Digital Integration in Wealth Management 2022
Park Plaza Victoria London
29th-30th March, 2022
Digital Integration in Wealth Management 2022
Arena International is thrilled to announce that the 6th Digital Integration in Wealth Management is returning to London on 29th-30th March 2022, drawing expertise from top wealth management and private banks across the UK and Europe.
Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the Wealth Management sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.
What to Expect for 2022?
The 6th Digital Integration in Wealth Management is the only event dedicated to optimizing end to end wealth management, from client facing services to back end processes, the conference offers key insights to help firms deliver premium service for cross-generation clientele.
250+
Attendees to meet each year
25+
Exhibitors to meet each year
25+
Talks from
90%
Attendees at Director+ level
Why attend?
Discover
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Explore innovative forward-looking solutions from our exhibitors
Inspire
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Hear expert-led case studies from the industry leaders
Action
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Take away key strategies and tools to excel and stay ahead of the game

Bartosz Golba
Research Director, Financial Services,GlobalData
Biography: Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.
Session Details: Panel discussion: Shifting from a business-centric model to a client-centric model 29-03-2022, 11:30 am View In Agenda

James Frew
Head of Operational Strategy,St James’s Place Wealth Management
Biography:
Session Details: Keynote address Artificial Intelligence and Machine Learning in St James’ Place Wealth Management 29-03-2022, 9:00 am View In Agenda

Mark Glover
Global Head of Financial Planning,HSBC Group
Biography:
Session Details: Revolutionizing Digital Retirement Solutions 29-03-2022, 12:00 pm View In Agenda

Nicholas Johnson
,Coutts and NatWest Wealth Division
Biography:
Session Details: Cash is King (Or Is It?): How banks are changing their customers’ perceptions of investing 30-03-2022, 11:00 am View In Agenda

Matthew Miller
Global Head of Digital for Clients,Barclays
Biography:
Session Details: Panel discussion: Shifting from a business-centric model to a client-centric model 29-03-2022, 11:30 am View In Agenda

Lee Clifton
Executive Director, Global Head of Client Engagement,J.P. Morgan
Biography:
Session Details: Panel discussion: Shifting from a business-centric model to a client-centric model 29-03-2022, 11:30 am View In Agenda

Adele Goodfellow
Product Adoption Lead, Chief Technology Office,J.P. Morgan
Biography: Adele has worked in communications and marketing for nearly 15 years across different industries in both the public and private sector. She is now a product marketer in the Chief Technology Office at JP Morgan Chase. In her personal time, Adele is a member of Toastmasters International, a public speaking organisation with an aim to improve communication and leadership skills. Adele is also a multipotentialite (a creative person with many different interests in life), she enjoys art, painting, and tinkering on the piano.
Session Details: The Power of Communicating Effectively in the World of Tech 30-03-2022, 2:00 pm View In Agenda

Vanessa Gilardi
Director, Head of HR Wealth Management International & Global Asset Management,RBC Wealth Management
Biography:
Session Details: Return to the Office: Why Bother? 30-03-2022, 10:00 am View In Agenda

Cecile Decomps
Head of Business Development,Societe Generale
Biography:
Session Details: Towards a seamless digital process from end-to-end 29-03-2022, 10:00 am View In Agenda

Chris Loake
Chief Technology and Operations Officer,C. Hoare & Co.
Biography:
Session Details: Panel discussion How to learn from your failures and successes? 29-03-2022, 4:30 pm View In Agenda

Adri Purkayastha
Group Head of AI and Digital Risk Analytics,BNP Paribas
Biography:
Session Details: Panel discussion: Innovative Technologies in Wealth Management 29-03-2022, 11:30 am View In Agenda

Bill Murphy
Head of Financial Services Platforms,Tilney Smith & Williamson
Biography:
Session Details: Panel discussion: Innovative Technologies in Wealth Management 29-03-2022, 11:30 am The Significance of Platforms in a Digital Age 29-03-2022, 2:00 pm View In Agenda

Tapas Sharma
Head of Brand Design,Nutmeg
Biography:
Session Details: Brand and Design - A Tale of Two Specialisms 30-03-2022, 11:00 am View In Agenda

Ian Pickford
Head of Financial Planning,Mazars
Biography:
Session Details: Panel discussion How to learn from your failures and successes? 29-03-2022, 4:30 pm View In Agenda

