Digital Integration in Wealth Management 2023

Arena International is thrilled to announce that the 7th Digital Integration in Wealth Management is returning to London on 21st-22nd February 2023, drawing expertise from top wealth management and private banks across the UK and Europe.

21 - 22

February

2023
  • Royal Lancaster London
  • Complimentary
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Why attend?

WHAT TO EXPECT FOR 2023?

The 7th Digital Integration in Wealth Management is the only event dedicated to optimizing end to end wealth management, from client facing services to back end processes, the conference offers key insights to help firms deliver premium service for cross-generation clientele.

250+

Attendees to meet each year

25+

Exhibitors to meet each year

25+

Talks from

90%

Attendees at Director+ level

250+

Attendees to meet each year

25+

Exhibitors to meet each year

25+

Talks from

90%

Attendees at Director+ level

Digital Integration in Wealth Management 2023

Agenda

  • 21 Feb 2023
  • 22 Feb 2023
Expand All

Streams

Stream one

Stream A Front end, client-facing technology

Stream two

Stream B Back Office and Middle Office Integration

11:30 AM

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

  • Understanding the opportunities and challenges in Wealth Management
  • Exploring innovative technologies in Wealth Management
  • Investigating the data science revolution and AI in Wealth Management

Speakers

David Bicknell
Principal Analyst, Thematic Research, GlobalData
Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management
James Frew
Divisional Director - Operational Strategy, St James’s Place Wealth Management
Adam Toms
Global COO and CEO Europe, OpenFin
Ed Sewell
Data Strategy Partner, CACI

12 PM

Key themes impacting Wealth management in 2023 and beyond

  • ESG - ESG will be the key theme discussed in corporate boardrooms in 2023 (and beyond)
  • Geopolitics - What is driving change in the global economy and what role does technology play?
  • Which themes will drive digital transformation in wealth management?
    • RPA and intelligent automation are gaining traction among chief executives
    • AI has wide-ranging applications in banking, payments, and wealth management
    • The metaverse will bring opportunities and risks
    • Blockchain and cryptocurrency - how the FTX disaster will reshape the crypto industry

Speakers

Laura Petrone
Principal Analyst, Thematic Research - GlobalData

12:30 PM

Drive Growth with Sharper Prospecting and Personalized, Thematic Investment Products powered by AI

  • Identify business opportunities with (U)HNWIs
  • Strengthen relationships with existing clients
  • Drive personalization and find alpha for clients with thematic investment products

Speakers

Peter Lund
Business Development, CID

1 PM

Lunch break and networking

2 PM

Towards a Fully Digital End-to-End Management of Clients

  • Exploring how the digitization of the operational processes can take your business to the next level and compete with some of the world-leading banks
  • Providing clients with an easy and smooth journey: from onboarding to the end
  • Using AI to automate mundane 

Speakers

Fadi Halout
Chief Executive Officer, BankMed (Suisse) SA

2:30 PM

How Integrated Information Management Drives Productivity and Innovation?

  • Connecting documents with business data
  • Using AI to classify information and applying business rules
  • Using workflows, tasks, and notifications to guide daily work
  • Embedding compliance controls into daily work
  • Harnessing knowledge from documents and surfacing content recommendations.

Speakers

Ville Somppi
Vice President, Industry Solutions, M-Files

3 PM

Investing in Disruptive Innovation

  • Optimizing processes by automating back-end operation and management of desired investment strategies
  • Using technology, i.e., straight-through processing systems to provide prompt notifications to clients on trades and portfolio updates
  • Leveraging AI to preserve advisor time for high-value strategic conversations
  • Implementing an enterprise-wide customer relationship management (CRM) system to ease the flow of information among stakeholders, facilitate more efficient decision-making and improve service at the distribution level
  • Can AI in Operations help you reach the next stage of the business?

Speakers

Patrick Thomas
Investment Director and Head of ESG Portfolio - Canaccord Genuity

3:30 PM

How Modern Enablement Helps Grow Client Relationships & Trust

  • As economic uncertainty prevails, the long-running trends toward personalized advice, differentiated solutions, and technological advancement in the wealth management industry is set to reach new heights.
  • In this session, learn how a modern approach to enablement empowers advisors to grow client relationships with ease.

