8th Annual Digital Integration in Wealth Management 2024

Helping you achieve end-to-end digital transformation to a digitally enabled, hyper-personalised, scalable business model.

19 - 20

March

2024
  • County Hall, London, UK
  • Complimentary
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Event Gallery
  • Sponsors
  • Media Partners
  • Resources
  • Partner with us
  • Contact Us

Why attend?

WHAT TO EXPECT FOR 2024?

250+

Attendees

25+

Exhibitors to meet

25+

Talks from high-level speakers

90%

Attendees at Director+ level

250+

Attendees

25+

Exhibitors to meet

25+

Talks from high-level speakers

90%

Attendees at Director+ level

Agenda

  • 19 Mar 2024
  • 20 Mar 2024
Expand All

Streams

Stream one

Front End, Client Facing Tech

Stream two

Back/Middle Office Integration

8 AM

Registration

8:50 AM

Chair Opening Remarks

9 AM

KEYNOTE: The New Future: Entering An Era Of Product Engagement In AI Within Private Banking

  • Driving user adoption
  • Personalisation in wealth management
  • Blockchain technologies and tokenisation unleash product design

Speakers

Iain Cowell
Global Head of Partnerships, Digital Solutions, Wealth Management, Franklin Templeton

9:40 AM

Streamline Your Client Business Processes

• Rethink today’s costs, inefficiency and fragmented client interaction model requiring significant manual intervention
• Providing private, personalised, modern client experience to increase efficiency and drive retention
• Leveraging interaction workspaces to streamline client onboarding, account management and etc.
• Overseeing client accounts with a complete audit trail, role management, and seamless transfer of account interactions across staff
• Coordinating with your stakeholders to achieve joint deliverables, milestones, approvals, and etc.

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo

10:20 AM

Why Are Firms Changing Systems?

  • What are the main drivers and challenges faced by WM firms?
  • What do end clients want?
  • Case study to show what is possible through system change - What does good look like?

Speakers

Tariq Khan
Client Development Director , Objectway

11 AM

Networking break – visit exhibition hall

11:30 AM

Panel Discussion: Harnessing The Power of Educating Clients for Better Communication

  • Uncovering mismatch of client expectation and product realisation
  • Identifying the unsuccessful approaches of communication and its possible solutions
  • Highlighting risks of inconsistent communication
  • How can guiding clients on products and services improve the outcome of their investments?

Speakers

Sahra Abdille
Director Digital Investing, Coutts
Shimona Pinto
Senior Corporate Solutions, Moxo
Bartosz Golba
Research Director, Financial Services, GlobalData
Alessandro Tonchia
Head of Strategy, InvestCloud Europe & Asia

12 PM

Out With The Old, In With The New: How Can We Understand and Integrate New Generational Clients?

  • What do Gen Z know about private wealth and what can we understand?
  • Is instant digital accessibility highly requested in private banking from the younger generation?
  • Updating and tailoring services using digital tools to communicate with Gen Z – is it efficient?
  • How can improving media practices as social media and digital platforms, increase engagement and become a key for targeting client customisation?

Speakers

Nina Manning
Partner Digital Product, Killik & Co

12:30 PM

Client-Centric, Holistic Advice In The Consumer Duty Era

  • From transactional-based advice to holistic financial coach: Why use a goals-based approach to determine the course?
  • How can you align risk profiling and financial planning in line with Consumer Duty and give a consistent and suitable advice?
  • How can technology in general and AI in specific be leveraged to provide more personalized advice?
  • How to increase efficiency in your advisory process?

Speakers

Ronald Janssen
Managing Director Goal Based Planning, Ortec Finance

1 PM

Lunch break and networking

2 PM

Panel Discussion: How Can We Use Investments To Drive Impactful Outcomes?

Case studies of how various financial industry players are incorporating social, environmental and governance factors into business practices

  • How are we communicating to clients on financial planning?
  • Investigating how financial institutions and technology providers are enabling clients at every level to understand their financial situation?
  • Grasping the meaning of “Ethical” in investments and identifying risks and opportunities

Speakers

Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management
Celeste Leverton
Associate Director Responsible Investing Manager, Coutts
Martin Taylor
VP Sales & Distribution EMEA, Conquest Planning
Suneet Muru
Analyst, GlobalData

2:30 PM

Unlocking Organic Growth Through Personalisation and Behavioural Finance

  • Help investors make better financial decisions through behavioural finance
  • Unlock a greater share of wallet and retention of assets under management through personalisation
  • Increase engagement and improve client experience with behavioural finance
  • Meet compliance and regulatory requirements
  • Achieve 10%+ organic revenue growth

Speakers

Dr Greg B Davies
Head of Behavioural Finance, Oxford Risk

3 PM

Fireside Chat: Embracing the personalisation revolution in Wealth Management

  • How are digital tools personalising language to deliver customer needs?
  • Diversifying portfolios using data to meet client standards
  • Using onboarding as an approach to customer personalisation.
  • Are wealth banks balancing the digital and physical personalised services to all clients?

