MoneyLIVE: Private Banking and Wealth Management

About MoneyLIVE: Private Banking and Wealth Management

At MoneyLIVE: Private Banking and Wealth Management you can join senior executives from Europe’s premier private banks and wealth managers as they discuss the evolution of the private banking client, changing business models, and the opportunities presented by both digital innovation and regulatory adjustments.

This year’s conference will be held at the glamorous One Whitehall Place in Westminster, London. An exquisite venue fit for the stellar speaker line-up and senior industry leaders attending. With its high ceilings, glittering chandeliers and spectacular views over the Thames and London Eye, it offers the perfect space to network over a glass of champagne.

Make the most of your day out of the office and enjoy networking with like-minded industry peers as they discuss next-gen wealth, AI, ESG and social impact products, innovative cultures, emerging markets and more.

Enjoy a glass of Taittinger and some lavish canapés at the exclusive drinks reception, and continue to build relationships with your fellow attendees.

Reasons to Attend

  • Explore what opportunities lie ahead during our opening session which includes Chief Executive Officers from Julius Baer, Lombard Odier and more
  • Discover how to develop ESG and Social Impact products that work
  • Uncover the vast scope of future client demands and explore the opportunities within next-gen wealth
  • Hear Coutts & Co’s Executive Director give a case study on facilitating philanthropy
  • From open APIs to fostering a culture of innovation: learn how to successfully innovate in a competitive environment
  • Gain clarity on the impacts of Brexit to date

Speakers

David Durlacher
UK Chief Executive Officer, Julius Baer
Duncan MacIntyre
Chief Executive Officer, Lombard Odier
Lenka Setkova
Executive Director, Coutts & Co
Charlotte Platts
Managing Director, Head of Private Banking, Santander UK
Simon Politzer
Chief Operating Officer, Credit Suisse
Stuart Cummins
Managing Director & Executive Head, Nedbank Private Wealth
View More (22)
Alex Buerge
Executive Vice President - Deputy Head of Investment Solutions, Lombard Odier
Markus Stadlmann
Chief Investment Officer, Lloyds Private Banking
Gregory Perdon
Co-Chief Investment Officer, Arbuthnot Latham Private Bankers
nnabel Bosman
Managing Director, Julius Baer
Alex Brandreth
Deputy Chief Investment Officer, Brown Shipley & Co
Sarah Allatt
Head of Wealth Planning, UBS
Jesslyn Chia
Vice President, Digital Private Banking, International Wealth Management, Credit Suisse
Aidan Lisser
Head of Strategy, Investec Wealth & Investment
Charlotte Ransom
Chief Executive Officer, Netwealth Investments
George King
Partner, MASECO Private Wealth
Mohammed Marikar
Director, Intelligence and Automation, RBC Wealth Management
James Longstaff
Head of Innovation and Delivery, Shawbrook Bank
Michaela Seimen
Howat Executive Director, Sustainable Debt Strategist, UBS
Lyndon Subroyen
Global Head of Digital, Investec
Nataša Williams
Partner, Head of Private Office, LGT Vestra
Paul McMillan
Head of Architecture & Design, C. Hoare & Co.
Lisa Caplan
Head of Financial Advice, Nutmeg
Kitty McCormick
Head of Innovation, Coutts & Co
Ian Dembinski
Head of Private Office, Rathbones
Nikolai Hack
Chief Operating Officer, Exo Investing
Peter Gale
Senior Relationship Manager, Head of Entreprenuers, C. Hoare & Co.
Niral Parekh
Head of Retail Asset and Wealth Management, CAPCO

Agenda

09.15
Welcome address

09.20
Chair's opening remarks - Aidan Lisser, Head of Strategy, Investec Wealth & Investment

09.25
SESSION 1
A new era in private banking and wealth management

10:45
Refreshments

11:15
SESSION 2
Navigating a sea of technological opportunities | The evolving customer landscape

12.35
Lunch hosted by CAPCO

13:50
SESSION 3
The road to fruitful innovation
 
15.00
Refreshments

15:30
SESSION 4
Uncovering the potential of emerging markets
 
16:05
SESSION 5
Juggling financial and emotional needs

17.10
Chair's closing remarks, followed by drinks reception

Medium+

Start:
Nov 12, 2018, 8:00 AM
End:
Nov 12, 2018, 9:00 PM
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