Digital Integration in Wealth Management 2020
Hilton London Metropole
4th-5th March, 2020
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Digital Integration in Wealth Management 2020
Arena International is thrilled to announce that the Digital Integration in Wealth Management is returning to London, 4th-5th March 2020.
Operating within an increasingly digital landscape and cross generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments; to clarify where to strike that balance between a digital and fiscal offering.
This conference offers a strong focus on digital tools and process that can be implemented to meet cross generational needs, tailored to the nature of your firm and clientele. Drawing on the expertise of industry leaders including representatives from top wealth management and private banks across Europe.
WHAT TO EXPECT FOR 2020?
This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.
250+
ATTENDEES
25+
EXHIBITORS
20+
HOURS OF NETWORKING
80%
ATTENDEES AT DIRECTOR+ LEVEL
Why Attend?
NETWORK
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This is an exceptional networking opportunity for industry accelerators. Meet industry C-Suite and Director level executives to make valuable connection at this annual thought leadership platform.
LEARN
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Join like-minded peers to learn new perspectives and case studies through presentation, panel discussions, interactive round tables and workshops.
ACTION
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The conference discusses the vital connections between process, tools and techniques to manage change. Update your knowledge to create new strategies enabling you to enact change.

Chris Williams
Head of Wealth Propositions, Wealth & Advice,HSBC
Biography:
Session Details: Keynote address - The future outlook: Building a leading wealth management firm in the digital age 04-03-2020, 9:00 am Panel discussion: Should we avoid stereotypes based on age, generation, gender and beliefs? 04-03-2020, 11:30 am View In Agenda

Chris Loake
Chief Technology and Operations Officer,C. Hoare & Co.
Biography:
Session Details: Creating a personalised client experience which keeps clients engaged throughout their journey 04-03-2020, 3:15 pm View In Agenda

David Hinton
Director, Head of Digital Investment Operations,Barclays
Biography:
Session Details: Collaborating with WealthTech to offer enhanced services to clients 04-03-2020, 3:15 pm View In Agenda

Tooba Ahmed
Director - Digital Private Banking,Coutts
Biography:
Session Details: Keynote address: Re-engineering the client journey to be more client focused 05-03-2020, 9:00 am View In Agenda

Aaron Mechelke
Vice President, Head of Process Digitalization,Credit Suisse
Biography:
Session Details: Redefining the client onboarding experience 05-03-2020, 2:00 pm View In Agenda

Zoe Robson
Global Head of Innovation,Architas
Biography:
Session Details: How to define innovation for your business – the corporate horizon 04-03-2020, 5:10 pm View In Agenda

Gareth Johnson
Head of Digital Channels,Brewin Dolphin
Biography:
Session Details: Fireside chat: Is roboadvice failing? 04-03-2020, 12:15 pm View In Agenda

Peter Brooks
Chief Behavioural Scientist,Barclays
Biography:
Session Details: Designing frictionless experiences based on behavioural science 04-03-2020, 5:40 pm View In Agenda

Ed Lecky-Thompson
Global Head of Digital Sales,Schroders
Biography:
Session Details: The democratisation of investing: the biggest opportunity in wealth management 04-03-2020, 10:00 am View In Agenda

Marc Graveney
Chief Digital Officer,London and Capital
Biography:
Session Details: Panel discussion: Leveraging digital tools in client onboarding, acquisition and engagement 04-03-2020, 2:15 pm View In Agenda

Kalle Anttila
Head of Investment Advisory, Private Wealth Management,Danske Bank

Philip Cottis
Strategic Innovation Lead,Hargreaves Lansdown

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: Panel discussion: Should we avoid stereotypes based on age, generation, gender and beliefs? 04-03-2020, 11:30 am View In Agenda

Elizabeth Basten
Chief Marketing Officer,Wealth Wizards
Biography:
Session Details: INTERACTIVE SESSION: Leveraging the UK’s first independent digital adviser to improve financial wellbeing for clients 05-03-2020, 9:30 am View In Agenda

