Robo Advice and Mass Affluent Banking Conference 2021
Virtual Event: 9:30am BST
8th June 2021
Robo Advice and Mass Affluent Banking Conference 2021
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We are pleased to announce the launch of our Robo Advice and Mass Affluent Banking Virtual Conference on 8th June 2021.
As part of our highly successful series of wealth management and private banking conferences, this edition will bring you new strategies in targeting the mass affluent market with robo advice and digital wealth tools.
The conference programme will feature a range of speakers from private banks, wealth managers and WealthTech firms. Each session will showcase opportunities in the mass affluent market, strategies for digital wealth and tips on making your robo advice platform a success. Our virtual platform features all the networking tools and meeting opportunities needed to grow your network and meet peers working in the robo advice field.
We look forward to seeing you there!
A FANTASTIC NETWORK OF INDUSTRY PROFESSIONALS AT THE CLICK OF A BUTTON.
Simply register, login, connect and learn. With the right platform at your fingertips, networking and lead generation have never been so easy!
* Attend live and recorded thought leadership presentations.
* Engage in live Q&A with industry experts from across the globe.
* One-to-one & group video chat instantly available within the platform.
* Schedule meetings, send & accept requests, & utilise real-time video recording.
* Chat with & meet anyone on the platform in our Community Discussion Lounge.
* Access analytics pre and post-event, take advantage of AI and ML features.
* Download resources from solution providers to your event bag.
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

Ruth Handcock
CEO,Octopus Investments
Biography:
Session Details: The evolution of financial advice: How to build scalable solutions for the future 08-06-2021, 11:15 am View In Agenda

Jeanette Marais
Executive Director and Deputy CEO,Momentum Metropolitan Holdings Limited
Biography:
Session Details: Reinventing the mass affluent customer journey with digital transformation 08-06-2021, 11:45 am View In Agenda

Gareth Hagger-Johnson
Head of Data Science and Customer Insight,C. Hoare & Co
Biography:
Session Details: The missing link to success - recognising the need for human touch 08-06-2021, 10:00 am View In Agenda

Johan Hellman
CEO,ETFmatic
Biography:
Founded in 2014, and with clients in 32 European countries, ETFmatic is a truly pan-European platform for investment and portfolio management - what is commonly referred to as “Robo Advice”. Johan oversaw the expansion of its business from a pure B2C platform into embedded wealth management solutions - making its technology and expertise available to other firms - where it now has partners across all of Europe.
ETFmatic was acquired by Aion Bank, a Warburg Pincus portfolio company in March 2021, and continues to operate as a stand alone business.
Session Details: Reshaping the future of asset allocation with robo-advice 08-06-2021, 1:30 pm View In Agenda

Rob Smith
Head of Behavioural Finance,Barclays
Biography:
Session Details: Behavioural finance and the rise of the robo-adviser in wealth management 08-06-2021, 9:30 am View In Agenda

Nick Johnson
Head of Digital Investing,Coutts
Biography:
Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Hugo Ferreira
Head of Business Development,Exo Investing
Biography:
Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Henry MacLeod
Co-Head of Digital Distribution,Blackrock
Biography:
Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Juraj Hrbatý
Founder & CEO,Finax
Biography:
Session Details: Panel session Exploring robo-advice capabilities for operational effectiveness 08-06-2021, 2:30 pm View In Agenda

James Firth
Investment Adviser,Wealthsimple
Biography:
Session Details: Panel session Exploring robo-advice capabilities for operational effectiveness 08-06-2021, 2:30 pm View In Agenda

Jeremy Takle
Co-founder and CEO,Pennyworth
Biography:
Session Details: A new banking model for the mass affluent 08-06-2021, 3:00 pm View In Agenda

Tim Ganie
Director of Sales & Distribution,Wisealpha
Biography:
Session Details: Driving client acquisition – successful distribution strategies for robo-advice 08-06-2021, 4:00 pm View In Agenda

Gideon Nell
Head of Sales and Global Financial Institutions,Sanlam Global Investment Solutions
Biography:
Session Details: Embracing AI to differentiate your proposition and wrapping portfolios under listed certificates to reduce operational inefficiencies 08-06-2021, 12:45 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: Why white belt nudging in investment advice is nowadays easier than ever before 08-06-2021, 12:15 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: Reinventing the mass affluent customer journey with digital transformation 08-06-2021, 3:30 pm View In Agenda

Nikolai Hack
Head of Strategy & Partnerships ,Nucoro
Biography: Prior to joining Nucoro as one of the founding team, Nikolai spent a number of years as a management and political consultant, gaining extensive experience across European bluechip clients and international organisations. He has spent the majority of his career focusing on operational excellence and process optimisation projects. Nikolai holds a dual Bachelor of Management from Hanze University Groningen and ESSEC Business School and an MSc in Political Economy from LSE. At Exo, he focusses on the operational aspects of the business which include Customer Support and Excellence, Operations and Integrations, Compliance, Finance and Legal.
Session Details: The evolution of the Robo advisor business model - Hybrid Robos 08-06-2021, 2:00 pm View In Agenda

