Digital Integration in Wealth Management 2021
Virtual Event: 8 AM GMT
3rd-4th March, 2021
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Digital Integration in Wealth Management 2021
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Arena International is thrilled to announce that the Digital Integration in Wealth Management is returning as a Virtual Event, 3rd-4th March 2021.
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.
A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES RIGHT AT A TAP OR CLICK OF A BUTTON
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.
Simply register, login on the day and get ready to connect and learn. With the right network at your fingertips, learning and connecting have never been so easy.
đ» Hear from industry leading headline speakers with live keynote addresses
đĄ Deep dive into key issues by joining one of several expert-led roundtables
đ©âđ» One-to-one & group video chat with each solution provider
đ€ Chat & network with anyone on the platform
đ Take part in our interactive polls
đ„ Join live panel debates and discussions
đ Download resources from solution providers
TESTIMONIALS
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âThat was a superb day, it feels like weâve been at a real, in person, conference!â Worldwide Clinical Trials
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A great event, I met more people than I do at an in-person event and Iâve got loads of follow upsâ Conversis
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âThe whole setting is actually very well accomplished! Thanks again for the invitation!â Apogenix AG

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 worldâs 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: Chairâs welcome address 03-03-2021, 8:50 am Chairâs welcome address 04-03-2021, 8:40 am View In Agenda

Oxana Belousova
Managing Director,Plurimi Wealth
Biography:
Session Details: Pinpointing what a true âPersonalised Client Experienceâ really means 03-03-2021, 12:40 pm View In Agenda

Zoe Robson
Global Head of Innovation,Architas
Biography:
Session Details: Capitalising on a thematic investing approach to align with clientâs values 03-03-2021, 10:00 am View In Agenda

Kalle Anttila
Head of Investment Advisory, Private Wealth Management,Danske Bank
Biography:
Session Details: Panel discussion: Teaming robo-advisors with wealth managers â a recipe for success? 03-03-2021, 1:20 pm View In Agenda

Lawrence Jordan
Senior Director of Wealth Management A.I- Applied Analytics and Innovation,RBC Wealth Management
Biography:
Session Details: Debate: Is it always ethical to use Big Data to profile clients? 03-03-2021, 3:30 pm View In Agenda

Noémie Ellezam
Head of Digital Business Transformation - Group Innovation Division,Société Générale
Biography:
Session Details: Keynote address Incorporating large scale, next-generation digital Innovation in wealth management 03-03-2021, 9:00 am View In Agenda

Jenny Davidson
Global Head of Integrated Wealth Solutions,Aberdeen Standard Investments
Biography:
Session Details: Creating transparency for the clientâs investment journey with digital channels 03-03-2021, 2:20 pm View In Agenda

Jiahao Sun
Associate Director Artificial Intelligence,RBC
Biography:
Session Details: Debate: Is it always ethical to use Big Data to profile clients? 03-03-2021, 3:30 pm View In Agenda

Alex Swain
Head of Brand and Creative - International Private Bank,Deutsche Bank

Susanna Kwok
Head of Digital Product Analytics,HSBC
Biography:
Session Details: Smart View â a tool for wealth managers powered by data and analytics 04-03-2021, 10:40 am View In Agenda

Alex Spreckley
Head of Wealth Management,Handelsbanken
Biography:
Session Details: Navigating complex areas of wealth planning with digitalisation 04-03-2021, 12:20 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 yearsâ 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 masterâs 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 Schoolâ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.â
Session Details: Panel discussion: Moving forward to the new age of client engagement 03-03-2021, 11:10 am Customising wealth management services for UHNWI and families 04-03-2021, 10:40 am View In Agenda

Matt Hall
Head of Digital Experience and Design,St. James' Place Wealth Management
Biography:
Session Details: Panel discussion: Moving forward to the new age of client engagement 03-03-2021, 11:10 am View In Agenda

Ian Williams
Chairman & CEO,Charteris Treasury Portfolio Managers
Biography:
Session Details: The Future Outlook: Bracing for a multi-year inflationary upwave 04-03-2021, 12:50 pm View In Agenda

Tony Vail
Chief Innovation Officer,Wealth Wizards
Biography:
Session Details: Exploring two sides of the Artificial Intelligence coin 03-03-2021, 12:40 pm View In Agenda

Eric Moe
Partner, Chief Operating Officer,Whitefoord
Biography:
Session Details: Panel discussion: Moving forward to the new age of client engagement 03-03-2021, 11:10 am Seamless, paperless: revolutionising wealth management for a one-stop-shop, end-to-end service 03-03-2021, 12:10 pm View In Agenda

Graeme Smillie
Associate Director - Head of Creative Services,Smith & Williamson
Biography:
Session Details: Nailing the multi-channel approach for engaging client campaigns 04-03-2021, 11:10 am View In Agenda

Julien Menager
Head of Projects,JM Finn & Co
Biography:
Session Details: Digital transformation and change: reinventing front and back office operations 04-03-2021, 11:10 am View In Agenda

Dean Mullaly
Managing Director - IFA, UK, and International,Mark Dean Wealth Management
Biography:
Session Details: Panel discussion: Teaming robo-advisors with wealth managers â a recipe for success? 03-03-2021, 1:20 pm View In Agenda

