Keynote address – The Bigger Picture: Mapping digital trends in wealth management

2021-03-04, 9:00 AM

View In Agenda
Next speaker
Back
STÉPHANE GOMIS
Wealth Management Solutions Lead, Digital & Innovation, ESG, Société Générale

Session Details:

Keynote address Incorporating large scale, next-generation digital Innovation in wealth management

2021-03-03, 9:00 AM

View In Agenda
Next speaker
Back
Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP

Session Details:

Digital assets, FinTech, and transformation: unpacking the digital era of wealth

2021-03-03, 4:00 PM

View In Agenda
Next speaker
Back
DEAN MULLALY
Managing Director - IFA, UK, And International, Mark Dean Wealth Management

Session Details:

Panel discussion: Teaming robo-advisors with wealth managers – a recipe for success?

2021-03-03, 1:20 PM

View In Agenda
Next speaker
Back
JULIEN MENAGER
Head Of Projects, JM Finn & Co

Session Details:

Digital transformation and change: reinventing front and back office operations

2021-03-04, 11:10 AM

View In Agenda
Next speaker
Back
GRAEME SMILLIE
Associate Director - Head Of Creative Services, Smith & Williamson

Session Details:

Nailing the multi-channel approach for engaging client campaigns

2021-03-04, 11:10 AM

View In Agenda
Next speaker
Back
ERIC MOE
Partner, Chief Operating Officer, Whitefoord

Session Details:

Seamless, paperless: revolutionising wealth management for a one-stop-shop, end-to-end service

2021-03-03, 12:10 PM

Session Details:

Panel discussion: Moving forward to the new age of client engagement

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
TONY VAIL
Chief Innovation Officer, Wealth Wizards

Session Details:

Exploring two sides of the Artificial Intelligence coin

2021-03-03, 12:40 PM

View In Agenda
Next speaker
Back
IAN WILLIAMS
Chairman & CEO, Charteris Treasury Portfolio Managers

Session Details:

The Future Outlook: Bracing for a multi-year inflationary upwave

2021-03-04, 12:50 PM

View In Agenda
Next speaker
Back
MATT HALL
Head Of Digital Experience And Design, St. James' Place Wealth Management

Session Details:

Panel discussion: Moving forward to the new age of client engagement

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
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.”

Session Details:

Customising wealth management services for UHNWI and families

2021-03-04, 10:40 AM

Session Details:

Panel discussion: Moving forward to the new age of client engagement

2021-03-03, 11:10 AM

View In Agenda
Next speaker
Back
ALEX SPRECKLEY
Head Of Wealth Management, Handelsbanken
Next speaker
Back
SUSANNA KWOK
Head Of Digital Product Analytics, HSBC

Session Details:

Smart View – a tool for wealth managers powered by data and analytics

2021-03-04, 10:40 AM

View In Agenda
Next speaker
Back
ALEX SWAIN
Head Of Brand And Creative - International Private Bank, Deutsche Bank

Session Details:

Navigating complex areas of wealth planning with digitalisation

2021-03-04, 12:20 PM

View In Agenda
Next speaker
Back
JIAHAO SUN
Associate Director Artificial Intelligence, RBC

Session Details:

Debate: Is it always ethical to use Big Data to profile clients?

2021-03-03, 3:30 PM

View In Agenda
Next speaker
Back
JENNY DAVIDSON
Global Head Of Integrated Wealth Solutions, Aberdeen Standard Investments

Session Details:

Creating transparency for the client’s investment journey with digital channels

2021-03-03, 2:20 PM

View In Agenda
Next speaker
Back
NOÉMIE ELLEZAM
Head Of Digital Business Transformation - Group Innovation Division, Société Générale

Session Details:

Keynote address Incorporating large scale, next-generation digital Innovation in wealth management

2021-03-03, 9:00 AM

View In Agenda
Next speaker
Back
LAWRENCE JORDAN
Senior Director Of Wealth Management A.I- Applied Analytics And Innovation, RBC Wealth Management

Session Details:

Debate: Is it always ethical to use Big Data to profile clients?

2021-03-03, 3:30 PM

View In Agenda
Next speaker
Back
KALLE ANTTILA
Head Of Investment Advisory, Private Wealth Management, Danske Bank

Session Details:

Panel discussion: Teaming robo-advisors with wealth managers – a recipe for success?

2021-03-03, 1:20 PM

View In Agenda
Next speaker
Back
ZOE ROBSON
Global Head Of Innovation, Architas

Session Details:

Capitalising on a thematic investing approach to align with client’s values

2021-03-03, 10:00 AM

View In Agenda
Next speaker
Back
OXANA BELOUSOVA
Managing Director, Plurimi Wealth

Session Details:

Pinpointing what a true ‘Personalised Client Experience’ really means

2021-03-03, 12:40 PM

View In Agenda
Next speaker
Back
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.

Session Details:

Chair’s welcome address

2021-03-04, 8:40 AM

Session Details:

Chair’s welcome address

2021-03-03, 8:50 AM

View In Agenda
Next speaker

Sponsors

Select a sponsor to learn more

HEADLINE SPONSOR

Diamond Sponsors

Platinum Sponsors

GOLD SPONSORS

Silver Sponsors

Enquiry

Contact Us

SPONSORSHIP ENQUIRIES

Ben Lloyd-Davies

Head of Sponsorship Sales – Financial Services

+44 (0) 207 936 6552

SPEAKING OPPORTUNITIES

Amy Malkani

Conference Producer

+44 (0) 20 7947 2988