Private Banking Conference & Awards – London 2014

The Gibson Hall, London, the UK   04-Jun-2014
Event Partner

Bronze Partner

Bronze Partner

Bronze Partner

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About

Private Banking Conference: London 2014 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.

C-level speakers will look at the major trends in global private banking and wealth management industries such as  strategic cost cutting through M&As and strategies to seize opportunities during market consolidation. The CEO-Forum at the end of the conference provides space for a top-level conversation and asks important questions about London’s position among the global wealth capitals. How can the city leverage its significant internal resources to achieve a higher profile with international clients?

The conference invites speakers, participants and partners to 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 2014 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, while enjoying exclusive research and case studies delivered by the wealth industry thought leaders.


Attend

Register to attend Private Banking: London 2014
Delegate rate – £1395
To register your attendance or for more information please contact:

Carlo Mancini
carlo.mancini@timetric.com
+44 (0) 20 3096 6582


Testimonials

Judges

Ian Woodhouse, Director, Private Banking and Wealth Management PWC

Ian WoodhouseIan Woodhouse is a key member of PwC’s EMEA Private Banking and Wealth Management practice leadership team and the Firm’s Customer Operations competency area. He has over 20 years experience in assisting private banks and wealth managers achieve success with their business change and transformation initiatives. Through providing valued industry insight and an integrated approach to customer needs, propositions and process, regulatory, technology and people change, he assists with performance improvement to grow revenue, enhance productivity and meet regulatory obligations. Ian is a recognised industry commentator and lead author of PwC’s highly respected Global Private Banking and Wealth Management Survey.”

Ronald Janssen, MSc, MFP, Managing Director Private Wealth Management, Ortec Finance

Ronald Janssen
Mr. Janssen studied Econometrics at Erasmus University in Rotterdam. After graduation Mr. Janssen worked as a financial planner for private clients in the high net worth segment. During this period he designed and developed goal-based financial planning software. In 2002 Mr. Janssen joined Ortec Finance to further realize his vision on goal-based financial planning resulting in Ortec Finance’s Wealth Management product OPAL. As managing director of the business unit Private Wealth Management Mr. Janssen is responsible for this financial planning solution and the further development of goal-based financial planning for the international wealth market.

Mark Foxwell, Financial Editor, Private Banker International

Mark Foxwell
Mark Foxwell, the Financial Editor at Private Banker International, the leading journal for the global wealth industry, has over 9 years financial journalism experience. Mark has taken several high-profile roles which included 3 years with the Mail on Sunday as a senior M&A correspondent and 2 with the FT group. With the FT group Mark was chief-correspondent for European Industrials and his role included senior responsibilities across MENA within M&A. Having recently qualified as an investment advisor, CISI level 4, Mark is now well placed to use his experience and in-depth knowledge of the global business community to build further, strong relationships within wealth management.

Prasad Khambalikar, Director – Consulting, Oracle

Prasad Khambalikar
Prasad is Director – Consulting Services for Oracle’s Financial Services GBU responsible for driving growth in Key Strategic Accounts and lead new customer acquisition strategy for Financial Services vertical across UK & Europe. Prasad’s experience spans across Consulting, Technology and Outsourcing services. His business development and relationship management experience around Total IT Outsourcing solutions, Transformation deals, and Consulting services for Financial Services, Aerospace & Defence and Public Sector through his past association with Accenture, Capgemini Consulting and HCL on leadership positions has helped him build strong network with CXO’s, Alliance Partners and Industry Advisors community in UK and European region.


Venue

The Gibson Hall, London, the UK


This year’s Private Banking event will take place in the stunning Gibson Hall, Bishopsgate.   The venue lends a financial history to the event, being used as a banking hall for over a century Inside the hall there are several nods to it’s banking provenance; panels around the room representing the production of gold and it’s coinage and their association with the business of banking.
Gibson Hall is well located in the city, and can easily be reached by either Bank, Monument or Liverpool Street stations.


