Private Banking & Wealth Management London Conference & Awards 2022
The Waldorf Hilton, London
15th June 2022
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Private Banking & Wealth Management London Conference & Awards 2022
Arena International is pleased to bring the annual Private Banking & Wealth Management London Conference & Awards for 2022, offering a daytime conference covering all the leading developments in the industry and concluding with a glamorous drinks reception and black-tie award ceremony.
The 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.
After the conference portion, the evening will celebrate the most impactful achievements from the sector over the past 12 months. Nominees will be awarded for a range of initiatives and will be recognised for their role in shaping the future of private banking and wealth management.
Continuing under the well-known Private Banker International brand, the event is a premium experience and invaluable opportunity to learn from and connect with peers across the wealth industry.
What to Expect for 2022?
The annual Private Banking & Wealth Management London Conference & Awards is the leading summit for discovering exclusive expert-led insight and celebrating achievement in the sector
100+
Attendees to meet each year
15+
Exhibitors to meet each year
15+
Speakers
80%
Attendees at Director+ level
Why attend?
Inspire
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Learn the latest industry developments from senior thought leaders
Connect
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Meet need-to-know peers in a premium setting
Action
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Take away valuable lessons and lasting relationships

Patrick Brusnahan
Editor,Private Banker International

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

Warren Thompson
Managing Director, Head of Coutts Family Office and UHNW,Coutts
Biography:
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

Hannah Buxton
Managing Director, Wealth Manager,Coutts & Co.
Biography:
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

Rennie Hoare
Partner & Head of Philanthropy,C. Hoare & Co.
Biography:
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

Dominic Tayler
Executive Director,Quilter Cheviot
Biography:
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

Paul Emery
Director of Private Clients,St. James's Place
Biography:
Session Details: Leaders’ Debate | What’s the biggest threat in the private banking industry? 15-06-2022, 10:40 am View In Agenda

Stewart Allan
Chief Information Security Officer,Weatherby's Bank
Biography:
Session Details: Debate | How far can private banking and wealth management digitalise? 15-06-2022, 12:50 pm View In Agenda

James Sellon
Co-founder & Managing Partner,MASECO Private Wealth
Biography:
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

Ben Covey
Head of Private Banking,Santander UK
Biography:
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

Anu Wadhawan
Associate Director - Investment Proposition,Fidelity International
Biography:
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

Grant Parkinson
Head of Consumer, Private and Business Banking for Europe,Standard Chartered Private Bank
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

Danny Baggs
Director of Marketing UK,Unblu Inc.
Biography:
Session Details: The Digital Paradox: Why More Digital Doesn’t Mean Less Human 15-06-2022, 2:10 pm View In Agenda

Martin Suter
Senior Vice President of Product,Smart Communications
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

Patrick Makulinski
Senior Sales Specialist,UBS Partner
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

Ian Woodhouse
Head of Strategy and Change,Orbium
Biography:
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

Shimona Pinto
Senior Corporate Solutions,Moxo
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.
Session Details: View In Agenda

Matthew Ferman
Group Proposition Director,FNZ Group
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

Philippe Bongrand
Head Switzerland , FNZ Group
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

Christine Ciriani
CEO, EMEA & APAC ,InvestCloud
Biography:
Session Details: Revolutionising Sales Effectiveness with a Single Digital Platform 15-06-2022, 2:50 pm View In Agenda

Alessandro Tonchia
Head of Strategy, EMEA & APAC ,InvestCloud
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

Suman Rao
Group Head of Solution Consulting,Avaloq
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

Delia Steiner
Country Manager CH/LI,Aixigo
Biography:
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

Peter Lund
Business Development UK and Nordics,CID
Biography:
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













To find out more about Hampden & Co and to discuss bespoke banking services, please contact Murdo McHardy on 0131 297 0121 or email murdo.mchardy@hampdenandco.com




Seismic
Sponsor Information
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales
T: +44 (0) 20 7936 6552
E: BenLloyd-Davies@arena-international.com
Speaker Information
The Private Banking & Wealth Management London programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Kim Palfrey
Deputy Head of Production
E: kim.palfrey@arena-international.com