Private Banking & Wealth Management: London 2018 Conference and Awards

The Waldorf Hilton   07-Jun-2018
Gold Partner

Silver Partner

Silver Partner

Silver Partner

Silver Partner

Bronze Partner

Bronze Partner

Bronze Partner

Badge and Lanyard Partner

Table Host

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In association with

Private Banking & Wealth Management: London 2018 leveraged the expertise across the Verdict research and publishing portfolio, including Private Banker International, Wealth Insight and Wealth Intelligence Centre. The event was an opportunity to share ideas, discover trends and network with peers across the wealth industry. Stemming from the publication Private Banker International, we rebranded the well-known Private Banking: London conference to bring in an important element to the industry: wealth managers. The event on the 7th June 2018 was an opportunity to be an active voice in the future of private banking and wealth management. The evening hosted 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 brought 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 provided setting for our delegates to join other high-profile guests in engaging discussions.

We examined the key industry trends and discussed 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?


Attend

Who attends?

The event brought 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
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 was 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

Speakers 2018

Paul Kearney, Head of Private Banking in the UK, 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.

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.

 

Rachel Harrington, Director, Coutts Institute

 Rachel has over a decade’s experience in the non-profit sector, having begun her career in fundraising, working with a range of donors from individuals to major foundations. She joined Coutts in 2011 and now specialises in helping clients and their families to develop their philanthropy so that is both effective and rewarding. She also supports clients around challenges such as how to talk about wealth as a family, planning for the future of the family business, and preparing children for inheritance. Rachel holds practising Certificates in Family Business Advising and Family Wealth Advising from the Family Firm Institute. Rachel is a trustee of the charities Philanthropy Impact and Breaking Barriers, and a member of the Advisory Board for the Environmental Funders Network’s Expanding Environmental Philanthropy programme. She holds a BA (Hons) in Modern History and English from the University of Oxford.

 

David Stubbs, Head of Client Investment Strategy for EMEA, J.P. Morgan

Dr. David Stubbs, Executive Director, is the Head of Client Investment Strategy for Europe, Middle East, and Africa. Based in the London office, he is responsible for delivering research-driven insights on the global economy and markets to ultra-high net worth clients. He is a frequent guest on CNBC, Bloomberg, CNN and other major market outlets.David was most recently a member of Asset Management’s Market Insights team, where he was responsible for formulating and communicating the business’s market views to institutional investors and financial advisors across the region and around the world. Prior to joining J.P. Morgan, David worked at MRB Partners in New York, where he was a senior macro strategist as well as Roubini Global Economics and Heitman Securities in London. Prior to joining the finance industry, David worked at the United Nations Department for Economics and Social Affairs and UK’s Department for International Development.

 

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.

Caroline Burkart, 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.

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.

 

Martin G. Schuricht, Managing Director, Nykredit Private Banking

Martin Gregor Schuricht is Managing Director of Nykredit Private Banking based in Copenhagen. Martin joined Nykredit in 2004 tasked with establishing a private banking unit in Nykredit. Martin has spent most of his career within wealth management. Martin came from Danske Bank where he had been working within investment advisory, project management and business development. Martin has studied at London Business School and holds an E-MBA from Copenhagen Business School.

 

Dominik Von Eynern, Partner, Blu Family Office

Mr. von Eynern has more than 15 years of investment experience in financial derivatives and business development. He comes from a business family now in the 5th generation and is an experienced principal investor. He began his career on the sell side as a structured derivatives marketer for Merrill Lynch and Nomura. He later moved to the buy side and held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Mr. von Eynern is fluent in German, holds a BA in economics from the University of Augsburg (1997) and a Masters in financial engineering from the Goethe University in Frankfurt (2000).

 

Antonio Curia, Executive Director, Wimmer Family Office

Senior investment banking professional, coming from legal, with 14 years’ experience working with international companies in the middle market M&A transactions, with extensive activities between Europe and Latin America. Prior to join Wimmer Financial, Antonio was senior investment team member of a Private Equity Fund based in Brazil. Antonio have extensive experience in Renewables, Infrastructure, Real Estate and Consumer Goods. Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy, either with an executive master certificate from SDA Bocconi School of Management from Milan, Italy and a Bachelor in International Law from University of Milan, Italy.

