Private Banking Conference & Awards: London 2015

Waldorf Astoria in London’s West End   03-Jun-2015
Event Partner
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Bronze Partner
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Panel Partner
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Lunch Partner
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Exhibitor
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Badge and Lanyard Partner
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Table Host
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Table Host
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Table Host
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About

Private Banking Conference: London 2015 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. The informative and inspiring keynote sessions and informal conversations provide setting for you to join other high-profile event guests in engaging discussions. Key industry thinkers and doers will meet to debate the importance of a new kind of strategies, business practices and partnerships in the industry to meet the challenges of implementing innovative technological solutions.

This conference asks important questions about London’s position among the global wealth capitals. Speakers, participants and partners examine the key industry trends and discuss and find practical solutions to the most pressing industry questions:

  • How is the regulation driving the change in the industry practices?
  • How are industry leaders tackling new challenges in the converging market conditions?
  • How to meet the demands of a new generation of tech-savvy investors?
  • How to develop your organisation’s talent to nurture future-proof skills and knowledge?
  • How is the emerging market investment growth influencing established territories?
  • How to run a sustainable and profitable private banking operation in difficult economic conditions?
  • How to achieve competitive advantage through scaling operations and refocusing on the key markets?

Private Banking Conference: London 2015 leverages the expertise across the Progressive Digital Media research and publishing portfolio, including Private Banker International, Wealth Insight and Spears. The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry.


Attend

Attend Private Banking: London 2015 to:

  • Get access to exclusive research on the prepaid opportunity
  • Discover new case studies from across Europe and beyond
  • Benchmark your strategy against your competitors
  • Meet and build relationships with senior influencers across the industry

The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry, while enjoying exclusive research and case studies delivered by the wealth industry thought leaders.

Who is attending?

The annual event brings together decision-makers and specialists from a variety of key sectors:

  • Private banks and financial institutions
  • Wealth managers
  • Boutique private banks
  • Online banking providers
  • Offshore and onshore institutions
  • Technology providers
  • Researchers and Analysts

Private Banking: London 2015 provides a setting to engage in a dialogue with the community of decision-makers and influencers.

We invite you to become an active voice in this discussion to shape the future of private banking.

Register now

EARLY BIRD 2for1 OFFER
Register before 6th March 2015

Banks – Full Day Conference & Awards Dinner £1395
Charity and NFPs –  Full Day Conference & Awards Dinner £1000

 

STANDARD

Standard Rate – Full Day Conference and Awards Dinner£1195
Charity and NFPs –  Full Day Conference & Awards Dinner£895
Vendor –  Full Day Conference & Awards Dinner£1950

 

Bring the team! 3 places for the price of 2*

To register now, or for more information, send an email with the option you’ve chosen to:

Carlo Mancini – Tel: +44 (0) 20 3096 2582  or carlo.mancini@timetric.com

Hind Shubber  – Tel: +44 (0) 20 3096 2575 or hind.shubber@timetric.com

Terms and Conditions

Changes and Cancellation We reserve the right to change event details if necessary, although we will endeavor to keep all changes to a minimum. We will inform you as soon as possible of important changes, for example name or date changes.

Substitutions may be made in writing at any time and will incur no penalty fee. Cancellations without a substitute delegate received a month prior to the event will be subject to a 20% cancellation charge. Delegates canceling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.

Force Majeure. We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond FNP’s control.

*3 for 2 offer applies to the standard rate price.


Testimonials

Judges

Venue

Waldorf Astoria in London’s West End

This year’s Retail Banking event see’s us visit the iconic Waldorf Astoria in London’s West End, its central location and high end setting makes it a perfect choice for this event. Delegates will experience top rate service while enjoying the beautifully restored historic event spaces.

