Private banking and wealth management reimagined

 

11 March 2020 – WealthTech Evening

12 March 2020 – Main conference

Hilton Tower Bridge, London

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, Julius Baer International, Investment Innovators: Wealth Summit

David Durlacher

Chief Executive Officer, Julius Baer International

Steven Cooper, C Hoare, Investment Innovators: Wealth Summit

Steven Cooper

Chief Executive Officer, C. Hoare & Co

Dirk Klee,Barclays, Investment Innovators: Wealth Summit

Dirk Klee

Chief Executive Officer, Savings, Investments and Wealth Management, Barclays

James Rainbow, Schroders, Investment Innovators wealth summit

James Rainbow

Chief Executive Officer, Schroders Personal Wealth

TobyTriebel, Wealthsimple, Investment Innovators: Wealth Summit

Toby Triebel

Chief Executive Officer, Europe, Wealthsimple

Stephane Monier, Lobard Odier, Investment Innovators: Wealth Summit

Stéphane Monier

Chief Investment Officer and Group Managing Director, Lombard Odier

Shirley Crystal Chua, Golden Equator Wealth, Investment Innovators Wealth Summit

Shirley Crystal Chua

Group Chief Executive Officer, Golden Equator Wealth

Martin Stead, Nutmeg, Investment Innovators wealth summit

Martin Stead

Chief Executive Officer, Nutmeg

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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:

Roi Tavor, nummo, Investment Innovators: Wealth Summit, Nummo

Showcase 1 | Nummo

Roi Y. Tavor, Co-Founder and Chief Executive Officer, Nummo

Richard Wazacz, Octopus Wealth, Investment Innovators wealth summit

Showcase 2 | Octopus Wealth

Richard Wazacz, Chief Executive Officer, Octopus Wealth

Karolina Decker, FinMarie, Investment Innovators: wealth summit

Showcase 3 | FinMarie

Karolina Decker, Co-Founder and Chief Executive Officer, FinMarie

Mark Chahwan, Sarwa, Investment Innovators: Wealth Summit

Showcase 4 | Sarwa

Mark Chahwan, Co- Founder and Chief Executive Officer, Sarwa

Cyrus Fazel, Swissborg

Showcase 5 | Swissborg

Cyrus Fazel, Founder and Chief Executive Officer, SwissBorg

Agenda

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12 March 2020 Thursday, 12 March 2020

09.00

Welcome address and chair's opening remarks

Session 1

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, C Hoare, Investment Innovators: Wealth Summit
Steven Cooper

Chief Executive Officer , C. Hoare & Co

10.00
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, Netwealth, Investment Innovators, Wealth Summit
Charlotte Ransom

Founder and Chief Executive Officer , Netwealth

10.45
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

Dirk Klee,Barclays, Investment Innovators: Wealth Summit
Dirk Klee

Chief Executive Officer, Savings, Investments and Wealth Management , Barclays

David Durlacher, Julius Baer International, Investment Innovators: Wealth Summit
David Durlacher

Chief Executive Officer , Julius Baer International

TobyTriebel, Wealthsimple, Investment Innovators: Wealth Summit
Toby Triebel

Chief Executive Officer, Europe , Wealthsimple

11.15

Refreshments


Session 2

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?

12.05

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, EFG Private Bank, Invesment Innovators wealth summit
Damiano Baj

Chief Operations Officer , EFG Private Bank

12.45
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?

 


Alex Tomas

Chief Operating Officer EMEA & Region Head , Goldman Sachs

Damiano Baj, EFG Private Bank, Invesment Innovators wealth summit
Damiano Baj

Chief Operations Officer , EFG Private Bank

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?


David poole, Investment Innovators: Wealth Summit, Citi Private Bank
David Poole

Head of Strategic Client Segments EMEA , Citi Private Bank

12.05
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, Netwealth, Investment Innovators, Wealth Summit
Charlotte Ransom

Founder and Chief Executive Officer , Netwealth

Charlotte Platts, Santander, Investment Innovators: Wealth Summit
Charlotte Platts

Director, Head of Wealth , Santander

12.45
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?


