Private banking and wealth management reimagined
11 March 2020 – WealthTech Evening
12 March 2020 – Main conference
Hilton Tower Bridge, London
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Investment Innovators: Wealth Summit 2020
Hear from leading private banks, wealth managers, family offices, asset managers and WealthTechs from all over Europe, to gather and discuss what the next decade of innovation in the industry will look like.
Whether it is to share insights, meet new contacts or strike deals, everything is possible at Wealth Summit 2020.
Speakers
David Durlacher
Chief Executive Officer, Julius Baer International
Gary Tiernan
Managing Partner, Golden Equator Wealth
Charlotte Ransom
Founder and Chief Executive Officer, Netwealth
Graham Kellen
Chief Technology Officer, Schroders Personal Wealth
Katie Richards
Head of Digital Custody & Trading, Head of Process Management, Falcon Private Bank, Falcon Private Bank
Steven Cooper
Chief Executive Officer, C. Hoare & Co
Dirk Klee
Chief Executive Officer, Savings, Investments and Wealth Management, Barclays
Toby Triebel
Chief Executive Officer, Europe, Wealthsimple
Speaker Interviews
We sat down with three of our speakers to pick their brains on the most exciting developments in wealth – have a read below!
WealthTech Evening
This evening on 11 March 2020 is dedicated to exploring the most exciting start-ups working in the wealth industry. Network with your peers over drinks and canapes and sit back and listen to start-ups pitch to you. This year, we present:
Showcase 1 | Nummo
Roi Y. Tavor, Co-Founder and Chief Executive Officer, Nummo
Showcase 2 | FinMarie
Caroline Bell, Co-Founder and Managing Director, FinMarie
Showcase 3 | Sarwa
Jad Sayegh, Co-Founder and Chief Technology Officer, Sarwa
Showcase 4 | Swissborg
Cyrus Fazel, Founder and Chief Executive Officer, SwissBorg
Agenda
- All Topics
12 March 2020 Thursday, 12 March 2020
Welcome address and chair's opening remarks
2020 and beyond — the future of wealth management
Keynote address
Wealth reimagined: defining a new paradigm
Having recently served as a Chief Executive Officer of Barclays Personal Banking of Barclaycard, Steven brings his deep experience in digital transformation to the wealth and private banking industry. Hear his unique perspective on how the industry is set to evolve.
Steven Cooper
Chief Executive Officer , C. Hoare & Co
Keynote address
Navigating the next decade of digital transformation
Charlotte has over 30 years of experience in the financial industry and is on a mission to transform wealth through technological innovation. Having witnessed the impact of technology in wealth management first hand, Charlotte will uncover what the next decade of technology has in store for the industry.
Charlotte Ransom
Founder and Chief Executive Officer , Netwealth
Leader’s forum
Embracing industry-wide change
- How can wealth managers thrive in a fast-evolving digital world?
- From new technologies to new business models: exploring the opportunities ahead
- The best of both worlds: how can the human touch be preserved in a digital era?
- Evolving with the times: creating an innovative culture
- Confronting the next intergenerational transfer of wealth: are organisations ready?
- How real is the threat of Big Techs entering the wealth management industry?
- What opportunities and challenges will new players bring with them?
Dirk Klee
Chief Executive Officer, Savings, Investments and Wealth Management , Barclays
David Durlacher
Chief Executive Officer , Julius Baer International
Toby Triebel
Chief Executive Officer, Europe , Wealthsimple
Big data, machine learning and AI: transforming portfolio management
- Identifying the key success factors to implementing an AI strategy
- How can portfolio managers leverage AI to improve investment decision-making?
- Big data strategies: taking advantage of unstructured data to maximise profitability
- To what extent can alternative data sets provide an edge to an AI system?
Jiahao Sun
Associate Director, Artificial Intelligence , RBC Wealth Management
Robotics in wealth management: exploring the applications
• In which areas of the business can robo make the most impact?
• The growth of robo-advice: how far is this transformation set to go?
• Back, middle and front-end: embracing a unified solution
• Automating the trivial to focus on adding value to the client
• The RegTech opportunity: is this the future of compliance?
Damiano Baj
Chief Operations Officer , EFG Private Bank
Panel discussion
Leveraging the power of transformational technology: where do the main opportunities lie?
• In a world of emerging technologies, where should organisations place their bets and why?
• The journey from machine learning to AI: how can wealth managers make the leap?
• How is automation allowing businesses to keep up with fast-moving competitors?
• Cutting out the middleman: what are the opportunities and challenges of blockchain technology?
• Fail and fail fast: how can experimentation be championed within organisations?
• Establishing the effectiveness of new technologies: measuring ROI
• How can organisations become agile in an ever-changing regulatory and technological landscape?
Damiano Baj
Chief Operations Officer , EFG Private Bank
Graham Kellen
Chief Technology Officer , Schroders Personal Wealth
James Longstaff
Head of Innovation and Delivery , Shawbrook Bank
The clients of today and tomorrow: meeting a new range of expectations
• Digital natives vs digital immigrants: identifying generational differences
• From trust to accessibility: what do clients really want from their advisors and wealth managers?
• What are the most urgent ways in which wealth managers need to innovate to keep pace with evolving client behaviours?
• How can the barriers to change best be overcome?
David Poole
Head of Strategic Client Segments EMEA , Citi Private Bank
Fireside chat
Women, HENRYs and the mass-affluent: tapping into growing markets
• Re-evaluating market segments: where do the most fertile opportunities lie?
• What can be learned from those already targeting the mass-affluent?
• How has the female client landscape evolved over the past 5 years?
• High-earning-not-rich-yet and entrepreneurs: building long-lasting relationships
• What is the key to successfully serving each of these growing market segments?