To reach the hotel, you can either use Holborn, Charing Cross or Covent Garden tubes, all of which are a short walk from the hotel. Otherwise please visit the location section on the hotel website click here.
We have negotiated special rates for bedrooms at the venue for anyone wishing to stay over.
To view and take advantage of these please click on the link below which will give you the best available rate.
Click here


Speakers

Eric Barnett, Group Chief Executive, Societe Generale Private Banking Hambros

Eric BarnettEric became Societe Generale Private Banking Hambros (SGPB Hambros) Chief Executive in September 2007. Since then he has focused on the development of the firm’s onshore business in the UK and on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets. He also oversees the SGPB Hambros’ offshore business. Eric is responsible for developing the Group’s commercial and marketing strategies and private banking activities as well as managing the day-to-day running of the London office. Eric is also a member of the Societe Generale Private Banking Exco, with supervisory responsibility for the Asian business. Before this he was Group Head of Private Banking and Managing Director of the London office at SGPB Hambros.

Simon Cadbury, Head of Strategy, Intelligent Environments

Simon Cadbury.jpgSimon joined Intelligent Environments in November 2013 as Head of Strategy & Innovation. He came from Lloyds Banking Group where he was responsible for payment technology and also sat on the Credit Cards leadership team. He has a deep understanding of contactless (working with Transport for London in the early stages of their project to enable payment with contactless), mobile contactless (Lloyds, as part of its London 2012 sponsorship, worked with Visa and Samsung to deploy handsets capable of making contactless payments), Person to Person payments (including Paym, the UK Payments Council’s solution to use a customer’s mobile number as a proxy for their current account) and reward programmes (such as the card linked “Halifax Cashback extras” product). Prior to Lloyds he held a range of strategic and product development roles in the TMT sector; including at BT (where he helped develop Europe’s first Blackberry product as well as the public Wi-Fi service, BT Openzone), Vodafone (launching 3G in Australia) and BSKYB (part of the Sky HD product team).


Francisco Fernandez, Group CEO, Avaloq

Francisco FernandezFrancisco Fernandez is an entrepreneur who has committed himself to IT solutions in the finance sector. He holds a master’s degree in informatics from the Swiss Federal Institute of Technology (ETH) in Zurich as well as a certificate in business administration from the Centre for Industrial Management (BWI) of the ETH. Fernandez is the principal shareholder of the Avaloq Group and shareholder of the Adcubum AG. Francisco Fernandez’ goal is to contribute to the financial system’s stability by making financial institutions more secure, more efficient and more transparent. Beyond that he aims at redesigning the dialogue and interaction between financial institutions and their customers. Apart from his rational and analytical side Fernandez has a musical side as well. He finds his balance by spending time with his family and playing the piano.

Paul Hewitt, Managing Director Growth Markets (EMERI), Christie’s

Paul HewittPaul Hewitt is Managing Director Growth Markets and has been responsible for spearheading new business strategies across India, Russia and the Middle East. Paul joined Christie’s in March, 1999 as their European & Asian Marketing Director prior to which he had spent 16 years working in the luxury brands sector in Asia spearheading successful market entry strategies for China, India and Indo-China in Moet Hennessy. A frequent visitor to the Growth Markets of the region, both professionally and personally, he has a deep interest in the history, art and culture of countries where he works and has built strong friendships, over many years, with collectors in the region.

Paul Aitken, Founder & CEO, Borro.

Paul-AitkenPaul Aitken is the founder of Borro. Launched in the UK in 2009 and the USA in 2012, it is the leading online platform for luxury asset-backed lending. Borro offers small business owners, entrepreneurs and high-net worth individuals loans secured against luxury assets such as fine art, antiques, luxury watches, jewelry and luxury cars. The winner of numerous awards, Borro placed #8 on KPMG’s 50 Best FinTech Innovators.

Prior to founding Borro, Paul was the founder of Movota, a developer of mobile applications for Europe’s leading TV and Radio broadcasters.  He sold Movota to Bertelsmann in 2005.  Paul also holds an MBA from IMD, Lausanne, Switzerland.


