Private Banking & Wealth Management: London 2018 Conference and Awards

The Waldorf Hilton   07-Jun-2018
Gold Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Brand Sponsor

Brand Sponsor

Brand Sponsor

Badge and Lanyard Sponsor

In association with

Private Banking & Wealth Management: London 2018 leverages the expertise across the Verdict research and publishing portfolio, including Private Banker International, Wealth Insight and Wealth Intelligence Centre. The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry. Stemming from the publication Private Banker International, we are pleased to rebrand the well-known Private Banking: London conference to bring in an important element to the industry: wealth managers. We invite you to join us in London on the 7th June 2018 to be an active voice in the future of private banking and wealth management. The evening will host a gala dinner to reveal the winners of Private Banker International Awards 2018, celebrating excellence in the private banking industry.


About

 

Private Banking & Wealth Management: London 2018 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 guests in engaging discussions.

We examine the key industry trends and discuss practical solutions to the most pressing industry questions:

  • How is the regulation change set to challenge industry practices?
  • How will Brexit impact the private wealth industry?
  • How is technology evolving in the industry and what’s new?
  • Best practices to attract the younger generation of wealth managers
  • Diversity and inclusion and how to best implement it in today’s businesses
  • Financial planning: how to protect and grow your money
  • How can firms remain cyber safe and raise their security profile?
  • Can collaboration between incumbents and FinTechs be the next big thing?
  • Should today’s financial firms invest in crypto currencies?
  • Learning to innovate in a fast moving environment
  • Millennials as digital drivers of change – what else can they impact?
  • Meeting wealthy desires: alternative and luxury investments
  • What’s next to rival the industry?

 Meet with the key industry thinkers and doers and discuss the importance of a new kind of strategies, business practices and partnerships in the industry in order to meet the challenges of implementing innovative technological solutions.


Attend

Who attends?

The event will bring together decision-makers and specialists from a variety of key sectors, job titles include:

  • COOs, CCTOs, CIOs
  • Global Heads and Vice Presidents of Private Banking
  • Heads and Directors of Wealth Management
  • Head of Client Strategy
  • Heads of Investments
  • Head of Regional Wealth Management and Investments
  • Partners and Heads of Family Office
  • Heads of Branch Technology
  • Heads of Digital Transformation
  • Heads of Private Banking Technology & Innovation
  • Members of Banking Associations
  • Founders of Wealth Management Start Ups

Company type:

  • Private Banks
  • Wealth Managers
  • Boutique Private Banks
  • Online Banking Providers
  • Technology Providers
  • Researchers and Analysts
EARLY BIRD OFFER
Banks – Full Day Conference & Awards Dinner £1195
Charity and NFPs – Full Day Conference & Awards Dinner £895
All rates are subject to VAT

 

STANDARD
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


To register now, or for more information contact Carlo Mancini:

T. +44 (0)20 3096 2582
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.

Testimonials

Judges

Caroline Burkhart, Director, Scorpio Partnership

Caroline is a Director with Scorpio Partnership, an Aon group company, and has been with the firm since 2007. She is responsible for business development and the execution of assignments drawing on her detailed market experience in the private banking industry over 25 years. As a senior consultant her work has covered a diverse range of strategic wealth assignments across the globe, with a strong focus on using client insight to drive business results. Formerly a senior private banker with Credit Suisse in London, Caroline has comprehensive business management experience gained as Head of International Private Clients in the London office and an in-depth knowledge of the international private banking environment. Prior to this, she gained specialist expertise in the Middle East market as Head of Middle East private clients, having lived and worked in the region. Caroline started her career with the bank managing private client equity portfolios.

 

Bartosz Golba, Head of Content, Wealth Management, Global Data

Bartosz Golba heads the team of wealth management analysts at GlobalData. Prior to the current position, he spent more than six years in client-facing roles in a brokerage house and a private bank. He leverages his practical industry experience to provide GlobalData’s clients with actionable insights. Bartosz’s key areas of expertise are use of technology and digital wealth management (not least the rise of robo-advisors) and asset allocation trends. He regularly speaks at the industry events, and has published articles in a number of reputable publications.

 

Ronan McCaughey, Editor, Private Banker International

Ronan McCaughey is editor of Private Banker International (PBI) at Verdict. He is an award-winning journalist with over ten years’ experience in financial journalism that has taken him all over the world reporting on the investment, retail banking and pensions market.  In recent years, Ronan has focused on the insurance market as editor of Life Insurance International at Verdict.  Having successfully grown Life Insurance International as a publication, Ronan is now enjoying immersing himself in the world of private banking and wealth management to ensure PBI remains the leading briefing service in the global private banking and wealth management sector.

