Private Banking & Wealth Management London Conference & Awards 2022

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Session Details: KEYNOTE Looking beyond: the next chapter for private banking and wealth management 15-06-2022, 9:00 am View In Agenda

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Session Details: UHNWI’s and families: Delivering a proposition that exceeds expectations 15-06-2022, 10:20 am Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am View In Agenda

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Session Details: Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda

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Session Details: ‘Good banker and good citizen’: how private banks can support philanthropy and deliver positive impact 15-06-2022, 4:40 pm Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda

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Session Details: Rising inflation and interest rate: what will this mean for private wealth? 15-06-2022, 9:40 am Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am View In Agenda

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Session Details: Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am View In Agenda

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Session Details: Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

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Session Details: ESG: Cutting through the noise and investing wealth responsibly 15-06-2022, 2:30 pm Panel Discussion | How can we build resilient portfolios to protect clients’ wealth? 15-06-2022, 3:30 pm View In Agenda

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Session Details: The hybrid value proposition: enhancing end-to-end wealth processes with digitalisation 15-06-2022, 12:10 pm Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

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Session Details: The private market: taking advantage of private assets and equity 15-06-2022, 3:10 pm Panel Discussion | How can we build resilient portfolios to protect clients’ wealth? 15-06-2022, 3:30 pm View In Agenda

Biography: Grant Parkinson is the Head of Consumer, Private and Business Banking for Europe. He joined Standard Chartered in 2020 as Head of Private Banking for Europe, Middle East and Africa, and shortly moved into his current role. Based in London, Grant is responsible for the region’s Priority and Private Banking business operations in Jersey, the United Arab Emirates and UK that serve emerging markets clients across Africa, the Middle East, UK and Turkey. Grant has over 25 years of financial services experience. He joined Standard Chartered from Brewin Dolphin where he was Chief Operating Officer and led development of technology solutions for client-facing colleagues and digital. Prior to that he worked at Coutts, also as Chief Operating Officer, where he successfully ran multiple business development, change and remediation programmes. Earlier in his career, Grant worked at Barclays Wealth and McKinsey & Company.

Session Details: Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda

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Session Details: The Digital Paradox: Why More Digital Doesn’t Mean Less Human 15-06-2022, 2:10 pm View In Agenda

Biography: Martin Suter has been Senior Vide President - Product at Smart Communications since January 2021. In this role, the Swiss native is responsible for the product management of the entire product portfolio. Suter is considered a renowned expert in topics such as Client Reporting Solutions, Digital Advisory or Customer Communication Managenet. The same applies to his role as a thought leader and driving force in connection with customer communication management strategies. He regularly demonstrates his extensive thought leadership knowledge as a speaker at various forums and events such as the Avaloq Community Conference, the Temenos Community Forum or the SAP Forum. In recent years, he has also built an excellent reputation as an intellectual sparring partner for market research companies such as Gartner, Aspire, Celent or Madison Advisors and a great reputation as a leader of various task forces supporting customer projects.   Prior to the acquisition by Smart Communications, Suter held the position of Member of the Executive Board at Assentis. In this role he focused on product management, marketing and pre-sales. Suter has extensive experience in projects with major clients such as Credit Suisse, UBS, Fiducia GAD, NRW.Bank, Swiss Life and Swiss Re, Wüstenrot, and St. Galler Kantonalbank. He lives in Rotkreuz and holds a degree as Dipl. Ing. FH in Information Technology.

Session Details: Why Digital Self-Service will be a key differentiator in the future 15-06-2022, 10:00 am Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am View In Agenda

Biography: Patrick is Senior Sales Specialist at UBS Partner, UBS’ WealthTech solution for Private Banks and Wealth Managers and helps clients on their digital transformation journey. He primarily focuses on the EMEA region and is also responsible for driving partnerships for UBS Partner. Before joining UBS Partner Patrick was leading the Swiss hub within the UBS EMEA Cross-Business Development unit fostering a holistic client coverage for the region’s top clients across all UBS divisions. Patrick joined UBS in 2011 at UBS Switzerland’s Strategy & Business Development unit where he led a business consulting team primarily focusing on digitalization projects. Patrick started his career in banking and business consulting. He holds a diploma in business administration from the Cooperative State University Loerrach and a Master of Science from the WHU / Otto Beisheim School of Management in Vallendar.