Charlie Hoffman, Managing Director, HSBC Private Bank

Charlie Hoffman.jpgCharlie runs a team dedicated to the largest clients of HSBC Private Bank, advising individual clients and family offices on all aspects of their personal banking and wealth management needs, involving the appropriate specialists wherever necessary.  He joined HSBC in 2005. Charlie is a qualified lawyer, his background grounded in corporate finance at Freshfields, before moving to structured finance and then private wealth management.  Charlie is an MBA, Chartered Fellow of the Securities Institute, voted Private Banker of the Year (Spears 2013 & 2010), Top 10 UHNW Index 2014, nominated Private Banker of Year (Spears 2012, 2008/ Citywealth MagicCircle 2010); Top10 Rising Stars in European Wealth Management/ Top100 in European financial markets (Financial News). He also co-chairs the judging panel for the UK’s Private Business Awards.

René Hürlimann, Director, EMEA & APAC

Rene HuerlimannRené is responsible for executing Appway’s expansion strategy within key market regions. René provides local support for international clients establishes a sustainable regional presence that can act independently in its service to local clients and partners. Before joining Appway in 2008, he had more than six years of experience working in international business process outsourcing as a sales and consulting director. He previously served in various senior management roles around the world, including working as the CIO of a multinational consulting firm in London. He holds a federal degree in commercial information technology and an executive MBA in International Management.

Ton Kentgens, Global Business Development for Ortec’s Wealth Management, Ortec

Ton KentgensTon Kentgens studied Economics at the University of Maastricht. He worked for ABP Investments as Manager European Equities. After ABP, he worked 12 years for Rabobank Group, both for the Bank as the Asset Manager Robeco. Mr. Kentgens worked 5 years in Poland. There, he set up a Robeco local sales office in Warsaw for Central & Eastern Europe. In 2010 he started, back in The Netherlands, as a Principal Consultant at Capgemini Consulting Financial Services, specializing in Wealth Management. In 2013 Ton joined Ortec Finance where he is responsible for Global Business Development for Ortec’s Wealth Management product OPAL.

Tim Tate, Director, Citi Bank

Tim TateTim is the business lead for Citi Private Bank’s business transformation initiatives focusing on digitization and innovation.  Usingever changing client behaviors and expectations as the catalyst, Tim is coordinating the combination of new processes, new data and new technologies for Citi Private Bank.

Tim joined Citi Private Bank in 2010 as Global Head of Client Management, based in London.  In this role he worked with the Global COO, as well as Regional and Global management teams to developing strategies and initiatives to best serve the Ultra High Net Worth market, strengthen client relationships, and ensure target market discipline.

Tim joined Citi in 2000 as Head of Business Analysis for the European Investment Bank, before taking on a broader client strategy role across Investment Banking.  In 2006 he moved to Hong Kong to lead the Global Banking Client Strategy team in Asia Pac.  Tim returned to London to lead the Corporate and Investment Bank client strategy effort across EMEA during the financial crisis.

Prior to joining Citi, Tim was a Practice Knowledge Specialist and member of the Financial Services Practice at AT Kearney, and a Researcher at Deutsche Bank.

Tim holds a BA (Hons) degree in Economics from Kingston University and is married with one daughter. He is also a keen cyclist, who has participated in charity fund raising rides in both UK and Europe.


Annamaria Koerling, Head of Wealth Management, C. Hoare & Co.

Annamaria KoerlingAfter studying Modern Languages at Queens’, Cambridge, Annamaria joined Morgan Stanley working in the fixed income arena. For the last 20 years, she has specialized in discretionary portfolio management at Schroders, Cazenove and Merrill Lynch.  She joined C. Hoare & Co. in 2010 to develop the bank’s wealth management business, including the launch of its offshore service.  She is a Chartered Wealth Manager with the ASIP and Securities Institute Private Client Investment Advice and Management qualifications and speaks Italian, German and French.  She was named ‘Woman of the Year’ by Citywealth in 2013. She is a member of the investment committee of Queens’ Cambridge and supports Cafod.

