Private Banking Conference & Awards: London 2017

Waldorf Astoria   08-Jun-2017
Gold Partner

Gold Partner

Silver Partner

Silver Partner

Silver Partner

Silver Partner

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Bronze Partner

Bronze Partner

Badge and Lanyard Partner

Table Host

Table Host

Table Host

Table Host


About

This event has now taken place, we will be announcing the 2018 edition soon. If you would like to access pictures and presentations from this year’s event please contact hind.shubber@uk.timetric.com or vicki.greenwood@uk.timetric.com

Private Banking Conference: London 2017 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 2017 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 2017 in London to:

  • Get access to exclusive research the private banking industry
  • 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

Register now and contact our team to save your place
Fiorenza Berardi
T: +44 (0) 20 7406 6620
E: fiorenza.berardi@timetric.com

STANDARD RATES
Banks – Full Day Conference and Awards Dinner £1395
Charity and NFPs – Full Day Conference and Awards Dinner £1000
Vendor – Full Day Conference and Awards Dinner £1950

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 Timetric’s control.

Testimonials

Judges

Venue

Waldorf Astoria
This year’s Private Banking event took place at the iconic Waldorf Hilton in London’s West End, its central location and high end setting made it a perfect choice for this event. Delegates experienced top rate service while enjoying the beautifully restored historic event spaces.

 

The Waldorf Hilton, London is just a six minute walk from Covent Garden tube station which serves the Piccadilly Line. From here, take the tube to Green Park (three minutes) for Buckingham Palace or Piccadilly Circus (two minutes) for Regent Street shopping. Walk to Charing Cross station in only nine minutes for the Bakerloo and Northern Lines, where you can travel to London’s main shopping district of Oxford Circus and Bond Street in only two stops.

Speakers

Alexandra Altinger, CEO, Sandaire Investment Office 

Alexandra began her career as a proprietary trader on the arbitrage desk with BNP Securities in Tokyo. She went on to join Goldman Sachs in New York, then London, before leaving in order to gain experience as a financial analyst and later portfolio manager for Japanese and other Asian equities. In 2001 she joined Wellington Management where she remained for 11 years within the client relationship management team, eventually becoming the head of European sub-advisory and third-party fund distribution. Prior to joining Sandaire in 2014, she worked within the executive team of Lansdowne Partners, helping to lead the firm’s repositioning efforts for their long-only products in global institutional markets. Alexandra graduated from Université de Paris Dauphine with an BA in Economics and an MA in International Finance with Honours. She is a CFA Charterholder, a member of CFA UK’s Advisory Council as well as a member of the Advisory Committee of the Diversity Project, a newly launched initiative across the UK financial services industry to promote diversity in every form across investment managers and asset owners.

Hugo Borges, Regional Market Head Africa & Europe, Private Bank, Standard Chartered Bank

Hugo joined Standard Chartered Bank in September 2015 as Africa Market Head in the Private Bank. Prior to SCB, he was an external consultant to Zenith Bank, where he worked as part of the UK Exco to redesign and develop their wealth management operating model & platform. Prior to Zenith, Hugo was based in Geneva and held the position of Africa Deputy Market Manager for Julius Baer. He developed and implemented a holistic, client-centric value proposition for HNW and UHNW African client wealth management. Hugo spent 12 years with Barclays Bank. Based in London, he was responsible for executing Barclays Wealth’s “One Africa” strategy leveraging Barclays footprint across the African continent while executing on a holistic value proposition for UHNW & HNW clients. Hugo holds a degree in Economics and International Relations, and completed the Executive Management Programme at Columbia University, New York.

Dena Brumpton, CEO, Wealth & Investments, Barclays

Dena joined Barclays in 2015 from Citigroup where she held a range of senior roles over the last 30 years within corporate, investment and private banking, managing strategy, sales, marketing, digital, business and operational management. Starting her career in Citi Asset Management, she worked in offshore operations, before taking on a role as a Corporate Finance Transactor based in London and New York. Dena went on to hold roles as Global Markets Chief Administrative Officer, Head of Strategy and Chief of Staff for Corporate and Investment Bank, before most recently acting as Global Chief Operating Officer for Citi Private Bank.

