Venue
Hilton London Metropole
Hilton London Metropole, 225 Edgware Rd, Paddington, London W2 1JU, United Kingdom

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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
Details

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.

Speakers

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

Sponsors & Partners

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