Private Banking Conference & Awards: London 2016

Waldorf Astoria   15-Jun-2016
Event Partner




Bronze Partner

Exhibitor

Bronze Partner

Gold Partner

In association with


Exhibitor

Table Host

Table Host

Table Host

Table Host

Table Host

Table Host


About

This event has now taken place, we will be announcing the 2017 edition soon. Pictures and presentations from this year’s event can be found on the relevant pages.

Private Banking Conference: London 2016 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 2016 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 2016 on 15th June at the Waldorf Hilton 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

Carlo Mancini

carlo.mancini@timetric.com

T: +44 (0) 20 3096 2582

 

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

 

Awards Gala Dinner only
Delegate Rate                      £400

 

 

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 see’s us visit the iconic Waldorf Astoria in London’s West End, its central location and high end setting makes it a perfect choice for this event. Delegates will experience top rate service while enjoying the beautifully restored historic event spaces.To reach the hotel, you can either use Holborn, Charing Cross or Covent Garden tubes, all of which are a short walk from the hotel. Otherwise please visit the location section on the hotel website
Accommodation
We have secured a preferential rate of £269/Night (Single Room Rate) and £279/Night (Double Room Rate) on the 14th, 15th and 16th June  Individual bookings can be made via:

CECILE RIOU

Groups, Conference and Events Sales Executive

THE WALDORF HILTON

T: +44 (0) 207 759 4097

F: +44 (0) 207 240 9277

cecile.riou@hilton.com
If you would like a list of alternate hotels in the local area please contact victoria.pennell@timetric.com

Speakers

Chris Andrew, Managing Director, Hearsay Social Europe

Chris-Andrews
Chris has a background in Product Management and as the first employee to join the founders at Hearsay Social he has led a number of key teams across Product, Customer Success & Sales. Prior to Hearsay Social Chris worked in Product Management at Intuit. Chris now leads our European activities, supporting both global and European customers as they establish and scale social business programs.


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

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


Simon Cadbury, Director of Strategy and Innovation, Intelligent Environments

Simon-Cadbury-Intelligent
Simon is a product marketer and strategist with 18 years’ experience working for a range of major international brands. Simon’s role is to work with Intelligent Environments’ investors to set and deliver the company’s mid and long term strategy, as well as overall responsibility for the product development and management of Interact; the company’s core product offering. Simon joined in 2013 from Lloyds Banking Group where he was responsible for payment technology and also sat on the Credit Card divisions leadership team. Prior to this he worked on the launch of a number of firsts in new technology – the Blackberry (BT Cellnet), BT Openzone (BT Retail), 3G Live! (Vodafone Australia) and Sky HD (BSKYB).


Oliver Gregson
, Head of Investment Services & Product Solutions UK & CI, HSBC Private Bank (UK)

Oliver Gregson
Oliver joined HSBC in April 2014 as Head of Investment Services and Product Solutions, UK and Channel Islands. Oliver is responsible for delivering the wealth strategy of the Private Bank, and leads the teams that provide investment strategy, investment counselling, discretionary portfolio management, sales & trading, and wealth advisory services.

Oliver has 17 years’ experience in the wealth management industry spanning relationship management, investment advisory and investment management. He joined HSBC Private Bank from Barclays Wealth & Investment Management where, as Global Head of Discretionary Portfolio Management, he had responsibility for over 100 investment professionals around the world, managing £18bn in assets for over 25,000 clients.

Prior to Barclays, Oliver held various leadership roles at UBS Wealth Management and Citigroup. He holds a Bachelor of Applied Science from Nottingham University.


Arne Hassel
, CIO, Barclays Wealth and Investment Management.

Arne Hassel
Arne Hassel joined Barclays as Chief Investment Officer (CIO), Wealth and Investment Management, in November 2015. He heads up the global Chief Investment Office and is responsible for investment functions, primarily leading its Investment Strategy, Behavioural and Quantitative Finance, and Portfolio Construction teams. Arne has over 25 years investment experience in senior roles in banks, asset management companies, hedge funds and pension funds. He joined Barclays from Coutts Private Bank where he was Head of Investments. Prior to this he was Co-Head of Multi-Asset Allocation at Universities Superannuation Scheme, the UK’s largest pension fund. Previous roles include Head of Global Currency Management and Head of the Hedge Fund Strategies Group for Europe and Asia at Goldman Sachs Asset Management.


