Digital Integration in Wealth Management 2022 | Arena International Events Group | 28 March 2022 | Park Plaza Victoria London, 239 Vauxhall Bridge Rd, Pimlico, London SW1V 1EQ, UK

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 personalised 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.

Why attend?
• Discover
Explore innovative forward-looking solutions from our exhibitors

• Inspire
Hear expert-led case studies from the industry leaders

• Action
Take away key strategies and tools to excel and stay ahead of the game

2022 Speakers

Bartosz Golba
Research Director, Financial Services, GlobalData

James Frew
Head of Operational Strategy, St James’s Place Wealth Management

Mark Glover
Global Head of Financial PlanningHSBC Group

Nicholas Johnson
Coutts and NatWest Wealth Division

Matthew Miller
Global Head of Digital for Clients, Barclays

Lee Clifton
Executive Director, Global Head of Client Engagement, J.P. Morgan

Adele Goodfellow
Product Adoption Lead, Chief Technology Office, J.P. Morgan

Vanessa Gilardi
Director, Head of HR Wealth Management International & Global Asset Management, RBC Wealth Management

Cecile Decomps
Head of Business Development, Societe Generale

Chris Loake
Chief Technology and Operations Officer, C. Hoare & Co.

Adri Purkayastha
Group Head of AI and Digital Risk Analytics, BNP Paribas

Bill Murphy
Head of Financial Services Platforms, Tilney Smith & Williamson

Tapas Sharma
Head of Brand Design, Nutmeg

Ian Pickford
Head of Financial Planning, Mazars

Nick Hall
Head of Advice, Wealth Wizards

Carlota van de Koppel
Chief Operating Officer, Bedrock Group

Kate Hobson
Chief Digital Officer, Bedrock Group

Antonio Curia
Executive Director, Wimmer Family Office

Patrick Thomas
Investment Director, Canaccord Genuity Wealth Management

Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management

Sergel Woldemichael
Wealth Management Analyst, GlobalData

Johnny Beloe
Director of Pre-Sales & WDX1 Product Strategy, Wealth Dynamix

Andy Baillie
Regional Vice President of Sales, Seismic

Karen Oakland
VP Vertical Marketing, Smart Communications

Anshul Bongirwar
EMEA Business Lead, Moxo

Ton Kentgens
CM UK & Ireland, Aixigo

Eszter Vass
Head of Group Product Enablement, Crealogix

Dan Marsh
Head of Customer, Seccl Technology

Matt Cockayne
Chief Revenue Officer, Nucoro

Jan Skaathun
Chief Commercial Director and Co-Founder, Quantfolio

Alessandro Tonchia
Head of Strategy, InvestCloud Europe and Asia

Jack McKenna
Product Owner, MyRathbones, Rathbones Group Plc

Martin Leah
Change and Transformation Director, Rathbones Group Plc

Alberto Cuccu
CEO, Objectway Ltd

Peter O'Connell
Head of Enterprise Business Development, abrdn

Danny Baggs
Director of Marketing UK, Unblu Inc.

Ronald Janssen
Solution Owner Goal Based Planning, Ortec Finance

David Bicknell
Principal Analyst, Thematic Research, Global Data

Alexander Stumpfegger
Chief Sales Officer, CID

Mark Trousdale
Chief Marketing Officer and Head of EMEA Business Development, InvestCloud

Dominic Greenwood
Group COO, Expersoft

2022 Partners

LEAD PARTNER:
• Moxtra

GOLD PARTNER:
• Smart Communications

SILVER PARTNERS:
• aixigo
• CID
• Crealogix
• Expersoft Systems AG
• InvestCloud
• Nucoro
• Objectway
• Ortec Finance
• Seccl
• Seismic
• Unblu
• Wealth Dynamix

PANEL PARTNER:
• Quantfolio

BREAKFAST BRIEFING PARTNER:
• M-Files

LUNCH PARTNER:
• eGain

CO-PARTNERS:
• Ada Fintech
• Azqore
• Conduent
• FactSet
• Halo Investing
• TrueLayer
• Kofax
• Tiller Technology
• Wealth Wizards
• Profile Software

LANYARD PARTNER:
• Xahive