Speakers

Sahra Abdille
Director Digital Investing, Coutts
Suneet Muru
Analyst, GlobalData
Rene Maciag
Market Lead UK, Additiv

3:30 PM

Scaling Holistic Advisory In Wealth Management

  • The importance of a holistic view of your customer in the wealth management industry
  • Techniques for managing data from thousands of data sources
  • Strategies for empowering your advisors for genuine wealth management advisory

Speakers

Joaquim De La Cruz
CEO, Flanks

4 PM

Networking break – visit exhibition hall

4:30 PM

Driving Wealth Management Growth And Profitability With Client-Centric Innovation

• Highlighting diversity of client decision-making processes for selecting and staying with a wealth manager
• Exploring the progress of wealth management transformation and how few innovations have met the unique needs of clients in this context
• Discussing examples of client-centric innovations that effectively address these needs, leading to significant improvements in client acquisition and revenue growth

Speakers

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

5 PM

Cloud-Based Face Biometrics for Frictionless, Secure Client Onboarding and Authentication

• Discussing how face biometric verification, as an inherence factor in MFA, accelerates Know Your Customer (KYC) processes and fortifies Anti-Money Laundering (AML) efforts
• Overcoming challenges in Wealth, focusing on expensive and insecure video identification and manual onboarding processes
• Addressing authentication issues, particularly rising threats of Account Takeover Fraud (ATO), at points of account recovery or high-risk transactions
• Elevating customer satisfaction and loyalty with streamlined, consistent digital access, fostering retention and expanding cross-selling potential
• Gain insights from iProov's real-world applications in Wealth Management:
For programme enquires contact zaynah.aslam@arena-international.com 02045407613
- Why UBS elevated operational efficiency and user convenience by replacing insecure and cumbersome video call verification methods
- Why LGT introduced an advanced remote onboarding option for existing customers, prioritizing security and full compliance with European Banking Authority (EBA) regulations

Speakers

Darren Hughes
Head of Product & Solutions Marketing, iProov

5:30 PM

Drinks reception

7 PM

Vendor Dinner

Dinner (Available for Sponsorship)

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 peer

11 AM

Networking break – visit exhibition hall

11:30 AM

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

  • What are the opportunities and risks in migrating physical data to online storage?
  • Finding an ethical balance by reducing paper and meeting sustainability goals
  • Investigating information security in data management.
  • Assessing seamless integration of digital reporting and to what extent

Speakers

Andrew Bizzell
COO, Apollo Wealth - St James’s Place
Lennart Asshoff
Product Director, Backbase
Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance
Mariya Brown
Head of Pershing EMEA Innovation, BNY Mellon
Sim Sangha
Business Development Director, Moneyinfo

12 PM

How Can Digital Tools And Experiences Help Customers To Make More Informed Decisions Around Investing Sustainably

  • Defining the current digital tools used to educate customers
  • How are banks informing decisions on investing sustainably and is it successful?
  • Recognising the challenges of regulations and how it delays communication in wealth management

Speakers

Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance

12:30 PM

Organise, Automate and De-Risk Information: Create More Time For Clients and Get AI Ready

  • Why do we want structured organised information?
  • How do workflows create more time for clients?
  • What could AI do for your firm and how do we get ready?

Speakers

Yohan Lobo
Industry Solution Manager - Financial Services, M-Files

1 PM

Lunch break and networking

2 PM

Panel Discussion: Building on Portfolios to Improve Wealth Management

  • How are we currently building portfolios and profiles?
  • Analysing the reasons of inefficient portfolio holdings and the solutions
  • Can we trust AI to risk profile, or is it a step too far?

Speakers

Dale Jones
Head of Data Insights, RBS International, NatWest Depositories and Trustees
Patrick Thomas
Investment Director and Head of ESG Portfolio - Canaccord Genuity
Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance

2:30 PM

Fireside Chat: Maximising Talent Within: Harnessing Internal Mobility for Strategic Efficiency and Cost Savings

• Importance of maximising talent within an organization
• Sharing how wealth management and employee benefit services provider is ensuring internal mobility through re-skilling and up-skilling
• Hence how is this enabling strategic efficiency and cost saving
• Come prepared with all your questions on talent development for Viren and Olivia!

Speakers

Viren Patel
Financial Services Industry Advisor, Workday
Olivia Singleton
Senior People Systems Partner, Mattioli Woods plc

3 PM

Fireside Chat: Emerging Trends and Technologies in Wealth Management

  • Witnessing a convergence of various trends including digital proliferation, globalization, AI-driven advice, and integration of banking with wealth management services.
  • Adopting new technologies, such as AI and machine learning, for better personalized advice, bankable/non bankable wealth overview and monitoring, integration of sustainable investments, as well as efficient operations
  • Exploring growth and opportunities to accelerate profits and investments

Speakers

Nataliya Shybanova
Head of Partnerships, Green Wealth Partners
Jack White
SVP Product Innovation, Securities Services, Citi
Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance

3:30 PM

Next Gen Wealth Management: Seismic For Financial Advisors

  • Learn how AI led Enablement technology is a vital component in the modern advisor’s tech stack

Enabling you to:

  • Create personalised client experiences
  • Simplify administrative tasks
  • Deliver consistently impactful meetings

Speakers

Rachel Rowe
RVP, Seismic

4 PM

Networking break – visit exhibition hall

Streams

Stream one

Front End, Client Facing Tech

Stream two

Back/Middle Office Integration

8 AM

Breakfast Briefing – Moxo

8 AM

Registration

8:50 AM

Chair’s opening remarks

9 AM

Keynote Panel Discussion: Taking The Next Technological Step In Wealth Management

  • How are banks replacing old data technologies in wealth management and what are the current challenges?
  • Are AI and Cloud replacing the old technology or assisting the performance?
  • What are banks doing to reduce operational and time costs?
  • Does consumer duty toughen the ability to become technological advance in wealth management?