René Hürlimann
, Head of Sales EMEA, Appway

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


Ton Kentgens
, Global Business Development, Wealth Management, Ortec

Ton-Kentgens_Ortec
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.


Jean-François Mazaud
, Head of Societe Generale Private Banking

Jean-François MazaudJean-François Mazaud began his career in 1991 as a manager at Bank Indosuez, initially in Paris and then in Tokyo. He joined Societe Generale in 1993, advising the bank’s clients on their fund raising transactions. In 1998, he was appointed Head of Equity Linked Origination, before joining the Debt Capital Markets department in 2004. In 2006, Jean-François Mazaud was appointed Global Head of Debt Capital Markets and then became Deputy Head of Global Finance for Societe Generale Corporate & Investment Banking in 2008. Additionally, he was a member of Societe Generale Corporate & Investment Banking’s Executive Committee between 2009 – 2012, and a member of the Global Banking & Investor Solutions division’s Executive Committee since 2012. Jean-Francois Mazaud was appointed Head of Societe Generale Private Banking in 2012 and entered the Group Management Committee of Societe Generale. Jean-François Mazaud was awarded the “Outstanding Global Private Banker” award from Private Banker International magazine in 2014. Jean-Francois Mazaud holds a Master’s degree in Financial Engineering from the Lyon Business Management School and is a graduate of the Bordeaux Management School.

Meghna Mukerjee, Editor, Private Banker International

Meghna-Mukerjee_pbi
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.


Russell Prior, Head of Philanthropy, EMEA HSBC Private Bank (UK)

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


Emma Turner
, Head of Client Philanthropy, Wealth and Investment Management, Barclays

Emma-Turner-2014_barclays
Emma runs the Client Philanthropy Service, which aims to engage, educate and support high net worth clients in their philanthropic journey. She joined Barclays in 2008 after 11 years at Goldman Sachs where she was Executive Director of the Charitable Services Group in EMEA and Asia. She had previously spent 10 years as Fundraiser and Marketing Manager for a major London charity. Emma sits on the board of two private family foundations in the UK and the USA and one charity, in Antigua.


Francisco Fernandez
, Group CEO, Avaloq

Jean-François Mazaud
Francisco Fernandez is an entrepreneur who has committed himself to IT solutions in the finance sector. He holds a master’s degree in informatics from the Swiss Federal Institute of Technology (ETH) in Zurich as well as a certificate in business administration from the Centre for Industrial Management (BWI) of the ETH. Fernandez is the principal shareholder of the Avaloq group. Francisco Fernandez’ goal is to contribute to the financial system’s stability by making financial institutions more secure, more efficient and more transparent. Beyond that he aims at redesigning the dialogue and interaction between financial institutions and their customers.


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

Annamaria Koerling_cHoare
After studying Modern Languages at Queens’, Cambridge, Annamaria joined Morgan Stanley working in the fixed income arena. For the last 20 years she has specialised in discretionary portfolio management at Schroders, Cazenove and Merrill Lynch. She joined C. Hoare & Co. in 2010 to develop the bank’s wealth management business, including the launch of the offshore service. She is a Chartered Wealth Manager, with the ASIP and Securities Institute Private Client Investment Advice and Management qualifications, and speaks Italian, German and French. She was named ‘Woman of the Year’ by Citywealth in 2013 and 2016. Outside of work, she is a member of the Investment Committee of Queens’ Cambridge and a Trustee of Ora, a charity which commissions innovative choral works. Although not particularly expert, she enjoys skiing and open water swimming, is a qualified rescue diver and appreciates theatre, opera and early 20th Century Czech art in addition to spending time with her family.


Frederic Lamotte
, Global Head of Investing Wealth, Indosuez Wealth Management

Frederic Lamotte
Frederic Lamotte has been Global Head of Investing Wealth business line at Indosuez Wealth Management since 1 January 2012. With a career of more than 20 years in the wealth management industry, Frédéric is responsible for managing the global products and services offering of Indosuez Wealth Management Group and overlooking the general investment strategy. Frédéric joined Banque Indosuez in 1988 as a member of the ALM department of Saudi French Bank. He then moved to the Singapore subsidiary of Crédit Agricole Indosuez in 1993 as Head of Derivatives before becoming Head of Capital Markets and Derivatives for the Tokyo subsidiary. In 1997, he was appointed Head of Advisory and Structured Products at Crédit Agricole Suisse, then became its Head of Markets & Investment Solutions in 2007.

