The Future of Private Banking & Wealth Management
Nov 04 2015

The Future of Private Banking & Wealth Management

Staying competitive in a changing world

The Waldorf Hilton, London

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With high-level speakers from the top private banks and wealth management firms, The Future of Private Banking & Wealth Management is the leading strategic forum to discuss the key industry issues of today and tomorrow. 

As client demands are changing companies must adapt in order to find routes to success in an increasingly complex and competitive environment. To achieve this, a greater understanding of different clients and their needs is required in order to deliver a valued service. Delegates came together in November to formulate strategies to respond to these challenges.

Why delegates attended?

  • Benefitted from our content rich sessions delivered by thought leaders
  • Enjoyed fantastic networking opportunities; discussed the major issues affecting the industry with over 125 senior level delegates in a dedicated, friendly environment
  • Learned how to optimise the service they provide to clients
  • Explored the ways in which digital technology is transforming the industry
  • Discovered how new entrants are challenging the industry

What was discussed?

  • The needs of clients and delivering an outstanding service
  • Developing an exceptional private banking proposition
  • The impact of digital technology on the industry
  • Assessing the threat of new entrants
  • The applications of technology for next-gen private banking

Speakers

George King
George King

Managing Director, Head of Portfolio Strategy

RBC Wealth Management

Jamie Broderick
Jamie Broderick

Head of Wealth Management UK

UBS

Philip Harris
Philip Harris

CEO UK Private Banking Entity

Credit Suisse

Laura Comas
Laura Comas

Director of Business Development, Private & Premier Banking

CaixaBank

Tim Tate
Tim Tate

Global Head of Digital Strategy

Citi Private Bank

Marco Abele
Marco Abele

Head of Digital Private Banking

Credit Suisse

Joe Norburn
Joe Norburn

Managing Director, Digital & Client Solutions

Coutts & Co

Christian Berchem
Christian Berchem

Head of London - UK Private Bank, Wealth and Investment Management

Barclays

Michael Reed
Michael Reed

Managing Director, International

RBC Wealth Management UK

Mike Sha
Mike Sha

Co-Founder & Chief Executive Officer

SigFig

David Scott
David Scott

Senior and Founding Partner

Vestra Wealth

Andrew Fisher
Andrew Fisher

Industry Expert and Advisor

C. Hoare & Co., Davy & Ondra

Nicolas Commerot
Nicolas Commerot

Global Head of Advisory

Société Générale Private Banking

Milena Ivanova
Milena Ivanova

Chief Executive Officer

MONOGRAM


Programme

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Wednesday, 4th November 2015

This is the beginning of the conference

09:30
Welcome address by Philip Doyle, Director, Marketforce
09:35
Chair’s opening remarks
George King

Managing Director, Head of Portfolio Strategy

RBC Wealth Management

Session One: A new dawn for private banking and wealth management?

Leader’s Forum

Following the financial crisis, private banks and wealth managers are finally seeing light at the end of the tunnel, and a successful year seems likely to underpin growth in the future. Opening this summit, leaders from the industry will deliver a keynote speech concerning vital issues facing the industry. These will be followed by a discussion introducing the strategic implications of these changes and how they are encouraging new thinking, new business models, and attracting new clients.

09:40
Building on a buoyant year: what’s next for the wealth management industry?
Jamie Broderick

Head of Wealth Management UK

UBS

10:00
Panel discussion: what does the future hold for private banking and wealth management?
  • Moving beyond the financial crisis: is the worst really behind us?
  • How challenging is the investment environment and what can be done to improve services?
  • What’s wealth management worth? Where can more be done to demonstrate value to clients?
  • Does technology represent the best opportunity to meet evolving client expectations?
  • How can the industry make the most of the digital revolution? How will this vary by segment?
  • How great a threat do new, innovative business models pose?
  • Innovation and the next generation: can the industry stay ahead of the curve and keep clients happy?
  • Can private banks respond to continuous regulation more effectively? What do regulators really want?

     
  • Jamie Broderick

    Head of Wealth Management UK

    UBS

    Michael Reed

    Managing Director, International

    RBC Wealth Management UK

    Christian Berchem

    Head of London - UK Private Bank, Wealth and Investment Management

    Barclays

    10:40
    Refreshments

    Session Two: Demonstrating added value through exceptional client experience

    11:10
    Strategic viewpoint: Responding to the changing needs of clients
  • How are client expectations changing? What drivers are affecting their choice of wealth manager?
  • What client demands represent the biggest challenges facing private banks and wealth managers?
  • Between face-to-face and online: which segments of the market best respond best to digital
        strategies?
  • What can be done to ensure new regulations can be met effective without damaging relationships?

     
  • Andrew Fisher

    Industry Expert and Advisor

    C. Hoare & Co., Davy & Ondra

    11:30
    Questions
    11:35
    Case Studies

    11.35 Citi’s Project Sheen: using on-boarding to improve the customer journey

    A revolution is underway at Citi, with innovate new approaches to client management, such as Project Sheen, radically changing the way technology is used.  Onboarding has been targeted as a vital moment of interaction with clients, and Tim Tate will talk about how Sheen can improve the experience for clients, both at the start of a relationship and through providing usable data as the relationship develops.

    Tim Tate, Global Head of Digital Strategy, Citi Private Bank

     

    11.55    One step further: enhancing CaixaBank customer experience through technological innovation 

    CaixaBank’s The Wall has been developed with the aim of facilitating greater client engagement with the bank. The Wall allows financial advisors to interact with clients regardless of age or gender in a relaxed environment, similar to that which you would find on social media platforms such as Facebook. As a result, client engagement has dramatically increased. Here, Laura Comas will discuss the ongoing success of The Wall and CaixaBank’s innovative approaches to improving their customer’s online experiences.