Speakers

Derek Shanks
Director Digital Investing and Wealth Management Technology, Barclays
Tim Stingelin
CEO, Coinstrategy
Yohan Lobo
Industry Solution Manager - Financial Services, M-Files
Bartosz Golba
Research Director, Financial Services, GlobalData

9:30 AM

Suitability And Advice

  • Deeply understanding prospects and clients
  • Assessing suitability
  • Advice and pre-trade suitability
  • Reviews and updates

Speakers

Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud

10 AM

Omnichannelling Across Wealth Management

  • What is driving the adoption of Omnichannel?
  • Key considerations to delivering an effective Omnichannel experience: human and technology ecosystem
  • To what extent are the benefits of omnichannel reflected within the wealth management industry?
  • Defining seamless and effortless high-quality and how omnichannel is the new way of working

Speakers

Umar Zaman
Head of Strategy, BNY Mellon Pershing EMEA

10:30 AM

Networking break – visit exhibition hall

11 AM

Can Loyalty Really Bring Royalty? Protecting Client Retention

  • Understanding the importance of customer needs and maintaining those needs under pressure
  • Manipulating user data to enhance personalised customer experience
  • Dealing with competitive pressure and how to use algorithms and digitalisation to stand out
  • Can there be new approaches to cultural barriers in investing; how can they be implemented?

Speakers

Helen Russell-Hughes
Head of Digital Marketing, Charles Stanley

11:30 AM

Why Digital and Hybrid Advice Is No Longer a Futuristic Concept

  • Understand differences between digital and hybrid advice vs traditional financial planning methods
  •  Learning how to turn digital revolution into an evolution
  • Exploring practical digital and hybrid adoptions tailored to sector, size and market segment
  • Achieving efficiency, productivity and consistency with a market leading implementation centered around customers

Speakers

Chet Velani
Managing Director, EV

12 PM

Fireside Chat: Destroying The Iron Wall: Breaking Cultural Barriers In WM

  • Improving translation to clients
  • Adopting new ways of language/communication styles to multicultural backgrounds
  • Unmasking behaviours and utilising the different cultures in data analytics to personalise services and language
  • How are banks currently tackling the issue of cultural barriers and what technology is being used to prevent it?

Speakers

Ononuju Irukwu
Head of Private Banking, FirstBank UK

12:30 PM

What’s Driving Your Digital Strategy?

• Digital strategy for wealth management
• The role of the client in digital strategy
• Integration with strategic and commercial goals
• Demographic trends increasing the urgency of digitalisation
• Turning a digital strategy into tactical actions

Speakers

Lee Francis
Head of Operations, CREALOGIX

12:45 PM

Lunch break and networking

1:45 PM

Re-Imagining Digital Experience For WM Clients

  • Why is it essential to ensure digital satisfaction?
  • What does it take to re-imagine digital client experience?
  • How can banks translate vision into reality?

Speakers

Carsten Heckemüller
Agile Lead Sales Channels, Private Bank Transformation, Deutsche Bank

2:15 PM

Unlocking Property As An Asset Class Through The Use Of Data, Including:

  • Valuation of privately held property portfolios
  • Identifying target properties and streamlining the purchase process
  • Optimising rent yields
  • Identifying property values in later life lending
  • Portfolio Crystalisation - which to sell and when

Speakers

Mark Cunningham
Managing Director of WhenFresh Ltd, a PriceHubble company

2:45 PM

Networking break & Prize draw – visit exhibition hall

3:15 PM

Generative AI: Transformation Opportunities in Wealth Management

  • The current generative AI landscape
  • Navigating generative AI for wealth management:
    • Outlook and implications
    • Risks and challenges
    • Regulation

Speakers

Suneet Muru
Analyst, GlobalData

3:45 PM

Close of Conference

11 AM

Digital Solutions To Support Increased Wealth Management Governance

  • Utilising Digital to develop bespoke wealth management solutions
  • The increased regulatory expectations on Wealth Managers
  • Data insights to transform governance into a continuous assurance model
  • AI accelerating predictive analytics
  • Governance and oversight of digital asset portfolios
  • ESG Monitoring – game changer or white elephant?

