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
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
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
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
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
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
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
Powering one-stop digital wealth apps in the mobile era
Anshul Bongirwar
Solutions Evangelist
Moxtra
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
Capitalising on new technology
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
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
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
Future clients, future demands
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
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
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
Refreshing the client experience
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
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
Leveraging AI to provide superior investments decisions to clients
François de Lescure
Chief Sales and Marketing Officer
Dreamquark
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
From crypto to ESG: the growing investments of the digital age
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
Antonio Curia
Executive Director and Head of Private Capital Advisory
Wimmer Financial
Chris Aruliah
Head of Banking Relations
Bitstamp
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
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
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
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