Mouhammed Choukeir, Chief Investment Officer, Kleinwort Hambros

Mouhammed is Chief Investment Officer for Kleinwort Hambros heading up the investment management unit at the firm. He is responsible for all aspects of the investment proposition, leading a team of experienced investment strategists and portfolio managers. He also co-chairs the Global Investment Committee for Societe Generale and is a member of Kleinwort Hambros Executive Committee. He is a frequent speaker at conferences and events, and a regular contributor to the media. In the past few years, the investment team has secured a number of industry awards and accolades for excellence and investment performance including Investment Team of the Year.

 

Jonathan Davis, Managing Director, Avaloq UK

Jonathan Davis is the Managing Director of Avaloq UK where he is responsible for setting the company’s strategy and driving a major effort to establish it as a key player in the BPO and SaaS markets for wealth managers, retail banks and non-traditional lenders.  He has extensive experience across financial markets, technology and outsourcing. He is an experienced board member, client-facing business leader and non-executive director who started his career at Andersen Consulting, where he became an equity partner in 2000.  He worked in the Capital Markets division at Andersen/Accenture for 22 years in various roles, including leading the firm’s US and Japanese capital markets business.  Prior to his role at Avaloq, Jonathan was the managing director of FIS’s EMEA business, which had revenues of $450m and which delivered a broad range of services and products, including banking and fraud software and outsourcing, credit and debit card processing and securities processing. He also spent three years as a partner at Capco, where he ran the firm’s capital markets business and played a leading role in trebling the size of the business. His outside interests include a role as a trustee of Spinal Track, which is a charity focused on helping spinally injured people to develop driving skills.

Francisco Fernandez, Founder & CEO, Avaloq

Francisco Fernandez is an entrepreneur who has committed himself to IT solutions in the finance sector. He holds a master’s degree in Computer Science from the Swiss Federal Institute of Technology (ETH) in Zurich as well as post degree studies in business administration from the Centre for Industrial Management (BWI) of the ETH. Francisco is the principal shareholder of the Avaloq group. His goal is to shape and transform the financial system as well as to increase its stability by making financial institutions more secure, more compliant, more efficient and more transparent. Beyond that he aims at redesigning the dialogue and interaction between financial institutions and their clients. He is a sought-after thought leader and speaker in the areas of digital transformation, innovation management, leadership and entrepreneurship around the globe.

James Fleming, Vice Chairman, Arbuthnot Latham & Co

James Fleming is Vice Chairman of Arbuthnot Latham and joined the Board of Directors in March 2012 as Chief Executive. Prior to joining Arbuthnot Latham, James held various executive positions at Coutts & Co including Head of International Private Banking and Managing Director of the UK Entrepreneurs, Landowners and Inpatriates businesses. Previously James was also Managing Director of SG Hambros UK.

 

 

Bartosz Golba, Head of Wealth Management, GlobalData

Bartosz Golba leads GlobalData’s Wealth Management team, providing market intelligence and business information to a number of world’s leading FS organisations. A former private banker himself, Bartosz is committed to understanding how wealth managers’ clients react to the industry’s changing environment. Digital wealth management (the rise of robo advisors, above all) and asset allocation trends are his key interests.

 

 

René Hürlimann, Head of Sales, EMEA, Appway

As Head of Sales EMEA, René Hürlimann directs Appway’s expansion strategy by forging worldwide sales channels with partners. With an extensive background in international business, Hürlimann employs his industry expertise throughout Europe, the Americas, and Asia, helping to build relationships with clients and partners around the world. He holds a degree in Commercial IT and an MBA in International Management.