Speakers

Rachael Rowe
RVP of NEMEA, Seismic

8 AM

Registration

8:50 AM

Chair’s welcome address

Speakers

Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

9 AM

Keynote address: Artificial Intelligence and Machine Learning in St. James’ Place Wealth Management

  • How does St James’ Place Wealth Management use artificial intelligence today?
  • How is St James’ Place managing the changes that AI brings to existing roles?
  • How we see AI evolving in wealth management
  • How we identify opportunities
  • Why AI is of benefit to our Partners and their clients

Speakers

James Frew
Divisional Director - Operational Strategy, St James’s Place Wealth Management

9:30 AM

Streamlining Your Client Business Interactions in a Digital World

  • Extend your existing client business processes across onboarding and servicing with digital interaction workflows. Save time and drive operational efficiency
  • Provide a private, personalized, and modern client experience and increase retention
  • Manage client account control – with a complete audit trail, roles, and seamless transfer of account interactions across staff
  • Coordinate with your customers, partners, and teams to achieve joint deliverables, hit milestones, gather approvals, and more
  • Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo

10 AM

How Banks are Changing their Customers’ Perceptions of Investing

  • Examining the FCA’s key objective to move customers with long term cash savings and exploring the industry’s response
  • How do we encourage customers to invest?
  • How do we help nervous cash savers invest?

 

Speakers

Matthew Proctor
Associate Director-Strategic Programmes, Coutts

10:30 AM

Can a Hybrid Servicing Model Transform your Wealth Management Firm?

  • Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm.
  • The Hybrid Servicing model is growing in popularity as populations become more digitally adept, and a younger demographic of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals start to impact the current benchmarks for client servicing and the accessibility of their financial data. Yet not all parts of the Wealth Management industry have readily embraced these opportunities
  • Wealth Dynamix expert Benjamin Labrousse explains how firms can successfully integrate new technologies for increased profitability and, just as importantly, manage the risks of doing so

Speakers

Benjamin Labrousse
Manager Pre-Sales EMEA, Wealth Dynamix

11 AM

Networking break – visit exhibition hall

11:30 AM

Panel Discussion. It’s All About the Client, Not You!

  • How can an organization develop products that meet the clients’ needs and demands?
  • Maximizing data to provide a more personalized and focused approach for clients to reach their financial goals
  • Aiding clients with all aspects of their wealth management and not just at the advisory stage
  • Offering clients a variety of options depending on a products’ risk appetite

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo
Matt Lonsdale
Head of Business Development, Wealth UK, Iress
Alessandro Tonchia
Head of Strategy, InvestCloud Europe & Asia
Vivek Jain
Head of Audit – Insurance, Pensions and Investments, Lloyds Banking Group
Rofiya Hussain
Chief Product Officer, Nomo

12 PM

Revolutionizing Digital Retirement Solutions

  • Identifying retirement as the key issue for most people in the UK
  • Tackling the challenge of underfunded provisions and the urgent need for engagement
  • Assessing how development in the pension industry is facilitating digital accelerations, e.g., pension dashboard, open banking and development of the truster market

Speakers

12:30 PM

The New Consumer Duty: Are You Ready? Goals- Based Investment Decision-Making in Line with The New Consumer Duty

  • Investment advice has become more commoditized, and clients have become more digitally savvy, meaning more emphasis has been placed on the need for a more client-centric wealth management approach
  • Customers expect hyper-personalized service and value holistic advice to achieve multiple (often conflicting) goals. Goal-based planning is key to this, but how to set up a scalable and efficient advisory process?
  • How do client Use Cases, like St. James’s Place, look like?
  • Regulators are setting the bar higher with Consumer Duty regarding consumer protection and client outcomes. How do you prepare for this?

Speakers

Ronald Janssen
Managing Director Goal Based Planning, Ortec Finance

1 PM

Lunch break and networking

2 PM

Turning Financial Advice on it’s Head!