Maya Prabhu, Managing Director, Coutts

Hein Van Der LooAt Coutts, Maya advises families on philanthropy, family governance, wealth and business succession planning and next generation preparation and family office development. She joined Coutts in 2008 and has advised families in the UK, Middle East and Asia. Maya speaks at a number of external events on philanthropy, family business and family wealth and has been involved with several major pieces of the Coutts Institute’s thought leadership pieces on these topics. Maya holds practicing certificates in family wealth and family business advising from the Family Firm Institute (FFI), the international organisation for professional Family Business advisers and is a member of their teaching faculty where she has developed and teaches a course on philanthropy. Maya is a trustee of several charities including RBS Social and Community Capital, Social Entrepreneurs Trust and a family foundation.

Russell Prior, Head of Philanthropy, EMEA, HSBA Private Bank

Russell PriorRussell Prior is Head of Philanthropy, EMEA at HSBC Private Bank providing philanthropy and social investment advice, and structuring services to its clients. Before joining HSBC, Russell was Executive Director at the Charities Aid Foundation (CAF) leading CAF’s philanthropy, corporate community investment (CCI) services and charity financial services. He headed CAF’s Global Network and was a Director of CAF’s numerous international offices. He is currently Chair of the Bell Foundation, a UK based grant-making foundation working in the area of language education for disadvantaged groups. Previously Russell was a Governing Council Member of the European Foundation Centre, Chair of the UK Finance Hub and a Trustee of three Charitable Foundations established by philanthropists from the emerging economies.

Peter Schramme, Chief Business Development Officer, Objectway Group, Brussels

Peter SchrammeAs Chief Business Development Officer, Peter is responsible for Objectway’s growth and international expansion. He has served in a number of positions in large multinational companies as well as in start-up businesses. After a successful R&D career, Peter worked at Belgian start-up Business Architects, where he founded the eXimius business unit and expanded it internationally. The unit later spun off as eXimius NV with Peter as its CEO. Thomson Reuters acquired eXimius NV in 2007, and Peter became Head of Wealth Management EMEA for Thomson Reuters. When Objectway Group acquired eXimius NV in 2012, Peter joined Objectway as CBDO and CEO of its Belgian subsidiary Objectway NV. Peter holds engineering degrees from Leuven University and Antwerp University as well as an Executive MBA degree from Antwerp University.

Hein Van Der Loo, Head of Strategy & Business Development, ABN AMRO Private Banking

Hein Van Der LooHein van der Loo is Head of Strategy & Business Development within ABN AMRO Private Banking International (PBI) since 1 April 2014. As such, he is a member of the PBI Management Team. Hein comes from the Management Team of ABN AMRO MeesPierson, which he joined in 2010 as Managing Director for Institutions & Charities (I&C) in the Netherlands. His responsibilities included the (organic) growth strategy for Private Banking in the Dutch market as well as the integration of the ABN AMRO and MeesPierson activities in I&C. Hein fuelled the further development of I&C in Belgium, France, Germany and the Netherlands by creating a pan-European I&C platform. Next to his business responsibilities, Hein was appointed Programme Director for the ABN AMRO INSEAD Private Banking Certification Programme in 2011.

Graham Aikin, CEO, HNW Social Media Solutions Limited

Graham AikinGraham Aikin is CEO of HNW Social Media Solutions Limited, a training and consultancy firm based in London that provides social media advice to private banks, wealth managers, financial advisors and other financial services professionals in the UK, US and Europe. Graham has trained thousands of people on the effective and compliant use of LinkedIn and social media to generate tangible business results. He is a regular keynote speaker at industry events and conferences and runs regular webinars and other training. Prior to establishing his firm in 2012, he spent over 10 years as a private banker and wealth manager, primarily with Coutts & Co.