James Fleming
, Vice Chairman, Arbuthnot Latham & Co

James Fleming
James Fleming was recently appointed Vice Chairman of Arbuthnot Latham & Co Limited having joined the Bank as Chief Executive in March 2012. James has over 30 years’ experience as a banker and he was previously at Coutts & Co, where he held the position of Head of International Private Banking and latterly was Managing Director of key business units within the Bank. Prior to Coutts James was Managing Director of SG Hambros UK.


Imre Rokob
, Business Development Director, Dorsum

Imre Rokob
Imre Rokob is the Business Development Director of Dorsum responsible for the company’s expansion to new international markets. He is an experienced PMP certified project leader with strong IT and financial knowledge. He managed several software implementation projects in Central and Eastern Europe for the financial market as being the project director of the company for 10 years. Leveraging his broad experience in brokerage, asset management, wealth management and integration of banking systems he has recently started to supervise product development projects for next generation tablet/smartphone trading and private banking applications.


Huy Nguyen Trieu
, Author, Disruptive Finance

Huy Nguyen Trieu
Huy Nguyen Trieu is the author of the blog Disruptive Finance. He is one of the few experts who understands both the complexities of traditional finance – being a MD for a major international bank – and the real drivers of innovation – being an advisor to many startups and himself a former Tech CEO. He is on the Fintech advisory board of the World Economic Forum, is a Resident Expert at Oxford Said Business School, and a Board Advisor of Fintech HK. He is a graduate of MIT (US) and Ecole Polytechnique (France).


Partners


Event Partner

Ortec

Gain worldwide exposure and meet your marketing objectives by sponsoring Private Banking London 2016
Timetric provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry.
We offer a wide range of sponsorship packages from the exclusive platinum package, to exhibitor, networking function, reports and awards sponsorship options.
For more information, please contact our sponsorship team.
SPONSORSHIP ENQUIRIES
Ray Giddings T. +44 (0) 3096 2585 ray.giddings@timetric.com


http://www.ortec.com/United_Kingdom

Avaloq

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


www.avaloq.com/

Appway

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. For more information, please visit www.avaloq.com


https://www.appway.com

Intelligent Environments

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.

http://www.intelligentenvironments.com/

Bronze Partner

Catella

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. We provide a more viable option to internally developed technology, enabling our clients with a fast route to market whilst providing the expertise to manage the complexity of multiple channels, devices and operating systems. Interact® is a continuously evolving technology that ensures our clients keep pace with the fast moving digital landscape. We are immensely proud of our achievements, in relation to our innovation, our thought leadership, our industry wide recognition, our demonstrable product differentiation, the diversity of our client base, and the calibre of our partners. For many years we have been the digital heart of a diverse range of financial services providers including Atom Bank, Generali Wealth Management, HRG, Ikano Retail Finance, Lloyds Banking Group and Think Money Group. For further information visit www.intelligentenvironments.com

http://www.catella.com/en/Luxembourg/

Exhibitor

Hearsay

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. We offer branded and non-branded gold, business, prepaid and exclusive black card programmes for private banks, wealth managers and financial intermediaries whose clients reside and travel all over the world. Our card issuing solutions act as an extension of your private banking and wealth management services – you can utilise our expertise in this highly demanding segment of the bankcards market to provide an end–to–end card issuing service that is simple, efficient and effective.

http://hearsaysocial.com/

Bronze Partner

Societe Generale

Hearsay Social provides the Predictive Omnichannel Suite for financial advisors and insurance agents across the world’s largest financial institutions, including seven of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers more than 115,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, mobile-first websites, personalized email and text messages. Advisors receive unique client insights through multi-channel signals, and the Predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy.

https://www.privatebanking.societegenerale.com

Gold Partner

Dorsum

Societe Generale Private Banking, a distinctive relationship private bank . Societe Generale Private Banking, the wealth management arm of Societe Generale, is one of the leading private banks worldwide, with EUR 112.6 billion of assets under management at the end of December 2015. With 2,100 staff in 16 countries across the globe, Societe Generale Private Banking offers a unique expertise in wealth management solutions to entrepreneurs and High Net Worth Individuals.

