Innovation In Wealth Management Summit 2024 | Financial Times Live | 1 May 2024 | Glaziers Hall, 9 Montague Cl, London SE1 9DD, UK

The impending wealth transfer, looming competition from newfangled fintechs and chatbot advancements are posing unprecedented pressures for traditional wealth management models. For private banks seeking cost-efficient scale, artificial intelligence can streamline back-end operations and empower wealth managers with hyper-personalised products for clients. However, as client data is becoming increasingly crucial to success and deepfake technology is developing, leaders must remain mindful of cybersecurity risks.

On the portfolio management side, deep learning models and real-time capabilities are facilitating instant reactions to market fluctuations and an unrivalled advisory service. Tokenisation yields the key to democratisation of alternative assets, whilst cryptocurrencies are continuing to pique clients’ interest. What is the optimum balance between human advice and a purely platform-based offering? And, is it too premature to predict how artificial intelligence will continue to evolve?

Now in its third year, this Summit will gather world-leading private banks, family offices, wealth managers, and technology executives to discuss shifting business models and cutting-edge product offerings for a digitally-savvy client base. From interactive panel discussions to dynamic debates and captivating speed talks, this year’s conference will uncover how to leverage artificial intelligence and product innovation for client retention, as next-generation digital enthusiasts threaten to switch banks.

Key Discussion Points Include
• Digital investment priorities: recalibrating business models to safeguard wealth management’s survival
• Structural shifts amid climbing costs: partnering with progressive start-ups to deliver true differentiation
• Client lifecycle management: ensuring a seamless cross-channel experience
• The next generation of frontier technologies: remaining relevant for younger, tech-savvy clients
• Transformation by tokenisation: driving regulation standards to bring clarity to the digital assets market
• Client-centric cybersecurity: solving the trade-off between security and usability

Why Attend
• Dissect how best to integrate digital assets into portfolios and debate whether regulatory advancements will allay industry concerns
• Connect with technology executives and operational experts to share strategies for leveraging product innovation
• Discover how to harness artificial intelligence for optimised portfolio management and client acquisition

2024 Speakers

MODERATORS:

Yuri Bender
Editor-in-Chief, PWM

Owen Walker
European Banking Correspondent, Financial Times

Elisa Battaglia Trovato
Deputy Editor, PWM

Matthew Vincent
Editor, FT Project Publishing, Financial Times

Elliot Smither
Chief Sub Editor and Production Manager, PWM

SPEAKERS:

Nic Dreckmann
CEO ad interim and Member of the Executive Boards, Julius Baer

Mitra Heravizadeh
Chief Technology Officer, Wealth Management, Personal and Corporate Banking, UBS

Norman Villamin
Group Chief Strategist, Union Bancaire Privée

Tara Palmer
Group Chief Operating Officer, SG Kleinwort Hambros

Fahad Kamal
Chief Investment Officer, Coutts

Jiahua Xu
Head of Science, DLT Science Foundation, and Associate Professor in Financial Computing, University College London

Muriel Danis
Global Head of Investment Services, Platform and Product Management, Barclays Private Bank and Wealth Management

Stefan Jenni
CEO, Itaú Private Bank Zurich

Ganna Pogrebna
Lead of Behavioral Data Science, Alan Turing Institute

Romain Jérome
Group Chief Digital Officer, Indosuez Wealth Management

Ijeoma Okoli
Co-Director, Digital Economy Initiative

Céline Le Cotonnec
Chief Data Officer, Bank of Singapore

Helene Panzarino
Director, Centre for the Study of Financial Innovation

Marcel Fleisch
Chief Product Officer, VP Bank

Kirsten-Anne Bremke
Global Lead Data Solutions and Data Science Center of Excellence, Private Bank, Deutsche Bank

Scott Lee
Executive Director, UK Head of Wealth, Alpha FMC

Keith Bear
Fellow, Cambridge Centre for Alternative Finance

Elliott O'Brien
Head of Business Transformation, LGT Wealth Management

Damiano Baj
Chief Operating Officer, EFG Private Bank

Mike Carter
Senior Policy Advisor, Innovate Finance

Abby Thomas
Chief Executive and Chief Ombudsman, Financial Ombudsman Service

Anil Venuturupalli
Chief Information Officer, HSBC Global Private Banking and Wealth

2024 Sponsor

LEAD SPONSOR:
• Alpha Financial Markets Consulting