The Future of Private Banking & Wealth Management
Nov 23 2016

The Future of Private Banking & Wealth Management

Navigating a world of globalised wealth: gaining and retaining a competitive edge

Le Méridien Piccadilly, London

Documentation

Access documentation »


Bringing together all of the industry’s key players for The Future of Private Banking & Wealth Management.

Waves of technological change, structural upheaval and evolving client demands continue to buffet the private banking and wealth management industry. Senior executives from Europe’s premier private banks discussed how major players and disruptive challengers are driving change at the foremost strategic conference for the private banking sector.

Join Mailing List


Highlights in 2016:

  • Heard how CEOs from all the industry’s leading lights are reinvigorating their value propositions
  • Gained insights into the future regulation of the sector from the FCA
  • Explored how new digital developments are enabling closer client relationships whilst driving efficiency
  • Benefited from other industries’ experiences as leaders in HNW client management shared their expertise
  • Learned how consolidation and new market entrants would shape the industry in years to come
  • Networking with delegates and speakers alike during discussions, debates and dedicated networking receptions

Our 2016 Speakers

View all speakers »

Key benefits to attend The Future of Private Banking and Wealth Management



2016 Programme

Download Brochure Print Programme

Wednesday, 23rd November 2016

09:00
Welcome address
09:05
Chair’s opening remarks
George King

Partner

MASECO Private Wealth

Session One: Reinvigorating the value proposition

09:10
Keynote opening address

Appealing to the clients of tomorrow: a private bank that stands the test of time

Peter Flavel

Chief Executive Officer

Coutts & Co.

09:30
Delivering exceptional service in a highly regulated industry
Jamie Broderick

Head of Wealth Management UK

UBS

09:50
The Essence of Enterprise
Nicholas Levitt

Head of Global Solutions

HSBC Private Bank

10:10
Running faster to stand still: what are the conditions that drive change in the global wealth management industry today and what actions can senior management take?
Christian Edelmann

Partner and Global Head of the Wealth & Asset Management Practice

Oliver Wyman

10:30
Panel discussion and mobile voting

A view from the leaders: providing real value to today’s customers

  • What are the most important steps firms can take to demonstrate value to clients?
  • What effects will increases in transparency have on the private banking proposition? 
  • Enhancing the value proposition: integrating value-added services
  • What steps can firms take to increase the clarity and appeal of their pricing models?
  • In-house vs third-party products: striking the optimum balance
  • To what extent are current trends in the industry due to regulatory developments?
  • How prepared are private banks for the implementation of MiFID II?
  • How will clients respond to increased reporting of tax information?
Peter Flavel

Chief Executive Officer

Coutts & Co.

Jamie Broderick

Head of Wealth Management UK

UBS

Philip Harris

Chief Executive Officer, UK Private Banking

Credit Suisse

Charles Boulton

Managing Director

HSBC Private Bank

Christian Edelmann

Partner and Global Head of the Wealth & Asset Management Practice

Oliver Wyman

11:00
Refreshments

Session Two: Delivering investment strategies for today’s clients

11:30
Investing client wealth: what does the future hold?
Markus Stadlmann

Chief Investment Officer

Lloyds Banking Group

11:50
The role of the US economy in the global outlook
Dr Peter Westaway

Head of Investment Strategy & Chief Economist, Europe

Vanguard

12:10
The boutique perspective: developing a winning investment strategy
  • Understanding the key components of a winning wealth investment strategy
  • How are clients’ investment objectives and risk profiles evolving?
  • Democratising product availability: are clients demanding access-all-areas 
Alexandra Altinger

Chief Executive Officer

Sandaire

12:25
Questions

Session Three: A spotlight on digital

12:30
Evolution of private banking from traditional to digital relationship
  • Main reasons and aims of digitisation of private banking.
  • Private banking activities and processes to be digitised and moved from the banker’s side to the digital channel (customer side)
  • How technology can complement the traditional approach to private banking (e.g. customer segmentation, behaviour tracking)
  • Main beneficiaries of private banking digitisation. Bank? Advisor? Customer? Everyone?
  • Technological strategy for the digitisation of private banking
Greg Prosowicz

Head of Product Management

Comarch

Magdalena Lewińska

UX Designer

Comarch

Session Four: Regulatory changes in wealth

12:50
A regulatory update from the FCA: towards a more customer-centric culture
Robert Taylor

Head of Investment Management

Financial Conduct Authority

13:10
Questions
13:15
Lunch hosted by Hearsay Social

Session Five: Realising real value from digital

14:30
Keynote address

Digital excellence: a prerequisite for success?

