22 Leaders In Private Banking & Wealth Management Will Provide Business-Critical Insights All In One Day!
Monetise New Market Opportunities & Adapt To The New Realities Of Changing Tech, Digital, Multi-Generational & Sustainability Trends For New, Client-Centric & Profitable Private Banking & Wealth Management Strategies
Meet & Exceed The Financial Needs & Expectations Of Multi-Generational Ultra & High-Net Worth Clients & Families With Personalised & Diverse Portfolios Amid Challenging Economic Environments With Digital Toolkits & On-Trend Tech Advancements, Winning Relationship Management, New & Alternative Investment Opportunities & Future-Proofed Planning That Supports ESG Principles & Generates Maximum Returns
2nd March 2023, One America Square, central London
08.30 Registration, Informal Networking & GIC Welcome
09.10 Morning Co-Chairs’ Opening Remarks
Fahad Kamal, Chief Investment Officer, Kleinwort Hambros
Christopher Rossbach, Managing Partner & CIO, J. Stern & Co.
Digital Transformation
Panel Q&A
09.20 Drive Digital Transformation & Your Digital Offerings Across Private Banking & Wealth Management To Improve The Client Experience
- How can you ensure you aren’t losing clients because of the digital revolution? Leverage the benefits of digital tech from the onboarding process and throughout your clients’ journeys to maintain and improve a seamless and efficient overall experience
- How can private banks overcome strict regulatory pressures and watertight data protection policies to drive digital transformation through the business, and implement new technology quickly and effectively?
- The digital evolvement of private banking: what are the themes and trends out there, will there be less human interaction, and more digital picking, and what are the benefits of various digital platforms, apps and robo-advice?
- Ensure you are a future-facing organisation by delving into the future of private banking and wealth management in a digital world where clients are becoming more sophisticated and digitally demanding
Jonathan Byrne, CEO, Virgin Money Investments
Alexander David, Head of Group Portfolio & Value Management Office, Direct Line Group
Wasim Mushtaq, Transformation Lead, Financial Markets, Standard Chartered Bank
Cryptocurrency
09.50 Lack Of Regulation, Lack Of Transparency: Update Your Knowledge, Systems & Processes Around Cryptocurrency In Order To Generate Wealth & Bring Onboard Crypto-Clients
- Blockchain? Custody solutions? How can we realistically and seamlessly move towards offering cryptocurrency to private and wealthy clients?
- Deep dive into the mechanics and dynamics around the currency and how it behaves… what could the legal framework surrounding cryptocurrency look like when the whole point is that it is decentralised?
- Tackling crypto: how can you bring on board a crypto client, how can you help a client with crypto, and how can traditional private banks and wealth managers help clients who have generated their wealth from crypto?
- In the meantime, how can you keep clients happy amidst the ever-evolving dynamics around private baking and wealth management?
Duncan Moir, Senior Investment Manager, abrdn
10.10 Bonus Session; Reserved For Exclusive Conference Partner
10.40 Morning Refreshment Break With Informal Networking
ESG & Sustainability – Panel Q&A
11.10 Power Forward ESG & Sustainable Initiatives: Ensure Your Firm & Your Clients Are Committed To & Generate A Positive Impact On The Planet With Responsible Advice & Investments
- Keep up with rising expectations and regulations to increase your business standards without greenwashing by ensuring investments are effective and authentic
- What is the price of ESG principles? How can you strengthen ESG principles when they are not as lucrative?
- Making a difference: explore how you can assist private clients in achieving their philanthropic goals and give their investments a greater purpose than just profit
Celeste Leverton, Associate Director, Sustainability Manager, Coutts & Co.
Rennie Hoare, Partner & Head of Philanthropy, C. Hoare & Co.
Jean-François Le Ruyet, Partner, Quilvest Capital Partners
Amelia Tan, Head of Responsible Investing Strategy for Investments, Legal & General Investment Management
Jan-Marc Fergg, Global Head ESG & Managed Solutions, Global Private Banking, HSBC
Rory Dowie, ESG Portfolio Manager, Credit Suisse
Cara Williams, Senior Partner, Global Head of ESG & Sustainability, Wealth Management, Mercer
Digital Vs. Human Touch
11.40 Deliver With Digital! Meet Evolving Customer Needs & Service Expectations With A Client-Support Model That Capitalises On Digital Services Without Compromising On That Personal, Human Touch
- Finding the right balance: identify exactly what private clients are looking for today, and translate these into actionable insights by integrating digital at the right touchpoints along their digital journey
- Streamline your processes to optimise your work and satisfy client demands with advanced apps, digital channels and relationship management strategies
- What is the role of an advisor in the digital-first era? In this relationship-driven, client-facing industry, what is the future for private banking digitally?
