Digital Integration in Wealth Management 2021

3 - 4

March

2021
  • Virtual Event: 8 AM GMT
  • Free
  • Why attend?
  • Agenda
  • Speakers
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Featured Speakers

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YAELA SHAMBERG​

Chief Product Officer, InvestCloud

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SERGEY GERASIMOV​

Managing Partner, ALTHAUS Private Tax

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MATT HALL​

Head Of Digital Experience And Design, St. James' Place Wealth Management

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    Why attend?

    DIGITAL INTEGRATION IN WEALTH MANAGEMENT 2021

    Arena International is thrilled to announce that the Digital Integration in Wealth Management is returning as a Virtual Event, 3rd-4th March 2021.

    Operating within an increasingly digital landscape and cross generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments; to clarify where to strike that balance between a digital and fiscal offering.

    This conference offers a strong focus on digital tools and process that can be implemented to meet cross generational needs, tailored to the nature of your firm and clientele. Drawing on the expertise of industry leaders including representatives from top wealth management and private banks across Europe.

    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.

    TESTIMONIALS

    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

    Bartosz Golba
    Research Director, Financial Services, GlobalData

    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

    NOÉMIE ELLEZAM
    Head Of Digital Business Transformation - Group Innovation Division, Société Générale

    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

    MICHAEL TASCHNER
    Head Of Sustainable Finance And Wealth Management, Member Of The Executive Board, SwissQuant Group AG

    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

    NIKHITA IYAR
    Head Of Strategic Business Development, Moxtra

    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

    KIM WOODHALL
    Product Lead In Wealth, CREALOGIX
    STELLA OKUZU
    Head, Personal & Business Banking And Head, Marketing, FCMB Bank (UK) Limited
    ERIC MOE
    Partner, Chief Operating Officer, Whitefoord
    MATT HALL
    Head Of Digital Experience And Design, St. James' Place Wealth Management
    Antonio Curia
    Executive Director, Wimmer Family Office

    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

    Ronald Janssen
    Managing Director Goal Based Planning, Ortec Finance

    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

    MINDY KALINOWSKI EARLEY
    Chief Learning Officer, Family Office Exchange

    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

    OXANA BELOUSOVA
    Managing Director, Plurimi Wealth

    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

    MARIO ALVES
    Head Of Sales And Partner Management, Aixigo
    DEAN MULLALY
    Managing Director - IFA, UK, And International, Mark Dean Wealth Management
    KALLE ANTTILA
    Head Of Investment Advisory, Private Wealth Management, Danske Bank

    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

    ANTONY BREAM
    MD, UK And Americas, Wealth Dynamix

    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

    JENNY DAVIDSON
    Global Head Of Integrated Wealth Solutions, Aberdeen Standard Investments

    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

    DAVID WILSON
    Director Of Sales, Objectway

    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

    MIKKO HIETANEN
    Chief Revenue Officer, DreamQuark
    JIAHAO SUN
    Associate Director Artificial Intelligence, RBC
    LAWRENCE JORDAN
    Senior Director Of Wealth Management A.I- Applied Analytics And Innovation, RBC Wealth Management

    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

    Jean-Marc Bonnefous
    Managing Partner, Tellurian Capital Management LLP

    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

    YAELA SHAMBERG
    Chief Product Officer, InvestCloud

    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

    JENNA CUMMING
    Global Product Manager, Computershare
    DAVID PARRY
    Solutions And Client Services Director, Computershare

    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

    ERIC MOE
    Partner, Chief Operating Officer, Whitefoord

    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

    TONY VAIL
    Chief Innovation Officer, Wealth Wizards

    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

    NEAL KEENE
    Field CTO, Smart Communications

    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

    MARIO ALVES
    Head Of Sales And Partner Management, Aixigo

    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

    Bartosz Golba
    Research Director, Financial Services, GlobalData

    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

    Sergel Woldemichael
    Senior Wealth Management Analyst, GlobalData

    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

    Alexander Stumpfegger
    Chief Sales Officer, CID

    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

    Antonio Curia
    Executive Director, Wimmer Family Office

    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

    GRAEME SMILLIE
    Associate Director - Head Of Creative Services, Smith & Williamson

    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

    REX KUARAN
    Head Of WealthTech For UKI, Refinitiv, An LSEG Business
    WILLIAM FERRAND
    Global Business Development Director, Refinitiv, An LSEG Business

    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

    ALEX SWAIN
    Head Of Brand And Creative - International Private Bank, Deutsche Bank

    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

    IAN WILLIAMS
    Chairman & CEO, Charteris Treasury Portfolio Managers

    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

    SUSANNA KWOK
    Head Of Digital Product Analytics, HSBC

    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

    JULIEN MENAGER
    Head Of Projects, JM Finn & Co

    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

    SERGEY GERASIMOV
    Managing Partner, ALTHAUS Private Tax

    12:10 PM

    Networking break – visit exhibition hall

    Speakers

    Select a speaker to learn more

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    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

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    WILLIAM FERRAND
    Global Business Development Director, Refinitiv, An LSEG Business

    Session Details:

    How are your clients’ needs changing?

    2021-03-04, 11:40 AM

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    Alexander Stumpfegger
    Chief Sales Officer, CID

    Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

     

    Session Details:

    Leveraging AI for prospecting, client monitoring and thematic investing

    2021-03-04, 9:30 AM

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    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
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    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
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    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
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    JENNA CUMMING
    Global Product Manager, Computershare

    Session Details:

    Unlocking the value of Client Reporting

    2021-03-03, 11:40 AM

    View In Agenda
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    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
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    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
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    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
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    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

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    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

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    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

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    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

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    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
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    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

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    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

    Session Details:

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

    2021-03-04, 10:00 AM

    View In Agenda
    Next speaker
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    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

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    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

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    Session Details:

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

    2021-03-03, 9:00 AM

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    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

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    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

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    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

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    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

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    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

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    TONY VAIL
    Chief Innovation Officer, Wealth Wizards

    Session Details:

    Exploring two sides of the Artificial Intelligence coin

    2021-03-03, 12:40 PM

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    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

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    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

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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.”

    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

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    ALEX SPRECKLEY
    Head Of Wealth Management, Handelsbanken
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    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

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    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

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    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

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    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

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    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

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    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

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    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

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    Session Details:

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

    2021-03-03, 10:00 AM

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    OXANA BELOUSOVA
    Managing Director, Plurimi Wealth

    Session Details:

    Pinpointing what a true ‘Personalised Client Experience’ really means

    2021-03-03, 12:40 PM

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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.

    Session Details:

    Chair’s welcome address

    2021-03-04, 8:40 AM

    Session Details:

    Chair’s welcome address

    2021-03-03, 8:50 AM

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