 

James Heddle, UHNW, UK Team Head, Citi Private Bank

James is UHNW, UK team head at Citi Private Bank.  He manages a select few UHNW clients and family offices as well as oversees a team of 5 UHNW bankers. James has worked in private banking for the past 20 years, having started at Barclays before spending 10 years at HSBC as a UHNW Desk Head of res/non dom clients. His main focus is on UHNW clients, typically clients with a nexus to the UK but predominantly international individuals who have a global footprint.

Yariv Haim, Founder, Sparrows Capital

Yariv has over ten years of experience in strategic investments, risk management and asset allocation. Yariv is the key executive and investment manager at Sparrows Capital. He has worked with the Eliashar family for more than 15 years. Yariv is a sought-after lecturer in wealth management and efficient investment strategies. He holds a BA in Economics and an Executive MBA from Tel-Aviv University.

 

Colin Melvin, Founder and Managing Partner, Arkadiko Partners

Colin is Founder and Managing Partner of Arkadiko Partners. He is also Chair of Future-Fit Foundation, a member of the Corporate Advisory Group of The Future of the Corporation, the Advisory Board of Tobacco Free Portfolios and the Advisory Board of InfluenceMap. He is also a Fellow of the Institute of Directors and the Royal Society of Arts and a Business Mentor at the Prince’s Trust. Until November 2016 he was Global Head of Stewardship at Hermes Investment Management and between 2004 and January 2016 Chief Executive of Hermes EOS, the world’s largest stewardship service, which he founded. He was formerly Head of Responsible Investment at Baillie Gifford, a Board Member and Chair of the Principles for Responsible Investment and a Member of the 30% Club Investor Group. Between 2008 and 2013 he was a non-executive director and Chair of the Remuneration Committee at Aedas, an architectural firm.

 

Inno van den Berg, CIO, Victoria Private Investment Office

Inno van den Berg FCSI is the Chief Investment Officer of Victoria Private Investment Office. This is a business which grew out of a successful management buy out of a family office looking after the wealth of the Scanlon family whose wealth derives from the Fosters brewing business.
As Chief Investment Officer he is responsible for investment strategy and investment advice for a broad range of clients.
Inno has over 25 years’ experience managing portfolios and sales and trading teams. He started his investment banking career with the newly formed euro convertibles team at SG Warburg in 1987. Having spent 6 years at SG Warburg working on the derivatives team, he moved with his team firstly to Smith New Court and subsequently to HSBC James Capel. At HSBC Inno was responsible for establishing a trading team in New York before returning to London to become global head of convertible sales. Inno also took joint responsibility for the convertible trading book.
In 2001 Inno joined UBS Wealth Management as a director on their client advisory and trading team, where he developed the investment strategy for the Scanlon family. He joined their family office in 2004 and added other client portfolios to the business, including significant charities, before completing the successful MBO in 2008 with the rest of the management team.

 

Jeremie Vuillard, Group Head of Advisory, Kleinwort Hambros

Jeremie has been with Societe Generale Private Banking for more than ten years, having joined SG Bank & Trust Luxembourg in 2008, as a Primary Market Advisor focussed on structured products. The following year Jeremie moved to SGPB Hambros in London, taking on the role of Head of Investor Solutions and Services – formerly the structured products and derivatives solutions department – in 2010. Since March 2014 Jeremie has been Director, Group Head of Advisory, managing a dispersed international team advising Kleinwort Hambros clients in the United Kingdom, Channel Islands and Gibraltar on the whole investment offering, as well as delivering the newly created Advisory service since 2017.

Jeremie started his career in 2006 as an Equity Sales Assistant at Goldman Sachs in Paris, before joining Oddo Options as a Structured Products Salesperson. He graduated top of his class (“major de promotion”) at the Ecole Centrale d’Electronique in Paris and holds a Masters in International Finance from HEC School of Management, where he is now a regular guest teacher. Jeremie has twice been recognised as a leading professional in the wealth management industry, receiving the PAM (Private Asset Manager) Top 40 Under 40 Award in 2014 and again in 2017.

