FT Wealth Management Summit 2019 | Financial Times | 31 October 2019 | Sheraton Grand Hotel, Piccadilly, Mayfair, London W1J 7BX, UK

The Financial Times is delighted to bring you the 2nd Annual FT Wealth Management Summit, focused on the complexities of working with global wealth across borders.

There are vast opportunities for forward-thinking and flexible firms to look after clients across multiple jurisdictions and through various channels. Yet, the dynamic and challenging nature of the market leaves banks and wealth advisers with a multitude of issues to navigate.

Who attends?
Company type:​​​
• Family Offices​
• Private Banks
• Wealth Managers
• Boutique Private Banks
• Online Banking Providers

Job titles including:​
• CEOs, COOs, CCTOs, CIOs
• Global Heads and Vice Presidents of Private Banking
• Heads and Directors of Wealth Management
• Head of Client Strategy
• Heads of Investments
• Head of Regional Wealth Management and Investments
• Partners and Heads of Family Office
• Heads of Private Banking Technology & Innovation
• Members of Banking Associations
• Founders of Wealth Management Start Ups

A strictly limited number of paying places are available here to senior representatives from consultancies and other professional service firms, including:
• Asset Management Firms
• Fund of Funds
• Lawyers
• Accountants
• Investment Consultants
• Technology Providers
• Researchers and Analysts

2019 Speakers

Dimitri Zenghelis
Project Leader- Wealth Economy Project, Cambridge University

Patrick Odier
Senior Managing Partner, Lombard Odier Group

Matthew Fleming
Head of Family Governance and Succession, Stonehage Fleming

Víctor Allende
Executive Director Private Banking and Premier Banking, CaixaBank

Gerard Aquilina
Partner, Cone Marshall

Erion Andoni
Legal Compliance Manager, CS Global Partners

James Bevan
Chief Investment Officer, CCLA Investment Management

Kim Cornwall
Director, Cornwall Consulting

Roger Clarke
Managing Director and Head of Capital Markets, IPSX Group

Sebastian Dovey
Founding Partner, Scorpio Partnership

Christophe Donay
Head of Asset Allocation and & Macro Research, Pictet Wealth Management

Peter Flavel
Chief Executive Officer, Coutts

Anu Gurm
Head of Financial Planning & Advice, Private Banking Services, Coutts

Gareth Johnson
Head of Digital Channels and Investment Solutions, Brewin Dolphin

Lotte Månsson
Managing Director, Nykredit Private Wealth Management

Shola Mos-shogbamimu
Founder, Women in Leadership Publication

Alan Mudie
Global Head of Investment Strategy, Société Générale

Alois Pirker
Research Director, Aite Group

James Purcell
Head of Sustainable and Impact Investing, UBS Global Wealth Management

Charlotte Ransom
Co-founder and Chief Executive Officer, Netwealth

April Rudin
CEO, The Rudin Group

Ray Soudah
Founder, Millenium Associates

David Scott
Chairman, LGT Vestra

David Stead
Executive Director of Philanthropy & Development, Charities Aid Foundation (CAF)

David Stubbs
Head of Investments Strategy, J.P. Morgan International Private Bank

Charlotte Thorne
Partner, Capital Generation Partners

Alessandro Tonchia
Co-Founder and Head of Strategy, Finantix

Norman Villamin
Chief Investment Officer- Private Banking, Union Bancaire Privée

Philip Watson
Chief Innovation Officer, Citi Private Bank

Viola Steinhoff Werner
Managing Director, Head Global Next Generation and Families Department, Credit Suisse

2019 Sponsors

PRIVATE BANK SPONSOR:
• Nykredit

TECHNOLOGY SPONSOR:
• Finantix

EXCHANGE SPONSOR:
• IPSX

LOCATION SPONSOR:
• Finance Malta

GLOBAL CITIZEN SPONSOR:
• CS Global Partners

PHILANTHROPY SPONSOR:
• CAF