Speakers

Jeroen Rijpkema, CEO, ABN AMRO Private Banking

As the CEO of ABN AMRO Private Banking International, Jeroen Rijpkema holds a number of Supervisory Board positions and heads a global organisation of about 2600 employees across the world where ABN AMRO services Private Banking and Diamond & Jewelry clients. Jeroen has held a range of international and domestic assignments in corporate and private banking over his 29-year career with ABN AMRO including New York, Zurich, Brussels and Amsterdam. Some of Jeroen’s recent senior leadership roles have included CEO ABN AMRO Private Banking Netherlands, CEO Fortis Private Banking Belgium and CEO ABN AMRO Bank Switzerland.

Ian Woodhouse, Director, Private Banking and Wealth Management, PWC

Ian Woodhouse is a key member of PwC’s EMEA Private Banking and Wealth Management practice leadership team and the Firm’s Customer Operations competency area. He has over 20 years experience in assisting private banks and wealth managers achieve success with their business change and transformation initiatives. Through providing valued industry insight and an integrated approach to customer needs, propositions and process, regulatory, technology and people change, he assists with performance improvement to grow revenue, enhance productivity and meet regulatory obligations. Ian is a recognised industry commentator and lead author of PwC’s highly respected Global Private Banking and Wealth Management Survey.

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

After 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.

Adam Horowitz, CEO, Julius Baer International Ltd.

Adam Horowitz is a twelve year veteran of Merrill Lynch, he joined
Julius Baer on the acquisition of Merrill Lynch’s international wealth management business. His most recent role at Merrill Lynch was head of UK, Ireland and Israel wealth management. Previous roles included head of Europe, Middle East and Africa, global client coverage, with an additional responsibility as acting head of UK, Ireland and Israel Wealth Management, head of emerging market equities for EMEA, chairman of the emerging market steering committee and CEO of Merrill Lynch South Africa.

George King, Managing Director, Head of Portfolio Strategy, RBC Wealth Management

Responsible for the creation and dissemination of wealth at RBC, George King IV leads a team of investment professionals who partner with the firm’s Relationship Managers, working directly with prospective clients. George chairs the British Isles Investment Committee, ensuring that regional investment perspectives are incorporated into the firms’ global outlook. George has over 20 years experience advising both institutional and high net worth clients. Prior to joining RBC in 2010, George was a VP of Fixed Income Research at Credit Suisse in New York, an SVP and Senior Portfolio Manager at AllianceBernstein Global Wealth Management in New York, Miami and London, and a Director at Barclays Wealth in London.

Ton Kentgens, Global Business Developer, Ortec Finance

Ton 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.

Nick Tucker, Head of UK Domestic, UBS Wealth Management

Nick Tucker joined UBS Wealth Management in November 2010 as Head of UK Domestic. He is responsible for the Private Wealth Management segment and the Regional offices in the UK, as well as the Strategic Partnership team, who focus on intermediary clients. Nick sits on the WM UK Management Committee and the WM UK Investment Committee. Nick has over 27 years of experience in the wealth management industry, as a financial advisor, sales manager, branch head and segment head across locations as diverse as Monte Carlo, Sydney, Dubai and London. Prior to UBS, Nick ran the UK and Ireland business at Merrill Lynch Private Wealth Management.

Dena Brumpton, COO, Citi Private Pank

Dena Brumpton joined Citi Private Bank in 2009 and serves as the global Chief Operating Officer. In this role, she assists the regional CEOs and Global Product heads in developing strategies and initiatives to best serve the Ultra High Net Worth market, strengthen our client relationships and boost client acquisition, underscoring our commitment to be the Private Bank of choice for our clients. She is also responsible for global marketing, operational risk, re-engineering and business connectivity to operations and technology. Dena’s wide experience includes several frontline positions in asset management, corporate finance and capital markets, coupled with various franchise management roles.