 

Lucas Wilkens, Managing Director, EMEA, Hearsay Systems 

Lucas holds strategic oversight over all aspects of Hearsay’s European business, from sales and partnership development to customer success. With more than 15 years of high tech experience, Lucas has held senior roles in strategy, business development, customer success and sales. Prior to Hearsay, Lucas has played a key role in transforming BIMA into a global leading microinsurance company, having launched and managed operations in 5 different countries across Africa, Latin America and Asia. He was born and raised in Brazil. He’s been living in London with his wife and 2 daughters since 2013.

 

Shailen Patel, Director, Wealth and Asset Management, Ernst & Young

Shailen leads EY’s Financial Advisory, Accounting and Structuring group in Wealth and Asset Management, having had over 15 years of experience in the sector. His experience includes product and transaction structuring; valuation and investment oversight; financial and regulatory change, ICAAP and liquidity reporting reviews, as well as leading change programmes in this area. He is the innovation lead for financial advisory and works with a number of early stage and start-up businesses both in a professional and mentoring capacity. Through these roles, Shailen has worked with a number of FTSE 100/250 clients and has supported clients through to IPO.

 

Christopher Rossbach, CIO, J. Stern & Co.

Christopher Rossbach is a Co-Founder and Managing Partner of J. Stern & Co., a private investment office based in London and Zurich. Stern invests with a long-term, fundamental, value-based approach and manages money for families, trusts, charities and endowments. Before founding Stern, Chris was Managing Partner and Portfolio Manager of Merian Capital, an investment firm he founded in London.  Before that he was the head of Magnetar Capital’s European operations in London and a member of the firm’s global investment committee. Prior to this, he was at Lansdowne Partners, where he was responsible for part of the portfolio, and Perry Capital, where he was an investment analyst.  Chris started his career in investment banking at Lazard Frères in New York. Chris holds a BA from Yale University and a MBA from Harvard Business School.  He is a member of the Atlantik-Brücke, an association of German business and political leaders, in Berlin and a trustee of the Warburg Charitable Trust in London.


Sponsors


Gold Partner

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 Partner

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 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/en.html

Silver Partner

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.


http://www.nykredit.dk

Silver Partner

Ortec Finance

Ortec Finance is a global provider of technology and solutions for financial risk and return management. We enable people to manage the complexity of investment decision making. 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/

Bronze Partner

Catella Bank

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/

Bronze Partner

Hearsay Systems

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with clients next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.

Hearsay is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with offices throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.


https://hearsaysystems.com/

Bronze Partner

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/

Badge and Lanyard Partner

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/

Table Host

Barclays

Barclays is a transatlantic consumer and wholesale 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 80,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

Barclays helps clients to manage, enjoy, protect and grow their wealth as their needs evolve from those starting to build their wealth through working with HNW individuals, UHNW individuals and Family Offices. We work closely with clients to offer them the most appropriate product and service for their unique circumstances via either the Wealth Management or Private Bank teams:

Wealth Management serves affluent and HNW clients through offices across the UK, offering personalised banking, credit, investment management and wealth planning services.

Private Bank serves HNW, UHNW and Family Office clients in the UK and Internationally. It offers bespoke banking, credit, and investments products and services ranging from standard to sophisticated; as well as a full range of fund and execution platforms and access to Barclays Investment Bank.


https://www.barclays.co.uk/

Table Host

BNP Paribas Wealth Management

With €362bn in Assets under Management as of March 2018 and 6,800 professionals in 3 hubs (Europe, Asia, USA), BNP Paribas Wealth Management is a leading private bank, ranking 1st in the Eurozone.
Unlike competitors, its integrated model in a network is built on the ability to draw upon the global resources of BNP Paribas Group: 1/ proximity with Retail Banking network, 2/know-how from specialized divisions (CIB, Asset Management, Personal Investors, Securities Services, Insurance, Real Estate).

Innovation is at the core of its offering. It taps into an international network that leverages the deep industry expertise of its specialists and a personalized service that ensures clients the attention they need.

Through its presence in Europe, Asia, the Middle East and the USA, 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.


https://wealthmanagement.bnpparibas/en.html

Table Host

REYL & Cie

Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland (Geneva, Zurich, Lugano), Europe (London, Luxembourg, Malta) and the rest of the world (Singapore, Dallas and Dubai). The REYL Group (including minority affiliates) manages assets in excess of CHF 15 billion and employs more than 200 professionals.