  • What are the key components of a leading digital strategy in wealth management?
  • Nurturing a more innovative culture: overcoming the obstacles
  • How have Barclays’ substantial investments in innovation impacted business performance?
Dena Brumpton

Chief Executive Officer, UK Private Banking

Barclays

14:50
The Digitally Enabled Advisor: leveraging SMS, web, email and social to drive sales
Chris Andrew

Managing Director -UK and Europe

Hearsay Social

15:10
Beyond nudge: personalising client engagement with behavioural analytics and design
Greg B Davies, PhD

Associate Fellow, Said Business School, University of Oxford

Founder, Centapse

15:30
Panel discussion

Marrying the digital and the human: building lasting client relationships

  • What role will the relationship manager play in an increasingly automated industry? 
  • What lessons can be drawn from other industries’ customer service strategies?
  • What steps can firms take to retain the personal touch amidst increased automation?
  • Retaining business following inheritance: succeeding at a crucial moment of truth
  • How can client segmentation drive improvements in customer experience?
  • How does each customer segment vary in their willingness to use digital services?
  • How will the role of robo-advisors in wealth management develop over the next 10 years?
  • How can private banks embed a culture of customer-centricity throughout their business?


David Bruno

Head of Wealth Management Innovation

UBS

Edward de Mallet Morgan

Partner, International Prime and Super Prime Property

Knight Frank

Dena Brumpton

Chief Executive Officer, UK Private Banking

Barclays

Greg B Davies, PhD

Associate Fellow, Said Business School, University of Oxford

Founder, Centapse

Chris Andrew

Managing Director -UK and Europe

Hearsay Social

16:00
Refreshments

Session Six: Understanding the future wealth landscape

In order to encourage open discussion about the challenges and opportunities facing the industry, this session will take place under the Chatham House Rule.

16:30
Fireside chat

The changing face of wealth

  • Out with the old, in with the new: how will changing sources of wealth affect client needs? 
  • How is the shifting geography of private wealth driving change in the industry?
  • How will the changing nature of wealth affect client relationships
  • Will future clients demand greater control over investment decisions?
David Scott

Chairman of LGT Vestra LLP

Vestra Wealth

Janus Kamradt

Regional Vice President

Executive Jet Management Europe

Michael Harding

Partner

Oliver Wyman

Session Seven: Navigating an industry in flux

17:00
How can banks compete in the attention economy?
Richard Peers

Director Financial Services Industry

Microsoft

17:20
Panel discussion

Taking the long view: managing wealth in 2025

  • What role will the relationship manager play in an increasingly digital world? 
  • Which technologies have the greatest potential to disrupt the private banking market?
  • Do firms have the requisite agility to respond to changes on the horizon?
  • How much of a threat do digital disruptors pose to traditional industry players?
  • Which global risks pose the greatest hazard to the wealth management industry?
  • What measures can firms take to mitigate the risk of information security breaches?
  • Will the industry see further onshoring following recent moves to increase transparency?
  • How can European private banks remain competitive amidst increased globalisation?
  • Which markets hold the most promise for future wealth growth?
Richard Charnock

Chief Executive Officer

Standard Life Wealth

Stuart Cummins

Head of Wealth Front Office

C. Hoare & Co

Michael Reed

Managing Director, Sales & Relationship Management

RBC Wealth Management UK

Liz Bottomley

Head of Private Banking

Arbuthnot Latham

Richard Peers

Director Financial Services Industry

Microsoft

17:50
Chair’s closing remarks and drinks reception
George King

Partner

MASECO Private Wealth

Download Brochure Print Programme

Who attends?

The Future of Private Banking & Wealth Management is regularly attended by over 100 senior professionals. Here are some of the companies that attended in 2016:

  • AIB Group
  • Arbuthnot Latham
  • Barclays
  • BlueBay Asset Management
  • C Hoare & Co.
  • Coutts & Co.
  • Credit Suisse
  • Davy
  • De Nederlandsche Bank
  • Financial Conduct Authority
  • Hampden
  • HSBC Private Bank
  • Handelsbanken Wealth Management
  • Invesco
  • Investec Wealth & Investment
  • Irish Life Assurance
  • JP Morgan Chase
  • Julius Baer Group
  • LGT Group
  • Lloyds Private Banking
  • Nordea
  • Nykredit Group
  • Rathbones Brothers
  • RBC Wealth Management
  • Royal Bank of Scotland
  • Rothschild & Co
  • RWC Partners
  • Sandaire
  • Société Générale
  • Shore Capital Stockbrokers
  • Standard Life
  • UBS
  • Vestra Wealth


Venue Details

Le Méridien Piccadilly, London
21 Piccadilly, London, W1J 0BH

Venue Website »

Join the mailing list!


Copyright © 2016, Marketforce. All Rights Reserved.

Site by

Copyright © 2016, Marketforce. All Rights Reserved.

Site by