Nick Hall
Head of Advice,Wealth Wizards
Biography: With over 25 years’ in senior advisory and management roles in financial planning, Nick’s experience spans five major bank and building society advice models. In his current role as Head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards’ own advice permissions on our white label solution with our partner wealth firms. Nick is also focused on developing advice expertise within the business to ensure our policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients. Nick is a Chartered Fellow of The London Institute of Banking & Finance & Investment Expert with IMC.
Session Details: A Hybrid Utopia - Driving the Future of Advice 29-03-2022, 3:00 pm View In Agenda

Carlota van de Koppel
Chief Operating Officer,Bedrock Group
Biography:
Session Details: Cultural Toolkit for a Digital Transformation 30-03-2022, 12:00 pm View In Agenda

Kate Hobson
Chief Digital Officer,Bedrock Group
Biography:
Session Details: Cultural Toolkit for a Digital Transformation 30-03-2022, 12:00 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: Keynote address: Panel Discussion, ESG and Sustainability 30-03-2022, 9:00 am View In Agenda

Patrick Thomas
Investment Director,Canaccord Genuity Wealth Management
Biography:
Session Details: Investing in Disruptive Innovation 29-03-2022, 3:00 pm View In Agenda

Jean-Marc Bonnefous
Managing Partner,Tellurian Capital Management
Biography:
Session Details: How can organizations prepare for technologies that will change the landscape of wealth management? 29-03-2022, 12:00 pm View In Agenda

Sergel Woldemichael
Senior Wealth Management Analyst,GlobalData
Biography:
Session Details: Panel discussion: Innovative Technologies in Wealth Management 29-03-2022, 11:30 am Digital Trends in Wealth Management 29-03-2022, 5:00 pm View In Agenda

Johnny Beloe
Director of Pre-Sales & WDX1 Product Strategy,Wealth Dynamix
Biography: Johnny has spent 10 years in Financial Technology companies, acting a consultant to potential clients on their technology requirements and appropriate solution. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more. As Director of Pre-Sales & WDX1 Product Strategy at Wealth Dynamix, Johnny uses his experience to help firms understand how CLM technology can be used to support the achievement of strategic business outcomes and, crucially, why such transformation makes sense from a business value perspective.
Session Details: Building an Effective Business Case 30-03-2022, 12:30 pm View In Agenda

Andy Baillie
Regional Vice President of Sales ,Seismic
Biography:
Session Details: The Digital-First Client: The Road to AI and Personalisation 30-03-2022, 12:30 pm View In Agenda

Karen Oakland
VP Vertical Marketing,Smart Communications
Biography: Karen Oakland is Vice President of Industry Marketing for Smart Communications, focusing on vertical solutions to meet the needs of banking and financial services organisations. For more than 20 years, she has been dedicated to helping enterprises transform the way they communicate and engage with their customers, agents, employees and other key stakeholders. Prior to joining Smart Communications, Karen served in marketing strategy and leadership roles with industry-defining content and business intelligence software providers including Intelledox, dunnhumby, Thunderhead and FileNet. Karen lives in southern California.
Session Details: Digital Client Experience for the Next-Generation Investor 29-03-2022, 10:30 am Panel discussion: Innovative Technologies in Wealth Management 29-03-2022, 11:30 am View In Agenda

Ton Kentgens
CM UK & Ireland,Aixigo
Biography: After studying Business Economics in Maastricht, Ton build up a long track record in the Financial Services Industry. He worked 12 years for Rabobank Group, both at the Bank and the Asset Manager Robeco. He spend 6 years in Poland, working at an acquisition of Rabobank and later opening up a sales office for Robeco. Upon his return to The Netherlands, he worked 3 years for Capgemini Consulting and 7 years for Ortec Finance. He always concentrated on the wealth management industry and was active in a business development role mainly in The Nordic countries. Ton recently joined Aixigo as the UK & Ireland Country Manager.
Session Details: Pioneering Next-Generation Private Banking through Automation 29-03-2022, 2:30 pm View In Agenda

Eszter Vass
Head of Group Product Enablement ,Crealogix
Biography: Eszter Vass is Head of Product Enablement at CREALOGIX - a global leader in digital banking, collaborating with some of the world’s leading wealth management firms. Eszter has been in the space of digital banking for 10+ years in various roles, focusing on product innovation, execution and the evolving digital strategies of financial institutions.
Session Details: In a Digital World, User Experience is Customer Experience 29-03-2022, 3:30 pm View In Agenda