Speakers

Dale Jones
Head of Data Insights, RBS International, NatWest Depositories and Trustees
Stephen Doyle
Head of Traditional Funds, RBS International, NatWest Depositories and Trustees

11:30 AM

Tech-Powered Financial Planning: Embracing Innovation to Deliver Value at Scale

  • The importance of leveraging technology to reach a broader audience with financial planning services
  • Efficiency gains and cost-effectiveness of using technology to scale financial advice delivery
  • Configuration and personalization of financial plans at scale through advanced algorithms and data analysis
  • Enhanced accessibility and convenience for clients through online platforms and digital tools
  • Compliance and security considerations when offering financial services at scale

Speakers

Rob Tedder
Account Manager UK & EMEA, Conquest Planning

12 PM

How Financial Education Underpins Wealth Management In Both Our Digital And Non-Digital Worlds

  • What do we mean by financial education and why do we offer it?
  • The importance of digital and physical “Chinese walls”
  • What common behaviours, biases and mistakes are we trying to educate our clients about?
  • How do we deliver education now – and what does the future look like?

Speakers

Tim Bennett
Head of Education, Killik & Co

12:30 PM

Don’t Retire From Tech, Retire With It: The Future Of Sipps Is Here

  • Visualising the ideal digital retirement experience for your customer
  • Exploring how experience-led infrastructure can help you capture more assets in the retirement market
  • Breaking down market trends: drawdown, pension freedoms, mass market

Speakers

Anton Padmasiri
CEO & Founder, WealthOS

12:45 PM

Lunch break and networking

Speakers

Select a speaker to learn more

Back
Sahra Abdille
Director Digital Investing, Coutts

Sahra Abdille is a Director and Product Owner at Coutts. She focuses on delivering the strategic roadmap for digital investing products, creating experiences that delight customers and help them make informed decisions in their financial growth.

Session Details:

Fireside Chat: Embracing the personalisation revolution in Wealth Management

2024-03-19, 3:00 PM

Session Details:

Panel Discussion: Harnessing The Power of Educating Clients for Better Communication

2024-03-19, 11:30 AM

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:

Keynote Panel Discussion: Taking The Next Technological Step In Wealth Management

2024-03-20, 9:00 AM

Session Details:

Panel Discussion: Harnessing The Power of Educating Clients for Better Communication

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Nina Manning
Partner Digital Product, Killik & Co

Session Details:

Out With The Old, In With The New: How Can We Understand and Integrate New Generational Clients?

2024-03-19, 12:00 PM

View In Agenda
Next speaker
Back
Tim Bennett
Head of Education, Killik & Co

Tim Bennett (MA, ACA, ASI) is Head of Education and a Partner at Investment and Wealth Management firm Killik & Co. He is responsible for a range of educational collateral that includes weekly Killik Explains videos, popular “How To” guides, and the flagship quarterly magazine, Confidant. Tim also presents at seminars and webinars and is involved with various educational programs. Prior to joining Killik, Tim was the Deputy Editor at Moneyweek and the host of the highly regarded Moneyweekvideos. Earlier in his career, Tim worked for a variety of financial services organisations, including UBS, the Securities Institute and Ernst and Young.

Session Details:

How Financial Education Underpins Wealth Management In Both Our Digital And Non-Digital Worlds

2024-03-20, 12:00 PM

View In Agenda
Next speaker
Back
Derek Shanks
Director Digital Investing and Wealth Management Technology, Barclays

Session Details:

Keynote Panel Discussion: Taking The Next Technological Step In Wealth Management

2024-03-20, 9:00 AM

View In Agenda
Next speaker
Back
Helen Russell-Hughes
Head of Digital Marketing, Charles Stanley

Session Details:

Can Loyalty Really Bring Royalty? Protecting Client Retention

2024-03-20, 11:00 AM

View In Agenda
Next speaker
Back
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:

Panel Discussion: How Can We Use Investments To Drive Impactful Outcomes?

2024-03-19, 2:00 PM

View In Agenda
Next speaker
Back
Nataliya Shybanova
Head of Partnerships, Green Wealth Partners

Nataliya Shybanova joined Green Wealth Partners as a Member of the Board of Directors with a focus on ESG integration for Next Gen investment products in 2022. For this role, she brings experience in structured products and asset management. At GWP, she is responsible for identifying the important themes for the future (green energy, artificial intelligence, electric vehicles, etc.) and then choosing the best products to get access to these themes. Nataliya has over 10 years of experience in structured products from Vontobel Investment Banking and wealth management from UBS Wealth Management covering corporate and UHNW clients in Zurich for Switzerland, Europe and APAC, as well as the CIS markets. Nataliya is a global ambassador for Masttro, a fintech platform that translates all aspects of wealth into WealthData. She was Head of Investor Solutions for AQUIS Capital, a specialised asset management boutique with focus on Hedge Funds and Emerging Asia opportunities as well as Head of Marketing & Communication for Green Blue Invest, a Swiss-based ESG investment company with several investment programs. Nataliya holds an MBA and Master's degree in finance from Hult International Business School in San Francisco and Boston, and a Bachelor's in Public Relations and Communication, from the University of Zurich. Her passion is to blend sustainable innovation within finance to move the industry forward and keep it relevant for the new generation of investors.

GWP is a multi-family office focusing on the unique needs of large families who care about sending NextGen to create a better future. Being independent wealth advisors, we always put the interests of our clients first. We listen to our clients and provide solutions that are specifically tailored to them. We aim to protect and increase their wealth from generation to generation.

