Private Banking & Wealth Management: London 2019 Conference and Awards

London, UK   13-Jun-2019
Gold Partner
societe_generale_logo
Silver Partner
aixigo-Logo-ohneClaim-farbe
Silver Partner
Dorsum_logo_2016_wTXT_cmyk (1)
Silver Partner
excelian-logo
Silver Partner
NPB-logo-280U
Silver Partner
ortecF.jpg
Exhibitor
Catella_logo_RGB_neg

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.


About

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.


Attend

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
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

Venue

London, UK

Speakers

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
Email: Hannah.toms@arena-international.com


Partners

societe_generale_logo

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.


http://www.societegenerale.com
aixigo-Logo-ohneClaim-farbe

Silver Partner

aixigo

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.


http://www.axigo.be
Dorsum_logo_2016_wTXT_cmyk (1)

Silver Partner

Dorsum

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.


http://www.dorsum.eu
excelian-logo

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.


http://www.excelian.com
NPB-logo-280U

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.


http://www.nykredit.dk
ortecF.jpg

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.


http://www.ortecfinance.com
Catella_logo_RGB_neg

Exhibitor

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.


http://www.catella.com

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
Email: ray.giddings@timetric.com





Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING & WEALTH MANAGEMENT: LONDON 2019 CONFERENCE AND AWARDS INCLUDE:

 

 

The Private Banking & Wealth Management: London 2019 took place on 13th June in London. Please see the Winners on the tap above for 2018 winners.

Nominations are now open – deadline for entries is 5pm GMT on Friday 22 March 2019.

Download Awards Information Pack here

Download Awards Entry Form here

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

Submission Rules

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

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

Should you require further guidance on your entry, please contact our Editor – Oliver Williams – Oliver.Williams@verdict.co.uk

Good luck in your submissions!


 

 

Outstanding Private Bank – UK – Domestic Clients

Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and domestic clients acquisition as well as retention strategy in the UK
  • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank – UK – International Clients

Celebrating the best among the private banks in the UK that are successfully serving international wealthy clients

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and international clients acquisition as well as retention strategy in the UK
  • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)

Outstanding Private Bank – UK Crown dependencies

Celebrating the best among the private banks that are successfully serving wealthy clients in Jersey, Guernsey and Isle of Man

Suggested performance criteria to include (where possible):

  • Client assets under management
  • Cost/income ratio
  • Net new money
  • Number of private clients
  • Number of advisors/relationship managers/private bankers
  • Annual staff retention rate
  • Please expand on your specific business model and client acquisition as well as retention strategy in Jersey, Guernsey and Isle of Man
  • Please expand on the other strengths that enable your institution to excel and stand out in these markets (in no more than 250 words)
  • How do you plan to develop your service capability for these markets in the future?

Outstanding Private Bank – 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 2018 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 2018 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 2018 that are enabling you to excel further

Outstanding Private Banking Customer Relationship Service and Engagement

Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications

Suggested performance criteria to include (where possible):

  • Number of private clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
  • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
  • How do you plan to develop the service capability in the future?

Outstanding Wealth Management Technology Provider – middle office (vendor)

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2018?
  • Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Wealth Management Technology Provider – back office (vendor)

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Number of advisors/relationship managers/private bankers
  • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2018?
  • Kindly expand on what makes this technology platform stand out from its competitors

Outstanding Front Office Digital Solutions Provider (vendor)

Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful front-end digital offerings

Suggested performance criteria for the region to include (where possible):

  • Number of clients
  • Percentage of new clients in past 12 months
  • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2018?
  • 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 2018?
  • 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 2018?)
  • 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 2018?)
  • 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 2018?)
  • 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

The following award is presented to an individual and as such these will be awarded by the judging panel without prior nomination.


 

 

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

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
Email: Hannah.toms@arena-international.com


Download Presentations

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Contact Us

Speaking Enquiries

Hannah Toms
+44 (0) 207 9366 855
Hannah.toms@arena-international.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 & Media Partner Enquiries

Hannah Leigh
+44 (0) 207 936 6689
events@arena-international.com

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EARLY BIRD DATES

Banks – Full Day Conference & Awards Dinner £1195Charity and NFPs – Full Day Conference & Awards Dinner £895All rates are subject to VAT

STANDARD RATES

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

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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.