Private Banking & Wealth Management: London 2021 Conference and Awards

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Session Details: The changing spectrum of wealth: how are client segments evolving? 10-11-2021, 12:05 pm Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 pm View In Agenda

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Session Details: Lasting legacies: ensuring a smooth intergenerational wealth transfer 10-11-2021, 4:40 pm Closing panel | How can banks evolve to meet changing client needs? 10-11-2021, 5:20 pm View In Agenda

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Session Details: What defines a products & services proposition in private banking in the modern age? 10-11-2021, 9:40 am 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.

Session Details: Leveraging A OneStop Client App to Transform the Private Client Service Journey 10-11-2021, 9:20 am Leaders’ Debate | What is the ‘new normal’ of client relations moving forward? 10-11-2021, 10:20 am View In Agenda

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Session Details: ESG, Sustainable and Impact Investing: exploring forward-thinking opportunities for private wealth 10-11-2021, 2:35 pm Panel Discussion | How should private clients invest for the future? 10-11-2021, 3:15 pm View In Agenda

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Session Details: The Hybrid Model: Enhancing personalised client experiences with technology 10-11-2021, 11:25 am Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 pm View In Agenda

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Session Details: Macro themes: navigating the investment landscape to preserve clients’ wealth 10-11-2021, 1:55 pm Panel Discussion | How should private clients invest for the future? 10-11-2021, 3:15 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: KEYNOTE The road ahead: mapping the future of private banking in 2022 and beyond 10-11-2021, 9:00 am Leaders’ Debate | What is the ‘new normal’ of client relations moving forward? 10-11-2021, 10:20 am View In Agenda

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Session Details: Leaders’ Debate | What is the ‘new normal’ of client relations moving forward? 10-11-2021, 10:20 am View In Agenda

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Session Details: Designing a custom service for Ultra High Net Worth clients post-Covid 10-11-2021, 4:00 pm Closing panel | How can banks evolve to meet changing client needs? 10-11-2021, 5:20 pm View In Agenda

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Senior investment banking professional, with a background as a legal practitioner, amassing over 16 years’ experience working with international companies in middle market M&A transactions and having extensive cross border activities between Europe and Latin America.

Prior to joining Wimmer Family Office in London UK (2017), in charge of Private Capital Advisory, Antonio was a senior investment team member of a Private Equity Fund (Fir Capital Partners) and an IB boutique firm (G5Evercore&Sao Paulo Investments SA) based in Brazil for 9 years and began his career at and International Law Firm in Italy&Brazil. Antonio has extensive experience in Renewables, Infrastructure, Mining&Commodities, Real Estate and Consumer Goods across Europe, LatAm and Africa.

Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy 2012, along with an executive master’s certificate from SDA Bocconi School of Management from Milan, Italy 2016 and a Bachelor degree in International Law from University of Milan, Italy 2003.

Antonio is, from 2019, a Non-Executive Director at Academy Ambassador the School’ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.”

Session Details: Panel Discussion | How should private clients invest for the future? 10-11-2021, 3:15 pm View In Agenda

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Session Details: Bespoke journey: streamlining end-to-end client onboarding for private wealth 10-11-2021, 10:00 am Leaders’ Debate | What is the ‘new normal’ of client relations moving forward? 10-11-2021, 10:20 am View In Agenda

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Session Details: If digitalisation is the answer, what is the question? 10-11-2021, 4:20 pm View In Agenda

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Session Details: Closing panel | How can banks evolve to meet changing client needs? 10-11-2021, 5:20 pm View In Agenda

Biography: Nicholas joined Lombard Odier in 2019 and has nearly 25-years experience in the financial markets and wealth management advising institutional clients as well as high net worth individuals, professional investors and charities. He has extensive experience across traditional and non-traditional asset classes, as well as capital markets, hedging and lending strategies. Prior to joining Lombard Odier, Nicholas spent 11-years at UBS Wealth Management advising UK resident/domiciled and UK resident/non-domiciled clients across all asset classes, as well as serving as the sales management coordinator between the Relationship Management teams and the Investment Products and Services division. Prior career experience includes 7-years in the Global Capital Markets Division at Deutsche Bank in London and Hong Kong advising corporates, supra-national and sovereign borrowers on bond origination in the international debt capital markets and associated interest rate and fx hedging strategies. Nicholas started his career at NatWest Markets (later Greenwich NatWest), originally in the Debt Structuring Group and later in the US Private Placement team where he placed private debt for UK and European corporates with US and UK insurance companies and pension funds. He gained the certificate in Private Client Investment Advice (PCIAM) and has a degree in Politics and Modern History from the University of Manchester.  

Session Details: Entrepreneurs’ Views 2021: Business Lessons, Wealth & the UK Outlook 10-11-2021, 5:00 pm Closing panel | How can banks evolve to meet changing client needs? 10-11-2021, 5:20 pm View In Agenda

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Session Details: Leaders’ Debate | What is the ‘new normal’ of client relations moving forward? 10-11-2021, 10:20 am View In Agenda

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Session Details: Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 pm View In Agenda

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Adam McConkey: Adam joined the Lombard Odier’s Volantis team at Gartmore in 2002 to specialize in smaller companies.

Adam has been head of the team since 2010 at Gartmore, Henderson and, since April 2017, at Lombard Odier Investment Managers.

Adam is the co-lead Portfolio Manager of the 1798 Volantis Fund which was set up in 2002 and co-leads on the 1798 UK Small Cap Best Ideas Fund which he and Rob Giles launched in 2006.

Prior to a career in UK smaller companies he worked on European equity desks at both Gartmore and the Co-Op bank.

Adam has a PhD in International Relations, sits on the board of the AIM Advisory Group and is Chair of the Quoted Companies Alliance.

Session Details: Entrepreneurs’ Views 2021: Business Lessons, Wealth & the UK Outlook 10-11-2021, 5:00 pm View In Agenda

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Session Details: The Video Meeting Fallacy: Are we really putting private clients at the core of our CX strategy? 10-11-2021, 11:45 am Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 pm View In Agenda

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Session Details: Hybrid & Embedded Wealth: a Platform Approach 10-11-2021, 11:05 am Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 pm View In Agenda

Biography: Ronald joined Ortec Finance in 2002 to further realize his vision on goal-based planning. This resulted in Ortec Finance’s Goal based Planning product, OPAL. As managing director, Ronald is responsible for this solution and the further development of goal-based planning for the international wealth market. Ronald Janssen studied Econometrics at Erasmus University in Rotterdam. After graduation, he worked as a financial planner for private clients in the high net worth segment. During this period, he designed and developed goal-based planning software. Besides his work at Ortec Finance Mr. Janssen lectures at the Erasmus University. In addition, he has written several articles for professional journals such as The Journal of Wealth Management and Fonds.nl.

Session Details: Future-proof wealth: climate resilient investment decision-making 10-11-2021, 12:25 pm Debate | Innovation in private banking: what are the limits? 10-11-2021, 12:45 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: Increasing relationship management effectiveness 10-11-2021, 2:15 pm Panel Discussion | How should private clients invest for the future? 10-11-2021, 3:15 pm View In Agenda

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Session Details: How thematic intelligence powers prospecting, client monitoring, and customised investment solutions 10-11-2021, 2:55 pm Panel Discussion | How should private clients invest for the future? 10-11-2021, 3:15 pm View In Agenda