Marketforce

The Future of Private Banking

Staying competitive in a changing world: discuss the solutions with leading figures

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Central Location, London

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With high-level speakers from leading private banks and wealth management firms, this well-established event provides a strategic forum to discuss key issues of today and tomorrow.

As client demands are changing the industry 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. Join peers to formulate strategies to respond to these challenges.

2014 Speakers:

  • George King chair
    George King

    Managing Director, Private Client Wealth Management

    RBC Wealth Management

  • Jeremy Marshall
    Jeremy Marshall

    Director and Chief Executive

    C. Hoare & Co

  • Charlie Hoffman
    Charlie Hoffman

    Managing Director

    HSBC Private Bank

  • James Fleming
    James Fleming

    Chief Executive

    Arbuthnot Latham

  • David Scott
    David Scott

    Senior and Founding Partner

    Vestra Wealth

  • Joe Norburn
    Joe Norburn

    Managing Director, Digital & Front Office Solutions

    Coutts & Co

  • Greg B. Davies
    Greg B. Davies

    Managing Director, Head of Behavioural & Quantitative Investment Philosophy

    Barclays Wealth

  • Wayne Preston
    Wayne Preston

    Head of Private Banking

    Investec

  • David Poole
    David Poole

    Head of Private Bank UK

    Citi Private Bank

  • Christine Ross
    Christine Ross

    Group Head of Financial Planning

    Societe Generale Private Banking Hambros

  • Sheryl Larson
    Sheryl Larson

    Head of Marketing Communications

    Northern Trust

  • Adam Seale
    Adam Seale

    Chief Executive Officer

    Interactive Investor

  • Miguel Cancino
    Miguel Cancino

    Solutions Consulting (EMEA)

    Hearsay Social

  • Dave Bilimoria
    Dave Bilimoria

    Head of Product and Industry Marketing

    Thunderhead.com

  • Caroline Rollag
    Caroline Rollag

    Development Manager

    Institute of Economic Affairs

View all speakers »

Why you should attend:

  • Benefit from our content rich sessions delivered by thought leaders
  • Enjoy fantastic networking opportunities; discuss the major issues affecting the industry with over 125 senior level delegates in a dedicated, friendly environment.
  • Learn how to optimise the service you provide to clients
  • Explore the ways in which digital technology is transforming the industry
  • Understand how new entrants are challenging the industry

What will be discussed?

  • The needs of your 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

George King
George King

Managing Director, Private Client Wealth Management

RBC Wealth Management

Jeremy Marshall
Jeremy Marshall

Director and Chief Executive

C. Hoare & Co

Charlie Hoffman
Charlie Hoffman

Managing Director

HSBC Private Bank

James Fleming
James Fleming

Chief Executive

Arbuthnot Latham

David Scott
David Scott

Senior and Founding Partner

Vestra Wealth

Joe Norburn
Joe Norburn

Managing Director, Digital & Front Office Solutions

Coutts & Co

Greg B. Davies
Greg B. Davies

Managing Director, Head of Behavioural & Quantitative Investment Philosophy

Barclays Wealth

Wayne Preston
Wayne Preston

Head of Private Banking

Investec

David Poole
David Poole

Head of Private Bank UK

Citi Private Bank

Christine Ross
Christine Ross

Group Head of Financial Planning

Societe Generale Private Banking Hambros

Sheryl Larson
Sheryl Larson

Head of Marketing Communications

Northern Trust

Adam Seale
Adam Seale

Chief Executive Officer

Interactive Investor

Miguel Cancino
Miguel Cancino

Solutions Consulting (EMEA)

Hearsay Social

Dave Bilimoria
Dave Bilimoria

Head of Product and Industry Marketing

Thunderhead.com

Caroline Rollag
Caroline Rollag

Development Manager

Institute of Economic Affairs

Aberdeen Asset Management Lark Insurance
Arbuthnot Banking Group Lloyds Banking Group
Arbuthnot Latham Private Bankers Lombard Odier Darier Hentsch
Arion Bank Multrees Investor Services
Barclays Bank Nedbank
Barclays Wealth Newtone Associates
Baringa Partners Nordea Bank
C Hoare & Co Northern Trust
Citigroup Octopus Investments
ComPeer Pictet
Coutts & Co Pioneer Investments
CREALOGIX Rathbones Brothers
Crosby Textor RBC Wealth Management
Danske Bank Santander
Duncan Lawrie Sapient
Erste Bank Societe Generale
Funderbeam St James's Place Wealth Management
Goldman Sachs Stanhope Jewson
Hearsay Social Sword Apak
HSBC Private Bank Target Group
Interactive Investor Turkiye Is Bankasi
Investec Vestra Wealth
J&T Banka Yapi Kredi Bank
Keefe Bruyette & Woods  
  • Step 1

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  • Step 2

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  • Step 3

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  • Step 4

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  • Step 5

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VAT charged at UK 20%

  • Sign up three delegates for a 15% discount. Prices listed exclude VAT 20 %
Attendees Standard rate
Private Banking £775.00 + VAT
= £930.00
Subtotal 5 £1,205 + VAT
= £1,660.05
Discount   - £0 + VAT
- £0
TOTAL 8 £7,960 + VAT
= £9,552.00

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