Digital Integration in Wealth Management 2023

London, UK
29th-30th March, 2023

2022 Speakers

Bartosz Golba
Bartosz Golba

Research Director, Financial Services
GlobalData

James Frew
James Frew

Head of Operational Strategy
St James’s Place Wealth Management

Mark Glover
Mark Glover

Global Head of Financial Planning
HSBC Group

Nicholas Johnson
Nicholas Johnson


Coutts and NatWest Wealth Division

Matthew Miller
Matthew Miller

Global Head of Digital for Clients
Barclays

Lee Clifton
Lee Clifton

Executive Director, Global Head of Client Engagement
J.P. Morgan

Adele Goodfellow
Adele Goodfellow

Product Adoption Lead, Chief Technology Office
J.P. Morgan

Vanessa Gilardi
Vanessa Gilardi

Director, Head of HR Wealth Management International & Global Asset Management
RBC Wealth Management

Cecile Decomps
Cecile Decomps

Head of Business Development
Societe Generale

Chris Loake
Chris Loake

Chief Technology and Operations Officer
C. Hoare & Co.

Adri Purkayastha
Adri Purkayastha

Group Head of AI and Digital Risk Analytics
BNP Paribas

Bill Murphy
Bill Murphy

Head of Financial Services Platforms
Tilney Smith & Williamson

Tapas Sharma
Tapas Sharma

Head of Brand Design
Nutmeg

Ian Pickford
Ian Pickford

Head of Financial Planning
Mazars

Nick Hall
Nick Hall

Head of Advice
Wealth Wizards

Carlota van de Koppel
Carlota van de Koppel

Chief Operating Officer
Bedrock Group

Kate Hobson
Kate Hobson

Chief Digital Officer
Bedrock Group

Antonio Curia
Antonio Curia

Executive Director
Wimmer Family Office

Patrick Thomas
Patrick Thomas

Investment Director
Canaccord Genuity Wealth Management

Jean-Marc Bonnefous
Jean-Marc Bonnefous

Managing Partner
Tellurian Capital Management

Sergel Woldemichael
Sergel Woldemichael

Senior Wealth Management Analyst
GlobalData

Johnny Beloe
Johnny Beloe

Director of Pre-Sales & WDX1 Product Strategy
Wealth Dynamix

Andy Baillie
Andy Baillie

Regional Vice President of Sales
Seismic

Karen Oakland
Karen Oakland

VP Vertical Marketing
Smart Communications

Ton Kentgens
Ton Kentgens

CM UK & Ireland
Aixigo

Eszter Vass
Eszter Vass

Head of Group Product Enablement
Crealogix

Dan Marsh
Dan Marsh

Head of Customer
Seccl Technology

Matt Cockayne
Matt Cockayne

Chief Revenue Officer
Nucoro

Jan Skaathun
Jan Skaathun

Chief Commercial Director and Co-Founder
Quantfolio

Alessandro Tonchia
Alessandro Tonchia

Head of Strategy, EMEA & APAC
InvestCloud

Jack McKenna
Jack McKenna

Product Owner, MyRathbones
Rathbones Group Plc

Martin Leah
Martin Leah

Change and Transformation Director
Rathbones Group Plc

Alberto Cuccu
Alberto Cuccu

CEO
Objectway Ltd

Peter O'Connell
Peter O'Connell

Head of Enterprise Business Development
abrdn

Danny Baggs
Danny Baggs

Director of Marketing UK
Unblu Inc.

Ronald Janssen
Ronald Janssen

Solution Owner Goal Based Planning
Ortec Finance

David Bicknell
David Bicknell

Principal Analyst, Thematic Research
Global Data

Alexander Stumpfegger
Alexander Stumpfegger

Chief Sales Officer
CID

Mark Trousdale
Mark Trousdale

Chief Marketing Officer and Head of EMEA Business Development
InvestCloud

Dominic Greenwood
Dominic Greenwood

Group COO
Expersoft

Shimona Pinto
Shimona Pinto

Senior Corporate Solutions
Moxo

Sponsor Information

To enquire about sponsorship opportunities for the conference, please contact:

Valentin Gerasimuk
Head of Sponsorship Sales
T: +44 20 7149 5973
E: valentin.gerasimuk@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