The Future of Private Banking & Wealth Management
Nov 23 2016

The Future of Private Banking & Wealth Management

Staying competitive in a changing world

Le Méridien Piccadilly, London

Bringing together all of the industry’s key players, The Future of Private Banking and Wealth Management is the only event that leaders across the sector need to attend this year.

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

Reasons to attend:

  • Hear how the CEOs from all the industry’s leading lights are reinvigorating their value propositions
  • Gain an insight into the future regulation of the sector from the FCA
  • Explore how new digital developments are enabling closer client relationships whilst driving efficiency
  • Benefit from other industries’ experiences as leaders in HNW client management share their expertise
  • Learn how consolidation and new market entrants will shape the industry in years to come
  • Network with delegates and speakers alike during discussions, debates and dedicated networking receptions


View all speakers »


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Wednesday, 23rd November 2016

Welcome address
Chair’s opening remarks

Session One: Reinvigorating the value proposition

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.

Delivering exceptional service in a highly regulated industry
Jamie Broderick

Head of Wealth Management UK


The Essence of Enterprise
Nicholas Levitt

Head of Global Solutions

HSBC Private Bank

Advisory Session
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


Philip Harris

Chief Executive Officer, UK Private Banking

Credit Suisse

Oliver Gregson

Managing Director, Head of Investment Services & Product Solutions, UK & CI, Global Private Banking

HSBC Private Bank


Session Two: Turbulence ahead? Structural changes and the future landscape

Consolidation and the shape of the market in years to come
  • Consolidation: what level is likely to occur and what are its implications?
  • Understanding future trends: who will the winners and losers be?
  • Disruption ahead: where will new wealth management market entrants come from?
  • How will regulation affect the future structure of the market?
Eamonn Flanagan


Shore Capital

Advisory Session
Investing client wealth: what does the future hold?

In this session a leader from a boutique and a major private bank will explore how their investment strategies are evolving to meet changing client demands.

12:05 Markus Stadlmann, Lloyds Banking Group

12:20 Alexandra Altinger, Sandaire

Markus Stadlmann

Chief Investment Officer

Lloyds Banking Group

Alexandra Altinger

Chief Executive Officer



Session Three: A regulatory update from the FCA

Towards a customer-first culture
Robert Taylor

Head of Private Banking and Wealth Management

Financial Conduct Authority


Session Four: Realising real value from digital

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

Chief Executive Officer, UK Private Banking


Beyond nudge: personalising client engagement with behavioural analytics and design
Greg B. Davies

Associate Fellow, Saïd Business School

University of Oxford

Case Study

Harnessing the potential of technology to transform the private bank

Speaker to be confirmed

Advisory Session
Peer-to-peer discussion and expert panel

Marrying the digital and the human: building lasting client relationships

During this session delegates will have the opportunity to discuss the effects of recent regulatory and technological developments on how private banks and wealth managers engage with their clients. Following discussions a nominated representative from each table will share conclusions and questions with an expert panel for comment.

  • 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


Edward de Mallet Morgan

Partner, International Prime and Super Prime Property

Knight Frank

Dena Brumpton

Chief Executive Officer, UK Private Banking



Session Five: Navigating an industry in flux

This session will take place under the Chatham House Rule.

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

Senior and Founding Partner

Vestra Wealth

Janus Kamradt

Regional Vice President

Executive Jet Management Europe

Advisory Session
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?
Stuart Cummins

Head of Wealth Front Office

C. Hoare & Co

David Scott

Senior and Founding Partner

Vestra Wealth

Michael Reed

Managing Director, Sales & Relationship Management

RBC Wealth Management UK

Liz Bottomley

Head of Private Banking

Arbuthnot Latham

Chair’s closing remarks and drinks reception

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Who attends?

Companies that attended last year's conference included:  

  • 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

Venue Details

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

Venue Website »

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