Charlotte Ransom
Founder and Chief Executive Officer , Netwealth
Panel discussion
Predicting the evolution of future client expectations: where will the balance between human and digital lie?
• Maintaining trust in the digital age: how can this be achieved for all demographics?
• Will the client of the future ultimately want more or less human interaction?
• How can digital innovation be achieved while preserving the human touch?
• To what extent can advisor-client interaction be carried out effectively online?
• Capitalising on the connectivity of social media: is this the key to building stronger relationships?
• Fully automated AI wealth management: is this the future?
Nataša Williams
Head of Private Office , LGT Vestra
Denis Nagy
Chief Executive Officer , Dolfin Group
David Poole
Head of Strategic Client Segments EMEA , Citi Private Bank
James Richardson
Head of WealthPilot , Brewin Dolphin
Case study | Openbank
A one-stop shop for wealth management online
Wealth management traditionally requires hard-copy documents, physical interactions and lots of red tape. Openbank has successfully overcome all these challenges by moving processes entirely online. Through features such as online onboarding, automated and goals-based investing, Gonzalo will explore how Openbank provides clients with a wealth management experience in tune with the times.
Gonzalo Pradas
Head of Wealth Management , Openbank
Case study | Moneyfarm
The robo and the human: mastering a hybrid approach
Moneyfarm’s platform combines self-service and manager-led advice in order to provide a digital yet human service. Oliver will share why this model was chosen and explore the benefits a hybrid approach offers to clients and organisations alike.
Oliver Vins
Head of Product , Moneyfarm
Cryptocurrencies and digital assets: the key facts
• Back to basics: what are cryptocurrencies, security tokens and utility tokens?
• Evaluating the intrinsic value of cryptocurrencies and how they differ from one another
• Where does this asset class sit in the macroeconomic picture?
• Measuring risk and opportunity in a volatile environment: the diversification of portfolios
Katie Richards
Head of Digital Custody & Trading, Head of Process Management, Falcon Private Bank , Falcon Private Bank
Panel discussion
Tackling the elephant in the room: are cryptocurrencies worth the trouble?
• Durable, scarce, programmable: is Bitcoin the new gold?
• Anticipating the impact of the token economy: what will the internet of value look like?
• Evaluating the legitimacy of cryptocurrencies as a portfolio diversification option
• To what extent will investors adopt the VC mentality required for this early-stage asset class?
• From global regulatory consolidation to custodial and trading infrastructure: overcoming the challenges to institutional adoption
• Embracing the opportunities of crypto: how can wealth managers best prepare for this maturing market?
Katie Richards
Head of Digital Custody & Trading, Head of Process Management, Falcon Private Bank , Falcon Private Bank
Mouhammed Choukeir
Chief Investment Officer and Deputy Chief Executive Officer , Kleinwort Hambros
Antonio Curia
Executive Director and Head of Private Capital Advisory , Wimmer Financial
Panel discussion
Investing made impactful: building prosperity while preserving societal and environmental values
• Navigating the impact investing landscape: how has this trend gained traction in recent years?
• In what ways have social channels accelerated the demand for impact investing?
• How has impact investing contributed to an organisation’s online brand image to date and how can this be amplified?
• Transparency as the foundation of trust: communicating positive outcomes back to the client
• Advancing from niche to mainstream: how can organisations embrace impact investing?
• To what extent will regulatory requirements for ESG transparency spur the growth for impact investing?
• How can impact investing satisfy client needs while maximising profitability?
Steffan Hoerter
Global Head of ESG , Allianz Global Investors
Rosa Sangiorgio
Head of Sustainability & Impact for Investment Management , Credit Suisse
Jason Ulrich
Head of Responsible Investment- Private Banking , Union Bancaire Privée
Damian Payiatakis
Head of Impact Investing , Barclays
Stéphane Monier
Chief Investment Officer and Group Managing Director , Lombard Odier
The future competitive landscape — an evolving ecosystem
Case study | Coutts & Co
Riding the open banking wave: placing APIs at the heart of your engagement strategy
Open APIs have proven to be a powerful force for innovation in the retail banking sector creating a bridge for financial instiutions and third-party providers to share services, all with the client’s consent and the regulator’s oversight. In the UK, Coutts & Co has pioneered the adoption of open APIs in private banking, providing clients with a single view of their wealth. Jonathan and Konan will share the how open APIs have created a vast array opportunities allowing the firm to connect with clients in ways unimagined before.
Jonathan Brierley
Head of Digital, Design and Experience , Coutts & Co
Konan Motihar
Head of Digital Strategy , Coutts & Co
Lessons from Asia | Golden Equator Wealth
One step ahead of the curve
In Asia, uptake of digital platforms through which consumers run their entire lives is a thing of the present, with Tencent and Ant Financial having already rolled out wealth and asset management offerings. Amid these pressures, Gary will uncover how these developments have affected the Asian wealth management market and the steps wealth managers have had to take to adapt.
Gary Tiernan
Managing Partner , Golden Equator Wealth
Panel discussion
The march of the WealthTechs: competitors or partners?
• Identifying emerging competition in wealth management
• From WealthTechs to emerging technologies: what are the key drivers of digital disruption?
• Combining brand strength with WealthTech innovation: navigating new partnerships
• What are the challenges of marrying two distinct corporate cultures?
• Build, buy or partner: remaining competitive in an ever-changing landscape
• How is the emergence of robo technology opening doors to out-of-industry players?
• Big Techs: is this the new threat on the horizon?
Joe Parkin
Head of iShares and Digital Wealth UK , Blackrock
Gary Tiernan
Managing Partner , Golden Equator Wealth
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Tickets
All tickets include:
Wealth Summit WealthTech evening, 1 day conference pass, lunch & refreshments and a drinks reception
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15% off
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save £200 Early Bird Until 24 January
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