Private Banking & Wealth Management Conference 2023 | Global Insight Conferences | 1 March 2023 | One America Square, 1 America Square, London, EC3N 2LS, UK

Featuring Industry Thought Leaders From Coutts, Santander Private Banking, HSBC Global Private Banking, Virgin Money, BNP Paribas Wealth Management & Many More

3 Interactive Panel Discussions:
• Digital Transformation
• Multi-Generational Strategies
• ESG & Sustainability

Drive Forward Digital Transformation!
Accelerate and fuel digital innovation which effectively supports and improves the client experience compliantly

Cryptocurrency Insights –Mechanics & Expectations:
Explore how crypto can realistically and seamlessly be implemented into strategies and offered to clients safely

Power Forward ESG & Sustainable Initiatives
Empower clients to make a difference with philanthropic investments that give back the planet with committed, responsible advice and investment opportunities

Digital Vs. The Human Touch
Streamline and modernise your client-support models with digital innovations without compromising on the critical human touch

2023 Speakers

Fahad Kamal
Chief Investment Officer, Kleinwort Hambros

Christopher Rossbach
Managing Partner & CIO, J. Stern & Co.

Jonathan Byrne
CEO, Virgin Money Investments

Alexander David
Head of Group Portfolio & Value Management Office, Direct Line Group

Wasim Mushtaq
Transformation Lead, Financial Markets, Standard Chartered Bank

Anthony Woolley
Head of Business Development, Ownera

Duncan Moir
Senior Investment Manager, abrdn

Ami Ben David
Co-Founder & CEO, Ownera

Celeste Leverton
Associate Director, Sustainability Manager, Coutts & Co.

Rennie Hoare
Partner & Head of Philanthropy, C. Hoare & Co.

Jean- François Le Ruyet
Partner, Quilvest Capital Partners

Amelia Tan
Head of Responsible Investing Strategy for Investments, Legal & General Investment Management

Jan-Marc Fergg
Global Head ESG & Managed Solutions, Global Private Banking, HSBC

Rory Dowie
ESG Portfolio Manager, Credit Suisse

Cara Williams
Senior Partner, Global Head of ESG & Sustainability, Wealth Management, Mercer

Ben Covey
Managing Director & Head of Private Banking, Santander Private Banking

Charles Huddart
Vice President & Private Banker, Barclays Private Bank

Narina Tailor
Assistant Vice President & Private Banker, Citi

Veronique Morel-Kane
Senior Wealth Manager – Branch Principal, Raymond James Investment Services

Greg Kyle-Langley
Managing Director, Head of Entrepreneurs Proposition, Coutts & Co.

Willem Sels
Global Chief Investment Officer, Global Private Banking & Wealth, HSBC

Edmund Shing
Global Chief Investment Officer, BNP Paribas Wealth Management

Rex Kumaran
Chief Growth Officer, illio

James Needham
Head of Hybrid Advice & Business Development, M&G Wealth

2023 Partners

• Ownera
• FSL