 

Caroline Simmons, Deputy Head of the Investment Office UK, UBS Wealth Management

Caroline is deputy-head of the Investment Office UK, and in this capacity regularly presents on the global House view, as well as more specific UK topics and markets.

Caroline is a strategist based in London, specialising in UK equities, and UK real estate. She has 15 years of investment experience and has a background as a UK consumer analyst and prior to joining UBS in 2004 she was a fund analyst. Caroline is a graduate of the University of Oxford, a CFA charter-holder, and holds both the Financial Planning Certificate and the Investment Management Certificate.

 

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 Traveller magazines, both leaders in high-end publishing.

 

Ian Woodhouse, Head of Strategy and Change – London and Zurich, Orbium

Ian is a trusted business and technology adviser to private banks and wealth managers. Through his industry knowledge, extensive network, multiple project experience and awareness of emerging good practices and technologies, he assists executives and boards to focus, improve and grow their businesses. His multiple project experience enables him to provide business, operational, technology and digital alignment in a timely way to help keep them ahead as the industry enters a period of unprecedented change.

Ian is also a recognised and  influential industry thought leader providing insights on industry relevant topics through executive briefings, white papers and conferences. He leads Orbium’s Wealth Management C -level Survey which provides valuable insight from European and Asian executives on how their current and planned future business and technology models will evolve.


Venue

The Waldorf Hilton

This year’s Private Banking & Wealth Management: London 2018 Conference and Awards see’s us visit the iconic Waldorf Hilton 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. 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.

Accommodation

We are pleased to say that we have secured a number of bedrooms at the Waldorf Hilton, at a preferential rate for delegates of the event.

  • Queen Guest Bedroom, including breakfast – £266.00

If you would like to book a room, please click here.

For further information please contact Melissa Coulter on melissa.coulter@hilton.com

Alternatively, if you would like a list of alternative hotels in the nearby area, please contact Rachel Archer on rachel.archer@compelo.com

 


Speakers

Speakers 2018

Christian Berchem, Managing Director, Credit Suisse

Christian Berchem is a Managing Director of Credit Suisse in the International Wealth Management division, based in London. He is the CEO of Credit Suisse (UK) Limited, the bank’s UK private banking legal entity, and is responsible for the ownership and delivery of the private banking strategy in the UK.
Christian joined Credit Suisse in June 2017 from Barclays, where he spent the last five years at Barclays Wealth, most recently as Head of the Private Bank for London. Prior to that, he spent nine years at JPMorgan, where he held senior roles including Head of European Cash Equity Sales. Christian also worked at Merrill Lynch, Morgan Stanley and KPMG.
Christian holds a Masters in Management from the J.L. Kellogg Graduate School of Management, Northwestern University in Chicago and a Bachelor of commerce from the University of Toronto.

Ton Kentgens, Global Business Development Private Client Solutions, Ortec Finance

Mr. Kentgens studied Economics at the University of Maastricht. After graduation, he worked for the Open University and later for ABP Investments as Manager European Equities. After ABP, he switched to Rabobank Group, where he worked a total of 12 years, 6 years for Rabobank and 6 years for Robeco, the asset management company of the Bank. In April 2005, Mr. Kentgens went to Warsaw, Poland for a period of 5 years. This assignment started with employment for Rabobank International. Later, he switched back to Robeco and set up a local sales office in Warsaw for Central & Eastern Europe. In 2009, Robeco closed its CEE office due to the economic crisis and Mr. Kentgens moved back to The Netherlands where he was employed as a Principal Consultant at Capgemini Consulting Financial Services and focused on Private Banking & Wealth Management clients in The Netherlands and abroad.

In 2013, Mr. Kentgens joined Ortec Finance where he is responsible for Global Business Development for Ortec’s Wealth Management product OPAL.

