Wealth Management Summit 2022 - London | Financial Times | 2 November 2022 | Sheraton Grand London Park Lane, Piccadilly, London W1J 7BX, UK

The Financial Times and PWM are delighted to present to you the fifth edition of our annual Wealth Management Summit, interrogating the opportunities and challenges of governing cross-border wealth through a future-facing lens. This year, the Summit addresses the transition to a client-centric business model, spotlighting the importance of ethical leadership and clear-cut communication in a war-torn world.

Economic sanctions imposed on Russia by the Western world have heightened scrutiny of financial institutions and their clients’ affairs and the need for rigorous due diligence has never been more pressing. Geopolitical tension is rife, and private bankers must protect investors with exposure to Asia. Inflationary pressures and negative real yields prompt wealth managers to use alternative asset allocation strategies, whilst, in this digital age, blockchain-enabled non-fungible tokens take centre stage. Moral governance has been thrust into the limelight, and the wealth management workforce must make a conscious effort to beat unconscious bias and meet the demands of its changing client base.

2022 Speakers

Catherine Keating
CEO, BNY Mellon Wealth Management

Annabel Spring
CEO Global Private Banking & Wealth, HSBC

James O'Donnell
CEO, Citi Global Wealth, Citi

Victor Matarranz
Global Head of Santander Wealth Management and Insurance, Banco Santander

Alvin Lee
Head, Group Wealth Management, Maybank

Lavanya Chari
Global Head of Investments & Wealth Solutions, HSBC

Faisal Al-Hamad
CEO, Global Wealth Management, National Bank of Kuwait (NBK)

Muriel Danis
Global Head of Product Platforms & Sustainable Solutions, International Private Bank, Deutsche Bank

Beatriz Sanchez
Head Americas and Member of the Executive Boards, Julius Bär

Steven Fradkin
President, Wealth Management, Northern Trust

Solita Marcelli
Chief Investment Officer Americas, UBS Global Wealth Management

Joan Solotar
Global Head of Private Wealth Solutions, Blackstone

Elie Chamat
CEO, Decisive Capital Management SA

Lars Kalbreier
Global Chief Investment Officer, Edmond de Rothschild

Jennifer Publicover
Senior Vice President, Wealth Management Products and Strategy, Royal Bank of Canada (RBC)

William Chow
Deputy Group CEO, Raffles Family Office

Marco Pagliara
CEO Deutsche Bank Switzerland & Head of EMEA, Deutsche Bank

Stefan Jenni
CEO, Itaú Private Bank Zurich

Stacey Parrinder-Johnson
Chief Investment Officer, Investec Wealth & Investment

Maximilian Clary und Aldringen
Head of Private Banking & Wealth Management, Erste Bank

Michael Blake
CEO Wealth Management Asia, Union Bancaire Privée (UBP)

camilla stowell
Head of Private & Commercial Clients, Coutts, coutts

Lauren Parry
Chief Commercial Officer, Titanbay

Charlotte Thorne
Founding Partner, Capital Generation Partners

Christoph Courth
Global Head of Philanthropy Services, Pictet Wealth Management

Laurent Marochini
Blockchain Leader, Société Générale

Gautami Gavankar
CEO Estate Planning & Trusteeship, Kotak Mahindra Trusteeship Services

Simon Redman
Managing Director, Client Portfolio Management, Invesco Global Real Estate, Invesco

Brendan McCurdy
Managing Director, Wealth Management Solutions, Ares Management

Andrey Kolodyuk
Chairman, UVCA Supervisory Board, Ukrainian Venture Capital & Private Equity Association (UVCA)

Debbie Wills
Head of Wealth Management UK and Europe, Standard Chartered Bank

Søren Larsen
Head of ESG, Nykredit

Delyth Richards
Head of Client Solutions Group, Kleinwort Hambros

Fella Khelifi-Arnulphy
Head of Advisory, EFG Private Bank Ltd, UK

MODERATORS:

Yuri Bender
Editor-in-Chief, PWM

Stefan Wagstyl
Wealth Correspondent & Personal Finance Editor, Financial Times

Elisa Trovato
Deputy Editor, PWM

Matthew Vincent
Editor, FT Project Publishing, Financial Times

Kimberley Long
Asia Editor, The Banker

John Everington
Middle East & Africa Editor, The Banker

Elliot Smither
Chief Sub Editor & Senior Writer, PWM

2022 Sponsors

IN COLLABORATION WITH:
• PWM

LEAD SPONSORS:
• Blackstone
• Nykredit
• Titanbay
• Invesco

ASSOCIATE SPONSOR:
• Ares Wealth Management Solutions

SUPPORTING PARTNER:
• Savvy Investor