Digital Integration In Wealth Management 2024 | Arena International Events Group | 19 March 2024 | etc.venues County Hall, County Hall, Belvedere Rd, London SE1 7PB, 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.

This events is the only event dedicated to optimizing end to end wealth management, from client facing services to back end processes, the conference offers key insights to help firms deliver premium service for cross-generation clientele.

2024 Speakers

Sahra Abdille
Director Digital Investing, Coutts

Bartosz Golba
Research Director, Financial Services, GlobalData

Nina Manning
Partner Digital Product, Killik & Co

Tim Bennett
Head of Education, Killik & Co

Derek Shanks
Director Digital Investing and Wealth Management Technology, Barclays

Helen Russell-Hughes
Head of Digital Marketing, Charles Stanley

Mark Glover
Global Head of Financial Planning – Wealth Management, HSBC

Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management

Nataliya Shybanova
Head of Partnerships, Green Wealth Partners

Dale Jones
Head of Data Insights, RBS International, NatWest Depositories and Trustees

Stephen Doyle
Head of Traditional Funds, RBS International, NatWest Depositories and Trustees

Waseem Shah
Head of Middle Office Technology, Vanguard

Ononuju Irukwu
Head of Private Banking, FirstBank UK

Noelle Buckley
Senior Commercial Strategy Director, Investec Rathbones

Andrew Bizzell
COO, Apollo Wealth - St James’s Place

Umar Zaman
Head of Strategy, BNY Mellon Pershing EMEA

Iain Cowell
Global Head of Partnerships, Digital Solutions, Wealth Management, Franklin Templeton

Patrick Thomas
Investment Director and Head of ESG Portfolio - Canaccord Genuity

Suneet Muru
Analyst, GlobalData

Colin Blackwell
Co-founder and Director, Hyperion Fintech

Maria Costa Palazuelos
Head of Sustainability, Santander Wealth Management and Insurance

Carsten Heckemüller
Head of Global Channels, Process and Busines Architecture and Agile Lead, Deutsche Bank

Celeste Leverton
Associate Director Responsible Investing Manager, Coutts

Ronald Janssen
Managing Director Goal Based Planning, Ortec Finance

Yohan Lobo
Industry Solution Manager - Financial Services, M-Files

Rene Maciag
Market Lead UK, Additiv

Shimona Pinto
Senior Corporate Solutions, Moxo

Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud

Dr Greg B Davies
Head of Behavioural Finance, Oxford Risk

Nikhil Kamdar
VP, Global Solution Consultancy, iProov

Annette Juengling
Senior Sales Manager, CREALOGIX

Chet Velani
Managing Director, EV

Olivia Singleton
Senior People Systems Partner, Mattioli Woods plc

Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

Viren Patel
Financial Services Industry Advisor, Workday

Lennart Asshoff
Product Director, Backbase

2024 Sponsors & Partners

LEAD PARTNER:
• MOXO

GOLD PARTNERS:
• Investcloud
• Objectway

SILVER PARTNERS:
• 3rd Eyes
• Conquest
• EV
• Flanks
• Iproov
• M-Files
• Ortec
• Oxford Risk
• PriceHubble
• Seismic
• Workday

PANEL PARTNERS:
• Additiv
• Backbase

TECHNOLOGY SPOTLIGHT SPONSORS:
• Crealogix
• Wealthos