 

 

Paul Kearney, Managing Director, Kleinwort Hambros

Paul Kearney is Head of Private Banking in the UK for Kleinwort Hambros, part of the Societe Generale group, responsible for the domestic and international private banking in the UK.  Prior to the merger of Kleinwort Benson and SGPB Hambros, he was the Head of Private Banking at Kleinwort Benson (‘KB’), having joined in 2011. Paul’s career has involved senior leadership positions in international investment banking and asset management organisations. Immediately prior to joining KB, he established and ran a successful family office. Paul holds a degree in economics and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Simon Kingsnorth, Global Head of Digital Marketing, Citi Private Bank

Simon Kingsnorth is Global Head of Digital Marketing for Citi Private Bank where he leads the experience and marketing activities across all digital channels.  He is also the author of the book Digital Marketing Strategy which is used by many universities and institutes worldwide.  Simon has nearly 20 years experience of developing and leading digital and marketing departments including senior leadership team roles at FTSE 100 businesses, global brands and start-ups.

 

 

Nick Middleton, Co-Head, UBS SmartWealth

Nick is Finance professional with an in-depth understanding of the requirements of affluent private clients. He is one of two co-heads of UBS SmartWealth and uses his wide-ranging expertise to implement investment solutions that help clients meet their goals.  Joining UBS in 2009 Nick initially focused managing private client relationships through the provision of discretionary and advisory investment advice. In 2011 he took on the leadership of the Affluent desk which was set up to manage the accounts for all UBS clients with invested assets of less than £1m. Nick then joined the SmartWealth team in April 2016.

 

Meghna Mukerjee, Editor, Private Banker International

Meghna Mukerjee is the Editor of Private Banker International. She was previously the Asia analyst for Timetric for the private banking sector, based out of Singapore. She has previously been the senior reporter for Retail Banker International in London and has also worked on reports and research papers across the cards and payments space. Prior to this, Meghna was a reporter at a leading newspaper Hindustan Times. Meghna regularly blogs for the New Statesman and also has published work in The Telegraph.

 

 

Richard Parkin, Head of Pensions Policy, Fidelity International

Richard leads Fidelity’s work on assessing the ever changing landscape for pensions and retirement identifying opportunities to help its customers and develop its products and services. He leads Fidelity’s retirement thought leadership combining with colleagues around the globe to provide fresh insight into the ever more complex issues customers face in saving for and living in retirement.

 

 

Ali Sadr, Chairman, Pilatus Bank

Mr. Ali Sadr is the Chairman of Pilatus Bank plc. With an entrepreneurial spirit as his guide and more than a decade’s worth of experience across the financial services sector, Mr. Sadr has made transformational strides and advancements in the banking industry. These initiatives have earned the Bank many awards through the years, specifically in view of the emergence of fintech. Mr. Sadr holds his graduate and post-graduate degrees from Cornell University.

 

Claudio de Sanctis, Head of Europe, Credit Suisse

Claudio de Sanctis is a Managing Director of Credit Suisse and Head of Private Banking in Europe, based in Zurich. Claudio joined Credit Suisse in 2013 as Head of Private Banking in Southeast Asia in Singapore. Most recently he led Northern and Eastern Europe within the Private Banking & Wealth Management division. Before joining Credit Suisse, Claudio spent eight years at UBS and in his last role was Managing Director and Market Head of Iberia and Nordics at UBS Wealth Management Europe. Prior to that, he was based in London for ten years with the wealth management divisions of Barclays and Merrill Lynch. Claudio holds a Cum Laude degree in Philosophy from the University of Rome.

John Saunders, Managing Director of US and Europe, Coutts International

John Saunders, Managing Director, Eastern and Western Europe, American and Resident Non-Domiciled (RND) clients. John joined Coutts in February 2015. Prior to joining, he spent five years at Barclays Wealth where he successfully built and ran specialist teams of High Net Worth bankers focused on RND, charity, financial and city professionals and Court of Protection clients. John has more than 20 years experience in the financial services industry, formerly as in-house Counsel for UBS Warburg and Head of Legal at UBS Wealth Management (UK), latterly as Chief of Staff for UBS Wealth Management (UK) and Deputy Head of UBS’s UK Wealth Management business.  John holds a law degree from Queens’ College, Cambridge and qualified and practiced as a solicitor with a leading City law firm.