 

Session Details:

Fireside Chat: Emerging Trends and Technologies in Wealth Management

2024-03-19, 3:00 PM

View In Agenda
Next speaker
Back
Dale Jones
Head of Data Insights, RBS International, NatWest Depositories and Trustees

 

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

Session Details:

Panel Discussion: Building on Portfolios to Improve Wealth Management

2024-03-19, 2:00 PM

Session Details:

Digital Solutions To Support Increased Wealth Management Governance

2024-03-20, 11:00 AM

View In Agenda
Next speaker
Back
Stephen Doyle
Head of Traditional Funds, RBS International, NatWest Depositories and Trustees

Stephen has over 29 years experience in asset servicing supporting the needs of asset and wealth managers across the major European fund markets such as Luxembourg, Ireland and the U.K. Stephen is the Head of Sales & Relationship Management for NatWest Trustee & Depositary Services – Traditional. He has a Bachelor of Arts in Economics and Spanish from University College Dublin along with a postgraduate diploma in Financial Economics from Dundee University.

Session Details:

Digital Solutions To Support Increased Wealth Management Governance

2024-03-20, 11:00 AM

View In Agenda
Next speaker
Back
Ononuju Irukwu
Head of Private Banking, FirstBank UK

Building the Wealth Managament and Mortgage Service Business of a top tier Foreign Bank in London with budget responsibility and business growth in USD millions over last 5years.

Experienced Investment Management professional with over 25 years in Personal Banking and Wealth Management gained from managing clients in some of Nigeria's leading commercial Banks, Discount House and Independent Investment Banking Firms.

Session Details:

Fireside Chat: Destroying The Iron Wall: Breaking Cultural Barriers In WM

2024-03-20, 12:00 PM

View In Agenda
Next speaker
Back
Mariya Brown
Head of Pershing EMEA Innovation, BNY Mellon

Mariya Brown heads Innovation for BNY Mellon Pershing EMEA, focusing on accelerating the firm's digital initiatives, exploring and validating ideas, transforming the way we work, and partnering with clients and the wider ecosystem to develop solutions that service our clients and shape the industry.

 

Mariya has over 25 years of experience leading product and technology organisations across fintech and capital markets domains at Credit Suisse, JP Morgan, UBS, CMC Markets, FastMatch, Mycelium Blockchain and Finastra; both in the US and the UK.  She brings a wealth of domain knowledge to transform and modernize existing solutions, with a strong motivation to bring the “best in class” product innovation and to solve complex business problems with the use of user research and analysis, new technologies, and targeted software development.

 

Prior to her joining BNY Mellon, she was leading Treasury transformation at Finastra (third largest Fintech Company) with an objective to converge and modernize several legacy systems, to ensure client retention, improve user experience and to establish a solid footprint for future growth

Session Details:

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Umar Zaman
Head of Strategy, BNY Mellon Pershing EMEA

Session Details:

Omnichannelling Across Wealth Management

2024-03-20, 10:00 AM

View In Agenda
Next speaker
Back
Andrew Bizzell
COO, Apollo Wealth - St James’s Place

Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

Session Details:

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Iain Cowell
Global Head of Partnerships, Digital Solutions, Wealth Management, Franklin Templeton

Iain Cowell is Head of Global Technology & Distribution Partnerships, for the asset management firm, Franklin Templeton.

Working with private banks and wealth managers, Iain’s team blend investment solutions with cutting edge technologies; identifying tech-partners and collaborating on scale-up opportunities.

Before joining Franklin Templeton in 2019, his background was in portfolio management, delivering multi-asset funds, pension products and model portfolio solutions  (HSBC, Allianz Global Investors, Federated Hermes and AXA) His passion for financial wellbeing and delivering through digital channels has seen him working with a number of the early stage robo-wealth firms in Europe, both as an investor and product provider, and now increasingly bringing this to the traditional channels. He is an enthusiastic cyclist and was previously an international rower.

Session Details:

KEYNOTE: The New Future: Entering An Era Of Product Engagement In AI Within Private Banking

2024-03-19, 9:00 AM

View In Agenda
Next speaker
Back
Jack White
SVP Product Innovation, Securities Services, Citi

Senior Vice President

Jack leads product innovation and client engagement for data, digital and innovation in the Securities Services division at Citi. In this role, Jack supports the development and implementation of the firm’s strategy, managing external partnerships, leading client engagements, and driving industry initiatives.

With 15 years of experience across the investment industry, Jack works closely with clients and market participants to drive innovation and market change. He currently represents Citi across several industry associations and market infrastructure advisory boards.

Jack joined Citi in 2022 and prior to that led FNZ’s blockchain solutions. He has also held a variety of consultancy positions with leading wealth managers, FinTechs and outsourcing providers, supporting their product, innovation, legal, risk and commercial strategies.