  • What if Advisers and Clients could feel more empowered in the Advice relationship?
  • What if our clients could benefit from really engaging digital experiences?
  • What if client information flowed more easily?
  • What if Advisers and Clients automatically received timely meaningful insights?
  • And could easily act on them?
  • What if all this transformed the way Financial Advice works, for Clients and Advisers?!

Speakers

John Thompson
Head of Digital Product Management, abrdn

2:30 PM

How to Increase Customer Lifetime Value with Cashflow Planning

  • In recent years cashflow planning has become a key component of financial advice.
  • Especially within the current climate where many have seen a change in circumstances, a cashflow plan helps advisers & clients to make decisions.
  • However, is it time to rethink cashflow planning? A cashflow planner is an incredibly powerful tool which when used correctly can be the backbone of new and exciting usecases. 
  • In this presentation I will present our views and how cashflow planning solutions can be used to create innovative, new customer journeys in the future to help win new clients and increase the customer lifetime value significantly. 

Speakers

Christopher Baxter
Presales Consultant, Aixigo

3 PM

Panel Discussion: Modernizing the Data Experience for Wealth and Personal Banking

  • How has technology innovation and digitalisation changed the wealth sector?
  • How does the industry capitalize on opportunities met by personalisation and improved customer experience?
  • How do firms make more of their organization's data, data collaboration and custom build applications with cloud?

Speakers

John Thompson
Head of Digital Product Management, abrdn
Rinesh Patel
Global Head of Financial Services, Snowflake
Husain Rangwalla
Chief Operating Officer, Skybound
Mark Glover
Global Head of Financial Planning – Wealth Management, HSBC

3:30 PM

Client Intelligence: Are you using your Firms’ Data to Improve Personalization and Compliance at Scale?

This session will explore:

  • Upcoming market trends and challenges around the UK Conduct Act
  • How to maximise data collection to meet regulatory requirements and understand a client’s Financial DNA
  • How to leverage design, behavioural science and data science principles to create engaging experiences at scale

Speakers

Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

4 PM

Networking break – visit exhibition hall

4:30 PM

Panel Discussion. What’s the Future for Wealth Management?

  • Exploring the future for wealth management
  • Investigating how to tailor your business to your clients’ needs, especially those of the younger generation who are more tech-savvy

Speakers

Husain Rangwalla
Chief Operating Officer, Skybound
Bimpe Nkontchou
CEO, W8 Advisory

5:15 PM

Drinks Reception Reserved for Moxo

6:30 PM

Bespoke Private Dinner Sponsored by SmartCommunications CHANGING THE CONVERSATION IN WEATLH How to Rethink Digital-First Client-Advisor Engagement

Within wealth management and private banking, organisations are levelling up their client facing communications, from new account opening and onboarding to servicing and reporting. How are you responding to the increased pressure from clients for high touch and hyper-personalised digital communications?

 

Join us for dinner to discuss with your peers:

  • How are inflation, interest rates and other economic pressures impacting your digital strategy in 2023?
  • Where are you prioritizing your investments in client and advisor experience?
  • How have you updated your communications strategy to comply with FCA regulations like Consumer Duty?
  • What keeps you up at night when it comes to customer and advisor engagement?
  • What new channels of communication are you focused on adding or improving?

Speakers

Karen Oakland
VP Industry Marketing, Financial Services, SmartCommunications

Streams

Stream one

Stream A Front end, client-facing technology

Stream two

Stream B Back Office and Middle Office Integration

11:15 AM

Fireside Chat: ‘Swapping’ the Car on the Track – The Realities, Benefits, Drawbacks & Risks of Digital Implementation in Wealth Management

  • Deciding where, when & how to innovate
  • Establishing an effective feedback & evaluation mechanism
  • Managing risks & stakeholders

Speakers

Joseph Spiers
Head of Associates, Apollo Private Wealth, St James’ Place Wealth Management Group

11:45 AM

TIARA – Digitising The Complexities of The Investment Tax Function

  • With the scheduled reduction of the Capital Gains Tax (CGT) Annual Exemption allowance over the next two tax years looking to bring greater numbers of investors within the scope of CGT reporting, we look at an overview of challenges faced by firms around data management in an area where pertinent transactional data may span decades to arrive at the correct outcomes.
  • Focusing on the platform space for our case study, we look at what additional GAPs there may be to overcome to ensure confidence in the tax data for client reporting/tax planning, and how TIARA is helping our client de-risk the function.