Thomas Schär, Digital Innovations Lead, Appway

As the Digital Innovations Lead at Appway, Thomas Schär cultivates new business opportunities as well as consulting and tech partnerships. In the past five years, Thomas has built Appway’s Academy and served financial institutions around the globe as a Lead Solution Consultant. As a public speaker, Thomas hosts events introducing and highlighting the business benefits of Appway products and technologies. Before joining Appway, he built a career in technical consulting, serving financial institutions and consulting firms. ​

 

 

Sándor Szabó, Key Account manager, Dorsum

Sándor Szabó is a Key Account manager at Dorsum, responsible for the company’s sales efforts and contacts, especially in Hungary, the CEE and the WE region. He spent more, than 19 years in the banking industry, fulfilling different positions in treasury, corporate and investor relations domains not only in Hungary, but in Belgium also. Sándor was heading the private banking directorate of K&H Bank, a leading player of the Hungarian financial sector for 7,5 years. Leveraging his broad experience and professional network in the banking industry he focuses on wealth-management related sales activities mainly.

 

Edward Thomas, New Business Manager, Oxfam

Edward is a fundraiser in Oxfam’s Philanthropy & Partnerships department, where his role is to engage new partners from trusts & foundations to support Oxfam’s work in over 90 countries. He joined Oxfam in 2016 from a leading animal welfare charity; prior to this he worked with Voluntary Services Overseas developing a micro-finance project in Kenya. Edward also spent a decade working in financial services latterly in the Royal Bank of Scotland’s Commercial Banking division.

 

 

Andrew Reid Thomas, Head of Sales, InvestCloud

Andrew Reid Thomas is Head of Sales at InvestCloud, a digital platform that empowers wealth managers and investors and supports more than $1.6 trillion of assets for over 660 clients across the globe. With 15 years’ experience in financial technology, he joined the company in 2016, when InvestCloud launched its European headquarters. Andrew focuses on building InvestCloud’s European client base as part of its global expansion plans, showcasing its innovative approach to digital client communication, management and warehousing to wealth managers, family offices, institutions and financial platforms. Andrew has a degree in Chemical Engineering from Newcastle University.

 

Oliver Williams, Head & Co-Founder, WealthInsight

Oliver Williams is a founding member of WealthInsight a leading wealth consultancy that advises companies operating in the wealth sector. Since its inception, Oliver has headed up WealthInsight’s research departments, growing its intelligence in over 170 countries. A recognised authority on the elusive trends of the wealthy, Oliver has reported, written and talked on the topic of wealthy individuals to organisations and the world’s press (BBC, CNBC, Financial Times, Wall Street Journal to name but a few). A former journalist, Oliver has also written for Spear’s and Elite Traveler magazines, both leaders in high-end publishing.

 

Ian Woodhouse, Senior Business Advisor, Orbium

Ian is an established business advisor to European Wealth and Asset Managers. Through deep industry knowledge, an extensive network, multiple project experience and awareness of emerging good practice, he helps executives to design their strategies and deliver operational, digital and technology change to keep their businesses ahead in a period of unprecedented change. Orbium is a leading business and technology consulting firm specialising in financial services. With an ecosystem of software and regulatory partners, it delivers complex projects to support top tier banks and wealth managers around the world with their business and IT transformation programmes. www.orbium.com


Partners


Gold Partner

Avaloq

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.

https://www.avaloq.com

Gold Partner

Klienwort Hambros

Established in 1786 and 1839 respectively, Kleinwort and Hambros have centuries of experience in helping clients manage their wealth. Kleinwort Hambros, which combines the two award-winning brands, is the private bank of Societe Generale in the UK. With assets under management of £16bn and over 1000 employees, Kleinwort Hambros has offices in London, Cambridge, Newbury, Leeds, Edinburgh, Guernsey, Jersey and Gibraltar.

