Private Banking & Wealth Management London Conference & Awards 2024

Explore the next generation of investment solutions to better serve your clients and drive your business forward

11

June

  • Park Plaza Victoria London
  • Invitation only
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Event Gallery
  • Sponsors
  • Media Centre
  • Awards
  • Contact Us

2024 Featured Speakers

Back

Philippe Gijsels​

Chief Strategy Officer, BNP Paribas Fortis

Next speaker
Back

Ben Covey​

Managing Director – Private Clients, 7IM

Ben joined 7IM in 2024 as Managing Director, Private Clients, bringing with him extensive experience in private banking, wealth management and investment management within the financial services industry. Prior to joining 7IM, Ben was the Managing Director, Head of Private Banking at Santander, where he developed and implemented a multi-year strategic growth plan to build their UK private banking business. Earlier in his career Ben worked both as an Investment Manager and also a Private Banker, becoming a Chartered Wealth Manager 2013. Ben is passionate about creating and developing high performing teams with a client-centric approach.

Next speaker
Back

Harlin Singh​

Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments

Harlin Singh, global head of sustainable investing at Citi Global Wealth.  Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers.

Next speaker
Back

Kate Baker​

Head of Product – Alternatives, HSBC

Kate is currently Head of Product globally for the Alternatives business of HSBC Asset Management. Based in London, she is responsible for the team which develops, launches and maintains investment products across renewables, venture capital, infrastructure debt, private credit, real estate, private equite and hedge fund of funds asset classes. Prior to taking over the Head of Product role, Kate worked as Real Assets Governance Lead, providing business management and governance support to the global real estate, infrastructure equity and renewables business. She originally joined HSBC Alternatives in 2019 as Senior Legal Counsel, supporting the UK-based Alternatives team.

Kate has over a decade’s experience supporting Alternative asset managers. She started her career in the investment funds team at Herbert Smith Freehills, primarily focusing on listed funds as well as private equity firms. From 2014 to 2019, Kate worked as Legal Counsel for the Alternatives team at DWS (formerly Deutsche Asset Management), helping them structure and run real estate, infrastructure and sustainable products, as well as advising the AIFM boards on legal risk.

Kate has a seven year old son, and two horses, and so spends a lot of her time outside of work covered in either stickers or mud.

Next speaker
Back

Dale Jones​

Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services

Dale has over 10 years of data analytics experience in the asset & wealth management industry covering audit, compliance and cloud transformation programmes. Dale leads the Client Insights & Analytics team for NatWest Trustee & Depositary Services. He has a Bachelor of Science in Medical Microbiology from the University of Leeds and certifications for SQL, Python programming and the CFA Investment Management Certificate.

Next speaker
Back

Sarah Courtney Dockett​

MD & Head of Women in Wealth EMEA, Citi Private Bank

Sarah Courtney Dockett is Head of Women in Wealth, EMEA. She is passionate about Diversity and Inclusion.  She is also a Senior Private Banker in the UK UHNW Team based in London. Sarah is responsible for managing 30 UHNW clients and Family Office relationships. While they may be resident in the UK, Sarah’s clients span the globe. Sarah has 23 years of experience working with Private Clients, 12 of which is with Citi.

Next speaker
Back

Philip Kurtenbach​

Head of Investments and Wealth Solutions, HSBC

Phil is the has spent 20 years in Financial Services leading large teams and transformational change globally. He has diverse senior leadership experience ranging from front line large scale management; head office strategic change, customer and regulatory programmes; and digital transformation within Wealth and Personal Banking. Throughout his career he has gathered global experience across emerging and mature markets having lived and worked in Germany, the US, Hong Kong, Jersey and the UK.  Currently Head of Investments and Wealth Solutions for CIIoM and Expat, he previously led product implementation, channel optimisation and commercialisation for Wealth products in various markets for HSBC Wealth Management.

Next speaker
Back

Veronica Martinez Sotillo​

Transformation & Offering Development Director

Verónica Martínez is an independent Fintech and Insurtech adviser who also serves as Transformation and Product Director at a Private Bank, where she plays a pivotal role in driving innovation and enhancing product offerings. With a background in project management and transformation gained at Amazon before joining the Wealth Management industry, Verónica brings a wealth of experience to her current position. Prior to her current role, she contributed significantly to product development at Lombard International Assurance, Luxembourg's leading life insurance company.

 

Verónica is deeply engaged in the Swiss Fintech ecosystem, serving as an independent advisor for The Insurance Academy. Additionally, she is a member of the ABBL (Association des Banques et Banquiers Luxembourg) Fintech and Innovation Committee, where she actively contributes to shaping the future of financial services in Luxembourg. Her engagement in these capacities underscores her commitment to advancing industry standards and fostering collaboration within the financial sector.