Jean-Marc Bonnefous
Managing Partner,Tellurian Capital Management
Biography:
Session Details: Digital assets, FinTech, and transformation: unpacking the digital era of wealth 03-03-2021, 4:00 pm View In Agenda

Stéphane Gomis
Wealth Management Solutions Lead, Digital & Innovation, ESG,Société Générale
Biography:
Session Details: Keynote address Incorporating large scale, next-generation digital Innovation in wealth management 03-03-2021, 9:00 am View In Agenda

Sergel Woldemichael
Senior Wealth Management Analyst,GlobalData
Biography:
Session Details: Keynote address - The Bigger Picture: Mapping digital trends in wealth management 04-03-2021, 9:00 am View In Agenda

Mindy Kalinowski Earley
Chief Learning Officer,Family Office Exchange
Biography: Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program, cochairs the Family Learning and Experience Council and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents. Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI with her husband, daughter and mini Bernedoodle.
Session Details: Generational difference: tailoring client engagement to different age groupsâ needs 03-03-2021, 12:10 pm View In Agenda

Patrick Thomas
Investment Director,Canaccord Genuity Wealth Management
Biography:
Session Details: The rise of ESG: An emerging market for next-generation clients 04-03-2021, 10:00 am 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 âcrushâ 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: Panel discussion: Teaming robo-advisors with wealth managers â a recipe for success? 03-03-2021, 1:20 pm Cash flow planning as a holistic approach to wealth management with technology 03-03-2021, 1:50 pm View In Agenda

Neal Keene
Field CTO,Smart Communications
Biography: Neal is the field CTO at Smart Communications, focused on helping organizations reimagine and transform their customer experience. Neal has more than 25 years of experience helping businesses â especially those in insurance and financial services â to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations.
Session Details: Communications trends shaping the wealth management client experience 03-03-2021, 1:20 pm View In Agenda

Sergey Gerasimov
Managing Partner,ALTHAUS Private Tax
Biography:
Session Details: Delving into the realities of Russian tax and estate planning for private clients 04-03-2021, 11:40 am View In Agenda

Stella Okuzu
Head, Personal & Business Banking and Head, Marketing,FCMB Bank (UK) Limited
Biography:
Session Details: Panel discussion: Moving forward to the new age of client engagement 03-03-2021, 11:10 am 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: Efficient Integration of ESG into the advisory and portfolio management process 03-03-2021, 9:30 am View In Agenda

Nikhita Iyar
Head of Strategic Business Development,Moxtra
Biography: Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtraâs 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 Moxtraâs 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: Reimagining the wealth client journey through your one-stop digital channel 03-03-2021, 10:30 am View In Agenda

Kim Woodhall
Product Lead in Wealth,CREALOGIX
Biography:
Session Details: Panel discussion: Moving forward to the new age of client engagement 03-03-2021, 11:10 am View In Agenda

Yaela Shamberg
Chief Product Officer,InvestCloud
Biography:
Session Details: Driving digital transformation with Digital Empathy and Behavioural Science 03-03-2021, 11:10 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 Financeâs 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: How does cost-efficient, goal based planning enhance client engagement? 03-03-2021, 11:40 am View In Agenda

David Parry
Solutions and Client Services Director,Computershare
Biography:
Session Details: Unlocking the value of Client Reporting 03-03-2021, 11:40 am View In Agenda

Jenna Cumming
Global Product Manager,Computershare
Biography:
Session Details: Unlocking the value of Client Reporting 03-03-2021, 11:40 am View In Agenda

Antony Bream
MD, UK and Americas,Wealth Dynamix
Biography:
Session Details: How can wealth managers convert interactions into client engagement to drive real value in the relationship? 03-03-2021, 1:50 pm View In Agenda

David Wilson
Director of Sales,Objectway
Biography:
Session Details: Digitising Wealth Management for tangible client and shareholder value 03-03-2021, 2:50 pm View In Agenda

Mikko Hietanen
Chief Revenue Officer,DreamQuark
Biography:
Session Details: Debate: Is it always ethical to use Big Data to profile clients? 03-03-2021, 3:30 pm View In Agenda

Alexander Stumpfegger
Chief Sales Officer,CID
Biography:
Session Details: Leveraging AI for prospecting, client monitoring and thematic investing 04-03-2021, 9:30 am View In Agenda

William Ferrand
Global Business Development Director,Refinitiv, an LSEG Business
Biography:
Session Details: How are your clientsâ needs changing? 04-03-2021, 11:40 am View In Agenda

Rex Kuaran
Head of WealthTech for UKI,Refinitiv, an LSEG Business
Headline Sponsor









- -Responding to regulatory change faster
- -Delivery of client specific communications, to any device in any format
- -Automated inclusion of client specific content to enrich communications
- -Reducing operational costs or improving efficiencies through automation
- -Innovation of client communications
- -Outsourcing of non-essential activities like regulated client performance communications through strategic co-sourcing to a trusted partner
- -Self-serve/managed service change document composition









TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied solutions to meet customers' specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers. Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities. TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory and market requirements. We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client's team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project. Our mission is to empower advisors with our digital tools so they can get a full picture of their clientsâ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.

TechRules
SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities at Digital Integration in Wealth Management, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales â Financial Services
T: Â +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:
Amy Malkani
Conference Producer
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com