https://www.kleinwortbenson.com/en/

Silver Partner

Appway

Appway empowers the service industries to move beyond automation toward ongoing digital transformation. With its toolsets, leadership, community, and methodology, Appway enables companies to revolutionize their business models, processes and moments. Appway’s Digital Business Platform gives organizations the power to develop and operate scalable and reliable digital enterprise applications. The comprehensive platform coordinates all relevant interactions in a collaborative digital workspace and delivers key business insights, inspiring companies to turn their visions into running solutions. With its seamless orchestration of people, knowledge, and systems, Appway promotes collective intelligence and enables businesses to reinvent for the digital age. 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. Headquartered in Zurich with offices in Geneva, Ticino, New York, Toronto, Hong Kong, and Singapore, Appway and its award-winning technology serve over 165 service institutions and 420,000 individuals worldwide.

https://www.appway.com/screen/WebPortal;jsessionid=FEEBE2623118CB2A46A80A3EB9E35FB0

Silver Partner

Citi Bank

Citi Private Bank advises some of the world’s wealthiest, most influential individuals and families. With $374 billion in global assets under management, the franchise includes 49 offices in 15 countries, serving clients across 139 countries. The firm offers clients products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance, banking and aircraft finance, as well as art and sports advisory and finance.

https://www.privatebank.citibank.com/

Silver Partner

Credit Suisse

Founded in 1856, Credit Suisse has a global reach with operations in about 50 countries and 47,170 employees from over 150 different nations. Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland.

https://www.credit-suisse.com/global/it.html

Silver Partner

Dorsum

Since its foundation in 1996 Dorsum has become a leading software company in the CEE region. In the last 20 years the company has grown from a few employees into an organization with a staff of 160 including an experienced project team for delivering integrated IT solutions. Our proprietary software platform offers versatile solutions to players in all capital markets. Today more than 70 financial institutions use our solutions and it serves more than 8000 individual 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. Our company has two subsidiaries in order to emphasize its presence in the CEE region and to react faster for local needs. Recently Dorsum are entering Western European market with participation on financial events and conducting initial negotiations with some financial institutions.
For more information, visit www.dorsum.eu.

http://www.dorsum.eu/

Exhibitor

Catella

Whether your client wants to arrange a birthday celebration for a 100 guests at the Burj Al Arab, charter a Gulfstream from New York to London, pamper themselves at Dior, Chanel and Louis Vuitton in Paris, fill up their yacht in the Med or their car at the gas station – all they need is a Catella card linked to an account with your bank.Catella Bank is a specialist bankcards issuer in the ultra-high and high net worth market, entrusted for over 25 years by our partners, who are mostly private banks, to issue Visa cards and MasterCards to their clients from our offices in Luxembourg.

https://www.catella.com/

Exhibitor

Comarch

Comarch Financial Services provide state-of-the-art software for major financial institutions from insurance, banking and capital markets. Our expertise and flexibility have gained worldwide recognition with a significant portfolio of clients among insurers, banks, brokerage houses, asset management companies, mutual and pension funds, factors, and capital groups in more than 30 countries. With 17 years’ experience in the financial sector, we deliver proven and innovative IT solutions designed specifically to effectively support financial companies in empowering their business, by increasing revenues and building strong relationships with their customers and business partners. For more information please visit our website: www.finance.comarch.com or contact our representatives at the conference!

http://www.finance.comarch.com

Exhibitor

ERI Bancaire

Operating in many of the major financial centres, ERI, with its integrated, real-time banking software package: OLYMPIC Banking System, is the market leader in the provision of banking and asset/wealth management software in many countries. It has been acknowledged by independent sources as having the largest installed base internationally in the private banking sector. OLYMPIC Banking System has been chosen by over 300 banks and financial institutions spread over more than 50 countries around the world

http://www.eri.ch/fr/index.jsp

Exhibitor

Invest Cloud

Headquartered in Los Angeles, InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular apps. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms and banks.

https://www.investcloud.com/Membership/Apps/Home_Holder_App.aspx?ReturnURL=%2f

Exhibitor

Ortec

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.

https://ortec.com/en-gb/

Exhibitor

Sword Apak

Delivering real-time business intelligence and technical innovation in a single integrated product, Aurius is the next-generation core banking solution from Sword Apak. Aurius has been created with the retail and commercial banking sectors in mind; the system redefines core banking technology and will transform the way you do business. With over 35 years’ experience as a leading provider of financial systems, Sword Apak Aurius (part of the Sword Group) developed its Aurius solution using its extensive knowledge of working within the banking technology sector. Sword Apak delivers business-focused and technically advanced solutions to a range of banking

http://www.sword-apak.com

Bronze Partner

Barclays

Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 120,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website home.barclays

https://wealth.barclays.com/en_gb/home/wealth-management/what-we-offer/private-banking.html

