Venue
The Waldorf Hilton, London
The Waldorf Hilton, London, Aldwych, London WC2B 4DD, UK

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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
Details

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.

Speakers

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

Sponsors & Partners

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