Sergel Woldemichael
Senior Wealth Management Analyst,GlobalData
Biography:
Session Details: Panel discussion: Should we avoid stereotypes based on age, generation, gender and beliefs? 04-03-2020, 11:30 am Panel discussion: Leveraging insights to drive engagement and deliver on personalisation of client servicing 04-03-2020, 2:15 pm View In Agenda

Alessandro Onano
Chief Marketing Officer,MoneyFarm
Biography:
Session Details: Panel discussion: Leveraging digital tools in client onboarding, acquisition and engagement 04-03-2020, 2:15 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: View In Agenda

Monika Olszówka
Business Development Manager,Comarch
Biography:
Business Development Manager at Comarch (est. 1993), a global provider of innovative software and IT services for financial institutions worldwide. Monika has worked with a number of reputable banks and financial institutions on digital transformation projects specifically around the adoption of innovative technologies such as cloud computing and AI based solutions.
Monika holds a Masters degree in European Politics from University College London and a Bachelor degree in Management from Jagiellonian University, Poland. She took part in the ‘Erasmus’ student exchange Programme and has lived in 3 different countries. Monika is fluent in English, Polish and Finnish.
Session Details: Innovations: Moonshot thinking and the art of walking the earth 04-03-2020, 4:40 pm View In Agenda

Alberto Cuccu
CEO ,Objectway Ltd

Rex Kumaran
Head of WealthTech for UKI,Refinitiv
Biography:
Session Details: Tricks of the mind: how digital psychology influences the decisions your clients make 04-03-2020, 12:45 pm View In Agenda

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Max Biesenbach
Partner,Simon-Kucher & Partners
Biography:
Session Details: Leveraging digital tools in client onboarding, acquisition and engagement 05-03-2020, 11:00 am View In Agenda

Antony Bream
MD, UK and Americas,Wealth Dynamix
Biography:
Session Details: Panel discussion: Should we avoid stereotypes based on age, generation, gender and beliefs? 04-03-2020, 11:30 am View In Agenda

Sim Sangha
Business Development Director,moneyinfo
Biography:
Session Details: A better client experience via mobile interaction 04-03-2020, 12:00 pm View In Agenda

Jacopo de Simone
Solutions Consultant,Moxtra
Biography:
Session Details: Powering One-Stop Digital Business Apps in The Mobile Era 04-03-2020, 10:30 am View In Agenda

Andrew Watson
Chief Product Officer,JHC
Biography:
Session Details: ESG: 50 shades of green 04-03-2020, 9:30 am View In Agenda

Stephen Manly
Sales Director, UK & Channel Islands,Appway
Biography:
Session Details: Panel discussion: Leveraging digital tools in client onboarding, acquisition and engagement 04-03-2020, 2:15 pm 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: Trends in Wealth Management 04-03-2020, 2:45 pm View In Agenda

Neil Greathead
Chief Customer Officer,Smart Communications
Biography:
Session Details: Transforming Client Communications into Engaging Two-Way Conversations 04-03-2020, 3:45 pm 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: Leveraging insights to drive engagement and deliver on personalisation of client servicing 04-03-2020, 2:15 pm View In Agenda

Nikolai Hack
Head of Strategy & Partnerships ,Nucoro

Matt Hall
Head of Digital Experience and Design,St. James' Place Wealth Management
Biography:
Session Details: Panel discussion: Leveraging insights to drive engagement and deliver on personalisation of client servicing 04-03-2020, 2:15 pm View In Agenda

Jasmine Blakemore
Associate Director in Banking & Custody,RBC

David Wilson
Director of Sales,Objectway
Biography:
Session Details: How to generate value across an end-to-end digital investment experience 04-03-2020, 3:45 pm View In Agenda


























JHC
SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities at Digital Integration in Wealth Management, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
SPEAKING OPPORTUNITIES
If you think that you would make a strong contribution to the 2020 program as a speaker or panelist, please contact our production team:
Kim Palfrey
Conference Director
T: +44 (0)207 936 6960
E: kim.palfrey@arena.international.com