Digital Integration in Wealth Management 2021 | Arena International | 3 March 2021 | Virtual Event

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.

Simply register, login on the day and get ready to connect and learn. With the right network at your fingertips, learning and connecting have never been so easy.

• Watch live and recorded thought leadership presentations
• Take part in live Q&A with industry experts from across the globe
• One-to-one & group video chat with each solution provider
• Chat & network with anyone on the platform in our Community Discussion Lounge
• Take part in our interactive polls
• Join live panel debates and discussions
• Download resources from solution providers to your event bag

2021 Speakers

Bartosz Golba
Research Director, Financial Services, GlobalData

Oxana Belousova
Managing Director, Plurimi Wealth

Zoe Robson
Global Head of Innovation, Architas

Kalle Anttila
Head of Investment Advisory, Private Wealth Management, Danske Bank

Lawrence Jordan
Senior Director of Wealth Management A.I- Applied Analytics and Innovation, RBC Wealth Management

Noémie Ellezam
Head of Digital Business Transformation - Group Innovation Division, Société Générale

Jenny Davidson
Global Head of Integrated Wealth Solutions, Aberdeen Standard Investments

Jiahao Sun
Associate Director Artificial Intelligence, RBC

Alex Swain
Head of Brand and Creative - International Private Bank, Deutsche Bank

Susanna Kwok
Head of Digital Product Analytics, HSBC

Alex Spreckley
Head of Wealth Management, Handelsbanken

Antonio Curia
Executive Director, Wimmer Family Office

Matt Hall
Head of Digital Experience and Design, St. James' Place Wealth Management

Ian Williams
Chairman & CEO, Charteris Treasury Portfolio Managers

Tony Vail
Chief Innovation Officer, Wealth Wizards

Eric Moe
Partner, Chief Operating Officer, Whitefoord

Graeme Smillie
Associate Director - Head of Creative Services, Smith & Williamson

Julien Menager
Head of Projects, JM Finn & Co

Dean Mullaly
Managing Director - IFA, UK, and International, Mark Dean Wealth Management

Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management

Sergel Woldemichael
Wealth Management Analyst, GlobalData

Mindy Kalinowski Earley
Chief Learning Officer, Family Office Exchange

Patrick Thomas
Investment Director, Canaccord Genuity Wealth Management

Mario Alves
Head of Sales and Partner Management, Aixigo

Neal Keene
Field CTO, Smart Communications

2021 Sponsors

DIAMOND SPONSORS:
• CID
• Crealogix
• Moxtra
• Objectway
• Smart Communications
• Wealth Dynamix

PLATINUM SPONSORS:
• aixigo
• Dreamquark
• Expersoft Systems AG
• Ortec Finance

SILVER SPONSOR:
• TechRules