Jack holds an Honors degree in Law

Session Details:

Fireside Chat: Emerging Trends and Technologies in Wealth Management

2024-03-19, 3:00 PM

View In Agenda
Next speaker
Back
Patrick Thomas
Investment Director and Head of ESG Portfolio - Canaccord Genuity

Session Details:

Panel Discussion: Building on Portfolios to Improve Wealth Management

2024-03-19, 2:00 PM

View In Agenda
Next speaker
Back
Suneet Muru
Analyst, GlobalData

Session Details:

Fireside Chat: Embracing the personalisation revolution in Wealth Management

2024-03-19, 3:00 PM

Session Details:

Panel Discussion: How Can We Use Investments To Drive Impactful Outcomes?

2024-03-19, 2:00 PM

Session Details:

Generative AI: Transformation Opportunities in Wealth Management

2024-03-20, 3:15 PM

View In Agenda
Next speaker
Back
Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance

Maria is an accomplished professional with a passion for driving sustainability and innovation within organisations. As an enabler who excels in building relationships and connecting people, she is dedicated to delivering value for individuals and businesses alike

Currently as Head of Sustainability for the Wealth Management and Insurance (WM&I) division at Santander UK, she plays a pivotal role in developing its Sustainability Strategy. She is recognised for her proactive engagement as a spokesperson on sustainability, both internally and externally.

Maria holds an MBA from the University of Edinburgh Business School, where she specialised in Strategy and has demonstrated her commitment to professional development through certifications in Sustainable Finance and Investment, from Yale University, Business Sustainability Management from The Institute for Sustainability Leadership at Cambridge University and Disruptive Strategy at Harvard University. She is a versatile and reliable professional, always seeking collaboration and knowledge-sharing opportunities to promote a culture of growth and change.

Session Details:

Fireside Chat: Emerging Trends and Technologies in Wealth Management

2024-03-19, 3:00 PM

Session Details:

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

2024-03-19, 11:30 AM

Session Details:

How Can Digital Tools And Experiences Help Customers To Make More Informed Decisions Around Investing Sustainably

2024-03-19, 12:00 PM

Session Details:

Panel Discussion: Building on Portfolios to Improve Wealth Management

2024-03-19, 2:00 PM

View In Agenda
Next speaker
Back
Tim Stingelin
CEO, Coinstrategy

Tim is the CEO of a Swiss-based digital asset advisory firm, specializing in Blockchain and AI investments. With a presence in the digital asset space since 2017, Tim diligently explores the efficiency gains that Blockchain and AI, as disruptive technologies, bring to society

Session Details:

Keynote Panel Discussion: Taking The Next Technological Step In Wealth Management

2024-03-20, 9:00 AM

View In Agenda
Next speaker
Back
Carsten Heckemüller
Agile Lead Sales Channels, Private Bank Transformation, Deutsche Bank

Carsten is a strategy and change leader with over 22yrs of cross-functional and international responsibilities covering agile transformation, strategy, finance and M&A advisory. He is currently Agile Lead Sales Channels, Private Bank Transformation, Deutsche Bank

Previously he performed variety of management roles at DB over the last 9 years in the International Private Bank, Wealth Management and Group including roles as Member of Regional Councils & Operating Committees as Head of Strategy / CFO or when driving company-wide transformation.

Earlier in his career, he worked 13 years with KPMG’s Strategy & Corporate Finance M&A teams in London, Tokyo and Frankfurt.

Session Details:

Re-Imagining Digital Experience For WM Clients

2024-03-20, 1:45 PM

View In Agenda
Next speaker
Back
Celeste Leverton
Associate Director Responsible Investing Manager, Coutts

Celeste Leverton is an award-winning individual, experienced in and passionate about sustainability strategy creation, client engagement and ESG Investing. She co-led Coutts through the B Corp certification process, making the company the 1st UK HQ’d Private Bank. As a result of this pioneering work, she’s been able to support over 60 clients and 10 suppliers create and implement their own frameworks and Sustainable strategies. More recently, Celeste moved into Coutts’ Responsible Investing team as a manager

Session Details:

Panel Discussion: How Can We Use Investments To Drive Impactful Outcomes?

2024-03-19, 2:00 PM

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:

Client-Centric, Holistic Advice In The Consumer Duty Era

2024-03-19, 12:30 PM

View In Agenda
Next speaker
Back
Yohan Lobo
Industry Solution Manager - Financial Services, M-Files

Yohan leads the development of our solutions for Financial Services clients following 16 years in commercially focussed roles within the consumer and B2B payments industry. He has held a range of key sales, sales-leadership, and commercial delivery roles during periods of rapid change. He has worked with a range of sectors including business services, local government, and alternative finance. Yohan has always had a focus on bringing the voice of clients into product, marketing and operational functions.

 

https://www.linkedin.com/in/yohan-lobo/

Session Details:

Keynote Panel Discussion: Taking The Next Technological Step In Wealth Management

2024-03-20, 9:00 AM

Session Details:

Organise, Automate and De-Risk Information: Create More Time For Clients and Get AI Ready

2024-03-19, 12:30 PM

View In Agenda
Next speaker
Back
Rene Maciag
Market Lead UK, Additiv

Rene currently serves as Market Lead, UK at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. With more than two decades of experience in engineering and managing complex digital transformation programmes, Rene is responsible for identifying market opportunities and creating strategic partnerships with clients to enhance their business propositions. Recently, she was responsible for managing one of additiv's largest Tier 1 banking projects in the UK market, assisting the bank in its digital wealth transformation journey.