Session Details: Unlocking the secret of integrating state-of-the-art WealthTech 15-06-2022, 11:30 am Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

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Session Details: Chair’s opening remarks 15-06-2022, 8:50 am Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm Panel Discussion | How can we build resilient portfolios to protect clients’ wealth? 15-06-2022, 3:30 pm Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda

Biography: Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

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Biography: Matthew was appointed FNZ Group Proposition Director in 2022, responsible for developing the vision and roadmap behind FNZ’s overall proposition. He joined FNZ in December 2012 as Head of Institutional Product before going on to lead the Proposition team in 2014. Matthew was appointed Chief Executive Officer, UK & SA in February 2019 where he successfully led the execution of many of FNZ’s largest and most complex client deliveries, managed a significant number of large customers and grew the business at record pace. Prior to joining FNZ, Matthew spent 7 years at Cofunds where he held a number of roles across Operations, IT and eventually as Head of Product for the Cofunds Institutional Service. Before this, Matthew’s career also included roles at Sumitomo Trust and Banking, Citibank and UBS where he held multiple roles across Operations, IT and Treasury.

Session Details: Opening up wealth together: How private banks can thrive in the digital era 15-06-2022, 12:30 pm View In Agenda

Biography: Philippe is the Head of Switzerland for FNZ where he particularly works with Private Banks. Philippe has 30 years of experience in the industry advising Private Banking clients and Private Banks. Prior to FNZ, Philippe worked in the industry at UBS Wealth Management in various roles and as Partner in Strategy Consulting advising Wealth & Asset Managers on growth, digital strategies and their transformation plans. He worked with more than 50 Private Banks - global, regional or domestic leaders – on all continents and in both offshore and/or onshore markets - seeking to improve their competitive position and economics.  Philippe also advised wealthy individuals on leaving a legacy.

Session Details: Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

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Session Details: Revolutionising Sales Effectiveness with a Single Digital Platform 15-06-2022, 2:50 pm View In Agenda

Biography: Alessandro is the Head of Strategy at InvestCloud Private Banking & Wealth, focusing on building and maintaining long-term relationships with major clients. He is passionate about developing client offerings that improve sales, advice and client relations via digital technology and artificial intelligence. He has a keen interest in sustainability and the impact financial institutions can have in this area. Alessandro has been instrumental in the development of InvestCloud's ESG offering.  Alessandro is co-founder of Finantix, a firm that InvestCloud acquired earlier in 2021 as part of a merger to create the next-generation SaaS wealth solutions platform. Prior to establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM. Alessandro holds a degree in Physics from the Ludwig-Maximilians-Universität in Munich. In addition, he also studied Philosophy and Linguistics at the University of California in Los Angeles.

Session Details: Panel Discussion | How can we build resilient portfolios to protect clients’ wealth? 15-06-2022, 3:30 pm View In Agenda

Biography: Suman has more than 20 years’ experience in the wealth management technology and services space. A career built alongside the evolution of technology driven by opportunities and challenges faced by the wealth management sector. Extensive experience in bridging the gap between business, operations and vendor. Now Head UK product management and pre-sales offering at Avaloq UK Ltd., embracing agile and human-centred design thinking to deliver value to users. A geek at heart, Suman holds an MBA and is experienced in new-logo hunting, product launches, new market entry, complex migration and implementation projects.

Session Details: The secret ingredient to Client Satisfaction - Mindset? Culture? Technology? Business & Operating models? 15-06-2022, 4:20 pm Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda

Biography: Delia is an accomplished wealth management expert with more than a decade of experience in financial services. As an educated economist she has started her career in economic forecasting at the Swiss National Bank and the Swiss State Secretariat for Economic Affairs. Since 2021 she leads the Swiss branch of Aixigo, the world’s fastest API-based wealth management platform, after several years in consulting banks and wealth managers in digital innovation.

Session Details: Cut the curve: how private banks and wealth managers can realize future-proof innovation efficiently 15-06-2022, 11:50 am Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

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Session Details: Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI 15-06-2022, 5:00 pm Closing panel | What is the key to succeed in keeping clients happy in 2022? 15-06-2022, 5:20 pm View In Agenda