Speakers

Karrie Tilburn
Chief Executive Officer, KA Watson Consultancy Ltd

12:15 PM

The Role of Advanced Portfolio Management in Financial Stewardship

  • Wealth managers have to satisfy a wide range of stakeholders: owners, beneficiaries, supervisors and regulators.
  • This calls for advanced reporting capabilities and automated back-office processes.

Speakers

Christoph Wendel
Managing Director, QPLIX

1:15 PM

Lunch break and networking

8 AM

Registration

8 AM

Exclusive Breakfast (Invitation Only) – Sponsored by Moxo

Control the Chaos of Managing Client Business in a Digital World

In today’s world, financial institutions struggle to control the chaos of managing client interactions. These interactions are stuck in disparate channels, leading to significant manual intervention, privacy concerns, lack of efficiency, and a fragmented client experience.

In this session, we will explore how organisations can streamline their client business processes with digital interaction workflows and drive operational efficiency. Learn how organizations can extend existing workflows with a private, digital channel for client interactions.

  • Key Topics Include:
    • Learn how to accelerate client business and streamline client interaction workflows - from account acquisition and onboarding to servicing.
    • Extend your mobile or web app through digital interaction workflows to reduce costs and increase client retention. with white-glove privacy, bank-grade security and compliance.
    • Manage staff to KPIs, roles and permissions, and seamlessly transfer client accounts - with a complete audit trail.
    • Integrate interactive capabilities in client workflows, such as transaction management, document exchange, messaging, digital signatures, video conferencing, task management, forms, and more

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo

8:50 AM

Chair’s opening remarks

Speakers

Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

9 AM

Keynote address: Panel Discussion, On Facilitating Digital Integration

On Facilitating Digital Integration in Wealth Management

  • What are the best methods to facilitate digital integration?
  • What is the best process to enable clients and advisors, as well as your business as a whole to adapt to digital technologies?
  • What does the future lie for fintechs and banks partnerships when it comes to digital integration?

Speakers

Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank
Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP
Ville Somppi
Vice President, Industry Solutions, M-Files
James Pereira-Stubbs
Chief Client Officer, Oxford Risk

9:30 AM

Achieving higher lifetime value for customers

Applying the principles of the innovation diamond

  • What are the current issues and what are firms going to do to achieve it?
  • We’ll deep dive into the steps and challenges financial institutions are facing in changing front end in a modular way, improving client experience through omnichannel personalised experiences, integrating it with risk and suitability etc.
  • The innovation diamond will capture the most critical thematic areas that will help Wealth Managers to continue their digital transformation journey successfully.

Speakers

Tariq Khan
Client Development Director , Objectway

10 AM

The World’s First Digital Asset Bank – Accelerating the Expansion of Web 3.0 Offerings and New Global Markets

  • Configuring secure infrastructure, operations and future services to meet your client’s needs
  • Decentralised finance (DeFi) – using crypto and blockchain to manage transactions
  • Building sustainable wealth in the Metaverse
  • Regulating crypto and managing risk

Speakers

Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

10:30 AM

Show Me The Money!

  • The first rule of a customer-centric model is to make money. The second rule is don’t forget rule one.

Speakers

Matt Lonsdale
Head of Business Development, Wealth UK, Iress

10:45 AM

Networking break – visit exhibition hall

11:15 AM

How to Deliver Digital Assets Investment Products to Wealth Management Clients?

