Venue
TBA
TBA, London, UK

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Mar 29 BST - Wed Mar 30 BST (in 4 months)
In your timezone (EST): Tue Mar 29 3:00am - Wed Mar 30 11:30am
Location TBA
London, UK
Region EMEA
Details

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

Speakers

2022 Speakers

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 Planning, HSBC Group

Nicholas Johnson
Coutts and NatWest Wealth Division

Matthew Miller
Global Head of Digital for Clients, Barclays

Lee Clifton
Executive Director, Global Head of Helix 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, Société Générale

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
Head of Brand & Digital, Bedrock Group

Zoe Robson
Global Head of Innovation, Architas

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

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

Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

Sponsors & Partners

2022 Sponsors

LEAD SPONSOR:
• Moxtra

GOLD SPONSOR:
• Smart Communications

SILVER SPONSORS:
• aixigo
• Crealogix
• Expersoft Systems AG
• InvestCloud
• Nucoro
• Objectway
• Ortec Finance
• Unblu
• Wealth Dynamix

CO-SPONSORS:
• Azqore
• Halo Investing