7th Digital Integration in Wealth Management 2023 | Arena Financial | 20 February 2023 | Royal Lancaster London, Lancaster Terrace, London W2 2TY, UK

This event is drawing expertise from top wealth management and private banks across the UK and Europe.

Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the Wealth Management sector to better understand how to create a personalized offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.

With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.

From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.

2023 Speakers

Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

David Bicknell
Principal Analyst, GlobalData

James Frew
Divisional Director - Operational Strategy, St James’s Place Wealth Management

Matthew Proctor
Associate Director, Strategic Programmes, Asset Management, Coutts And NatWest Group

Mark Glover
Global Head of Financial Planning – Wealth Management, HSBC

Martijn Seijsener
Global Head Employee Experience, Credit Suisse

Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management

Adele Goodfellow
Product Marketing, Chief Technology Office, JP Morgan Chase & Co

Nick Hall
Head of Advice, Wealth Wizards

John Thompson
Head of Digital Product Management, abrdn

Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP

Patrick Thomas
Investment Director And Head Of ESG Service, Canaccord Genuity Wealth Management

Aliya Das Gupta
Senior Vice President Of Business Development, Sygnum Bank

Fadi Halout
Chief Executive Officer, BankMed (Suisse) SA

Romain Braud
Digital Assets Business Development Director, Arab Bank (Switzerland)

Matt Lonsdale
Head of Business Development, Wealth UK, Iress

Benjamin Labrousse
Manager Pre-Sales EMEA, Wealth Dynamix

Christopher Baxter
Presales Consultant, Aixigo

Adam Toms
Global COO and CEO Europe, OpenFin

Ed Sewell
Data Strategy Partner, CACI

Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

Alessandro Tonchia
Head of Strategy, InvestCloud Europe & Asia

Karrie Tilburn
Chief Executive Officer, KA Watson Consultancy Ltd

Jan Skaathun
Chief Commercial Director and Co-Founder, Quantfolio

James Pollock
Senior Global Sales Director, Seismic

Karen Oakland
VP Industry Marketing, Financial Services, SmartCommunications

Daniel McLoughlin
Field CTO, OneSpan

Ronald Janssen
Managing Director Goal Based Planning, Ortec Finance

Ville Somppi
Vice President, Industry Solutions, M-Files

James Pereira-Stubbs
Chief Client Officer (CCO), Oxford Risk

Peter Lund
Business Development, CID

Nikolai Hack
COO, Nucoro

Shimona Pinto
Senior Corporate Solutions, Moxo

Christoph Wendel
Managing Director, QPLIX

Rinesh Patel
Global Head of Financial Services, Snowflake

Tariq Khan
Client Development Director, Objectway

Joseph Spiers
Head of Associates, Apollo Private Wealth, St James’ Place Wealth Management Group

2023 Sponsors and Partners

LEAD PARTNER:
• Moxo

GOLD PARTNERS:
• Objectway
• Wealth Dynamix

SILVER PARTNERS:
• 3rd-Eyes Analytics
• aixigo
• CID
• InvestCloud
• TIARA
• M-Files
• Ortec Finance
• QPLIX
• Quantfolio
• Seismic
• Smart Communications

TECHNOLOGY SPOTLIGHT PARTNER:
• Iress

PANEL PARTNERS:
• CACI Ltd
• Nucoro
• Openfin
• Oxford Risk
• Snowflake

BREAKFAST BRIEFING PARTNER:
• Moxo

EXHIBITORS:
• Assured Thought
• ComitFS
• Investment Navigator
• Invest Suite
• MyDocSafe
• Price Hubble
• Unblu

CO-PARTNERS:
• Backbase
• GateB
• Halo
• Sharegain

LANYARD SPONSOR:
• Xahive

MEDIA PARTNER:
• Showtime Photo Booth