Bronze Partner

Intelligent Enviroments

Intelligent Environments is an international provider of innovative mobile and online solutions for financial services providers. Our mission is to enable our clients to always stay close to their own customers. We do this through Interact®, our single software platform, which enables secure customer acquisition, engagement, transactions and servicing across any mobile and online channel and device. Today these are predominantly focused on smartphones, PCs and tablets. However Interact® will support other devices, if and when they become mainstream.

https://www.intelligentenvironments.com/

Badge and Lanyard Partner

New Access

New Access provides agile and scalable front to back software solutions dedicated to the Private Banking and Wealth Management industries. The product offering of New Access includes Equalizer, a portfolio management and order management system, Logical Access Suite, a secured document management and archiving solution allowing private banks to store and process highly confidential information, Branch, a customer relationship management system allowing bankers to improve customer-related workflows and a complete core banking solution, Apsys, and CIM managing client data. New Access software solutions are designed to meet the specific requirements of the private banking and wealth management industries evolving in a complex and changing regulatory environment and to help bankers to connect conveniently and efficiently with their clients thanks to new digital channels. Headquartered in Geneva, New Access has offices in Zurich, London, Singapore and Brazil, and has already successfully installed its solutions in over 200 banks’ sites in 25 countries

https://www.newaccess.ch/

Table Host

BNP Paribas

BNP Paribas Wealth Management serves a clientele of wealthy individuals, shareholder families and entrepreneurs seeking a one-stop shop for their wealth management and financial needs. Unlike competitors, its integrated model in a network is built on the ability to draw upon the global resources of BNP Paribas Group. With €355bn in Asset Under Management as of March 2017 and 6,600 professionals in 3 hubs (Europe, Asia, USA), it ranks 1st in the Eurozone.

https://wealthmanagement.bnpparibas/en.html

Table Host

Nykredit

Nykredit was founded by homeowners – for homeowners – with the clear objective to make it possible for all Danes to own their own home. We are a customer-driven financial mutual – and have been for more than 160 years. Banking and mortgage lending are our core business areas, and in addition to being Denmark’s largest lender we are also one of the largest private bond issuers in Europe. We also have activities within Wealth Management, insurance, leasing, pension and estate agency business.

https://www.nykredit.dk/

Table Host

Pilatus Bank

Pilatus Bank is a private bank headquartered in Malta with a branch in London. The Bankprovides private banking services to the mass-affluent and HNWI segment of the market. Through its innovative technology solution, the Bank has been able to provide private banking products through a simple and convenient technology platform to serve its clients. In addition to enriching the customer experience through digital capabilities, Pilatus Bank aims to leverage the same digital capabilities to empower employees to work smarter and driving gains in efficiency and productivity. Pilatus Bank was named the “Most Innovative Bank in Europe” in 2015 by World Finance.

http://www.pilatusbank.com/

Table Host

Standard Bank

The Standard Bank Group is the largest African bank by assets, with a unique footprint across 20 African countries. The group has over 55,000 employees and over 1,220 branches, which enable it to deliver a complete range of services across personal and business banking, corporate and investment banking and wealth management. Jersey has headquartered the Bank’s offshore operations for 25 years, offering its clients banking and wealth management solutions focused in Africa. It has relevant expertise and value propositions in offshore banking, institutional banking, fiduciary services, specialised lending and asset management.

https://international.standardbank.com/

Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING CONFERENCE & AWARDS: LONDON 2017 INCLUDE:
The Private Banking Awards 2017 recognized winners in different categories that cover the private banking sector. The awards were open to: private banks, wealth managers and solution providers. Whilst focusing mostly on UK companies and individuals, a number of categories were open to European banks and providers too.