 

Verónica's academic credentials include an MBA and LL.M from Rey Juan Carlos University, complemented by international studies in China and France. Additionally, she is a registered attorney in Spain and has pursued specialized training in blockchain technologies through programs at INSEAD and MIT. Verónica Martínez's multifaceted expertise and dedication to driving transformational change position her as a respected leader within the wealth management industry, reflecting her unwavering commitment to innovation and excellence.

Next speaker
Back

Michael Welti​

Managing Partner and Head of Private Banking, Banque Heritage

Michael Welti is member of the Executive Committee and Head of Private Banking at Banque Heritage, a renowned Swiss Private Bank representing the core values of Swiss Wealth Management with a strong focus on Entrepreneurs & Executives. With over 30 years in the banking industry, he specialized in Global Wealth Management and financial advisory services. His career includes multiple senior leadership roles across various Swiss financial institutions such as UBS, UBP and REYL Intesa Sanpaolo.

Recognized for his contributions to the banking sector, Michael was awarded with the "Banker of the Year" in 2020, a Certified Wealth Management Advisor CWMA, passed the Advanced Executive Program and Executive Program by Swiss Finance Institute and did targeted studies in Sustainable Investing and Current Trends in Sustainable Investing at University Zurich.

Next speaker
Back

Bartosz Golba​

Research Director, Financial Services, GlobalData

Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

Next speaker
Back

Gareth Cocks​

CEO, Mirador Solutions

Gareth C is a seasoned leader in Technology, Operations and Change Management. With two decades of experience, Gareth has dedicated his career to shaping and implementing technology, data, and operational strategies for investment organisations. He has successfully executed transformative programs across various aspects of the investment management operating model.

Starting in management consultancy, Gareth focused on front-office system strategy and operating model design for leading investment and wealth management organisations. Transitioning into senior leadership roles within the industry, he oversaw both operational and change-based functions.  In Technology, Gareth led the design and implementation of technology infrastructure and application landscapes, managing major transformative projects. As an experienced Business Change practitioner, he established Change Management practices, delivery methodologies, and reporting frameworks. Gareth has consistently delivered large transformative business change, built high-performing teams and emphasised collaboration with suppliers for mutual success.

Next speaker
Back

Peter Dingomal​

Director, FA Solutions UK

I Joined FA Solutions in June 2023 to help build the UK operation, having had an extensive career in Technology for the Financial Services sector. Previous companies included Standard Chartered Bank, BIS Banking Systems (Now Finastra), Odyssey (Now Temenos), SS&C Advent, Avaloq & SEI. My Career has covered all roles from Bank Clerk, Computer Operator, Programmer, Project Manager and Sales & Marketing.  I am a serial networker.  I believe this has helped me significantly in my career.

Next speaker

    2024 Sponsors Include

    Back

    Company Information

    Accomplish partners with Private Banks and Wealth Managers to issue charge, debit and prepaid cards to their U/HNW clients.
    Accomplish is a complete PCI DSS Level 1 service provider with a Banking Solutions division dedicated exclusively to providing cards and payment-as-a-service for private banks and wealth managers.
    As a Principal Member of Mastercard and a registered EMI, we offer cards-as-a-service across the markets where a private bank or wealth manager operates. Private banks and wealth managers can choose to issue our card designs or design a range of cards with their own branding. We rely on a private bank or wealth managers’ KYC and can fulfil a digital card instantly at application before the physical card is dispatched. Private banks and wealth managers can change a client’s spending limit at any time.
    Our systems are built for customisation, with a broad suite of integration options and client-centric solutions. Whether a private bank or wealth manager wants a simple cost-efficient solution for a few clients, or full automation and API integration for thousands – we’re here to help.
    Our payment cards and authorisation systems have been exclusively designed for U/HNW clients. We understand that their lifestyles and spending patterns are exceptional and diverse, so we support cardholders globally with worldwide Mastercard acceptance and an extensive range of benefits and services whether they are travelling for leisure or business, paying for a coffee, enjoying a shopping spree, or chartering a plane or yacht.

    Company Website

    To learn more, please visit our website - www.accomplish.com

    Next Sponsor
    Back
    Next Sponsor
    Back
    Next Sponsor
    Back

    Company Information

    Assured Thought is an award-winning quality assurance and software testing company for financial services in the UK and beyond. We partner with our clients to ensure they have a complete and appropriate QA testing strategy and delivery framework that enables them to continue solving meaningful problems and delivering quality change.

    Next Sponsor
    Back

    Company Information

    Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, led by Dr. Mark Evans, collectively, Conquest have hundreds of years of experience building, deploying, and supporting financial planning software. Our reason for existence is simple – we want to be the engine that enables personalized financial advice delivery how, when, and where customers want it. Simply put: Our Purpose is to make personalized financial advice accessible to all.