  • Exploring a regulatory framework for distribution
  • An offer of institutional-grade investments products
  • A dedicated execution and risk management system

Speakers

Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP

11:45 AM

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

Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

12:15 PM

The Road to Better CX: Reignite Growth by Optimising the Employee Experience

  • Next level user experience with hyper personalization
  • Chatbots and conversational banking
  • Self-guided journeys with a personal touch

Speakers

Martijn Seijsener
Global Head Employee Experience, Credit Suisse

12:45 PM

How Gen X, Y and Z Are Disrupting Wealth Management – and How to Engage Them

  • How different generations of investors are changing their preferences and expectations when working with wealth management firms
  • How banks are balancing traditional high-touch, “white glove” service with digital-first expectations, even for high-net-worth clients
  • How firms are making client onboarding much faster and friendlier, while reducing risk from data errors, by re-imagining data capture and integrating e-signatures
  • When it makes sense to introduce humans into a digital process and what this looks like
  • How firms are reducing risks of non-compliance with regulatory standards like Consumer Duty, the EU Directive and AML/KYC requirements

Speakers

Karen Oakland
VP Industry Marketing, Financial Services, SmartCommunications
Daniel McLoughlin
Field CTO, OneSpan

1:15 PM

Lunch break and networking

2:15 PM

Harnessing Compliant-By-Design Technology To Scale and Future-Proof Investment Advisory. Use Cases From Leading Nordic Banks

  • Wealth and investment management companies are facing conflicting challenges going forward.
  • With an unprecedented rate of updates to regulations concerning investment advisory and sustainability many find it tempting to double down on safeguarding compliance and limiting choices and flexibility.
  • This strategy is challenging in the context of increasing consumer demands towards hyper personalization of portfolios, democratization of access to more complex products and granular sustainability preferences.
  • Learn how Nordic tier 1 FI´s such as Storebrand are utilizing technology partnerships to achieve this balancing act.

Speakers

Jan Skaathun
Chief Commercial Director and Co-Founder, Quantfolio

2:45 PM

The Power of Communicating Effectively in the World of Tech

  • Communicating effectively is vital in the tech world and it is not just about having the right digital tools, but knowing when to speak up and engage with other engineers in order to collectively achieve success
  • Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles. She will provide top tips on creating presentations and communicating messages
  • Adele shares her experience as a Toastmaster for the past ten years. What is it and how can Toastmasters benefit your world and personal life?

Speakers

Adele Goodfellow
Product Marketing, Chief Technology Office, JP Morgan Chase & Co

3:15 PM

Close of conference

Speakers

Select a speaker to learn more

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Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

Digital banking analyst. Ten years' experience within top tier analyst firms/retail banks; covering the market from both a customer strategy and tech enablement perspective.

Session Details:

Chair’s opening remarks

2023-02-22, 8:50 AM

Session Details:

Chair’s welcome address

2023-02-21, 8:50 AM

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David Bicknell
Principal Analyst, Thematic Research, GlobalData

David Bicknell has over 30 years’ experience in writing about and analysing the technology sector, both from the vendor and the user perspective, both in the UK and the US. His career in technology journalism and analysis has included detailed research into IT projects and he has co-authored a book, ‘Crash’, which explored why and how IT projects go wrong. He has also co-authored a novel on the life of computer pioneer Charles Babbage. Prior to joining Thematic Research, David spent six years editing a GlobalData title exploring the use of technology in the UK public sector. He is currently also studying part-time for an Undergraduate Certificate in the History of Art at the University of Oxford.

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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James Frew
Divisional Director - Operational Strategy, St James’s Place Wealth Management

Session Details:

Providing Client Advice through Digital Engagement

2023-02-21, 2:30 PM

Session Details:

The Significance of Platforms in a Digital Age

2023-02-21, 2:00 PM

Session Details:

Lunch (Sponsored by eGain) and networking

2023-02-21, 1:05 PM

Session Details:

Keynote address: Artificial Intelligence and Machine Learning in St. James’ Place Wealth Management

2023-02-21, 9:00 AM

Session Details:

Keynote address: Artificial Intelligence and Machine Learning in St. James’ Place Wealth Management

2023-02-21, 9:00 AM

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Next speaker
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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

Session Details:

How Banks are Changing their Customers’ Perceptions of Investing

2023-02-21, 10:00 AM

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Mark Glover
Global Head of Financial Planning – Wealth Management, HSBC

Session Details:

Panel Discussion: Modernizing the Data Experience for Wealth and Personal Banking

2023-02-21, 3:00 PM

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Martijn Seijsener
Global Head Employee Experience, Credit Suisse

Session Details:

The Road to Better CX: Reignite Growth by Optimising the Employee Experience

2023-02-22, 12:15 PM

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Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management

Kara is the Head of Fintech and co-manager of HSBC Asset Management’s Fintech Venture strategy, which invests in start-ups addressing sustainability in the financial industry with core themes including transition finance, financial inclusion and wellbeing, and resilience of the financial system. Previously Kara ran Capital Markets Strategic Investments for HSBC in London and, prior to that, derivatives trading desks and structured lending strategies on the sell-side and buy-side in New York, Tokyo, and Hong Kong.