Session Details:

Fireside Chat: Embracing the personalisation revolution in Wealth Management

2024-03-19, 3:00 PM

View In Agenda
Next speaker
Back
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:

Streamline Your Client Business Processes

2024-03-19, 9:40 AM

Session Details:

Panel Discussion: Harnessing The Power of Educating Clients for Better Communication

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud

Alessandro is the Head of Strategy, InvestCloud Europe and Asia, 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:

Suitability And Advice

2024-03-20, 9:30 AM

View In Agenda
Next speaker
Back
Dr Greg B Davies
Head of Behavioural Finance, Oxford Risk

How can behavioural science help clients to achieve better financial outcomes? How can you make better investment decisions? What really matters to investors? How do advisers keep clients invested for the long-term?

Greg Davies, Head of Behavioural Finance at Oxford Risk, combines academic rigour and real-life industry experience to answer these questions and provide valuable insights across a wide range of behavioural finance topics.

He founded and led the banking world’s first behavioural finance team at Barclays where he was a Managing Director and Head of Behavioural Quant Finance for a decade. His PhD in Behavioural Decision Theory was awarded by the University of Cambridge, and he is a specialist in both the theory and practice of investment decision making and financial advice.

At Oxford Risk he leads the development of its behavioural decision support software aimed at helping wealth managers and their clients to make the best possible financial decisions.

He has been a visiting lecturer at Imperial College London, held associate fellowships at Oxford’s Said Business School and University College London, and is the co-author of the book Behavioral Investment Management

Session Details:

Unlocking Organic Growth Through Personalisation and Behavioural Finance

2024-03-19, 2:30 PM

View In Agenda
Next speaker
Back
Chet Velani
Managing Director, EV

Chet Velani is the Managing Director and Board member of EV, responsible for identifying and implementing EV’s business strategy. He is also a Fellow of the Institute of Actuaries (FIA) and holds a BSc in Actuarial Science from the University of Kent. Chet’s primary focus is to ensure the EV works closely with our clients to design and deliver innovative solutions that support end customers with their financial planning needs, whether financial guidance, face-to-face or digital advice. He believes everyone has the right to quality and affordable financial planning support.

Session Details:

Why Digital and Hybrid Advice Is No Longer a Futuristic Concept

2024-03-20, 11:30 AM

View In Agenda
Next speaker
Back
Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

Session Details:

Driving Wealth Management Growth And Profitability With Client-Centric Innovation

2024-03-19, 4:30 PM

View In Agenda
Next speaker
Back
Viren Patel
Financial Services Industry Advisor, Workday

Session Details:

Fireside Chat: Maximising Talent Within: Harnessing Internal Mobility for Strategic Efficiency and Cost Savings

2024-03-19, 2:30 PM

View In Agenda
Next speaker
Back
Lennart Asshoff
Product Director, Backbase

Session Details:

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Anton Padmasiri
CEO & Founder, WealthOS

Session Details:

Don’t Retire From Tech, Retire With It: The Future Of Sipps Is Here

2024-03-20, 12:30 PM

View In Agenda
Next speaker
Back
Rachel Rowe
RVP, Seismic

Session Details:

Next Gen Wealth Management: Seismic For Financial Advisors

2024-03-19, 3:30 PM

View In Agenda
Next speaker
Back
Rob Tedder
Account Manager UK & EMEA, Conquest Planning

Rob joined Conquest early in 2022 from intelliflo where he was Knowledge and Success Manager for their i4C cashflow tool over the last 4 years.  Prior to that, Rob has 14 years of paraplanning experience enabling him to understand the inner workings of wealth management from all angles.  Having been involved in the early development of i4C and managing the sales, support and training of the software, Rob has seen the value financial planning technology can add to a firms proposition, both from a business and client perspective and is passionate about how it can help enhance the planning process.   Rob believes that adoption of technology is crucial to attracting the next generation of clients, and ensure financial plans are a commodity available to all.

Session Details:

Tech-Powered Financial Planning: Embracing Innovation to Deliver Value at Scale

2024-03-20, 11:30 AM

View In Agenda
Next speaker
Back
Joaquim De La Cruz
CEO, Flanks

Session Details:

Scaling Holistic Advisory In Wealth Management

2024-03-19, 3:30 PM

View In Agenda
Next speaker
Back
Martin Taylor
VP Sales & Distribution EMEA, Conquest Planning

Martin joined Conquest in January 2023 as VP Sales & Distribution , EMEA. Prior to joining Conquest, Martin worked at Beacon where he was a sales contributor as well as Head of Sales, EMEA and four years at FIS in leadership roles, first leading the Sales Strategic Account Management team in EMEA across all of FIS’ Capital Markets solutions and secondly running the Client Experience Relationship Management team in EMEA and NA. Martin also spent 16 years at Open Link Financial ( Now ION Group ) where his roles included Head of Client Services, MD Financial and Treasury Services and finally Head of Sales EMEA for Energy , Commodities and Finance.