Dan Marsh
Head of Customer,Seccl Technology
Biography: A qualified adviser himself, Daniel works directly with advice and investment management firms to understand their commercial challenges and explore how technology can help them to build stronger, more sustainable businesses. His team is also responsible for scanning the market for existing and emerging innovations, which, through Seccl, can help advisers to build the efficient businesses of the future.
Session Details: Democratising platforms through APIs 29-03-2022, 3:30 pm View In Agenda

Matt Cockayne
Chief Revenue Officer,Nucoro
Biography:
Session Details: How Modern Infrastructure is Enabling Next-Gen Digital Investment 30-03-2022, 11:30 am 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: Keynote address: Panel Discussion, ESG and Sustainability 30-03-2022, 9:00 am 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: Shifting from a business-centric model to a client-centric model 29-03-2022, 11:30 am View In Agenda

Jack McKenna
Product Owner, MyRathbones,Rathbones Group Plc
Biography:
Session Details: Digital Disruption or Digital Evolution? 30-03-2022, 9:30 am View In Agenda

Martin Leah
Change and Transformation Director,Rathbones Group Plc
Biography:
Session Details: Digital Disruption or Digital Evolution? 30-03-2022, 9:30 am View In Agenda

Alberto Cuccu
CEO ,Objectway Ltd
Biography:
Session Details: Digital Disruption or Digital Evolution? 30-03-2022, 9:30 am View In Agenda

Peter O'Connell
Head of Enterprise Business Development,abrdn
Biography:
Peter O'Connell's background, over 40 years, has been in technology, primarily within financial services, having transitioned from software engineering, to software and technical management, to business management and in recent years enterprise business development working with top tier advice businesses.
As well as developing new business, a key part of his role is to take a consultative approach to help clients adopt new technology solutions with a view to business transformation, improved operating models and customer experience.
Session Details: The Role of Client-Facing Technologies , 12:00 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 30-03-2022, 11:30 am View In Agenda

Ronald Janssen
Solution Owner Goal Based Planning,Ortec Finance
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 29-03-2022, 12:30 pm View In Agenda

David Bicknell
Principal Analyst, Thematic Research,Global Data
Biography: David Bicknell has over 30 years’ experience in writing about and analysing the technology sector, both from the vendor and the user perspective, both in the UK and the US. His career in technology journalism and analysis has included detailed research into IT projects and he has co-authored a book, ‘Crash’, which explored why and how IT projects go wrong. He has also co-authored a novel on the life of computer pioneer Charles Babbage. Prior to joining Thematic Research, David spent six years editing a GlobalData title exploring the use of technology in the UK public sector. He has previously worked for a news agency and for the BBC.
Session Details: Thematic Overview of Digital Trends in Wealth Management 30-03-2022, 3:00 pm View In Agenda

Alexander Stumpfegger
Chief Sales Officer,CID
Biography:
Session Details: Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI 30-03-2022, 2:30 pm View In Agenda

Mark Trousdale
Chief Marketing Officer and Head of EMEA Business Development,InvestCloud
Biography: Mark Trousdale, EVP, serves as InvestCloud's Chief Marketing Officer, Head of Business Development EMEA. In this role, Mark is responsible for all of InvestCloud's marketing efforts, including product marketing, PR, events, analyst relations and social media. As part of InvestCloud's founding team, Mark has served in a number of different roles at InvestCloud throughout the years, building upon nearly 20 years of experience in financial and professional services. Prior to joining InvestCloud, Mark led the western region Asset Management Advisory practice of Deloitte. Mark holds a BA with Honors and an MA with Distinction from Stanford University.
Session Details: Digital Financial Communication, Planning & Shopping: Combining the Entire Adviser Experience on a Single Integrated Platform 29-03-2022, 2:00 pm View In Agenda

Dominic Greenwood
Group COO,Expersoft
Biography:
Session Details: Providing Client Advice through Digital Engagement 29-03-2022, 2:30 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







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Sponsor Information
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
Speaker Information
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Edwin Boadu
Conference Producer
E: Edwin.Boadu@arena-international.com