 

Ian Woodhouse, Head of Strategy and Change, Orbium

Ian is a trusted business and technology advisor helping executives and board members of private banks and wealth managers to adapt and future-proof their businesses as the industry enters a period of unprecedented change. He provides relevant, timely and valued perspectives through his deep industry and process knowledge, extensive executive network, multiple project experiences and proven techniques and tools for analysis through to action. He also mentors and guides Orbium’s innovative fintech, regtech and software partnerships, including those involved with core banking evolution, data analytics, investment management risk enhancement and data provision to meet cross border regulatory compliance. Ian is an influential and globally recognized thought leader, providing insights on industry relevant topics and has led a succession of respected global industry private banking surveys over the last twenty years. The latest is Orbium’s Wealth Management C-Level Survey which is aimed at getting a forward looking view on how executives are shaping the evolution of the future industry. Focused on themes around evolving good practice in meeting changing client needs, relationship manager effectiveness, technology evolution and other topical key areas, it provides timely, relevant and unique insights and enables participants to discover where their views and focus differs or aligns with those of their industry peers. He serves on prominent wealth management industry advisory boards and forums and is on the judging panel for leading European wealth industry awards. Prior to Orbium, Ian has held senior positions within  IBM,EY and PwC.

Stephen Manly, Sales Director UK, Appway

 As Sales Director based in London, Stephen Manly is responsible for growing the Appway client base in the United Kingdom.

Stephen has 12 years of experience selling complex business solutions across a variety of UK financial services sectors. With a background in Regulatory Compliance and Business Intelligence, Stephen is passionate about driving the adoption of Appway’s solutions to remove the trade-off between Compliance and Customer Service which he believes many Banks and Financial Services companies are facing today.

 

Alistair Shipp, Associate Partner and Head of Management Consulting Services, Orbium UK

 Alistair leads our Management Consulting Services in the United Kingdom. He has considerable experience in both business consulting and change management leadership, particularly in wealth management and affluent banking. He is responsible for leading and developing a talented team of experienced consultants from across the industry, dedicated to working in partnership with our clients and enabling them to execute their strategies.  In defining and executing major transformational change globally, he has learnt to identify and overcome the recurrent pit-falls and challenges that most firms face in evolving their businesses.  In particular, Alistair has a particular interest in ensuring that programmes and initiatives deliver the intended commercial outcomes and benefits of change, in his view, the ‘Achilles Heel’ of transformation.


Sponsors


Gold Sponsor

Kleinwort Hambros

Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.

At Kleinwort Hambros we know how to simplify life’s financial challenges.  We also understand the importance of creating a strong relationship with our clients. We offer a wide range of services through an holistic approach based on trust, service and expert knowledge. Every client is unique. We carefully select the right team to work closely with them to help achieve their goals now and for years to come.

Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal service.  All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.

Kleinwort Hambros enjoys the benefits of being part of Societe Generale with valuable access to the resources and services of one of the world’s leading financial groups.


https://www.kleinworthambros.com/en/

Silver Sponsor

Appway

Appway builds software for today and innovates for the technology of the future. With over ten years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions.

Headquartered in Switzerland with offices around the globe, Appway’s award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.


https://www.appway.com

Silver Sponsor

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/en.html

Silver Sponsor

Nykredit

For more than 165 years, Nykredit has helped Danish families buy their homes and Danish businesses grow.

We were founded by our customers, for our customers. And as something quite unique, Nykredit is predominantly owned by an association, which represents our customers.
Read more about the association here.

Each and every day, we are guided by our six pledges. The six pledges constitute the essence of our vision, and they tell our customers, partners, employees, owners, investors and society what they should expect from us. 
Read more about our six pledges here. 

Nykredit Private Banking has for more than 10 years provided advice to Danish private banking clients with a focus on providing holistic advisory services, banking and asset management. Nykredit Asset Management is one of the leading asset managers in Denmark.

At year-end 2017 Nykredit had DKK 179bn of Assets under Management and Assets under Administration amounted to DKK 807bn, within our Wealth Management.


www.nykredit.dk

Silver Sponsor

Ortec Finance

Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has around 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports 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 goal based financial planning. Its global and long-standing client base, totaling over two trillion dollars in assets under management, comprises leaders in the pensions, insurance, investment management, and private wealth management markets.


http://www.ortec-finance.com/

Brand Sponsor

Orbium

Orbium helps banks and wealth managers realise their strategy and execution priorities. Widely recognised for exceptional commitment, the firm helps clients to realize revenue growth and efficiency gains through innovation and industrialisation. By effectively blending business and technology consulting with software products and strong partnerships, Orbium enables clients to focus on what matters most: their own success.