Nominations are now closed

Submission Rules  
  1. Submissions can be made either on behalf of your own company or in recognition of a colleague or partner firm.
  2. Maximum of 1,000 words in Word format, no appendices.
  3. Entry must address the award category explicitly, not generic links to web sites, corporate marketing etc.
  4. Submissions should highlight the key differentiator and competitive nature of the project or implementation
  5. It is made explicit the Entrant, Judges and the publication will treat any and all information in strict confidence and any quotes or information to go into the public domain will be pre-cleared by the Entrant.
  6. Submissions made after the publicised cut-off date will be ignored irrespective of their relative merits.
  7. The Editor and Judges reserve the right to make no award for any specific category
  8. The Editor and Judges reserve the right to move a submission to a more appropriate category at their discretion
    In submitting for more than one category the submissions must be unique (see 3)
  9. The Editor and Judges’ decision is final The full list of awards categories and criteria for this year’s awards can be on the tabs above

Please note: Whilst we recommend you to try to submit against as many of the criteria as possible, we appreciate that for some companies this may not be possible. The more you can respond against the stronger your application will be, but we would like to highlight that submitting against all criteria is not mandatory.

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


Outstanding Private Bank – UK – Domestic Clients 
Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients 
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and domestic clients acquisition as well as retention strategy in the UK
  • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

 

Outstanding Private Bank – UK – International Clients 
Celebrating the best among the private banks in the UK that are successfully serving international wealthy clients 
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and international clients acquisition as well as retention strategy in the UK
  • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

 

Outstanding Private Bank – UK Crown dependencies 
Celebrating the best among the private banks that are successfully serving wealthy clients in Jersey, Guernsey and Isle of Man
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and client acquisition as well as retention strategy in Jersey, Guernsey and Isle of Man
  • Please expand on the other strengths that enable your institution to excel and stand out in these markets (in no more than 250 words)
  • How do you plan to develop your service capability for these markets in the future?

 

Outstanding Private Bank – Western European region 
Celebrating the best among the private banks in the Western European region that are successfully serving wealthy clients 
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and client acquisition as well as retention strategy
  • Kindly mention other strengths that enable your institution stand out in the Western European region’s private banking markets (in no more than 250 words)
  • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2016 that are enabling you to excel further

 

Outstanding Private Bank – Eastern European region 
Celebrating the best among the private banks in the Eastern European region that are successfully serving wealthy clients
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and client acquisition as well as retention strategy
  • Kindly mention other strengths that enable your institution stand out in the Eastern European region’s private banking markets (in no more than 250 words)
  • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2016 that are enabling you to excel further

 

Outstanding Private Banking Customer Relationship Service and Engagement
Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications
Suggested performance criteria to include (where possible):
  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
  • Please describe the competitive environment for this proposition, 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 Wealth Management Technology Provider – middle office (vendor) 
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings
Suggested performance criteria for the region to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2016?
  • Kindly expand on what makes this technology platform stand out from its competitors

 

Outstanding Wealth Management Technology Provider – back office (vendor) 
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings 
Suggested performance criteria for the region to include (where possible):
  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2016?
  • Kindly expand on what makes this technology platform stand out from its competiton

 

Outstanding Front Office Digital Solutions Provider (vendor) 
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful front-end digital offerings
Suggested performance criteria for the region 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? When was this product launched and how have you developed this service in 2016?
  • Kindly expand on what makes this product stand out from its competitors
  • Client recommendations/ successful case study

 

Outstanding Private Banking Technology Platform Offering 
Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency
Suggested performance criteria for the region 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? When was this product launched and how have you developed this service in 2016?
  • Kindly expand on what makes this product stand out from its competitors
  • How do you plan to develop the service capability in the future?

