Private banking and wealth management reimagined

11 March 2020 – WealthTech Evening

12 March 2020 – Main conference

Hilton Tower Bridge, London

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Novel Coronavirus Update.

Investment Innovators: Wealth Summit will take place as planned.

FURTHER INFORMATION

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

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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!

David Durlacher

Charlotte Ransom

Toby Triebel

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

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Agenda

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11 March 2020 Wednesday, 11 March 2020

12 March 2020 Thursday, 12 March 2020

18.00

Registration + Chair's opening remarks

Session 1

18.30

Showcase 1 | Rosecut

Rosecut provides impartial digital wealth management allowing clients to access and monitor their investment portfolio and financial plan anytime, anywhere.

Gustavo Silva

Co-Founder and Chief Technology Officer , Rosecut

18.40

Showcase 2 | SwissBorg

The SwissBorg Project uses robo advisors and deep learning algorithms to enable community members to optimise their cryptocurrency holdings.

Cyrus Fazel

Founder and Chief Executive Officer , SwissBorg

18.50

Showcase 3 | Impact Agora

Impact Agora is an industry initiative, sponsored by Barclays and powered by Delio, to convene an institutional marketplace for impact investing. Accelerators, venture funds, corporates, wealth managers, and family offices will use the platform to share and find impact deals and funds.

David Newman

Co-Founder , Delio

19.00

Showcase 4 | Cognitive Credit

Cognitive Credit pairs expertise in technology and finance to develop scalable solutions for institutional credit investors. Using innovative, data-driven software that gathers real-time market data, Cognitive Credit provides investors with the edge they need.

Robert Slater

Chief Executive Officer and Founder , Cognitive Credit

19.10

Showcase 5 | Infinity Circle

Infinity Circle is building a trusted global digital platform to serve the growing needs of High Net Worth Individuals (HNWI) for efficient, always-available, and custom-tailored financial services.

Elisabeth Dana

Chief Executive Officer , Infinity Circle

19.20

Networking drinks

09.00

Welcome address and chair's opening remarks

Session 2

2020 and beyond — the future of wealth management

09.35

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

09.55

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

10:15

Powering one-stop digital wealth apps in the mobile era

How to make your mobile app the one-stop destination for engaging with high touch clients and completing business transactions, on-demand. Understand what digital transformation looks like in wealth management sector and learn how to provide your clients the service they deserve.

Anshul Bongirwar

Solutions Evangelist , Moxtra

10.35

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

Guy Healey

Head of Private Banking , Brown Shipley

11.15

Refreshments

Session 3

Capitalising on new technology

Future clients, future demands

11.45

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

12.05

Thematic investing powered by AI

• Identify investment signals from qualitative big data
• Assess exposure of companies, individuals, and investment portfolios to market developments and themes
• Gain competitive edge with unique investment strategies combining quantitative and qualitative data
• Provide portfolio-based and personalized insights to clients and prospects

Alexander Stumpfegger

Head of Sales , CID

12.25

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

Chris Loake

Chief Technology and Operations Officer , C. Hoare & Co

13.00

Lunch

11.45

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?

Annabel Bosman

Head of Relationship Management , RBC Wealth Management

12.05

Fireside chat

Women, entrepreneurs 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

Peter Gale

Senior Private Banker and Section Head , C. Hoare & Co

12.30

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?

Denis Nagy

Chief Executive Officer , Dolfin Group

Annabel Bosman

Head of Relationship Management , RBC Wealth Management

13.00

Lunch

Session 4

Refreshing the client experience

From crypto to ESG: the growing investments of the digital age

14.15

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

14.35

Unlocking a new era of digital wealth

• Predicting client needs before they know they have them: knowing when investment needs are about to arise
• Empowering advisors with the knowledge to better understand clients
• How can behavioural insights be best actioned upon?
• Bringing technology and social science into the client experience mix

Chris Loake

Chief Technology and Operations Officer , C. Hoare & Co

14.55

Leveraging AI to provide superior investments decisions to clients

François de Lescure

Chief Sales and Marketing Officer , Dreamquark

15.15

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. Ross will share why this model was chosen and explore the benefits a hybrid approach offers to clients and organisations alike.

Ross Godlonton

Head of Product , Moneyfarm

15.35

Refreshments

14.15

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

14.25

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

Antonio Curia

Executive Director and Head of Private Capital Advisory , Wimmer Financial

Chris Aruliah

Head of Banking Relations , Bitstamp

14.55

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?

Rosa Sangiorgio

Head of Sustainability & Impact for Investment Management , Credit Suisse

Damian Payiatakis

Head of Impact Investing , Barclays

15.35

Refreshments

Session 5

The future competitive landscape — an evolving ecosystem

16.05

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

16.25

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

Ravi Sidhoo

Managing Director, Private & Business Banking , Cynergy Bank

David Joyce

Chief Executive Officer , Crealogix

Qiaojia Li

Co-Founder and Chief Executive Officer , Rosecut

17.00

Chair’s closing remarks followed by a drinks reception

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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.

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.

Request a call with a Partnership Manager