Private banking and wealth management reimagined
11 March 2020 – WealthTech Evening
12 March 2020 – Main conference
Hilton Tower Bridge, London
Novel Coronavirus Update.
Investment Innovators: Wealth Summit will take place as planned.
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
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
Annabel Bosman
Head of Relationship Management, RBC Wealth Management
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 | Rosecut
Gustavo Silva, Co-Founder and Chief Technology Officer, Rosecut
Showcase 2 | Swissborg
Cyrus Fazel, Founder and Chief Executive Officer, SwissBorg
Showcase 3 | Impact Agora
David Newman, Co-Founder, Delio
Showcase 4 | Cognitive Credit
Robert Slater, Chief Executive Officer and Founder, Cognitive Credit
Showcase 5 | Infinity Cirle
Elisabeth Dana, Chief Executive Officer, Infinity Circle
Agenda
11 March 2020
Wednesday, 11 March 2020
11 Mar
12 March 2020
Thursday, 12 March 2020
12 Mar
Registration + Chair's opening remarks
Welcome address and chair's opening remarks
2020 and beyond — the future of wealth management
Capitalising on new technology
Future clients, future demands
Refreshing the client experience
From crypto to ESG: the growing investments of the digital age
The future competitive landscape — an evolving ecosystem
Why attend?
Must-see sessions
Advisory Board
These are the partners who have helped us to make Investment Innovators: Wealth Summit more relevant and insightful than ever before. Our relationship with the Board helps us to keep our finger on the pulse and carefully craft the most exciting content for you.
David Durlacher
Chief Executive Officer, Julius Baer International
Dirk Klee
Chief Executive Officer, Savings, Investments and Wealth Management, Barclays
Charlotte Ransom
Founder and Chief Executive Officer, Netwealth
Denis Nagy
Chief Executive Officer, Dolfin Group
Mouhammed Choukeir
Chief Investment Officer and Deputy Chief Executive Officer, Kleinwort Hambros
Guy Healey
Head of Private Banking, Brown Shipley
Book your networking meetings
We want you to find the best connections possible and so, this year, we’re using the networking app, Brella.
With Brella, you can view the event schedule, see who is attending, and easily connect with your fellow delegates with the ability to set up 1-to-1 meetings in our designated Brella networking zone.
This is your chance to meet the individuals set to give you the next big relationship your business needs.
Sponsorship
Connect with your audience
Our attendees tell us their aim is to make meaningful connections with solutions providers. With this in mind, we have created a range of sponsorship opportunities that can help you raise your profile and reach the right people.
Thought-leadership sessions
Hospitality packages
Exhibition spaces
On-site branding
Gold sponsor
Silver sponsor
Bronze sponsor
Media Partners
Tickets
All tickets include:
Wealth Summit WealthTech evening, 1 day conference pass, lunch & refreshments and a drinks reception
Group Discount
15% off
When you buy 3 or more tickets
Standard
£1,195.00 + VAT
WealthTech*
£395.00 + VAT