Session Details:

The Significance of Platforms in a Digital Age

2023-02-21, 2:00 PM

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Adele Goodfellow
Product Marketing, Chief Technology Office, JP Morgan Chase & Co

Adele has worked in communications and marketing for nearly 15 years across different industries in both the public and private sector. She is now a product marketer in the Chief Technology Office at JP Morgan Chase.  In her personal time, Adele is a member of Toastmasters International, a public speaking organisation with an aim to improve communication and leadership skills.  Adele is also a multipotentialite (a creative person with many different interests in life), she enjoys art, painting, and tinkering on the piano.

Session Details:

The Power of Communicating Effectively in the World of Tech

2023-02-22, 2:45 PM

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John Thompson
Head of Digital Product Management, abrdn

Session Details:

Turning Financial Advice on it’s Head!

2023-02-21, 2:00 PM

Session Details:

Panel Discussion: Modernizing the Data Experience for Wealth and Personal Banking

2023-02-21, 3:00 PM

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Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

Session Details:

How to Deliver Digital Assets Investment Products to Wealth Management Clients?

2023-02-22, 11:15 AM

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Patrick Thomas
Investment Director and Head of ESG Portfolio - Canaccord Genuity

Session Details:

Investing in Disruptive Innovation

2023-02-21, 3:00 PM

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Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

Aliya has been deeply entrenched in the world of crypto since 2017, serving as the Senior Vice President of BD and ecosystem outreach for Sygnum Bank, the world’s first digital asset bank, with bases in Switzerland and Singapore. As a leading figure within the bank, Aliya spearheads strategic projects, including the Sygnum Ryse program, aimed at promoting growth and innovation among young players in the cryptospace. She is also the host of Sygnum’s esteemed podcast, ‘The Crypto Explorer’.

Session Details:

Chair’s welcome address

2023-02-22, 8:50 AM

Session Details:

In a Digital World, User Experience is Customer Experience

2023-02-22, 3:30 PM

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

Session Details:

Lunch (Sponsored by eGain) and networking

2023-02-22, 1:05 PM

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

Session Details:

The World’s First Digital Asset Bank – Accelerating the Expansion of Web 3.0 Offerings and New Global Markets

2023-02-22, 10:00 AM

View In Agenda
Next speaker
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Fadi Halout
Chief Executive Officer, BankMed (Suisse) SA

Session Details:

Towards a Fully Digital End-to-End Management of Clients

2023-02-21, 2:00 PM

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Matt Lonsdale
Head of Business Development, Wealth UK, Iress

Matthew has over 20 yrs experience working for wealth managers, investment consultants and banks. His focus is now helping clients use technology to gain most efficiency from their operating model.

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

Session Details:

Show Me The Money!

2023-02-22, 10:30 AM

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Social Links:

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Benjamin Labrousse
Manager Pre-Sales EMEA, Wealth Dynamix

Session Details:

Can a Hybrid Servicing Model Transform your Wealth Management Firm?

2023-02-21, 10:30 AM

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Next speaker
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Christopher Baxter
Presales Consultant, Aixigo

Session Details:

How to Increase Customer Lifetime Value with Cashflow Planning

2023-02-21, 2:30 PM

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Next speaker
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Adam Toms
Global COO and CEO Europe, OpenFin

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Ed Sewell
Data Strategy Partner, CACI

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Rofiya Hussain
Chief Product Officer, Nomo

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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Husain Rangwalla
Chief Operating Officer, Skybound

