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Event Date |
Wed Mar 4 GMT - Thu Mar 5 GMT (almost 5 years ago)
In your timezone (EST): Wed Mar 4 3:00am - Thu Mar 5 12:30pm |
Location |
Hilton London Metropole
225 Edgware Rd, Paddington, London W2 1JU, United Kingdom |
Region | EMEA |
Operating within an increasingly digital landscape and cross generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments; to clarify where to strike that balance between a digital and fiscal offering. This conference offers a strong focus on digital tools and process that can be implemented to meet cross generational needs, tailored to the nature of your firm and clientele. Drawing on the expertise of industry leaders including representatives from top wealth management and private banks across Europe. This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.
2020 Speakers
Sharon Maguire
Chief Customer Officer, C Hoare & Co
Chris Williams
Head of Wealth Propositions, Wealth & Advice, HSBC
David Hinton
Director, Head of Digital Investment Operations, Barclays
Tooba Ahmed
Director - Digital Private Banking, Coutts
Aaron Mechelke
Vice President, Head of Process Digitalization, Credit Suisse
Zoe Robson
Global Head of Innovation, Architas
Gareth Johnson
Head of Digital Channels, Brewin Dolphin
Peter Brooks
Chief Behavioural Scientist, Barclays
Ed Lecky-Thomas
Global Head of Digital Propositions, Schroders
Marc Graveney
Chief Digital Officer, London and Capital
Kalle Anttila
Head of Investment Advisory, Private Wealth Management, Danske Bank
Antonio Curia
Executive Director, Wimmer Family Office
Dorthe Hahr Dupont
Head of Nordea Ventures, Deputy Group Digital, Nordea
Graeme Price
CEO, Jarrovian Wealth
Elizabeth Basten
Chief Marketing Officer, Wealth Wizards
Jiahao Sun
Associate Director, Artificial Intelligence, RBC
Sergel Woldemichael
Wealth Management Analyst, GlobalData
Alessandro Onano
Chief Marketing Officer, MoneyFarm
Simon Edwards
Head of Marketing, Brooks Macdonald
Philipp Zerhusen
VP, Director, Market Development, FactSet
Nikolai Hack
COO, Nucoro
Monika Olszówka
Business Development Manager, Comarch
Alan Cole
Head of Cloud & Operations, JHC
Andrew Watson
Chief Product Officer, JHC
Richard Kelsey
Head of UK&I, Backbase
Jacopo de Simone
Solutions Consultant, Moxtra
2020 Sponsors and Partners
LEAD PARTNER:
• JHC
GOLD SPONSOR:
• Moxtra
• Computershare
• REFINITIV
SILVER SPONSORS:
• BACKBASE
• CID
• COMARCH
• Expersoft Systems AG
• FACTSET
• FORCS
• Nucoro
• OBJECTWAY
• Ortec Finance
• Simon-Kucher & Partners
CLIENT ONBOARDING PARTNER:
• SMART COMMUNICATIONS
PANEL PARTNERS:
• Appway
• Finantix
TECHNOLOGY SPOTLIGHT PARTNERS:
• Abaka
• MoneyInfo
• Wealth Dynamix
EXHIBITORS:
• EVOOQ
• SS&C
• Wealthify
• Wealth Wizards
CO-PARTNER:
• Aixigo