    Company Website

    To learn more, please visit our website - www.conquestplanning.co.uk

    Next Sponsor
    Back

    Company Information

    CREALOGIX has over 25 years’ experience in delivering proven customer-centric systems to hundreds of the world’s leading financial institutions. The platform delivers a seamless secure service with a premium UX. Banks and wealth firms benefit from lower costs, increased efficiency, and a modern interface to support customer retention and attraction.

    Company Website

    To learn more, please visit our website - www.crealogix.com

    Next Sponsor
    Back

    Company Information

    ERI is the provider of the OLYMPIC Banking System, a fully integrated, front-to-back, parameter-driven digital platform supporting banks and financial institutions in streamlining their core business activities across their clients’ entire lifecycle.

    Over 400 banks and wealth managers across 60 countries have chosen OLYMPIC Banking System to streamline, automate and digitise their daily processes.

    Our solutions assist banks and financial institutions in achieving cost and operational efficiency while keeping the focus on anticipating their clients’ needs. The platform provides a complete set of decision-making, transaction processing and control tools to support domestic and international core services. It comprises a functionally rich client centric Core System and a wide range of integrated front, middle and back-office functions: CRM, Client On-boarding, Regulatory Reporting, Portfolio and Order Management, Advisory and Digital Banking.

    OLYMPIC Banking System is designed to be entirely tailored and managed directly by the user’s organisation. The solution also leverages cloud computing and is available in a SaaS model supporting financial institutions in achieving operational efficiency and future-proof their profitability.

    OLYMPIC Banking System responds to the challenges of various banking and financial sectors. Whether your institution is a private, corporate or retail bank, a central bank, a credit union or a business focusing on custody, fund administration and brokerage services, OLYMPIC Banking System helps you automate complex processes from front-to-back office, unlocking your institution’s full growth potential.

    Company Website

    To learn more, please visit our website - www.olympicbankingsystem.com/en/

    Next Sponsor
    Back

    Company Information

    FA Solutions was established in 1999 and offers a market leading portfolio management system for asset and wealth managers. The company currently has offices in 5 locations, with over 80 clients across 12 countries.
    Our portfolio management system, the FA Platform, is a cloud-native SaaS solution, built on microservices with open architecture and APIs. A trusted enterprise PMS, that allows for scalability and interoperability into an ecosystem that fits your business needs.
    With full front to back office functionality all within one solution, the FA Platform provides managers with all the tools to effectively and efficiently meet the demands of their end clients.

    Next Sponsor
    Back

    Company Information

    Flanks is the pioneering Open Wealth Platform revolutionising the wealth management sector. Founded in Barcelona in 2019 by software engineers Joaquim de la Cruz and Sergi Lao, along with private banking executive Álvaro Morales, Flanks offers a robust API for automated wealth services. By digitising and aggregating global wealth data across custodians, Flanks provides an unmatched 360° up-to-date view of investment portfolios. The company serves over 100 clients, including large financial institutions, family offices, and independent financial advisers in ten countries. Flanks is compatible with more than 300 international banks, processing over half a million investment portfolios monthly. With a vision of democratising wealth services for affluent investors, Flanks is driven by innovations such as intelligent alerts and automated processes.

    Next Sponsor
    Back

    Company Information

    InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

    For more information, visit InvestCloud.com.

    Company Website

    To learn more, please visit our website - www.investcloud.com

    Next Sponsor
    Back

    Company Information

    Mirador Solutions Consultancy is a trusted and strategic partner for financial services firms in the areas of Technology, Data Management, Outsourcing and Private Markets. With over two decades of senior management experience in the industry, we have the expertise to advise and design solutions that tackle the business, regulatory and operational issues that leaders face. We offer full lifecycle consultancy services, delivering results that enable our clients to realise their strategic goals.

     

    In the dynamic and evolving realm of Wealth Management, we specialise in delivering optimised operating models that yield tangible client outcomes. Our commitment translates into substantial ROI, achieved through cost savings from operational efficiencies, coupled with the implementation of robust risk mitigation strategies. At Mirador, we go beyond the conventional by innovating products and client offerings, empowering our clients to adapt and innovate, meeting their evolving client needs with confidence.

    Company Website

    To learn more, please visit our website - www.miradorsolutions.com

    Next Sponsor
    Back

    Company Information

    Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

    Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

    Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

    Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

    Company Website

    To learn more, please visit our website - https://www.moxo.com/

    Next Sponsor
    Back

    Company Information

    Unblu is a leading Conversational Engagement Platform that’s fine-tuned for the financial services industry. Centered around three pillars – text-based communication, video & voice, and visual collaboration – Unblu helps retail banks, wealth management firms, and insurance companies to provide more convenient and efficient customer service experiences that are also secure and compliant.