Natasa Williams, LGT Vestra, Investment Innovators: Wealth Summit
Nataša Williams

Head of Private Office , LGT Vestra

Denis Nagy, Investment Innovators: Wealth Summit, Dolfin Group
Denis Nagy

Chief Executive Officer , Dolfin Group

David poole, Investment Innovators: Wealth Summit, Citi Private Bank
David Poole

Head of Strategic Client Segments EMEA , Citi Private Bank

James Richardson, Investment Innovators wealth summit
James Richardson

Head of WealthPilot , Brewin Dolphin

Session 3

Refreshing the client experience
From crypto to ESG: the growing investments of the digital age
14.30
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, Investment Innovators: Wealth Summit, Openbank
Gonzalo Pradas

Head of Wealth Management , Openbank

14.50

Towards hyper-personalisation: understanding the potential of advanced analytics

• How can machine learning be used to uncover underlying patterns in client data?
• Predicting client needs before they know they have them: knowing when investment needs are about to arise
• An exchange of value: delivering benefits that encourage clients to provide data
• The impact of social media: leveraging wider digital connectivity to better understand client behaviour


15.30
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 Moneyfarm, Investment Innovators Conference
Oliver Vins

Head of Product , Moneyfarm

15.50

Questions


14.30

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, Falcon Private Bank, Investment Innovators: Wealth Summit
Katie Richards

Co-Head Digital Assets and Head Process Management , Falcon Private Bank

14.40
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?


Stephane Monier, Lobard Odier, Investment Innovators: Wealth Summit
Stéphane Monier

Chief Investment Officer and Group Managing Director , Lombard Odier

Katie Richards, Falcon Private Bank, Investment Innovators: Wealth Summit
Katie Richards

Co-Head Digital Assets and Head Process Management , Falcon Private Bank

Choukeir Mouhammed, Kleinwort Hambros
Mouhammed Choukeir

Chief Investment Officer and Deputy Chief Executive Officer , Kleinwort Hambros

15.30
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?


Steffen Hoerter, Allianz Globl Investors, Investment Innovators Wealth Summit
Steffan Hoerter

Global Head of ESG , Allianz Global Investors

Rosa Sangiogio, Credit Suisse, Investment Innovators: wealth summit
Rosa Sangiorgio

Head of Sustainability & Impact for Investment Management , Credit Suisse

Jason Ulrich, Investment Innovators Wealth summit
Jason Ulrich

Head of Responsible Investment- Private Banking , Union Bancaire Privée

Damian Payiatakis, Investment Innovators: wealth summit, barclays
Damian Payiatakis

Head of Impact Investing , Barclays

Session 4

The future competitive landscape — an evolving ecosystem

16.30
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. Jonthan 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, Coutts & Co, Investment Innovators Wealth Summit
Jonathan Brierley

Head of Digital, Design and Experience , Coutts & Co

Konan Motihar, Coutts & Co, Investment Innovators wealth summit
Konan Motihar

Head of Digital Strategy , Coutts & Co

17.10
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, Shirley will uncover how these developments have affected the Asian wealth management market and the steps wealth managers have had to take to adapt.


Shirley Crystal Chua, Golden Equator Wealth, Investment Innovators Wealth Summit
Shirley Crystal Chua

Group Chief Executive Officer , Golden Equator Wealth

17.30
Panel discussion

The march of the WealthTechs: competitors or partners?

• Identifying emerging competition in wealth management
• From FinTechs to emerging technologies: what are the key drivers of digital disruption?
• Combining brand strength with FinTech 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?


James Rainbow, Schroders, Investment Innovators wealth summit
James Rainbow

Chief Executive Officer , Schroders Personal Wealth

Shirley Crystal Chua, Golden Equator Wealth, Investment Innovators Wealth Summit
Shirley Crystal Chua

Group Chief Executive Officer , Golden Equator Wealth

Joe Parkin, Blackrock, Investment Innovators Wealth Summit
Joe Parkin

Head of iShares and Digital Wealth UK , Blackrock

Martin Stead, Nutmeg, Investment Innovators wealth summit
Martin Stead

Chief Executive Officer , Nutmeg

18.00

Chair’s closing remarks followed by a drinks reception


Why attend?

Must-see sessions

Who Attends

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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

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Tickets

All tickets include:

Wealth Summit WealthTech evening, 1 day conference pass, lunch & refreshments and a drinks reception

Group Discount

15% off

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