Mark Foxwell, Global Financial Editor, Private Banker International

Mark Foxwell, the Financial Editor at Private Banker International, the leading journal for the global wealth industry, has over 9 years financial journalism experience. Mark has taken several high-profile roles which included 3 years with the Mail on Sunday as a senior M&A correspondent and 2 with the FT group. With the FT group Mark was chief-correspondent for European Industrials and his role included senior responsibilities across MENA within M&A. Having recently qualified as an investment advisor, CISI level 4, Mark is now well placed to use his experience and in-depth knowledge of the global business community to build further, strong relationships within wealth management.

James Fleming, Chief Executive, Arbuthnot Latham & Co

James Fleming joined the Arbuthnot Latham & Co., Limited Board in March 2012 as Chief Executive. He joined from Coutts & Co, where he held the position of Head of International Private Banking and more recently was Managing Director of the UK Entrepreneurs, Landowners and Inpatriates businesses. Prior to Coutts, James was Managing Director of SG Hambros UK. He has over 25 years experience of private banking.

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

Eric 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. Eric has an MBA from the Cass Business School in London.

John Evans, Editor at Large, Private Banker International

John Evans is one of the founding editors of Private Banker International. He has worked for major international media groups, including Reuters and the Financial Times. In recent years, he has specialised, as a journalist, consultant and commentator, in the private banking sector.

Rupert Phelps, Director of Family Office Services,BNY Mellon Wealth Management

Rupert is the Director of Family Office Services at BNY Mellon Wealth Management. He is responsible for developing relationships with family offices and their advisors in the UK and EMEA region. He has also been a board member of a single family office, Global Head of Private Banking & Wealth Management at Euromoney, with other roles at UBS Global Asset Management, Merrill Lynch and James Capel. Rupert received a master’s degree in Mediaeval History at the University of St. Andrews and is a liveryman of the Drapers’ Company, where he sits on the Investments Committee and Almshouses Committee. He won the Spear’s Wealth Management Survey award for Outstanding Contribution to Wealth Management in 2008-2009, is an advisory board member of Global Partnership Family Offices and of the single family office of a European family.

Lord Waldegrave of North Hill, Chairman,Coutts & Co

LORD WALDEGRAVE became Chairman of Coutts & Co on 1st January 2014. He was educated at Eton College, Corpus Christi College, Oxford and Harvard. Having worked in the Central Policy Review Staff in the Cabinet Office from 1971-3, he became Political Secretary to the Prime Minister, Edward Heath. After a spell working in industry for GEC Ltd, he was elected to the House of Commons as Member of Parliament for Bristol West in 1979. He was made a Minister in 1981, and served continuously until 1997, including terms as Minister of State at the Department of the Environment, and at the Foreign Office. At Cabinet level he served as of State for Health, Chancellor of the Duchy of Lancaster, Minister of Agriculture, and Chief Secretary to the Treasury. After losing his Commons seat in 1997, he entered the House of Lords as Baron Waldegrave of North Hill. Before joining Coutts in 2013, he worked successively at Dresdner Kleinwort Benson and UBS, and held non-executive posts at Bank of Ireland (UK) plc and Fleming Family and Partners. He is currently Provost of Eton College, Chairman of Biotech Growth Trust plc, and Chairman of the Royal Mint Advisory Committee. He owns a dairy farming business in Somerset, Waldegrave Farms Ltd, and is Chairman of the antiquarian bookseller, Henry Sotheran & Co. He is married to Caroline Waldegrave, cookery writer and co-founder of Leith’s School of Food and Wine. They have four children.

Peter Dingomal, Head of Business Development, Avaloq UK

Peter Dingomal is a seasoned business development manager in financial services technology . With more than 30 years’ experience he has encountered most of the business challenges facing financial institutions today. He started his professional life as a bank clerk, posting entries into manual ledgers. He realised there must be a better way to do things and started his career in Financial IT. Now having passed through almost every role in the industry, from programmer to branch manager, working in the UK, Russia, Switzerland and France, he is helping to further develop the Avaloq business in the UK.


Sponsors


Event Partner

Ortec

Gain worldwide exposure and meet your marketing objectives by sponsoring one of our high profile financial industry events.

Timetric provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events will 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.