    Company Website

    To learn more, please visit our website - http://unblu.com/

    Next Sponsor
    Back

    Company Information

    Founded in 1973, REYL & Cie is a diversified banking group with offices in Switzerland, Europe, and the rest of the world. It manages assets in excess of CHF 25 billion and employs over 400 professionals.In 2021, it entered into a strategic partnership with Fideuram – Intesa Sanpaolo Private Banking, pursuant to which Fideuram ISP acquired a 69% stake in REYL & Cie. Developing an innovative approach to banking, REYL & Cie serves a clientele of international entrepreneurs and institutional investors through its Wealth Management, Entrepreneur & Family Office Services, Corporate Finance, Asset Services and Asset Management business lines.

    Company Website

    To learn more, please visit our website - www.reyl.com

    Next Sponsor
    Back

    Company Information

    Wealth Dynamix provides end-to-end digital Client Lifecycle Management (CLM) solutions for Wealth Managers and Private Banks. Our flexible, modular solutions enhance scalability, compliance, and personalised client experiences, supporting digital transformation across the client journey, from onboarding to wealth transition, for firms of all sizes, deployed on-premise or in the cloud.

    Company Website

    To learn more, please visit our website - http://www.wealth-dynamix.com/

    Next Sponsor
    Back

    Company Information

    Zoniqx (“Zoh-nicks”) is a global fintech leader headquartered in Silicon Valley, specializing in converting real-world assets into Security Tokens. It offers an interoperable, compliant infrastructure for the RWA tokenization market, enabling global liquidity and DeFi integration through its end-to-end ecosystem of SDKs and APIs. Zoniqx pioneers on-chain, fully automated RWA deployment on public, private, and hybrid chains. Connect with the team at www.zoniqx.com/contact

    Company Website

    To learn more, please visit our website - www.zoniqx.com

    Next Sponsor

      Why attend?

      Our high-level programme will feature key presentations and panel discussions led by industry leaders. The 2024 agenda will cover the latest cutting-edge discussion points across private banking strategy, client relationship management, investment market trends, and digital innovation.

      Experience engaging and thought-provoking sessions on:

      • What’s in store for the UK and Global Economy
      • How to define growth for wealth management in 2024 – the shift in client approach
      • ESG and sustainability portfolio creation
      • Alternative assets – uncovering innovation across asset classes
      • Delivering personalised wealth management through digital transformation
      • Managing the new generation of clients who have amassed their wealth in non-traditional ways
      • Women in wealth – the new bread of female entrepreneurs and investors
      • Using AI to enhance the client investment experience

       

      Plus, the conference will be followed by a black-tie gala awards dinner celebrating outstanding achievement in the sector. The event is a great opportunity for the industry to connect, share, learn and recognise the latest successes in the UK market. We look forward to seeing you there!

      WHAT TO EXPECT FOR 2024?

      • Discover and discuss the practical applications and trends within the Private Banking Industry.
      • Prepare, Plan, and Predict the problems the industry face and find ways to look to the future.
      • Be apart of the discussion on the future of UK Private Banking.
      • Meet and network with peers in the industry.

      200+

      Attendees to meet each year

      		15+

      Exhibitors to meet each year

      		20+

      Speakers

      		70%

      Attendees at Director+ level
      200+

      Attendees to meet each year

      		15+

      Exhibitors to meet each year
      20+

      Speakers

      		70%

      Attendees at Director+ level

      Testimonials

      Private Banking & Wealth Management London 2023

      Agenda

      • 11 Jun 2024
      Expand All

      8 AM

      Registration

      9 AM

      Welcome Address and Chair’s Opening Remarks

      SESSION ONE: FOREARMED IS FOREWARNED – WHAT CAN WE EXPECT IN THE NEXT 12 MONTHS?

      Speakers

      Ian Woodhouse
      Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

      9:10 AM

      Opening Keynote Address: Stagnation, Reflation, or Recession – What’s Instore for the UK and Global Economy?

      • What are the key challenges and risks to growth for the industry?
      • Where do the opportunities lie for private banks and wealth managers in a complex world?
      • Developing resilient models for uncertain times.
      • Navigating the geopolitical crosscurrents.
      • Balancing the lingering effects of high interest rates with disinflation.
      • How will the direction of British politics shape wealth management?

      Speakers

      Philippe Gijsels
      Chief Strategy Officer, BNP Paribas Fortis

      9:30 AM

      Streamlining your Client Business Processes

      • Rethink today’s costly, inefficient, and fragmented client interaction model requiring significant manual intervention.
      • Provide a private, personalised, and modern client experience to increase efficiency and drive retention.
      • Leverage interaction workspaces with collaborative workflows. Streamline client onboarding, account management, and everything in between.
      • Oversee client accounts with a complete audit trail, role management, and seamless transfer of account interactions across staff.

      9:50 AM

      How to Define ‘Growth’ for Wealth Management in 2024 – the shift in client approach

      • Complex wealth situation Vs. desire for simplification: How to master the challenge
      • Banks and family offices – partnership or competition?
      • Integrating inorganic growth into your core strategy to enhance and acquire new capabilities and drive future scope.
      • Creating greater economies of scale to better service clients.

