Private Banking & Wealth Management: London 2021 Conference and Awards
London, UK
11th November 2021
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Private Banking & Wealth Management: London 2021 Conference and Awards
We’re delighted to announce our 2021 dates for your diary. The conference explores core themes impacting the UK private banking and wealth management sector, including how technical innovations can offer solutions and improvements to enable companies to win greater market share.
The event will showcase how private banks and wealth management companies can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.
Once the virtual conference is complete, the evening will celebrate the most impressive and successful initiatives from the sector over the past 12 months. Awards will be given for wide-ranging achievements and will highlight leaders in the industry and efforts to progress private banking.
The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry. Continuing under the well-known Private Banker International brand. The event will bring thought leadership, innovative growth ideas and an action plan on how to materialise these strategies.
A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES RIGHT AT A TAP OR CLICK OF A BUTTON
300+
20+
TESTIMONIALS
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‘That was a superb day, it feels like we’ve been at a real, in person, conference!’ Worldwide Clinical Trials
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‘A great event, I met more people than I do at an in-person event and I’ve got loads of follow ups’ Conversis
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‘The whole setting is actually very well accomplished! Thanks again for the invitation!’ Apogenix AG

David Durlacher
Chief Executive Officer,Julius Baer International
Biography:
Session Details: Defining the Demands of Millennials Investors 09-12-2020, 2:00 pm Speaker Discussion and Q&A 09-12-2020, 3:00 pm View In Agenda

Duncan MacIntyre
Chief Executive Officer UK,Lombard Odier
Biography:
Session Details: Sustainable Inside & Out: Aligning Corporate, Client and Product Sustainability 09-12-2020, 11:00 am Sustainable Inside & Out: Aligning Corporate, Client and Product Sustainability 09-12-2020, 11:00 am Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Sharon Maguire
Chief Customer Officer,C.Hoare & Co.

Stéphane Monier
Group Managing Director & Chief Investment Officer,Banque Lombard Odier & Cie
Biography:
Session Details: The Global Approach To Sustainability 09-12-2020, 11:45 am Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Gerald Moser
Chief Market Strategist,Barclays Private Bank
Biography:
Session Details: Global Markets & Opportunities In A Post-Brexit World 09-12-2020, 9:20 am Speaker Discussion and Q&A 09-12-2020, 10:20 am View In Agenda

Anil Venuturupalli
Global Private Banking COO,HSBC
Biography:
Session Details: Closing Panel: Future Trends & Challenges To Effect Private Banks 09-12-2020, 4:10 pm View In Agenda

Gregory Perdon
Co-Chief Investment Officer,Arbuthnot Latham & Co.
Biography:
Session Details: Bazookas, Helicopters and a Brief History of Quantitative Easing 09-12-2020, 8:30 am Speaker Discussion and Q&A 09-12-2020, 10:20 am View In Agenda

Patrick Thomas
Investment Director,Canaccord Genuity Wealth Management
Biography:
Session Details: How Sustainable is Sustainable? 09-12-2020, 2:40 pm Speaker Discussion and Q&A 09-12-2020, 3:00 pm View In Agenda

Patrick Brusnahan
Editor,Private Banker International
Biography:
Session Details: Welcoming Remarks 09-12-2020, 8:25 am Speaker Discussion and Q&A 09-12-2020, 10:20 am Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Jason Valentine
CEO,Agilex Biolabs
Biography:
Jason Valentine is a chemist by training with an honours degree in In-organic chemistry. He was the first analytical scientist employed by Faulding Pharmaceuticals in 1994 to support the establishment of the Faulding drug studies unit bioanalytical facility. Faulding was the forerunner to CMAX, the first Phase 1 unit established in Australia.
In 1999, Jason transitioned to the University of South Australia to manage the Centre for Pharmaceutical Research Bioanalytical capability. Jason lead the expansion of the Centre to add CRO services to support the biotech and pharmaceutical industry and in 2009 drove the fund raising to spin off of the private company CPR Pharma Services out of the University. As the Founding CEO of CPR Pharma Services, Jason grew this entity to be a significant CRO with national relevance in early phase clinical trial activities. In 2018, CPR Pharma Services was acquired and split to form Agilex Biolabs (Bioanalytical Services) which Jason Leads as CEO.
With 25 years’ experience in Tandem Mass Spec Bio-assay development and validation coupled with FDA and EMA regulatory requirements for bioanalytical assays, Jason is a leader in the field of regulated bioanalysis. He is also a Graduate of the Australian Institute of Company Directors (GAIC).
Session Details: View In Agenda