Akshaya Bhargava, Chief Executive Wealth and Investment Management, Barclays Wealth Management

Akshaya BhargavaAkshaya Bhargava is the Chief Executive of the Wealth & Investment Management division of Barclays. A leading global wealth manager, the business focuses on high net worth clients worldwide, providing private banking, investment management, fiduciary services and brokerage. Akshaya took up this role in October 2014. Prior to this, he founded InfraHedge with the vision of creating an investor centric hedge fund managed account platform for institutional investors. This was acquired by State Street in 2013.

Previously, Akshaya was the CEO of Butterfield Fulcrum Group, a hedge fund administration business. During his time with the BFG, he transformed a small Bermuda based administrator with $7bn in assets under administration into a global company with over 500 staff, presence in 11 countries and over $68bn in assets. Akshaya is also the former CEO of Infosys BPO, an outsourcing business that was ranked 7th in the industry within 4 years of launch, with over 8,000 employees. Infosys BPO was awarded “Top 100 Private Companies in Asia” in 2005 and named as a “Rising Star in Global Outsourcing” in 2006. Akshaya was selected as a finalist in the 2005 Ernst & Young Entrepreneur of the Year Award. Akshaya started his career with Citibank where he spent 22 years and held senior roles such as Regional Head for Global Transaction Services in CEEMEA, a business covering 27 emerging market countries. Chairman and Chief Country Officer in the Czech Republic, and Global Product Head for Citibank’s Emerging Local Corporates business in 18 countries.

Christian Berchem, Managing Director, Wealth and Investment Management, Barcalys Wealth Management

Christian BerchemBased in London, Christian joined Barclays in September 2011 and is a Managing Director, Head of the Private Bank for London and responsible for the Key Client business in the UK. He is also a member of the Wealth & Investment Management UK Executive Committee. Before joining Barclays Wealth, Christian worked at JP Morgan for nine years. He was Head of European Equity Sales since 2006 and was appointed Co-Head of Sales in 2010 post the successful merger with Cazenove, a leading investment bank in the UK. Prior to this he worked at Merrill Lynch for six years as a Managing Director. He has also spent time at Morgan Stanley. Christian holds an Undergraduate Degree from the University of Toronto and an MBA from Northwestern University. He is fluent in German and English.


Partners

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Event Partner

Avaloq

Gain worldwide exposure and meet your marketing objectives by sponsoring Private Banking Conference: London 2015.
Timetric provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry.
We offer a wide range of sponsorship packages from the exclusive platinum package, to exhibitor, networking function, reports and awards sponsorship options. For more information, please contact our sponsorship team.
SPONSORSHIP ENQUIRIES
Polly Bosher
T. +44 (0) 20 3096 2584
E. polly.bosher@timetric.com

Elizabeth Pissarro
T: +44 (0) 203 096 57 56
elizabeth.pissarro@timetric.com


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Ortec Finance

The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. Avaloq is the only independent provider for the financial industry to both develop and operate its own software. Headquartered in Switzerland and with branches in the most demanding financial centres worldwide, the company employs more than 1,400 highly qualified banking and IT specialists and has a global customer base of more than 100 financial institutions.


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Intelligent Environments

Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 180 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Its long-standing and global client base comprises leaders in the pensions, asset management and private wealth management markets.
The company’s focus is firmly on providing support for investment decision making for institutional and private investors. Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our solutions derive from the combination of software models and professional advisory services.