 

Outstanding Private Bank for Next Generation 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 private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
  • Please describe the competitive environment for this proposition, 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 Private Bank for UHNW Clients
Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra high net worth clientele 
Suggested performance to include (where possible):
  • Number of private clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why?
  • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
  • Please describe the competitive environment for this proposition, 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 Private Bank for Philanthropy Proposition 
Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice
Suggested performance to include (where possible):
  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe the service offering you are entering and why?
  • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

This Year’s Private Banker International Awards Finalists are listed below

Outstanding Private Bank – UK – International Clients
  • Citi Private Bank (CPB)
  • Credit Suisse
  • HSBC Private Bank
Outstanding Private Bank – UK – Domestic Clients
  • Barclays Wealth & Investments
  • HSBC Private Bank
  • Societe Generale Private Banking (Kleinwort Hambros)
Outstanding Private Bank – UK Crown Dependencies
  • Societe Generale Private Banking (Kleinwort Hambros)
  • Standard Bank Wealth and Investment
Outstanding Private Bank – Western European Region 
  • BNP Paribas WM
  • Citi Private Bank (CPB)
  • Credit Suisse
  • REYL & Cie
  • Societe Generale Private Banking
Outstanding Private Bank – Eastern European Region 
  • Credit Suisse
  • Otkritie Bank
  • Sberbank Private Banking
Outstanding Private Banking Customer Relationship Service and Engagement
  • Barclays Wealth & Investments
  • BNP Paribas WM
  • Citi Private Bank (CPB)
  • Societe Generale Private Banking
Outstanding Wealth Management Technology Provider – Middle Office (Vendor)
  • Appway
  • Dorsum
  • Profile Software
Outstanding Wealth Management Technology Provider – Back Office (Vendor)
  • Appway
  • Avaloq
  • ERI Bancaire
  • Profile Software
Outstanding Digital Solutions Provider (Vendor)
  • Avaloq
  • Comarch
  • Dorsum
  • Hearsay
  • OutsideIQ’s
  • Profile Software
  • Prometeia
Outstanding Private Bank for Next Generation Proposition
  • BNP Paribas WM
  • Credit Suisse
  • Pilatus Bank
  • REYL & Cie
  • Standard Bank Wealth and Investment
Outstanding Private Bank for UHNW Clients
  • BNP Paribas WM
  • Citi Private Bank (CPB)
  • Credit Suisse
  • HSBC Private Bank
  • REYL & Cie
  • Societe Generale Private Banking
Outstanding Private Bank for Philanthropy Proposition
  • BNP Paribas WM
  • Credit Suisse

Outstanding Private Bank – UK – International Clients

  • HSBC Private Bank

Outstanding Private Bank – UK – Domestic Clients

  • Barclays Wealth & Investments

Outstanding Private Bank – UK Crown Dependencies

  • Kleinwort Hambros

Outstanding Private Bank – Western European Region

  • Societe Generale Private Banking

Outstanding Private Bank – Eastern European Region

  • Credit Suisse

Outstanding Private Banking Customer Relationship Service and Engagement

  • Citi Private Bank

Outstanding Wealth Management Technology Provider – Middle Office (Vendor)

  • Appway

Outstanding Wealth Management Technology Provider – Back Office (Vendor)

  • Avaloq

Outstanding Digital Solutions Provider (Vendor)

  • Prometeia

Outstanding Private Bank for Next Generation Proposition

Joint Winners:

  • BNP Paribas Wealth Management
  • Standard Bank Wealth and Investment

Outstanding Private Bank for UHNW Clients

  • Credit Suisse

Outstanding Private Bank for Philanthropy Proposition

  • BNP Paribas Wealth Management

Editors Special Award

  • Nykredit

Agenda

Private Banking Conference: London 2017 brought together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. The event offered new and exclusive research, case studies from around the world and keynote presentations from some of the industry’s leading figures.
To see all our speakers and topics they covered, download our agenda

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Interested in speaking at this year’s event?
Please contact
Hind Shubber
T. + 44 (0) 20 3096 2575
E. hind.shubber@timetric.com


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Contact Us

General & Award Enquiries

Vicki Greenwood
T: +44 (0) 20 3096 2580
vicki.greenwood@timetric.com

Sponsorship Enquiries

Ray Giddings
T: +44 (0) 203 096 2585
ray.giddings@timetric.com

Delegate Enquiries

Fiorenza Berardi
T: +44 (0) 20 7406 6620
fiorenza.berardi@timetric.com

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