The firm has over 450 consultants located in the world’s key financial centres: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila.


https://orbium.com/

Brand Sponsor

New Access

Company profile coming soon…


https://www.newaccess.ch/

Brand Sponsor

Catella

Helping you meet the ordinary and extraordinary spending needs of your internationally mobile U/HNW clients, wherever they are – 24/7; Catella Bank offers branded and non-branded Gold, Business, Prepaid, and exclusive Black bankcard programmes with concierge, lounge access and extensive travel cover.

Our cards act as an extension of your private banking and wealth management services – you choose the credit limit for your cardholder and utilise our expertise and real-time services in this highly demanding segment of the bankcards market. With our suite of settlement files you are able to implement straight through processes to settle cardholder outstandings each month and with our online portal your staff are also able to manage cardholders’ accounts real time.

With Catella you benefit from a proven world-class solution while reducing your costs and risks, and delivering enhanced services to your clients including 24/7 telephone customer service and real-time online access.

Come and see examples of some of the cards we offer – we look forward to speaking to you at the Catella stand and making a tailored proposal to meet the needs of your clients and your business.

Whether your client wants to arrange a birthday celebration for 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 and an account with you.

Catella is a fully regulated bank and specialist bankcard issuer based in Luxembourg and operating in the ultra-high and high net worth market. We’ve been entrusted by our partners, most of whom are private banks, family offices and wealth managers, for over 25 years to issue Visa cards and Mastercards to their U/HNW clients.


https://www.catella.com/

Badge and Lanyard Sponsor

New Access

New Access provides agile and scalable Front-to-Back software solutions designed to meet the specific requirements of the private banking and wealth management industries. Evolving in a complex and changing regulatory environment New Access’ solutions help bankers to connect conveniently and efficiently with their clients thanks to new digital channels.

Our offer covers the full client relationship lifecycle from account opening, through client data and document management to the management of their portfolios:

Onboarding and Client Relationship Management (CRM), secure Electronic Document Management System (EDMS) with LOGICAL ACCESS®, Portfolio and Order Management (PMS/OMS) with EQUALIZER®, Client Data Management with CIM and a comprehensive Core Banking solution with APSYS.

New Access’ Front-End solution BANKER’S FRONT integrates in one 360° view all information linked to the client including: onboarding processes, documents, portfolios, and client data.

New Access provides professional and personalized Managed Services, which involves operating or running IT systems as well as application management services for its clients.

With headquarters in Geneva, New Access already installed its solutions in over 180 sites in 20 countries.


https://www.newaccess.ch/

In association with

CPD Certified Event

As with all of our events, Private Banking & Wealth Management: London 2018 is CPD certified, allowing you to earn up to 7 points towards your professional development and helping you and your organisation to keep skills and knowledge up to date.


https://cpduk.co.uk/

Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING & WEALTH MANAGEMENT: LONDON 2018 CONFERENCE AND AWARDS INCLUDE:

Following on from the success of 2017’s event, Private Banking & Wealth Management: London 2018 will again be holding its Awards in 2018 to celebrate the very best in the industry.

This year companies can nominate in 14 categories, full details of which can be found on the next tab or in the downloadable Awards Information Pack below.

Download Awards Information Pack here

Downlad Awards Entry Form here

The deadline for entries is 5pm GMT on Friday 13th April 2018 to PBI18awards@compelo.com

Submission rules

Nominees should follow these simple guidelines to ensure that their submission has the best chance of winning:

  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
  9. In submitting for more than one category the submissions must be unique (see 3)
  10. The Editor and Judges’ decision is final

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 have any questions regarding the awards, please contact Rachel Archer:

T. +44 (0) 207 936 6591
E. rachel.archer@compelo.com

Good luck in your submissions!


The winner of Private Banker International Awards 2017 were…

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: BNP Paribas Wealth Management 

Outstanding Private Bank for Next Generation Proposition: 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

Are you interested in speaking at Private Banking & Wealth Management: London 2018? If so, please contact Nadia Rozario:
T. + 44 (0) 20 3146 5875
E. Nadia.Rozario@compelo.com


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Contact Us

Speaking Enquiries

Nadia Rozario
+44 (0) 203 146 5875
nadia.rozario@compelo.com

Delegate Enquiries

Carlo Mancini
+44 (0) 20 3096 2582
carlo.mancini@compelo.com

Sponsorship Enquiries

Ray Giddings
+44 (0) 203 096 2585
ray.giddings@compelo.com

General & Award Enquiries

Rachel Archer
+44 (0) 20 7936 6591
rachel.archer@compelo.com

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