Digital Integration in Wealth Management 2022

Research Director, Financial Services
GlobalData

Head of Operational Strategy
St James’s Place Wealth Management

Global Head of Financial Planning
HSBC Group

Coutts and NatWest Wealth Division

Global Head of Digital for Clients
Barclays

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

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

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

Head of Business Development
Société Générale

Chief Technology and Operations Officer
C. Hoare & Co.

Group Head of AI and Digital Risk Analytics
BNP Paribas

Head of Financial Services Platforms
Tilney Smith & Williamson

Head of Brand Design
Nutmeg

Head of Financial Planning
Mazars

Head of Advice
Wealth Wizards

Chief Operating Officer
Bedrock Group

Head of Brand & Digital
Bedrock Group

Global Head of Innovation
Architas

Global Head of Integrated Wealth Solutions
Aberdeen Standard Investments

Executive Director
Wimmer Family Office

Investment Director
Canaccord Genuity Wealth Management

Managing Partner
Tellurian Capital Management

Wealth Management Analyst
GlobalData

Lead Analyst, Thematic & Fintech Research
GlobalData

Director of Pre-Sales & WDX1 Product Strategy
Wealth Dynamix