      Speakers

      Michael Welti
      Managing Partner and Head of Private Banking, Banque Heritage

      10:10 AM

      Panel Discussion: Preparing for a Changing Economic Investment Landscape

      • Understanding the expectations of a diverse range of investors
      • Rethinking go-to market investment products and services.
      • Knowing your value proposition and the right business model to thrive in the face of industry upheaval.
      • Managing cross-border restrictions.

      Speakers

      BARTOSZ GOLBA
      Research Director, Financial Services,GlobalData
      Philippe Gijsels
      Chief Strategy Officer, BNP Paribas Fortis
      Michael Welti
      Managing Partner and Head of Private Banking, Banque Heritage
      Shimona Pinto
      UK Country Manager , MOXO

      10:40 AM

      Morning Refreshments and Networking

      SESSION TWO: THE DRIVERS OF CHANGE IN INVESTMENT: THE AGE OF AGILITY

      Speakers

      Ian Woodhouse
      Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

      11:10 AM

      ESG & Sustainability Portfolio Creation: Creating the Future Starts Now

      • Preference approach Vs. suitability factor: Knowing the best way to integrate ESG into clients’ portfolios.
      • Is ESG scoring going far enough? Should we have better controls on what ESG means and how it is evaluated?
      • Classification of assets.
      • The impact of COP28 and decarbonisation targets.
      • Securing an optimal mix between positive change and favourable returns.

      Speakers

      Harlin Singh
      Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments

      11:30 AM

      The Benefits of Interoperability Across your Systems with FA Solutions

      • Supporting the need to diversify product offerings in one solution and eliminating a fragmented technology structure.
      • Ensuring your core operating platform is adaptable to market and regulatory changes.
      • Real-time Data

      Speakers

      Peter Dingomal
      Director, FA Solutions UK

      11:50 AM

      Alternative Investments: Uncovering Innovation Across Asset Classes

      • The democratisation of alternative assets
      • Creating attractive “evergreen” products
      • Are new structuring options living up to the promise?

      Speakers

      Kate Baker
      Head of Product – Alternatives, HSBC

      12:10 PM

      Panel Discussion: Reimagining the Future with Investing

      • Exploring investment solutions to capture the most powerful trends reshaping the future.
      • Educating advisors on new products and solutions
      • What are the key growth opportunities?
      • Maximising profits and driving positive impact for society

       

      Speakers

      Gareth Cocks
      CEO, Mirador Solutions
      Harlin Singh
      Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments
      Kate Baker
      Head of Product – Alternatives, HSBC
      Peter Dingomal
      Director, FA Solutions UK

      12:50 PM

      Networking Lunch

      SESSION THREE: DELIVERING EXCELLENCE IN CLIENT OUTCOMES

      Speakers

      Ian Woodhouse
      Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

      1:50 PM

      Delivering customized investment solutions at scale

      • What are the key market trends?
      • How can technology enable customization at scale while improving operational excellence?
      • How does AI enhance client storytelling and overall client experience?

      Speakers

      Nicolas Pinson
      Head of Product Strategy Wealth, Asset Servicing and ESG, Amundi Technology

      2:10 PM

      Delivering Personalized Wealth Management Through Digital Transformation

      • Can firms use big data analytics to drive improved personalization?
      • Where next for hybrid services and robo advisors?
      • The role of digital tools in customisation and hyper-personalisation: supporting clients and advisors with the new range of technology.

       

      Speakers

      Ben Covey
      Managing Director – Private Clients, 7IM

      2:30 PM

      Panel: Managing and Servicing a New Breed of Clients

      • The rise of personalisation
      • Financial education for the new generations.
      • How can new technology and other enablers us to deliver good client outcomes?
      • The evolving role of the hybrid advisor: Human, hybrid or robo – what will the future advice models look like?

      Speakers

      Philip Kurtenbach
      Head of Investments and Wealth Solutions, HSBC
      Veronica Martinez Sotillo
      Transformation & Offering Development Director
      Ben Covey
      Managing Director – Private Clients, 7IM

      3:10 PM

      Afternoon refreshments and networking

      SESSION FOUR: FUTURE BUSINESS GROWTH

      Speakers

      Ian Woodhouse
      Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

      3:40 PM

      Women in Wealth: The New Breed of Female Entrepreneurs and Investors

      • Is there a gap in addressing women’s financial needs and creating a tailored approach?
      • How can tech be utilised to help shift the gender wealth gap?
      • How can the wealth and private banking sectors benefit from a more inclusive workforce and more women in leadership roles?