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Bronze Partner

AppWay

We are an international provider of innovative mobile and online solutions for financial service organisations. Our mission is to enable our clients always to stay close to their customers.
We do this through Interact®, our single software platform, which enables secure financial applications, engagement, transaction and servicing across all digital channels. Today these are predominantly focused on mobile, PCs & tablets. However Interact® can and will support other form factors, as and when they proliferate (as seen by our work to develop digital banking for the Smartwatch).
We provide a ready alternative to internally developed solutions, enabling our clients with a faster route to market, expertise in managing the complexity of multiple devices and operating systems, and a constantly evolving solution.
We are immensely proud of our many achievements, in relation to our innovation, our industrywide recognition, our demonstrable product differentiation, the diversity of our client base, and the calibre of our partners.
For many years we have been at the heart of a wide range of financial organisations including Generali Wealth Management, Home Retail Group (HRG), Ikano Retail Finance & Loyalty, Lloyds Banking Group and Think Money Group.
For further information visit www.intelligentenvironments.com


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Panel Partner

ABN AMRO

Appway empowers the service industries to move beyond automation toward ongoing digital transformation. With its toolset, leadership, community, and methodology, Appway enables companies to revolutionize their business models, processes and moments. In an era of increasing competition and regulations, Appway, the leader in global client onboarding, works with 4 of the top 5 wealth management institutions. Head quartered in Zurich with offices in Ticino, New York,Hong Kong, and Singapore, Appway and its award-­-winning technology serve over 120 service institutions and 175,000 individuals worldwide.

 


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Lunch Partner

Catella

ABN AMRO Private Banking is a leading European private bank with strong growth ambitions in Asia. We provide a full range of banking, financial & estate planning, and investment services. As a unique network of strong local private banks, we offer clients all the advantages of a modern global bank underpinned by the values of a traditional private bank. These include the prestigious private banks of ABN AMRO MeesPierson in the Netherlands, Bethmann Bank in Germany and Neuflize OBC in France.
ABN AMRO Private Banking is backed by the strength of the ABN AMRO Group, a truly global banking group.


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Exhibitor

Objectway

Catella Bank is based in Luxembourg – we’re a specialist issuer in the ultra-high and high net worth bankcards market, entrusted for over 25 years by our partners who are mostly private banks, to issue Visa cards and MasterCards to their clients.
We run gold, business and exclusive black card programmes for private banks, wealth managers and financial intermediaries whose clients reside and travel all over the world. Our card issuing solutions act as an extension of your business. You retain your client relationship and we utilise our expertise in this highly demanding segment of the bankcards market.
We provide a proven multi currency infrastructure, backed with world-class service – operating 24 hours 365 days a year.


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Borro

Objectway is a leading provider of investment management and digital software solutions to the EMEA financial services industry. The company’s awarding-winning software platform is the trusted choice of leading wealth and investment firms in 15 countries across the region. From offices in Italy, the UK and Benelux, Objectway’s 500 employees support approximately 100,000 investment professionals who manage more than one trillion euros in wealth. For 25 years Objectway has maintained an unwavering focus on a single vision: combining advanced technology with a deep understanding of business needs to enable clients to reshape their wealth and investment management services.


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Profile

Borro launched in 2009 in the UK and proceeded to open offices in New York and Los Angeles. It is the leading online platform for luxury asset lending. The company offers loans to high net worth individuals, entrepreneurs and business owners, with clients using luxury assets such as fine art, luxury and classic cars, and jewellery as collateral. Borro has extended over £140 million in loans since its inception.
Borro’s platform is built with flexibility and scalability in mind. It integrates seamlessly with partners, servicing loans of various sizes. This allows Borro’s business to expand with its partners and their clients.


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Badge and Lanyard Partner

SOCIETE GENERALE

Founded in 1990, PROFILE Software is an award-winning financial services solutions provider, with offices in London, Geneva, Dubai, Singapore, Athens and Nicosia, delivering market-proven software to the Banking and Investment Management industries holding an exceptional track record of successful implementations. PROFILE is recognised as an established and trusted partner in a number of regions, offering a wide spectrum of solutions to the financial services sector. PROFILE’s solutions enable Institutions worldwide to align their business and IT strategies while providing the necessary business agility to proactively respond to the ever-changing market conditions.