Brendan Meehan
Senior Product Advisor, Robo Advisor,InvestSuite
Biography: Brendan is a specialist in financial planning (how people should use their money) and behavioural finance (how people actually use their money), and uses these skillsets to manage one of the fastest growing, and most innovative B2B robo advisors in the world.
Session Details: Top 3 mistakes made by robo advisors, and how to avoid them 08-06-2021, 10:30 am View In Agenda

Zaliia Gindullina
Head of Business Development,Kidbrooke
Biography: Zaliia is the Head of Business Development at Kidbrooke, a WealthTech API-provider empowering the industry with cutting-edge financial analytics. Driven by a passion for technology and finance, she believes that digital innovation can upgrade the wealth management sector to the next, more engaging, transparent and comprehensive level. Zaliia holds another position as a Vice-Chairwoman at the Nordic RegTech Association.
Session Details: Pioneering seamless finance: How Skandia future-proofed their wealth business 08-06-2021, 3:00 pm View In Agenda

Jan Skaathun
Chief Commercial Director and Co-Founder,Quantfolio
Biography: Jan Skaathun is on of two founders of the Norway based Fintech Quantfolio which delivers omni channel advisory technology for banks and wealth managers. Quantfolio is the leading Nordic provider of autonomous and human assisted advisory technology, and currently have some of the Nordics major brands on their client list reaching in excess of 2.5M users. He has founded and scaled technology companies for 25 years and has previously Co-Founded companies such as itslearning, Travis and PNGR among others. Quantfolio are currently scaling beyond the Nordic region.
Session Details: Increasing client conversion, reach and retention in the advisory flow, an insight from the Nordics 08-06-2021, 3:30 pm View In Agenda

Mads Pedersen
Founder,Human Edge
Biography:
After two decades on the job, Mads can only be described as an asset allocator. Before setting up his own firm Human Edge Investment Technology in 2018, Mads was the Global Head of Asset Allocation at UBS Wealth Management for more than 6 years. During his tenure, he developed a new tactical and strategic asset allocation methodology for the bank’s $100 billion discretionary mandate portfolio and its $2 trillion advisory book. Prior to UBS, Mads was the head of Asset Allocation at Barclays Wealth and before that at Danske Capital.
Session Details: Reshaping the future of asset allocation with robo-advice 08-06-2021, 1:30 pm View In Agenda

Michael Taschner
Head of Sustainable Finance and Wealth Management, Member of the Executive Board,swissQuant Group AG
Biography: Passionate, motivated and business driven expert and leader with over 12 years of experience in the areas of Sustainable Finance and Risk Management as well as in the implementation of national and international regulatory frameworks for banks, asset manager and insurance companies. Specialized in the definition and implementation of strategic solutions with a deep technical know-how in predominant regulatory frameworks. Strong IT knowledge with a focus on Private Banking solutions, Quantitative Risk Management and Asset Management technologies. Proven track record in the leadership and management of large teams with excellent portfolio and profitability output by combining all interdisciplinary dimensions of experience and market knowledge, technical expertise as well as IT expertise.
Session Details: swissQuant RoboAdvisor - how to cover the full B2B2C value chain 08-06-2021, 4:30 pm View In Agenda

Our mission is to quickly equip financial institutions with digital wealth management products so that their customers have access to reliable & affordable solutions for their savings & investments. Since we deploy our solutions faster and at a fraction of the cost versus building them in house, financial institutions can accelerate their digital transformation and extend their product range with our suite of modular white-label products
Our senior and multidisciplinary team builds services that are engaging, educational & personalized for each and every client. Our solutions are designed to be intuitive, fully scalable and in line with their needs and the expectations of their retail customers. We constantly push the boundaries of wealthtech innovation to help banks build trusting and long-term relationships with their clients. Since the company launch in June 2018 it has raised US$10 million in funding and built a team of 50+ people.


Nucoro is the digital investment and savings platform delivering enterprise solutions for wealth and asset managers. With our help, wealth management firms can launch next-generation savings and investment propositions, gain the agility of a fintech and innovate at eye-level with digital competitors. The Nucoro platform empowers wealth management firms to create self-sustaining business units that are fully automated, require very little integration and are customisable to their unique customer base. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures, with the traditional functions of the front, middle and back-office becoming fully automated operations.




swissQuant Group
SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
T: +44 207 936 6552
E: benlloyd-davies@arena-international.com
SPEAKING OPPORTUNITIES
The 2021 programme is written in collaboration with industry leaders. If you have a case study, ideas or comments, please contact:
Kim Palfrey
Event Director
T: 0207 9366 960
E: kim.palfrey@arena-international.com