www.dorsum.eu

In association with

ERI Bancaire

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.eri.ch/fr/index.jsp

Standard Bank

OLYMPIC Banking System is modular, allowing banks to initially set up the core system, and then add optional modules as their needs evolve. Thanks to its design, OLYMPIC Banking System is able to meet most customisation requirements through the use of a Model Bank concept and a highly flexible parameter-based design. This reduces the requirement for development of software modifications, so reducing the risks, complexity and cost of implementation. Because quality of service remains ERI’s constant priority we provide all the services necessary to run successful projects: consulting services, project management, customisation analysis, development of software modifications, assistance with OLYMPIC parameterisation, training, and maintenance. Multi-language, multi-currency, and supporting multi-site hubs, OLYMPIC Banking System is the right choice for a wide variety of banking and financial sectors.

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

Exhibitor

Arbuthnot Latham

Standard Bank Wealth and Investment is the High Net Worth wealth management division of the Standard Bank Group, which by assets, is the largest bank in Africa. Wealth and Investment offers Private Banking and Wealth Management solutions to individuals with the potential for investable assets in excess of USD1million. Our focus is on finding out what matters most to our clients, by understanding their dreams, goals and ambitions for themselves, and their families. Based on this we craft a financial plan that ensures that they are living their desired lifestyle and that the generational needs of their families are taken care of. We place a strong focus on managing the generational wealth of our clients and ensuring the successful transfer of wealth to future generations. We service clients across all Standard Bank Group geographies through our network across Sub-Saharan Africa. Wealth and Investment has offices in Johannesburg, Pretoria, Cape Town, Stellenbosch, Durban and Pietermaritzburg and outside South Africa, in Nairobi, Mombasa, Lagos, Abuja, Accra, London, Jersey and Mauritius. www.standardbank.com/wealthandinvestment

http://www.arbuthnotlatham.co.uk/

Table Host

Coutts

Arbuthnot Latham is an independent “boutique” private bank focused on working in partnership with clients to help them achieve their financial goals. The bank believes in a truly tailored personal experience that adapts over time to support your wealth journey. The Arbuthnot name has been in existence since 1833. Arbuthnot Latham offers private and commercial banking, ‘whole of market’ wealth planning and an investment management service.

http://coutts.com/

Table Host

Barclays

Coutts is widely recognised as one of the leading private banks and wealth managers in the UK. Our progressive, long-term approach to wealth management is founded on experience gained through looking after clients and their money for over three centuries. Renowned for intelligent relationships, Coutts provides expert wealth management, investment management and private banking.Connected to nearly 70,000 private clients, we are proud to work with some of the most successful and pioneering individuals across the UK and on an international scale. Headquartered in London, Coutts is a leading choice for wealthy individuals and families seeking exceptional private banking and wealth management in the UK. To find out more visit us at coutts.com

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

Table Host

Objectway

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 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. Barclays Wealth and Investment Management provides private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to clients that include High Net Worth Individuals, Families and Family Offices, Charities and Foundations, and Institutions.

http://www.objectway.com/EN/default.asp

Table Host

BNP PARIBAS

Founded in 1990, Objectway Group is a leading provider of investment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment. Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year 2015. Our awarding-winning platform is the trusted choice of leading wealth and investment firms across the globe—from EMEA to Canada to Central America.

https://wealthmanagement.bnpparibas/en.html

Table Host

Sword Apak

BNP Paribas Wealth Management encompasses BNP Paribas’ private banking activities, catering to a portfolio of wealthy individuals, shareholder families and entrepreneurs seeking a comprehensive range of services to satisfy all of their wealth management and financial needs.

http://www.sword-apak.com/

Table Host

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 and financial services institutions.


Lunch Partner





Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING CONFERENCE & AWARDS: LONDON 2016 INCLUDE:

The annual Private Banking: London 2016 Awards Ceremony will take place at our awards dinner following the conference on 15th June 2015.