    Laura Comas, Business Development Director, Private & Premier Banking, CaixaBank

    Tim Tate

    Global Head of Digital Strategy

    Citi Private Bank

    Laura Comas

    Director of Business Development, Private & Premier Banking

    CaixaBank

    12:15
    Questions
    12:25
    Lunch

    Session Three: Embracing digital strategies to stay relevant for all client segments

    13:40
    Strategic viewpoint: Effectively utilising digital opportunities in wealth managment
  • How important is digital engagement for clients and what do they hope to get out of it?
  • What can private banks learn from other industries? Where should they turn?
  • Do digital tools offer a suitable means of meeting regulatory demands for transparency and access?
  • A personal relationship: how can style and substance come together to add value for clients?

     
  • Joe Norburn

    Managing Director, Digital & Client Solutions

    Coutts & Co

    14:00
    Case Study

    Credit Suisse: putting digital transformation at the heart of private banking

    Digital engagement has been the great white whale of private banking in recent years.  At Credit Suisse, Marco Abele has been leading one of the most ambitious digital strategies.  Building from the ground up, Credit Suisse are putting digital transformation at the heart of their business and hope to use technology to improve services for clients old and new.   Here, Marco will share some insight into their success.

    Marco Abele

    Head of Digital Private Banking

    Credit Suisse

    14:20
    Peer-to-peer discussion and ask-the-experts panel discussion

    Overcoming the barriers to digital leadership

    Following on from the previous presentations, this section of the programme is designed to encourage honest debate among all attendees and to give delegates a chance to get to grips with the challenges presented by digital transformation.  Delegates will have fifteen minutes to discuss key topics before each table is given the opportunity to ask one carefully crafted question to the expert panel.  Topics include:

    • How to obtain boardroom and client buy-in for digital transformation
    • The challenges of integrating digital and face-to-face engagement
    • Whether social media is more effective as a marketing channel or a client relationship tool
    • How to encourage a culture of innovation within private banks and wealth managers

       
    Marco Abele

    Head of Digital Private Banking

    Credit Suisse

    Joe Norburn

    Managing Director, Digital & Client Solutions

    Coutts & Co

    Nicolas Commerot

    Global Head of Advisory

    Société Générale Private Banking

    15:00
    Refreshments

    Session Four: Evolving business models for a changing market

    15:30
    Case study

    SigFig: blending technology and expertise

    SigFig is one of the most innovative players in global wealth management, with personal expertise blended with excellent technology to create the world’s leading robo-advice service.  In this presentation Mike Sha will talk about how their digital and highly agile business model was designed to specifically target a new generation of clients.

    Mike Sha

    Co-Founder & Chief Executive Officer

    SigFig

    15:50
    Questions

    To explore how business models are changing in the industry, industry leaders who have experienced the challenges and successes of implementing new business models will each deliver some remarks about their experience before being interviewed by an independent third party. 

    15:55
    Offering a unique service for unique clients: the boutique solution
    David Scott

    Senior and Founding Partner

    Vestra Wealth

    16:10
    The boutique solution and the other boutique solution
    Milena Ivanova

    Chief Executive Officer

    MONOGRAM

    16:25
    Interview
    • How has consolidation changed the industry?  Should we expect more to come?   
    • What does the future hold for boutique services? 
    • Will we see increasing specialisation as firms focus on servicing particular types of clients?
    • Is operating at scale compatible with the requirement to respond effectively to innovation? 

    Interviewer: George King, Managing Director, Head of Portfolio Strategy, RBC Wealth Management

    David Scott

    Senior and Founding Partner

    Vestra Wealth

    Milena Ivanova

    Chief Executive Officer

    MONOGRAM

    16:45
    Keynote closing address

    The future of private banking

    Philip Harris

    CEO UK Private Banking Entity

    Credit Suisse

    17:05
    Questions
    17:10
    Chair’s closing remarks
    George King

    Managing Director, Head of Portfolio Strategy

    RBC Wealth Management

    17:15
    Drinks reception

    Download Brochure Print Programme

    Companies that attended in 2015:

    • ABN AMRO
    • AIB Group
    • Arbuthnot Banking Group
    • Arion Bank
    • AXA Wealth
    • Barclays Bank
    • Barclays Wealth
    • Baringa Partners
    • Citigroup
    • Citi Private Bank
    • Close Brothers Asset Management
    • Coutts & Co
    • Credit Suisse
    • Edmond de Rothschild Asset Management
    • EFG Asset Management
    • Elevate
    • Grant Thornton
    • Heartwood Investment Management
    • Herbert Smith Freehills
    • HSBC Private Bank
    • Investec
    • Irish Life Assurance
    • Julius Baer Group
    • Keefe Bruyette & Woods
    • M&G Investments
    • Nordea Bank
    • Nykredit Group
    • Pictet
    • Pioneer Investments
    • Rathbones Brothers
    • RBC Wealth Management
    • Rothschild Private Banking & Trust
    • Royal Bank of Scotland
    • Sand Aire Investment
    • Schroders
    • SEI Investments
    • SG Hambros Bank
    • SigFig
    • Societe Generale
    • Standard Bank
    • St James's Place Wealth Management
    • Towry
    • UBS Wealth Management
    • Vestra Wealth

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    Venue Details

    The Waldorf Hilton, London
    Aldwych, London, WC2B 4DD

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