Since joining the company in 2017, Husain has played an integral role in countless upgrades and new initiatives designed to improve Skybound’s overall value proposition. Following an appointment to the Group Operations Director in 2022, he has led all aspects of digital transformation at Skybound, winning them 9 awards and counting in this narrow window. Following the application of process design, implementation of new client facing technology and integration of advice tools across the industry – he has just launched the the offshore IFA industry’s first piece of advice technology developed from scratch, offering whole of market comparisons, intuitive recommendations, simplistic plan tracking and backed by the highest compliance standards

Session Details:

Panel Discussion: Modernizing the Data Experience for Wealth and Personal Banking

2023-02-21, 3:00 PM

Session Details:

Panel Discussion. What’s the Future for Wealth Management?

2023-02-21, 4:30 PM

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Bimpe Nkontchou
CEO, W8 Advisory

Bimpe Nkontchou is a dually qualified lawyer, with over 30 years' collective experience in England and in Nigeria.  Bimpe is founder and Managing Principal at W8 Advisory LLP (www.w8advisory.com) a wealth advisory practice and multi-family office (based in London) which is focused on African entrepreneurs and their families.  She also owns a sister company W8 Wealth Limited (authorised & regulated by the FCA) which provides regulated financial and investment advisory services to African business families.

W8 Advisory has been recognized in Spears 2022 & 2023 Wealth Management Index as a ‘Top Recommended’ Family Office Service provider and Bimpe has also been ranked by Spears as one of the best wealth managers in the UK.

Bimpe has recently launched a digital wealth and investment platform called ‘Wealth8’, using technology to bring access to investing in a portfolio of global financial products and also to provide financial education and the language of investment, to a traditionally underserved ‘mass affluent’ audience within the black & multi-ethic community in the UK and on the African continent. (www.wealth-8.com).

Session Details:

Panel Discussion. What’s the Future for Wealth Management?

2023-02-21, 4:30 PM

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Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

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The Implications of Climate Change on Wealth Management

2023-02-22, 11:45 AM

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Alessandro Tonchia
Head of Strategy, InvestCloud Europe & Asia

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

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

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

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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Karrie Tilburn
Chief Executive Officer, KA Watson Consultancy Ltd

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TIARA – Digitising The Complexities of The Investment Tax Function

2023-02-22, 11:45 AM

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Jan Skaathun
Chief Commercial Director and Co-Founder, Quantfolio

Jan Skaathun is on of two founders of the Norway based Fintech Quantfolio which delivers omni channel advisory technology for banks and wealth managers. Quantfolio is the leading Nordic provider of autonomous and human assisted advisory technology, and currently have some of the Nordics major brands on their client list reaching in excess of 2.5M users. He has founded and scaled technology companies for 25 years and has previously Co-Founded companies such as itslearning, Travis and PNGR among others. Quantfolio are currently scaling beyond the Nordic region.

Session Details:

Harnessing Compliant-By-Design Technology To Scale and Future-Proof Investment Advisory. Use Cases From Leading Nordic Banks

2023-02-22, 2:15 PM

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Karen Oakland
VP Industry Marketing, Financial Services, SmartCommunications

Karen Oakland is Vice President of Industry Marketing for Smart Communications, focusing on vertical solutions to meet the needs of banking and financial services organisations. For more than 20 years, she has been dedicated to helping enterprises transform the way they communicate and engage with their customers, agents, employees and other key stakeholders. Prior to joining Smart Communications, Karen served in marketing strategy and leadership roles with industry-defining content and business intelligence software providers including Intelledox, dunnhumby, Thunderhead and FileNet. Karen lives in southern California.

Session Details:

Bespoke Private Dinner Sponsored by SmartCommunications CHANGING THE CONVERSATION IN WEATLH How to Rethink Digital-First Client-Advisor Engagement

2023-02-21, 6:30 PM

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How Gen X, Y and Z Are Disrupting Wealth Management – and How to Engage Them

2023-02-22, 12:45 PM

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Daniel McLoughlin
Field CTO, OneSpan

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How Gen X, Y and Z Are Disrupting Wealth Management – and How to Engage Them

2023-02-22, 12:45 PM

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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:

The New Consumer Duty: Are You Ready? Goals- Based Investment Decision-Making in Line with The New Consumer Duty

2023-02-21, 12:30 PM

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Ville Somppi
Vice President, Industry Solutions, M-Files

Vice President of Industry Solutions

Ville Somppi, Vice President of Industry Solutions, has 20 years of experience defining, developing, and deploying technology solutions for knowledge intensive industries. He has worked with companies across the globe ranging from large corporations to small start-ups and family-owned businesses. At M-Files, he oversees our industry solutions, such as accounting, consulting, and financial services to name a few.