Ben Covey, Managing Director and Head of Private Banking, Santander Private Banking
Demographics: Multi-Generational Strategies
Panel Q&A
12.00 Strengthen Your Client-Advisor Relationships With Refreshed & Robust Strategies Which Serve UHNW & HNWI’s Of Any Generation & Seamlessly Engage The Whole Family
- Secure business-critical insights on how to engage millennials, Gen-Z and Gen Y in wealth management today, and how to retain client loyalty as wealth transfers down the multi-generational family line
- How are the younger generations approaching the world of wealth management today, and how are they managing their savings? Explore critical insights to help your strategies and build upon those relationships
- Navigate and meet the ever-changing needs and priorities of the younger generation with an increased demand for digital offerings and ESG-driven investments
- Prepare for the future and preserve wealth across the generation with robust and forward-thinking succession planning
Charles Huddart, Vice President and Private Banker, Barclays Private Bank
Narina Tailor, Assistant Vice President and Private Banker, Citi
Veronique Morel-Kane, Senior Wealth Manager – Branch Principal, Raymond James Investment Services
12.30 Lunch & Informal Networking For Speakers, Delegates & Partners12.30 Lunch & Informal Networking For Speakers, Delegates & Partners
A. International Opportunities
B. Real Estate
13.30 Afternoon Co-Chairs’ Opening Remarks
12.30 Lunch & Informal Networking For Speakers, Delegates & Partners
Celeste Leverton, Associate Director, Sustainability Manager, Coutts & Co.
Veronique Morel-Kane, Senior Wealth Manager – Branch Principal, Raymond James Investment ServicesVeronique Morel-Kane
Senior Wealth Manager – Branch Principal
Raymond James Investment Services Afternoon Co-Chairs’ Opening Remarks
Client Acquisition, Relationships & Trends
13.40 Drive Successful End-To-End Engagement & Relationship Management Strategies Which Delight A Demanding Clientele & Respond To Changing Client Trends
- Streamline and modernise your onboarding processes with the latest technologies to drive client satisfaction from day one
- Analyse data-driven insights on what the modern-day private
clients wants from their bank and advisors in order to meet and exceed changing and challenging demands - Boost client engagement with consistent and transparent communications to keep individual clients’ wants and needs at the centre of your private banking, investment, and wealth management strategies
Greg Kyle-Langley, Managing Director, Head of Entrepreneurs Proposition, Coutts & Co.
Veronique Morel-Kane
Senior Wealth Manager – Branch Principal
Raymond James Investment Services Afternoon Co-Chairs’ Opening Remarks
Investing In A Challenging Market
14.00 Mitigate Market Volatility & Protect Your Clients’ Wealth By Exploring Investment Strategies In Times Of Geopolitical Disruption & Challenging Inflationary & Economic Environments
- Assess the impact and outcome of political instability, geopolitical unrest, and economic difficulty has on the private banking and wealth management industry in order to effectively set the right priorities and follow client trends
- How can you beat inflation and keep your portfolios growing? Protect against the increase in costs with diverse and resilient investment frameworks
- Ahead of the curve: reassure your clients with investment outlooks and frameworks which help you prepare for, and mitigate, future risks and concerns
Willem Sels, Global Chief Investment Officer, Global Private Banking & Wealth, HSBC
Veronique Morel-Kane
Senior Wealth Manager – Branch Principal
Raymond James Investment Services Afternoon Co-Chairs’ Opening Remarks
14.20 Bonus Session; Reserved For Exclusive Conference Partner
14.50 Afternoon Refreshment Break With Informal Networking
Alternative Investments & New Opportunities – Double Perspective
15.20 High Risk, High Reward: Navigate The Risks & Opportunities Of Alternative & New Investments To Discover & Maximise New & Competitive Investment Opportunities For Your Clients
- Diversity your portfolios with unique private equity, investments in private markets, and hedge funds in your frameworks to boost returns, generate income and deliver results
- Invest with confidence: explore how the private banking industry has changed from a portfolio perspective through the rise of alternative and new investments
- Examine the potential pitfalls in mass marketable alternative investments to minimise risk for your private clients
15.20 Edmund Shing, Global Chief Investment Officer, BNP Paribas Wealth Management
15.40 Rex Kumaran, Chief Growth Officer, illio
M&G Wealth’s Hybrid Advice
16.00 Human Led, Digitally Supported: Explore M&G Wealth’s Data Points On What They See As Holistic, Hybrid Advice
James Needham, Head of Hybrid Advice & Business Development, M&G Wealth
Veronique Morel-Kane
Senior Wealth Manager – Branch Principal
Raymond James Investment Services Afternoon Co-Chairs’ Opening Remarks
16.20 Afternoon Co-Chairs’ Closing Remarks
Celeste Leverton, Associate Director, Sustainability Manager, Coutts & Co.
Veronique Morel-Kane, Senior Wealth Manager – Branch Principal, Raymond James Investment ServicesVeronique Morel-Kane
Senior Wealth Manager – Branch Principal
Raymond James Investment Services Afternoon Co-Chairs’ Opening Remarks
16.30 Official Close of Conference