SPONSORSHIP ENQUIRIES
Ray Giddings
T. +44 (0) 20 7406 6590
E. ray.giddingsl@timetric.com


http://nl.ortec-finance.com/Private-Wealth.aspx

Bronze Partner

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.


http://www.intelligentenvironments.com

Bronze Partner

Avaloq

It’s not about mobile banking, tablet banking or online banking, financial consumers do not use a single channel preference; they want to interact through any and all digital channels. We develop Interact™ a Digital Banking platform which enables easy financial transactions and servicing across all digital channels, from apps to browsers, tablets to phablets.

For over 15 years we have been at the heart of the digital operations of a number of tier one financial institutions, retailers and telecoms providers, including Lloyds TSB Group, The Home Retail Group and O2. We work closely with our clients to ensure their customers receive an exceptional, optimised and consistent digital banking experience, regardless of the number and type of channels being used.


http://www.avaloq.co.uk/

Bronze Partner

ABN AMRO Private Banking

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.


http://www.abnamroprivatebanking.com

Bronze Partner

Standard Chartered

ABN AMRO Private Banking is a leading European private bank with strong growth ambitions in Asia. We are the leading private bank in the Netherlands, ranked second in France and fifth in Germany. We are also among the top three private banks in the eurozone, top seven in Europe and top twenty in Asia. Our unique network includes the prestigious private banks of ABN AMRO MeesPierson in the Netherlands, Bethmann Bank in Germany and Neuflize OBC in France. Our clients have entrusted us with €170.6 billion of their assets (31 March 2014). ABN AMRO Private Banking is backed by the strength of the ABN AMRO Group.


https://www.sc.com/en/index.html

In association with





Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING CONFERENCE & AWARDS – LONDON 2014 INCLUDE:

Inaugural Private Banking Awards: London 2014

(please select categories tab above for full list)

The first annual Private Banking: London 2014 Awards Ceremony will take place on 4 June 2014. Nominations are now open.

NOMINATION GUIDELINES

  • Deadline for awards nomination has been extended to 5pm GMT on 9 April 2014
  • 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
  • Send your completed nomination to vicki.walker@timetric.com

Be open about your achievements
Information on submissions labelled 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. Full nominations should be kept to a maximum of 1,200 words.

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.


The Private Banking Awards: London 2014

Nominations for the Private Banker International European Wealth Awards are now open, in the following categories.

Submissions should include:

We have listed our ideal set of criteria to respond to below, however 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. Should you wish to discuss any element of the criteria or your submission in more detail please contact Mark Foxwell, the editor of Private Banker International, on mark.foxwell@timetric.com

Awards Categories:

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

Judging Criteria:
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.

Judging Criteria:
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.

Judging Criteria:
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.

Judging Criteria:
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.

Judging Criteria:
Number of clients
Percentage of new clients in past 12 months
Client recommendations

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.

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


We are delighted to share the winners of this year’s awards! We had 100s of entries this year so a huge congratulations to all winners.

Most Innovative Business Model – Editor’s Special Award

Coutts

Outstanding Customer Relationship, Service and Engagement

ABN AMRO Private Banking

Outstanding Private Bank Europe

 BNP Paribas

Outstanding Private Bank – London – Domestic Clients

Coutts

Outstanding Private Bank – London – International Clients

Standard Chartered Private Bank

Outstanding Wealth Management Technology Provider

Avaloq

For more information on the awards and how you can enter next year, please contact 
Rose Riley – rose.riley@timetric.com


We are delighted to share the winners of this year’s awards! We had 100s of entries this year so a huge congratulations to all winners.

Most Innovative Business Model – Editor’s Special Award

Coutts

Outstanding Customer Relationship, Service and Engagement

ABN AMRO Private Banking

Outstanding Private Bank Europe

 BNP Paribas

Outstanding Private Bank – London – Domestic Clients

Coutts

Outstanding Private Bank – London – International Clients

Standard Chartered Private Bank

Outstanding Wealth Management Technology Provider

Avaloq

For more information on the awards and how you can enter next year, please contact 
Rose Riley – rose.riley@timetric.com


Agenda

Private Banking Conference: London 2014 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.


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