NOMINATION GUIDELINES

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

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

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

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

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

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

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


Categories and Judging Criteria 

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 Banking Boutique – UK 
Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in the UK
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 how being a boutique private bank is an advantage for you
  • 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 UK (in no more than 250 words)
Outstanding Private Banking Boutique – Europe
Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in Europe
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 how being a boutique private bank is an advantage for you
  • 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 Europe (in no more than 250 words)
Outstanding Private Bank in Switzerland 
 
Celebrating the best among the private banks in Switzerland 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 Swiss private banking industry (in no more than 250 words)
  • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2015 that are enabling you to excel further
Outstanding Private Bank – Nordic region
 
Celebrating the best among the private banks in the Nordic 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 Nordic region’s private banking industry (in no more than 250 words)
  • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2015 that are enabling you to excel further

 

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 2015 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 2015 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 Private Bank for growth strategy – M&A
Celebrating a UK or Europe-based private bank that is expanding its reach and capabilities through strategic M&A activity
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Net new money
  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on what recent M&A activity you have successfully undertaken/completed that makes you worthy of this award. What has the main strategy behind this move been?
  • Kindly explain how the mentioned M&A venture has enhanced your capabilities and customer centricity as a private bank. How does it fit with your overall strategy and future plans?
  • Kindly mention other strengths that allow your intuition to stand out from the competition (in no more than 250 words)
Outstanding Wealth Management Technology Provider – middle and 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 2015?
  • Kindly expand on what makes this technology platform stand out from its competitors
Outstanding 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 2015?
  • 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 2015?
  • 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 2015?)
  • 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 2015?)
  • 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 2015?)
  • 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?

 

Most Innovative Business Model – Editor’s Special Award

 

Celebrating an institution that is extending the scope and efficiency of the private banking framework through novel strategies and innovation 
Suggested performance criteria to include (where possible):
  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and what makes your intuition innovative
  • Kindly mention other strengths that allow your intuition to stand out from the competition (in no more than 250 words)
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

The Winners of this Year’s Private Banking Awards: London are listed below.

 

Outstanding Private Bank – UK – International Clients

Citi Private Bank

 

Outstanding Private Bank – UK – Domestic Clients

Coutts

 

Outstanding Private Bank – UK Crown dependencies

Societe Generale Private Banking Hambros

 

Outstanding Private Banking Boutique – Europe

Arbuthnot Latham & Co.

 

 

Outstanding Private Bank – Western European region 

BNP Paribas Wealth Management

 

Outstanding Private Banking Customer Relationship Service and Engagement

Societe Generale Private Banking

 

Outstanding Wealth Management Technology Provider – Middle and Back office (Vendor)

Avaloq

 

 

Outstanding Digital Solutions Provider (vendor)

Objectway Financial Solutions

 

Outstanding Private Banking Technology Platform Offering 

Barclays Wealth and Investment Management

 

Outstanding Private Bank for Next Generation Proposition

Citi Private Bank

 

Outstanding Private Bank for UHNW Clients

Citi Private Bank

 

Outstanding Private Bank for Philanthropy Proposition

Coutts

 

Most Innovative Business Model – Editors Special Award

Reyl & Cie

 


The Winners of this Year’s Private Banking Awards: London are listed below.

 

Outstanding Private Bank – UK – International Clients

Citi Private Bank

 

Outstanding Private Bank – UK – Domestic Clients

Coutts

 

Outstanding Private Bank – UK Crown dependencies

Societe Generale Private Banking Hambros

 

Outstanding Private Banking Boutique – Europe

Arbuthnot Latham & Co.

 

 

Outstanding Private Bank – Western European region 

BNP Paribas Wealth Management

 

Outstanding Private Banking Customer Relationship Service and Engagement

Societe Generale Private Banking

 

Outstanding Wealth Management Technology Provider – Middle and Back office (Vendor)

Avaloq

 

 

Outstanding Digital Solutions Provider (vendor)

Objectway Financial Solutions

 

Outstanding Private Banking Technology Platform Offering 

Barclays Wealth and Investment Management

 

Outstanding Private Bank for Next Generation Proposition

Citi Private Bank

 

Outstanding Private Bank for UHNW Clients

Citi Private Bank

 

Outstanding Private Bank for Philanthropy Proposition

Coutts

 

Most Innovative Business Model – Editors Special Award

Reyl & Cie

 


Agenda

Private Banking Conference: London 2016 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. Join us in London on 15th June to discover 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 will be covering, download our agenda
For all speaker enquiries please contact

 

Rose Riley

 

T. + 44 (0) 203 096 1973 Or

 


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