      Speakers

      Sarah Courtney Dockett
      MD & Head of Women in Wealth EMEA, Citi Private Bank

      4 PM

      Digital Transformation and AI in Wealth Management

      • Continuous assurance for better investor protections
      • AI is changing our industry – how do we ensure good outcomes for investors?
      • Preparing for tokenisation and digital asset portfolios

      Speakers

      Dale Jones
      Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services

      4:20 PM

      Panel: Key Trends That Will Drive Future Success

      • Understanding key client changes and how these will evolve in the future?
      • How are products and solutions being developed in light of changing client needs?
      • Analysing the role of technology in helping to keep pace with these changes
      • How could technology evolve and what will the future roadmap look like?

      Speakers

      Sarah Courtney Dockett
      MD & Head of Women in Wealth EMEA, Citi Private Bank
      Dale Jones
      Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services
      Nicolas Pinson
      Head of Product Strategy Wealth, Asset Servicing and ESG, Amundi Technology

      5 PM

      Closing Chair’s Remarks and Key Takeaways

      Speakers

      Ian Woodhouse
      Lead Wealth Management Transformation and Thought Leader for Europe, Accenture

      5:15 PM

      Conference Close

      6 PM

      Pre-Award Drinks

      PRIVATE BANKING AND WEALTH MANAGEMENT AWARDS

      7:30 PM

      Private Banking & Wealth Management Awards – Dress Code: Black Tie

      Speakers

      Select a speaker to learn more

      Back
      Philippe Gijsels
      Chief Strategy Officer, BNP Paribas Fortis

      Session Details:

      Opening Keynote Address: Stagnation, Reflation, or Recession – What’s Instore for the UK and Global Economy?

      2024-06-11, 9:10 AM

      Session Details:

      Panel Discussion: Preparing for a Changing Economic Investment Landscape

      2024-06-11, 10:10 AM

      View In Agenda
      Next speaker
      Back
      Ben Covey
      Managing Director – Private Clients, 7IM

      Ben joined 7IM in 2024 as Managing Director, Private Clients, bringing with him extensive experience in private banking, wealth management and investment management within the financial services industry. Prior to joining 7IM, Ben was the Managing Director, Head of Private Banking at Santander, where he developed and implemented a multi-year strategic growth plan to build their UK private banking business. Earlier in his career Ben worked both as an Investment Manager and also a Private Banker, becoming a Chartered Wealth Manager 2013. Ben is passionate about creating and developing high performing teams with a client-centric approach.

      Session Details:

      Delivering Personalized Wealth Management Through Digital Transformation

      2024-06-11, 2:10 PM

      Session Details:

      Panel: Managing and Servicing a New Breed of Clients

      2024-06-11, 2:30 PM

      View In Agenda
      Next speaker
      Back
      Harlin Singh
      Managing Director & Global Head of Sustainable Investing, Citi Global Wealth Investments

      Harlin Singh, global head of sustainable investing at Citi Global Wealth.  Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

      Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

      Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers.

      Session Details:

      ESG & Sustainability Portfolio Creation: Creating the Future Starts Now

      2024-06-11, 11:10 AM

      Session Details:

      Panel Discussion: Reimagining the Future with Investing

      2024-06-11, 12:10 PM

      View In Agenda
      Next speaker
      Back
      Kate Baker
      Head of Product – Alternatives, HSBC

      Kate is currently Head of Product globally for the Alternatives business of HSBC Asset Management. Based in London, she is responsible for the team which develops, launches and maintains investment products across renewables, venture capital, infrastructure debt, private credit, real estate, private equite and hedge fund of funds asset classes. Prior to taking over the Head of Product role, Kate worked as Real Assets Governance Lead, providing business management and governance support to the global real estate, infrastructure equity and renewables business. She originally joined HSBC Alternatives in 2019 as Senior Legal Counsel, supporting the UK-based Alternatives team.

      Kate has over a decade’s experience supporting Alternative asset managers. She started her career in the investment funds team at Herbert Smith Freehills, primarily focusing on listed funds as well as private equity firms. From 2014 to 2019, Kate worked as Legal Counsel for the Alternatives team at DWS (formerly Deutsche Asset Management), helping them structure and run real estate, infrastructure and sustainable products, as well as advising the AIFM boards on legal risk.

      Kate has a seven year old son, and two horses, and so spends a lot of her time outside of work covered in either stickers or mud.

      Session Details:

      Alternative Investments: Uncovering Innovation Across Asset Classes

      2024-06-11, 11:50 AM

      Session Details:

      Panel Discussion: Reimagining the Future with Investing

      2024-06-11, 12:10 PM

      View In Agenda
      Next speaker
      Back
      Dale Jones
      Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services

      Dale has over 10 years of data analytics experience in the asset & wealth management industry covering audit, compliance and cloud transformation programmes. Dale leads the Client Insights & Analytics team for NatWest Trustee & Depositary Services. He has a Bachelor of Science in Medical Microbiology from the University of Leeds and certifications for SQL, Python programming and the CFA Investment Management Certificate.

