Innovation in Wealth Management 2023 | Financial Times Live | 7 June 2023 | Glaziers Hall, 9 Montague Cl, London SE1 9DD, UK

Delighted to present the 2023 edition of the focusing on innovative strategies as the global private banking industry anticipates a transformative digital landscape.

As the latest megatrends in action are set to be incorporated into mainstream portfolio offerings, from crypto and cleantech to Machine Learning, the need for digital literacy among wealth managers has never been more urgent. Technologies such as deep learning and Artificial Intelligence not only pave the way to a hyper-personalised user experience, but also to an overhaul of the client acquisition process, identifying unconscious biases and helping to drive financial inclusion. With the growing threats of cyber attacks also, security must be prioritised responsibly and complacency is not an option.

It will bring together world-leading wealth managers, investors, and technology experts. Join us for a day of discussion and networking as we debate the opportunities and challenges for wealth managers in the race to redesign their offerings, create frictionless client experiences and keep up the pace with future-facing frontrunners.

Key Discussion Points:
• Digital assets and NFT's as mainstream portfolio offerings.
• Enhancing the client acquisition process.
• Innovating a bespoke user experience
• Incorporating ESG in a value aligned Portfolio
• Safeguarding assets with air tight cybersecurity
• Future proofing investment strategies

2023 Speakers

MODERATORS:

Yuri Bender
Editor-in-Chief, PWM

Owen Walker
European Banking Correspondent, The Financial Times

Matthew Vincent
Editor, Project Publishing, The Financial Times

Siddarth Venkataramakrishnan
Banking & Fintech Correspondent, The Financial Times

JURY SPEAKERS:

April Rudin
CEO & Founder, The Rudin Group

Sharmil Patwa
Founder, Opus Una

Seb Dovey
Corporate Board Member & Entrepreneur

SPEAKERS:

Zeynep Ozturk
Chief Investment Officer for Europe, Deutsche Bank International Private Bank

Mariam Rassai
Chief Digital Officer and Data Officer, BNP Paribas

Phil McInerney
Detective Chief Inspector, NPCC National Cybercrime, Cryptocurrency & Dark Web Coordinator, National Police Chiefs'​ Council

Dr Lisa Cameron MP
MP and Chair, Crypto and Digital Assets All Party Parliamentary Group, UK Parliament

Dr Lisa Cameron MP
MP and Chair, Crypto and Digital Assets All Party Parliamentary Group, UK Parliament

Delyth Richards
Managing Director - Group Head of Client Solutions, Kleinwort Hambros

Phoebe Stone
Partner & Head of Intermediary Investment Services and Sustainable Investing, LGT Wealth Management

Roberto Rango
Head Advisory and Sales CIS Europe, UBS

AJ Singh
Head of ESG & Sustainable Investing, Quintet Private Bank

Simon Edwards
Chief Revenue Officer, BlueMatrix

Duncan MacIntyre
UK CEO, Banque Lombard Odier & Cie SA

David Matesanz
Global CISO, Santander Wealth Management and Insurance

Uraitz De Julian Garate
Head of Digital Investing Application Management, Founder of the Blockchain Club, Coutts, Founder of Qolony, Coutts

Stephen Metcalf
Head of ESG, RBC

Nimish Shah
CTO Investment Products & Advisory for Private Banking & Wealth, HSBC

Kaushik Kadayam
Regional Chief Operating Officer, Wealth Management, Africa & Middle East, Standard Chartered

Damiano Baj
Chief Operating Officer, EFG Private Bank

Sandra Ro
CEO, Global Blockchain Business Council

2023 Sponsors and Partners

LEAD SPONSOR:
• Blue Matrix

SUPPORTING PARTNERS:
• CryptoNewsZ
• Global Blockchain Business Council
• Financial IT Innovation in Fintech
• SmartMoneyMatch