Developing an innovative approach to banking, the Group serves a clientele of international entrepreneurs and institutional investors through its Wealth ManagementCorporate & Family Governance, Corporate Advisory & Structuring, Asset Services and Asset Management business lines.

REYL & Cie Ltd is licensed as a bank in Switzerland and performs its activities under the direct control of the independent Swiss Financial Market regulator (FINMA) and the Swiss National Bank (SNB). The REYL Group’s subsidiaries are also regulated by the LPCC in Switzerland, the FCA in the UK, the CSSF in Luxembourg, the MFSA in Malta, the MAS in Singapore, the SEC in the United States and the DFSA in Dubai.


http://www.reyl.com

Table Host

Standard Bank

Standard Bank Group is the largest African bank by assets with a unique footprint across 20 African countries.

Standard Bank has a 155-year history with a vision to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. “Africa is our home, we drive her growth” is central to the Bank’s global proposition.

The group has over 55,000 employees, which enable it to deliver a complete range of services across personal and business banking, corporate and investment banking and wealth management.

Standard Bank Wealth International, a division which has key offshore centres in Jersey, Isle of Man and Mauritius, offers its clients banking and wealth management solutions connected to Africa. It has relevant expertise and value propositions in offshore banking, institutional banking, fiduciary services and asset management.


http://www.standardbank.com/pages/StandardBankGroup/web/index.html

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:

Private Banking & Wealth Management: London Awards 2018 took place in London on 7th June to celebrate the Private Banker & Wealth Management sector.

Please see the this year’s winners in the tab above

 

 


The finalists for this year’s Private Banking & Wealth Management: London awards:

Outstanding Private Bank – UK – International Clients

Citi Private Bank

HSBC Private Bank

Kleinwort Hambros

UBS

Outstanding Private Bank – UK – Domestic Clients

Barclays Wealth Management

Kleinwort Hambros

Outstanding Private Bank – UK Crown dependencies

Kleinwort Hambros

Standard Bank

Outstanding Large Private Bank – Western European region

BNP Paribas Wealth Management

Credit Suisse

Societe Generale Private Banking

Outstanding Mid-Tier Private Bank – Western European Region

Nykredit Private Banking

REYL & Cie

Outstanding Private Bank – Eastern European region

Credit Suisse

Erste Private Banking

Friedrich Wilhelm Raiffeisen

Outstanding Private Banking Customer Relationship Service and Engagement

Barclays Wealth Management

BNP Paribas Wealth Management

Nykredit Private Banking Elite

Standard Bank

Outstanding Private Banking Technology Platform Offering

Appway

Comarch

Finantix

Outstanding Front Office Digital Solutions Provider (vendor)

aixigo

Appway

Avaloq

Comarch

Finantix

Hearsay

Temenos

WDX

Outstanding Private Bank for Next Generation Proposition

BNP Paribas Wealth Management

Credit Suisse

REYL & Cie

Standard Bank

Outstanding Private Bank for UHNW Clients

BNP Paribas Wealth Management

Credit Suisse

REYL & Cie

Societe Generale Private Banking

Outstanding Private Bank for Philanthropy Proposition

BNP Paribas Wealth Management

Credit Suisse

 


The winner of Private Banker International Awards 2018 are:

 

Outstanding Private Bank – UK Crown Dependencies: Kleinwort Hambros

Outstanding Private Bank – UK – Domestic Clients: Barclays Wealth Management

Outstanding Private Bank – UK – International Clients: Kleinwort Hambros 

Outstanding Private Bank for UHNW Clients: REYL & Cie

Outstanding Large Private Bank – Western European Region: Credit Suisse

Outstanding Mid-Tier Private Bank – Western European Region: REYL & Cie

Outstanding Private Bank – Eastern European Region: Credit Suisse 

Outstanding Private Banking Customer Relationship Service and Engagement: Nykredit Private Banking 

Outstanding Private Bank for Next Generation Proposition: BNP Paribas Wealth Management

Outstanding Digital Solutions Provider: Wealth Dynamix (WDX)

Outstanding Private Banking Technology Platform Offering: Appway

Outstanding Private Bank for Philanthropy Proposition: BNP Paribas Wealth Management

 


Agenda

Please click below to see this year’s agenda.


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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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