 

Ville holds a master's degree (MSc) in software engineering from Tampere University of Technology.

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

Session Details:

How Integrated Information Management Drives Productivity and Innovation?

2023-02-21, 2:30 PM

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James Pereira-Stubbs
Chief Client Officer, Oxford Risk

James is the Chief Client Officer of Oxford Risk. He is responsible for ensuring the deployment of Oxford Risk’s industry-leading behavioural software to help our clients meet regulatory requirements across multiple jurisdictions, grow assets under management and increase asset retention. In the last year, he has successfully implemented our solutions with wealth managers, pension providers, digital advice providers and large retail banks.

Together with the Oxford Risk team, James has helped develop innovative solutions to deploy behavioural nudges to help investors make better financial decisions, regulatory-compliant onboarding and deep sustainability profiling.

Prior to Oxford Risk James spent 15 years in Wealth Management in senior management roles at UBS the world's largest wealth manager and at Deutsche.

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

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Peter Lund
Business Development, CID

Session Details:

Drive Growth with Sharper Prospecting and Personalized, Thematic Investment Products powered by AI

2023-02-21, 12:30 PM

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Shimona Pinto
Senior Corporate Solutions, Moxo

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

Session Details:

Exclusive Breakfast (Invitation Only) – Sponsored by Moxo

2023-02-22, 8:00 AM

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Streamlining Your Client Business Interactions in a Digital World

2023-02-21, 9:30 AM

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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Christoph Wendel
Managing Director, QPLIX

Session Details:

The Role of Advanced Portfolio Management in Financial Stewardship

2023-02-22, 12:15 PM

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Rinesh Patel
Global Head of Financial Services, Snowflake

Session Details:

Panel Discussion: Modernizing the Data Experience for Wealth and Personal Banking

2023-02-21, 3:00 PM

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Tariq Khan
Client Development Director , Objectway

Tariq Khan is Client Development Director at Objectway - global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation, advising firms on how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.

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Achieving higher lifetime value for customers

2023-02-22, 9:30 AM

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Joseph Spiers
Head of Associates, Apollo Private Wealth, St James’ Place Wealth Management Group

Session Details:

Fireside Chat: ‘Swapping’ the Car on the Track – The Realities, Benefits, Drawbacks & Risks of Digital Implementation in Wealth Management

2023-02-22, 11:15 AM

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Christine Ciriani
Chief Revenue Officer, International and General Manager, APAC, InvestCloud

Christine is the Chief Revenue Officer, International and General Manager, APAC, at InvestCloud. She has a career of successfully building businesses across Europe and Asia. In addition, she is on the Board of Barclays Private Bank Switzerland and Institut Pasteur Switzerland.   

Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy dedicated to the Financial Services industry. She was also a founding member of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan, where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong.   

Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College. 

Session Details:

Client Intelligence: Are you using your Firms’ Data to Improve Personalization and Compliance at Scale?

2023-02-21, 3:30 PM

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Rachael Rowe
RVP of NEMEA, Seismic

Rachael Rowe is the RVP of NEMEA at Seismic, the number 1 global sales enablement leader. Rachael has led sales outperformance in many arenas, including Investment Banking, Consumer Research, Data Solutions, and SaaS. High-performing sales teams have one thing in common: a genuine desire to help customers solve their problems. She is passionate about building diverse teams, creating a robust playbook, and building a strong vision. She deems it her role to enable her team to stand on each other's shoulders so that they can achieve more than they thought possible.

 

Session Details:

How Modern Enablement Helps Grow Client Relationships & Trust

2023-02-21, 3:30 PM

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+44 (0) 20 4540 7727