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Event Date |
Wed Jun 14 BST (over 1 year ago)
In your timezone (EST): Tue Jun 13 7:00pm - Tue Jun 13 7:00pm |
Location |
The Waldorf Hilton, London
Aldwych, London WC2B 4DD, UK |
Region | EMEA |
This event will feature a selection of keynote presentations and debates, showcasing strategies to remain competitive and relevant to retain private client loyalty and enhance profitability margins for long-term success.
Attendees can expect to hear exclusive insight from key thought leaders in private banks and wealth management firms who will shed some light on delivering excellence in client propositions and relationship management, navigating the investment markets, and the outlook into where the industry is heading.
2023 Speakers
Shamik Dhar
Chief Economist, BNY Mellon
Per Wimmer
CEO, Wimmer Family Office
Keith Wade
Chief Economist, Schroders
Anita Mc Bain
Head of EMEA ESG Research, Citi
James Dunne
Head of Wealth Management & Insurance , Santander
Rennie Hoare
Partner & Head of Philanthropy, C. Hoare & Co.
James Sellon
Co-Founder & Managing Partner, MASECO Private Wealth
Antonio Curia
Executive Director, Wimmer Family Office
Ian Woodhouse
Lead Wealth Management Transformation and Thought Leader for Europe, Accenture
Dominic Tayler
Executive Director, Quilter Cheviot
Narina Tailor
Assistant Vice President & Co-Head Next Generation Initiative, Citi
Tamara Kostova
CEO, Velexa
Marc Mettler
Board Member and Managing Partner Business Development, 3rd-eyes analytics
Alberto Turra
Head of Sales, Leonteq
Alexander Stumpfegger
Chief Sales Officer, CID
Jeremy Parlons
Founder & Managing Partner, Bainbridge Wealth
Shimona Pinto
UK Country Manager , MOXO
Peggy Smith
Global Head of ESG Solutions, HSBC Global Private Banking
Prabhakar Kaza
CEO, Hamilton Reserve Bank
Mark Trousdale
Chief Marketing Officer and Head of EMEA Business Development, InvestCloud
Christine Ciriani
Chief Revenue Officer, International & General Manager, APAC, InvestCloud
Nico Marchesotti
Research and Product Manager, J.P. Morgan
Alessandro Tonchia
Head of Strategy, EMEA & Asia, InvestCloud
Robert Roome
Chief Strategy Officer, Wealth Dynamix
Nuno Godinho
Group CEO, Industrial Thought Ltd.
Fella Kheligy-Arnulphy
Head of Advisory Solutions, EFG
Frederic Carbonnier
Managing Director, Helms Family Office
Karrie Tilburn
Chief Executive Officer, KA Watson Consultancy Ltd
2023 Partners
GOLD PARTNERS:
• Invest Cloud
• Moxo
• Wealth Dynamix
SILVER PARTNERS:
• CID
• Leonteq
• UBS
BRONZE PARTNERS:
• 3rd Eyes
• FSL
• Industrial Thought
• TIARA
VIP TABLE HOST PARTNERS:
• Arbuthnot Latham
• Barclays
• EFG Private Banking
• Object Way
• REYL Intesa Sanpaolo
• Santander Private Banking
• Standard Chartered Private Bank
PANEL PARTNER:
• Velexa
CO-PARTNERS:
• Assured Thought
• Backbase
• Halo
• Sharegain