Private Banking & Wealth Management: London 2019 Conference and Awards

London, UK   13-Jun-2019
Gold Partner

Silver Partner

Silver Partner

Silver Partner

Silver Partner

Silver Partner


Thank you for joining us at Private Banking & Wealth Management: London 2018 where we 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.

We’re delighted to announce we’ll be returning to London on the 13th June 2019 for another year of insight and celebration. The day time summit will explore critical issues impacting private banking in a post-Brexit landscape and will examine the opportunities digitisation offers for enhancing services.

We look forward to welcoming you to our 2019 edition.


The 2019 summit will explore core themes impacting the UK private banking and wealth management sector. The daytime conference programme will seek to offer insight and clarity on the biggest challenges a post-Brexit trading landscape offers but will explore how technical innovations can offer solutions and improvements to enable companies to win greater market share.

The core themes explored in last year’s summit included examining the impact of regulatory change, the future of European private banking post-Brexit and how the UK can operate when it leaves the EU. We’ll be delving into these issues again in 2019 and will also further consider the role of digitalisation, FinTech and AI in creating personalised services for services without losing the human touch.

The day time summit will offer provocative debate and expertise on how private banks and wealth management companies can remain competitive, become future-proof and capitalise on affluent markets to ultimately enhance profitability margins.

Delegates attending the day time Summit will benefit from case study based presentations, interactive discussions and debates about these key themes from the most Senior and experienced Institutions in the sector.

Once the summit is complete the evening will look to celebrate the most impressive and successful initiatives from Private Banks and Wealth Management Companies over the past 12 months. Awards will be given for wide-ranging achievements and will look to highlight leaders in the industry and efforts to progress Private Banking.


With focused sessions, practical workshops, exhibition and an evening gala awards, this event will offer delegates the forum in which to share their experience, challenges and opportunities in retail banking in the UK.

Who attends?

  • CEO
  • Chief Innovation Officer/Chief Digital Officer/Chief Marketing Officer/Chief Data Officer/Chief Operating Officer/Chief Technology Officer
  • Head of Retail Banking
  • Head of Fintech
  • Head of Customer Engagement/Experience/Acquisition/Retention
  • Head of Technology/Innovation/Transformation/Distribution
  • Head of Digital Marketing/Marketing/Data
Banks – Full Day Conference & Awards Dinner £1195
Charity and NFPs – Full Day Conference & Awards Dinner £895
All rates are subject to VAT


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.




London, UK


The programme for Private Banking & Wealth Management: London 2019 Conference and Awards is currently in production. We are at present conducting primary research with over 50 companies in the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855


Gold Partner

Societe General

Societe Generale is at the service of its clients in Switzerland since 1897.

The Clients of Societe Generale Private Banking Switzerland benefit from the financial strength and international expertise of a large banking group, combined with our Swiss know-how and local entrepreneurship.

Our 400 employees are based in Geneva and Zurich. Thanks to this local human-sized structure, we take an entrepreneurial approach and always start out with the specific situation and request of our Clients.

Silver Partner


aixigo is about technology for personal investments. We believe this business is facing a crucial change. Due to fierce regulations, low-interest rates and rapidly evolving customer expectations the highly attractive personal investment business is due for a revolution through digitalisation.
Game changing institutions will industrialize the manufactured wealth management turning it into a mass retail service with a 1:1 product-to-customer individuality. aixigo delivers the infrastructure, a
high performance portfolio management set of API’s, capable of handling millions of customers in milliseconds using transaction based technology, such as composing, monitoring, rebalancing, ordering and reporting of an individual portfolio.

Silver Partner

Excelian Limited

Excelian, Luxoft Financial Services is a part of Luxoft (NYSE:LXFT), a global IT service provider, and is entirely focused on the financial services industry.

Excelian delivers an end-to-end service, from consulting to technology services, complemented by a range of proprietary solutions. We operate a partnership model to implement packaged software solutions that include Avaloq, Murex, Open Link and Calypso.

Our unique global delivery model is designed to be responsive, flexible and focused on client business priorities. Through it, we deploy dedicated teams made up of the most highly qualified and specialist personnel that bring deep domain experience. With 13,000 professionals operating in 21 countries across the world, we have a significant presence in Central and Eastern Europe, APAC and the Americas.

Silver Partner

Nykredit Private Banking

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.

Silver Partner


Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996 innovation has been always the main engine of the company which helped us to become a leading software provider in the Central and Eastern European (CEE) region. Over the last 20 years the company has grown from a few employees into an organization with a staff of more than 300 including an experienced project team for delivering integrated investments IT solutions. Keeping up with business and technology challenges of the financial market, our developments are aimed at investment software.

Silver Partner

Ortec Finance

Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has around 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.

Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and goal based financial planning. Its global and long-standing client base, totaling over two trillion dollars in assets under management, comprises leaders in the pensions, insurance, investment management, and private wealth management markets.


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.

Become an Event Partner

Private Banking & Wealth Management: London 2019 Conference and Awards boasts a variety of exciting sponsorship and exhibition opportunities. Features include prime speaking positions on the main programme, an exhibition offering suppliers a platform to network and showcase their solutions, and intimate roundtable discussion groups, enabling vendors to promote their solutions in interactive sessions.

If you have a service or product you would like to showcase, please use the details below to make contact with our team.

Ray Giddings
Phone: +44 (0)20 3096 2585



Following on from the success of the 2018 Retail Banking London Awards we’re delighted to bring the show back to London for 2019.

 Last year’s winners can be found on the tab above, if you have any questions regarding the 2019 awards please contact our team on:

Ray Giddlings
Director of Events


The programme for Private Banking & Wealth Management: London 2019 Conference and Awards is currently in production. We are at present conducting primary research with over 50 companies in the sector to ensure our content is focused and offers real value to attendees.

If you are proud of an initiative you would like to share with your peers, please get in touch with us.

Hannah Toms
Phone: +44 (0) 207 9366 855

Download Presentations

Thank you for attending the conference.

To download the presentations, please enter the password:


Contact Us

Speaking Enquiries

Hannah Toms
+44 (0) 207 9366 855

Delegate Enquiries

Carlo Mancini
+44 (0) 20 3096 2582

Sponsorship Enquiries

Ray Giddings
+44 (0) 203 096 2585

General & Media Partner Enquiries

Hannah Leigh
+44 (0) 207 936 6689