Damian Payiatakis
Head of Impact Investing,Barclays Private Bank
Biography:
Session Details: Changing Investor Preferences on Sustainability 09-12-2020, 12:25 pm Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Charles Radclyffe
Former Head of AI,Fidelity International
Biography:
Session Details: AI or APIs - how best to balance technology investment 09-12-2020, 2:00 pm Speaker Discussion and Q&A 09-12-2020, 3:00 pm View In Agenda

Ravi Sidhoo
Managing Director – Private & Business Banking,Cynergy Bank
Biography:
Session Details: Shedding the light on AI Adoption to Determine Increasing Relevance 09-12-2020, 12:25 pm Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm View In Agenda

Antonio Curia
Executive Director,Wimmer Family Office
Biography:
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: Closing Panel: Future Trends & Challenges To Effect Private Banks 09-12-2020, 4:10 pm View In Agenda

Jamie Keen
Country Manager UK & Ireland,Aixigo
Biography:
Session Details: Regulations, retirement planning and increased profitability - the need for wealth management technology solutions is constantly increasing and evolving 09-12-2020, 9:40 am View In Agenda

Jean-Bernard Tanqueray
CEO,Finlight
Biography:
Session Details: How can AI help you leap forward? 09-12-2020, 2:20 pm View In Agenda

Nikhita Iyar
Head of Strategic Business Development,Moxtra
Biography: Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtra’s Customer Collaboration Platform powers your OneStop Digital Channel, in every customer's pockets. Your Moxtra-powered private digital channel provides a one-stop experience for your customers to reach into your organization and get a premier service experience, anytime, anywhere. Moxtra enables organizations to manage continuous connections with clients and teams through their own one-stop portal experience, under their brand, making it easy and convenient for customers to do business with the organization in one-stop. Nikhita works with businesses across verticals to help organizations deliver a premier service experience to their customers through their own private digital channels. Being a key team member at Moxtra, Nikhita has helped the company grow its business over the course of Moxtra’s journey in private banking, wealth management, corporate banking, family offices, lending, insurance, and more. Nikhita has worked closely with several of the world's leading financial institutions, such as MUFG and Van Lanschot, to help them power their own interactive, digital customer engagement strategy.
Session Details: Reimagining the Wealth Client Journey on Digital Channels 09-12-2020, 9:00 am Speaker Discussion and Q&A 09-12-2020, 10:20 am View In Agenda

Girish Narula
CEO,Urgentem
Biography:
Session Details: Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Sébastien Buchard
Chief Client Officer,Azqore
Biography:
Session Details: Blueprint for Tomorrow's Wealth Managers 09-12-2020, 12:05 pm Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm View In Agenda

Mario Alves
Head of Sales and Partner Management,Aixigo
Biography: Mario Alves is a proven expert in retail and private banking, with a special focus on investment and advisory in MiFID related markets and products. His expertise combines frontline experiences as advisor and manager within several financial service institutions, as well as in-depth strategical and technological understanding gained as consultant and leader in advisory and software companies. He has a ‘crush’ on needs-oriented sales and believes that Digital Wealth Management will become the new market standard. Building bridges between technology, business and people represents his passion. Mario has been working with aixigo since 2012 and his focus is to accompany customers and partners in utilizing digitalisation within the investment business across all channels.
Session Details: Speaker Discussion and Q&A 09-12-2020, 10:20 am View In Agenda