Session Details:

Panel Discussion: How Can We Use Investments To Drive Impactful Outcomes?

2024-03-19, 2:00 PM

View In Agenda
Next speaker
Back
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.

Session Details:

Why Are Firms Changing Systems?

2024-03-19, 10:20 AM

View In Agenda
Next speaker
Back
Mark Cunningham
Managing Director of WhenFresh Ltd, a PriceHubble company

Mark Cunningham is Managing Director of WhenFresh Ltd, the leading residential property data provider, which he co-founded in 2012 and is now part of the PriceHubble family.

Mark is a Graduate of University College Dublin, a serial entrepreneur, thought leader and regular speaker at events in Financial Services and the related sectors which WhenFresh & PriceHubble serve.

Session Details:

Unlocking Property As An Asset Class Through The Use Of Data, Including:

2024-03-20, 2:15 PM

View In Agenda
Next speaker
Back
Sim Sangha
Business Development Director, Moneyinfo

Session Details:

Panel Discussion: Is Private Wealth Years Behind? Investigating Transformation from Paper to Digital

2024-03-19, 11:30 AM

View In Agenda
Next speaker
Back
Lee Francis
Head of Operations, CREALOGIX

Session Details:

What’s Driving Your Digital Strategy?

2024-03-20, 12:30 PM

View In Agenda
Next speaker
Back
Darren Hughes
Head of Product & Solutions Marketing, iProov

Darren Hughes is Head of Product Marketing at iProov, a biometric authentication company whose technologies have been deployed across public and private sector organizations worldwide including the U.S. Department of Homeland Security, Singapore GovTech, U.K.’s National Health Service (NHS), UBS, and Eurostar.

His previous experience spans 20 years in financial services technology endeavours including Open Banking, data analysis and data integration for enhancing customer experience, and security.

Session Details:

Cloud-Based Face Biometrics for Frictionless, Secure Client Onboarding and Authentication

2024-03-19, 5:00 PM

View In Agenda
Next speaker

Plan Your Visit

Venue

County Hall

etc.venues, County Hall, Belvedere Rd, London SE1 7PB

Arena International Events Group “(Arena”) is aware of numerous third party agencies which are contacting Arena’s customers and purporting to have access to hotel room bookings and events attendee lists. It is unclear whether the agencies in question are in possession of such information, or whether they intend to scam unsuspecting customers. Whilst Arena International Events Group pursues such third party companies for their potentially illicit activity, Arena encourages you to be cautious in engaging with such third party agencies and Arena shall not accept any responsibility for any losses incurred by you should you choose to engage with third parties that have no affiliation to Arena International Events Group.

Sponsors

Select a sponsor to learn more

Lead Partner

Gold Partners

Silver Partners

Panel Partners

Technology Spotlight Sponsors

Exhibitors

Co-Partners

Resources

   

Partner with us

The Digital Integration in Wealth Management Event Series brings together senior buyers from across the EU’s thriving private banking and wealth management ecosystem. Our audience includes the likes of Goldman Sachs, Coutts, HSBC, Investec, Schroders and St. James’s Place.

By choosing to partner with us, you can expect fruitful opportunity to network and connect face-to-face with key decision makers within the industry. We bring the right people under one roof to ensure that your brand is seen directly by an exclusive audience of senior buyers. With extended networking breaks, a dedicated exhibition area within the venue and a drinks reception in the evening there is plentiful opportunity to meet and collaborate with new people, develop meaningful connections and form long-lasting partnerships.

 

BRANDING

Build brand awareness among the prospective customer base.

Get your brand front of mind.

THOUGHT LEADERSHIP

Promote your unique solutions and demonstrate your capabilities.

Directly address your audience.

LEAD GENERATION

Meet C-level executives you would not otherwise have met.

Create viable new business opportunities with decision makers.

Gain ROI.


Our Audience


Hear from some of our 2023 sponsors:

View more videos from the Digital Integration in Wealth Management 2023 Conference on our YouTube Channel

 

Contact us today for more information on the sponsorship packages and services we offer.

Media Partners

Private Banker International

Financial Services Review

Become a Media Partner

Showtime Photo Booth will joining us for the evening at this years event with their Open Air Photo Booth. 

Enquiry

Contact Us

SPONSORSHIP ENQUIRIES

Valentin Gerasimuk

Head of Sponsorship Sales

+44 20 7149 5973

SPEAKER ENQUIRIES

Zaynah Aslam

Conference Producer

+44 20 4540 7613

MARKETING ENQUIRIES

If you would like to discuss a media partnership collaboration, please contact:

Madelayne Goodall

Marketing Executive

DELEGATE ENQUIRIES

Lisa Wright

VIP Delegate Manager

SPONSORSHIP ENQUIRIES

To enquire about sponsorship opportunities for the conference, please contact:

Valentin Gerasimuk

Head of Sponsorship Sales


+44 20 7149 5973

SPEAKER ENQUIRIES

To enquire about speaking opportunities for the conference, please contact:

Zaynah Aslam

Conference Producer


+44 20 4540 7613