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Table Host

ING Private Banking

Societe Generale Private Banking, the relationship-focused private bank at the heart of Societe Generale Group.
Societe Generale Private Banking, the wealth management arm of Societe Generale, is one of the leading private banks worldwide, with EUR 108 billion of assets under management at the end of December 2014.
With 2,500 staff in 14 countries across the globe, Societe Generale Private Banking offers a unique expertise in wealth management solutions to entrepreneurs and High Net Worth Individuals.


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Table Host

Coutts

ING Private Banking Belgium is one of the major Private Banks in Belgium. Fully integrated within the ING Group N.V., they have a close and efficient alignment with the business departments and the affluent segment. Innovation, digitalization, extended branch network and high reputation are some of the strengths of ING Belgium. ING Private Banking does take advantage of this good cooperation and image to shape dedicated solutions and keep improving customer’s experience.

Investment performances, solid 2014 results and a controlled cost/income ratio are clearly concrete indicators of their successful strategy. They are nominated in three categories: “Outstanding Customer Relationship Service and Engagement”; “Best Outstanding Private Bank” and “Best Next Gen Proposition”


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Table Host

Dorsum

Coutts is widely recognised as one of the leading private banks and wealth managers in the UK. Our progressive, long-term approach to wealth management is founded on experience gained through looking after clients and their money for over three centuries.
Renowned for intelligent relationships, we provide expert wealth management, investment management, private banking, financial planning, tax and trust advice.
Headquartered in London, our strong regional presence comprises 23 offices within the UK’s most exciting and vibrant centres.
To find out more visit us at coutts.com


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Table Host

Since its foundation in 1996 Dorsum IT Solutions has become a leading software company in the Central and Eastern European region. In the last fifteen years the company has grown from a few employees into an organization with a staff of 150 including an experienced project team for delivering integrated IT solutions. Our proprietary software platform – the Clavis Financial Systems – offers versatile solutions to players in all capital markets. Today more than 70 financial institutions use our solutions and it serves more than 8000 unique users. We support our clients with a unique cooperation throughout the entire lifecycle of the products including managing expectations in terms of functionality, time and budget. This time Dorsum presents its Wealth Management acumen focusing on private banking and client advisory tool spiced with user experience which is a cornerstone of the digital innovation.

For more information, visit www.dorsum.eu





Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING CONFERENCE & AWARDS: LONDON 2015 INCLUDE:

The annual Private Banking: London 2015 Awards Ceremony will take place at our awards dinner following the conference on 3rd June 2015. Nominations are now open.

NOMINATION GUIDELINES

  • Nominations are now closed
  • Submissions can be made on behalf of your own company or in recognition of a colleague or a partner firm
  • Nominees should follow the guidelines to ensure their submission has the best chance of winning
  • Download the Awards Information Pack and Entry Form to complete your submission
  • Send your completed nomination/s to PBIawards2015@uk.timetric.com

 

Be open about your achievements
Information on submissions labeled CONFIDENTIAL will only be shown to members of the judging panel so please be open about successes. At the same time, even where financial information is in the public domain, please include it to provide a full picture of performance.

Support your opinions with facts
When judges compare companies on various criteria, a company which can quote data on customer satisfaction will be given precedence over one which claims “market-leading service quality” without evidence.

Be concise
Bullet points and short paragraphs supported by a couple of charts or graphs are better than long-winded presentations. As guidance,
nominations should be between 500-1000 words long.<

What makes you unique?
In every category, we are looking for companies that stand out from the crowd. When you list the things you do well, don’t forget to emphasise where you feel you are unique among your competitors, or where you do things differently from the rest of the industry.

Follow the guidelines
While you are invited to raise any point you feel strengthens your nomination, we recommend clearly and directly addressing each point listed in the category criteria – this allows judges to easily compare like with like, and will make sure there are no areas in which your nomination has nothing to say for itself.