      Session Details:

      Digital Transformation and AI in Wealth Management

      2024-06-11, 4:00 PM

      Session Details:

      Panel: Key Trends That Will Drive Future Success

      2024-06-11, 4:20 PM

      View In Agenda
      Next speaker
      Back
      Sarah Courtney Dockett
      MD & Head of Women in Wealth EMEA, Citi Private Bank

      Sarah Courtney Dockett is Head of Women in Wealth, EMEA. She is passionate about Diversity and Inclusion.  She is also a Senior Private Banker in the UK UHNW Team based in London. Sarah is responsible for managing 30 UHNW clients and Family Office relationships. While they may be resident in the UK, Sarah’s clients span the globe. Sarah has 23 years of experience working with Private Clients, 12 of which is with Citi.

      Session Details:

      Women in Wealth: The New Breed of Female Entrepreneurs and Investors

      2024-06-11, 3:40 PM

      Session Details:

      Panel: Key Trends That Will Drive Future Success

      2024-06-11, 4:20 PM

      View In Agenda
      Next speaker
      Back
      Philip Kurtenbach
      Head of Investments and Wealth Solutions, HSBC

      Phil is the has spent 20 years in Financial Services leading large teams and transformational change globally. He has diverse senior leadership experience ranging from front line large scale management; head office strategic change, customer and regulatory programmes; and digital transformation within Wealth and Personal Banking. Throughout his career he has gathered global experience across emerging and mature markets having lived and worked in Germany, the US, Hong Kong, Jersey and the UK.  Currently Head of Investments and Wealth Solutions for CIIoM and Expat, he previously led product implementation, channel optimisation and commercialisation for Wealth products in various markets for HSBC Wealth Management.

      Session Details:

      Panel: Managing and Servicing a New Breed of Clients

      2024-06-11, 2:30 PM

      View In Agenda
      Next speaker
      Back
      Veronica Martinez Sotillo
      Transformation & Offering Development Director

      Verónica Martínez is an independent Fintech and Insurtech adviser who also serves as Transformation and Product Director at a Private Bank, where she plays a pivotal role in driving innovation and enhancing product offerings. With a background in project management and transformation gained at Amazon before joining the Wealth Management industry, Verónica brings a wealth of experience to her current position. Prior to her current role, she contributed significantly to product development at Lombard International Assurance, Luxembourg's leading life insurance company.

       

      Verónica is deeply engaged in the Swiss Fintech ecosystem, serving as an independent advisor for The Insurance Academy. Additionally, she is a member of the ABBL (Association des Banques et Banquiers Luxembourg) Fintech and Innovation Committee, where she actively contributes to shaping the future of financial services in Luxembourg. Her engagement in these capacities underscores her commitment to advancing industry standards and fostering collaboration within the financial sector.

       

      Verónica's academic credentials include an MBA and LL.M from Rey Juan Carlos University, complemented by international studies in China and France. Additionally, she is a registered attorney in Spain and has pursued specialized training in blockchain technologies through programs at INSEAD and MIT. Verónica Martínez's multifaceted expertise and dedication to driving transformational change position her as a respected leader within the wealth management industry, reflecting her unwavering commitment to innovation and excellence.

      Session Details:

      Panel: Managing and Servicing a New Breed of Clients

      2024-06-11, 2:30 PM

      View In Agenda
      Next speaker
      Back
      Michael Welti
      Managing Partner and Head of Private Banking, Banque Heritage

      Michael Welti is member of the Executive Committee and Head of Private Banking at Banque Heritage, a renowned Swiss Private Bank representing the core values of Swiss Wealth Management with a strong focus on Entrepreneurs & Executives. With over 30 years in the banking industry, he specialized in Global Wealth Management and financial advisory services. His career includes multiple senior leadership roles across various Swiss financial institutions such as UBS, UBP and REYL Intesa Sanpaolo.

      Recognized for his contributions to the banking sector, Michael was awarded with the "Banker of the Year" in 2020, a Certified Wealth Management Advisor CWMA, passed the Advanced Executive Program and Executive Program by Swiss Finance Institute and did targeted studies in Sustainable Investing and Current Trends in Sustainable Investing at University Zurich.

      Next speaker
      Back
      Bartosz Golba
      Research Director, Financial Services, GlobalData

      Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

      Next speaker
      Back
      Gareth Cocks
      CEO, Mirador Solutions

      Gareth C is a seasoned leader in Technology, Operations and Change Management. With two decades of experience, Gareth has dedicated his career to shaping and implementing technology, data, and operational strategies for investment organisations. He has successfully executed transformative programs across various aspects of the investment management operating model.