Gareth Hagger-Johnson
Head of Data Science and Customer Insight,C. Hoare & Co
Biography:
Session Details: Speaker Discussion and Q&A 09-12-2020, 10:20 am View In Agenda

Iwan Schafthuizen
MD Business Development Goal Based Planning,Ortec Finance
Biography:
Session Details: Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm View In Agenda

Ronald Janssen
Managing Director Goal Based Planning,Ortec Finance
Biography:
Session Details: Increase client engagement by focusing on the client's personal goals while complying with regulations 09-12-2020, 11:45 am View In Agenda

Chris Eichhorn
Business Development,InvestSuite
Biography:
Session Details: The Unstoppable Rise of the Self-Investor 09-12-2020, 1:05 pm Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm View In Agenda

Jonathan Gane
Chief Sales Officer,InvestSuite

Ian Woodhouse
Head of Strategy and Change,Orbium
Biography:
Session Details: Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm Speaker Discussion and Q&A 09-12-2020, 3:00 pm View In Agenda

Chiara Gelmini
Senior WM Industry Marketing Manager,Appway
Biography: Chiara Gelmini is a passionate thought leader and strategist focusing on financial services institutions and, particularly, on client lifecycle management. Chiara brings over 10 years of experience working in the following sectors: private banking, wealth management, retail banking, and regulatory compliance. She drives and oversees all aspects of marketing and communications for Appway’s wealth management offering which covers the full client lifecycle. In her time at Appway, Chiara covered the role of Business Practice Manager, driving business-side development of the Appway Solutions portfolio, and served as Business Consultants Function Lead, raising and leading the Appway Business Consultants global team and overseeing the Appway consulting methodology tools from conception to evolution. Prior to joining Appway, Chiara served as Front and Compliance officer for an international external asset manager based in Switzerland
Session Details: The intelligent Way to Truly Know Your Client with Tech 09-12-2020, 11:25 am Speaker Discussion Q&A - Digital Opportunities in Private Banking 09-12-2020, 1:25 pm View In Agenda

Marco Bernhard
Sales Manager Investment Funds Services, Executive Director,Clearstream Fund Centre
Biography:
Session Details: Speaker Discussion and Q&A - The Sustainable Investing Landscape 09-12-2020, 12:45 pm View In Agenda

Mahesh Bulchandani
CEO,FINIQ
Biography: Mahesh Bulchandani is the CEO and Director of FinIQ in Europe. He joined eight years ago to work with the company, to support its business growth and to assist in product development. Prior to joining FinIQ he worked in banking for 15 years, at Citi, Merrill and JP Morgan across various locations such as London, Hong Kong, Tokyo and Singapore. His last position before FinIQ was with JP Morgan, where he was heading sales and structuring for Asia.
Session Details: Digitalizing The Distribution Of Investment Products 09-12-2020, 3:30 pm Closing Panel: Future Trends & Challenges To Effect Private Banks 09-12-2020, 4:10 pm View In Agenda

Mikko Hietanen
Chief Revenue Officer,DreamQuark
Biography:
Session Details: Enabling Next Generation Customer Insights and Interactions 09-12-2020, 3:50 pm Closing Panel: Future Trends & Challenges To Effect Private Banks 09-12-2020, 4:10 pm View In Agenda

Christophe Hefti
Head Sales & Business Development CEE ,Clearstream Fund Centre
Biography:
Session Details: Fund Distribution for the Investment World of Tomorrow 09-12-2020, 11:25 am View In Agenda

Alberto Rama
CEO & Co-Founder,Investment Navigator
Biography:
Session Details: Fund Distribution for the Investment World of Tomorrow 09-12-2020, 11:25 am View In Agenda
Sponsors













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

Hampden Bank
Sponsorship Enquiries
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
T: +44 (0) 20 7936 6552
E: BenLloyd-Davies@arena-international.com
Speaker Opportunities
To inquire about speaking opportunities or to take part in one of our interactive sessions, please get in touch with:
Kim Palfrey
Programme Director
T: +44 (0) 20 7936 6960