Keep it current
Remember that in almost all categories, the award title contains the words “of the year”. For maximum impact, please refer to developments made and performance achieved in the last 12 months. While a record of success won’t hurt a nomination, it is the most recent activity that will win awards for nominees.


Awards Categories & Criteria
Please note: We have listed our ideal set of criteria to respond to below, however we do recognise that in some cases the data requested may be sensitive and so unable to be shared. If this is the case you can either label as ‘confidential’ and this will not be made available in the public arena when announcing the finalists, or, provide alternative methods to demonstrate the same – testimonials, media coverage etc.  

Outstanding Private Bank – London – Domestic Clients
Celebrating the best among London’s home-grown wealth companies serving domestic clients

Suggested performance criteria for the region to include (where possible):

  • Return on assets
  • Net private bank profit
  • Cost/income ratio
  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate

Outstanding Private Bank – London – International Clients
Celebrating the best among London’s home-grown wealth companies serving international/cross border clients

Suggested performance criteria for the region to include (where possible):

  • Return on assets
  • Net private bank profit
  • Cost/income ratio
  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate

Outstanding Private Bank – Europe
Awarding performance in Europe, including, but not limited to, its product and service range and how well it serves its regional client base.

Suggested performance criteria for the region to include (where possible):

  • Return on assets
  • Net private bank profit
  • Cost/income ratio
  • Client assets under management
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate

Outstanding Customer Relationship Service and Engagement
Celebrating an outstanding performance record in servicing the high net worth clients, customer engagement and relationship management, the use of new technologies, social media and applications.

Suggested performance criteria for the region to include (where possible):

  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Client satisfaction rating
  • Number of online banking users

Outstanding Wealth Management Technology Provider
Awarding a company making a real contribution to the efficiency and customer-centricity of the global wealth industry.

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Client recommendations

Best Next Gen Proposition
Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients

Suggested performance to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Please describe the competitive environment for this project, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

Outstanding Philanthropy Proposition
Awarding a company making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice

Suggested performance criteria to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Please describe the competitive environment for this project, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

Most Innovative Business Model – Editor’s Special Award
Celebrating an institution which is extending the scope and efficiency of the private banking framework through new thinking and innovation.

Suggested performance criteria for the region to include (where possible):

  • Return on assets
  • Cost/income ratio
  • Client assets under management
  • Net new money
  • Number of new private clients

Should you wish to discuss any element of the criteria or your submission in more detail, please contact Meghna Mukerjee (editor of Private Banker International) on meghna.mukerjee@timetric.com.


The winners of the Private Banking Awards 2015 are listed below.

Outstanding Private Bank London – Domestic Clients
Coutts

Outstanding Private Bank London – International Clients
HSBC Private Bank (UK)

Outstanding Private Bank – Europe
Societe General Private Banking

Outstanding Customer Relationship Service & Engagement
C. Hoare & Co

Best Wealth Management Technology Provider
Joint winners: Avaloq & Objectway Financial Software

Best Next Gen Proposition
ING Private Banking – Belgium

Outstanding Philanthropy proposition
BNP Paribas Wealth Management

Most Innovative Business Model – Editors Special Award
ABN AMRO Private Banking


The winners of the Private Banking Awards 2015 are listed below.

Outstanding Private Bank London – Domestic Clients
Coutts

Outstanding Private Bank London – International Clients
HSBC Private Bank (UK)

Outstanding Private Bank – Europe
Societe General Private Banking

Outstanding Customer Relationship Service & Engagement
C. Hoare & Co

Best Wealth Management Technology Provider
Joint winners: Avaloq & Objectway Financial Software

Best Next Gen Proposition
ING Private Banking – Belgium

Outstanding Philanthropy proposition
BNP Paribas Wealth Management

Most Innovative Business Model – Editors Special Award
ABN AMRO Private Banking


Agenda

Private Banking Conference: London 2015 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. Join us in June to discover new and exclusive research, case studies from around the world and keynote presentations from some of the industry’s leading figures.


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