      Starting in management consultancy, Gareth focused on front-office system strategy and operating model design for leading investment and wealth management organisations. Transitioning into senior leadership roles within the industry, he oversaw both operational and change-based functions.  In Technology, Gareth led the design and implementation of technology infrastructure and application landscapes, managing major transformative projects. As an experienced Business Change practitioner, he established Change Management practices, delivery methodologies, and reporting frameworks. Gareth has consistently delivered large transformative business change, built high-performing teams and emphasised collaboration with suppliers for mutual success.

      Session Details:

      Panel Discussion: Reimagining the Future with Investing

      2024-06-11, 12:10 PM

      View In Agenda
      Next speaker
      Back
      Peter Dingomal
      Director, FA Solutions UK

      I Joined FA Solutions in June 2023 to help build the UK operation, having had an extensive career in Technology for the Financial Services sector. Previous companies included Standard Chartered Bank, BIS Banking Systems (Now Finastra), Odyssey (Now Temenos), SS&C Advent, Avaloq & SEI. My Career has covered all roles from Bank Clerk, Computer Operator, Programmer, Project Manager and Sales & Marketing.  I am a serial networker.  I believe this has helped me significantly in my career.

      Session Details:

      The Benefits of Interoperability Across your Systems with FA Solutions

      2024-06-11, 11:30 AM

      Session Details:

      Panel Discussion: Reimagining the Future with Investing

      2024-06-11, 12:10 PM

      View In Agenda
      Next speaker

      Plan Your Visit

      Venue

      Park Plaza Victoria

      Park Plaza Victoria 239 Vauxhall Bridge Rd, Pimlico, London SW1V 1EQ

      Book Your Stay

      Sponsors

      Select a sponsor to learn more

      Gold Partner

      Silver Partners

      Bronze Partners

      Exhibitors

      Co-Partners

      VIP Table Host Partners

      Awards

      PRIVATE BANKING & WEALTH MANAGEMENT LONDON AWARDS 2024: WINNERS

      2024 Winners

      • Outstanding Private Bank – UK – Domestic Clients

        Winner:

         

        Finalists:

        Arbuthnot Latham & Co.

        SG Kleinwort Hambros

      • Outstanding Private Bank – Western European region

        Winner:

         

        Finalists:

        SG Kleinwort Hambros

        REYL Intesa Sanpaolo

      • Outstanding Private Banking Client Engagement

        Winner:

         

         

        Finalists:

        Arbuthnot Latham & Co

        ICICI Securities Limited

        Nykredit

        QNB Finansbank

      • Outstanding Wealth Management Technology Provider – middle office (vendor)

        Winner:

         

        Finalists:

        Accomplish (International)

        FA Solutions

         

      • Outstanding Wealth Management Technology Provider – back office (vendor)

        Winner:

         

        Finalists:

        Accomplish (International)

        ERI

        FA Solutions

        Unblu

        Wealthos

      • Outstanding Front-End Digital Solutions Provider (Vendor)

        Winner:

         

        Finalists:

        Accomplish (International)

        FA Solutions

        Fintuity

        Investcloud

        Unblu

      • Outstanding Private Bank for UHNW Clients

        Winner:

        Finalists:

        SG Kleinwort Hambros

        REYL Intesa Sanpaolo

      • Outstanding Private Bank for Philanthropy Proposition

        Winner:

         

        Finalists:

        HSBC

        REYL Intesa Sanpaolo

      • Outstanding Private Bank for Sustainable and Ethical Investment

        Winner:

        Finalists:

        HSBC

        QNB Finanse Bank

      • Outstanding Private Bank for Diversity, Equality and Inclusion

        Winner:

         

        Finalists:

        Citi Bank

        SG Kleinwort Hambros

        QNB Finanse Bank

      • Outstanding Innovation (Vendor)

        Winner:

         

        Finalists:

        Accomplish (International)

        FA Solutions

        Investcloud

        Wealthos

      • Women in Wealth

        Winner:

        MASECO Private Wealth – Andrea Solana

         

        Finalists:

        Innovia Wealth Management -Sofie Symonds

        MASECO Private Wealth – Andrea Solana

      Media Centre

      Private Banker International

      Become a Media Partner

      Enquiry

      Contact Us

      SPONSORSHIP ENQUIRIES

      Ray Giddings

      Director of Events

      +44 (0) 20 7936 6512

      SPEAKER ENQUIRIES

      Jessica Hartley

      Head of Production, Financial Services Portfolio

      +44 1527 573156

      MARKETING ENQUIRIES

      Madelayne Goodall

      Marketing Manager

      SPONSORSHIP ENQUIRIES

      To enquire about sponsorship opportunities, please contact:

      Ray Giddings

      Director of Events


      +44 (0)20 7936 6512 M. +44 (0)7803 393327

      SPEAKER ENQUIRIES

      To enquire about speaking opportunities for the conference, please contact:

      Jessica Hartley

      Head of Financial Services Portfolio


      +44 1527 573156