Private Banking & Wealth Management: London 2019 Conference and Awards

London, UK   13-Jun-2019
Gold Partner
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Silver Partner
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Silver Partner
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Bronze Partner
Appway_Logo_Black
Bronze Partner
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Session Partner
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Exhibitor
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Exhibition Partner
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Media Partner
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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 brings but will explore how technical innovations can offer solutions and improvements to enable companies to win greater market share.

The event showcases 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.

Once the summit is complete the evening will 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 highlight leaders in the industry and efforts to progress Private Banking.

The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry. Continuing under the well-known Private Banker International brand. There event will bring nothing but thought leadership, innovation growth ideas and an action plan on how to materialise these strategies.

We look forward to welcoming you to our 2019 edition.


About

The information packed 2019 programme includes all the industry need-to-knows, trends and solutions to leave attendees with concrete takeaways to implement into their respective business strategies. The day-packed agenda features four main sessions namely:

  1. A general landscape of the wealth management sector
  2. The changes in business models
  3. The ever-evolving digital landscape
  4. Next Generation Wealth

Each of these sessions will feature the most up to date angles such as the rise of mass affluence, lesson learning from family offices, striking the balance between robo-advice and human interaction, ESG and sustainable investing by the next generation. June will follow a period of greater certainty in relation to Brexit, therefore discussing this in context of wealth management can paint a clearer picture on what the landscape will look like moving forwards.

Take advantage of the ample opportunities to engage and share your ideas in the Q&A panels featuring industry experts at the end of each session. Debate the integration of technology and how this contributes to offering a streamlined client experience or understand the key areas forming influencing the next generation of wealth.

After an exciting day of valuable insight, kick back and enjoy the award conference which rewards industry pioneers on their contribution to the advancement of private banking and wealth management.


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 private banking in the UK.

Who attends- VP/Global Head/ Director of:

  • Private Office
  • Wealth Management
  • Private Banking
  • Family Office
  • Strategy
  • Client Experience
  • Chief Marketing Officer
  • CEO
  • Chief Digital Officer
  • Chief Operating Officer

Be sure to register to ensure you get your spot!


Testimonials

Don’t take our word for it, see what the attendees had to say…

“Frankly speaking the conference exceeded my expectations and I really enjoyed my time there”  Citigroup

‘Powerful speakers with real industry knowledge’ Lloyds Banking Group

‘Few industry events in the UK get everyone together to meet, contrast and compare.  This event hopefully helps us keep relevant.’ HSBC Private Bank

‘The conference was very well planned and also the quality of the panels was very insightful’ Wimmer Family office

‘Excellent event, well organised, interesting speakers and panellists. Great network. Worth to go!’ Wimmer Family office

‘With a plethora of excellent speakers this was another informative event from PBI, it provides an occasion to consider the opportunities and challenges across the Private Banking landscape’ HSBC Private Banking

‘The Private Banker summit was a great way of tuning in to developments in the industry. ‘ CapGen


Judges

Venue

London, UK

This year’s Private Banking & Wealth Management: London 2019 Conference and Awards will be held at the iconic Waldorf Hilton in London’s West End, its central location and high end setting made it a perfect choice for this event. Delegates experienced top rate service while enjoying the beautifully restored historic event spaces. The Waldorf Hilton, London is just a six minute walk from Covent Garden tube station which serves the Piccadilly Line. From here, take the tube to Green Park (three minutes) for Buckingham Palace or Piccadilly Circus (two minutes) for Regent Street shopping. Walk to Charing Cross station in only nine minutes for the Bakerloo and Northern Lines, where you can travel to London’s main shopping district of Oxford Circus and Bond Street in only two stops.


Speakers

If you have would like to join the stage for 2019 please contact our production team using the contact details below, we would love to hear from you.

Kim Palfrey
Portfolio Director, Financial Services
Direct: +44 (0) 207 936 6960
Email: Kim.Palfrey@arena-international.com

This year’s Private Banking and Wealth Management conference offers thought leadership from the industry’s best minds to showcase the current changes and how we can adapt to these changes as private banks and wealth management companies.

Hear from Julius Baer’s Managing Director, Annabel Bosman trace how the role of the private banker has changed in light of changing client demands driven by contextual factors. Adapting to these changes is crucial to cement the role of the private banker and continue to cater to a niche client base expecting bespoke services. Along with the longstanding nature of the industry comes the traditional financial advisor. The entry requirement landscape has change rapidly and has become more demanding to be a practicing advisor. As such, it is important to understand how this is changing the landscape as it plays a vital role in forecasting how the industry will look in 10 years time.

Additionally, hear from RBS’s Wincie Wong in the Q&A panel who will be considering the rising role of women in the private banking and investment landscape. How do we make this an industry norm, remove bias and highlight this as an industry accomplishment?

CEO of C.Hoare & Co, Steven Cooper will explore the private banking’s landscape lag in advancement in comparison to retail banking and how this can be address through technologies catering to complex needs. Re-entering the market with different services that are in line with client needs can alter the competitive landscape.

Draw lessons from these industry experts whilst having your say by booking your place today.

The speaker line-up is currently:

  • Annabel Bosman, Managing Director, Julius Baer
  • Steven Cooper, Chief Executive Officer, C.Hoare & Co
  • Michael Nelson, Regional Managing Director, BNY Mellon
  • Anu Gurm, Head of Financial Planning & Advice, Private Banking Service, Coutts & Co
  • Ian Dembinski, Head of Rathbone Private Office, Rathbone Brothers
  • Bijna Dasani, Head of Architecture, Delivery & Data, Lloyds Banking
  • Gareth Johnson, Head of Digital Channels and Investment Solutions, Brewin Dolphin
  • Wincie Wong, Head of Innovation, RBS
  • Oliver Williams, Editor, Private Banker International
  • Antonio Curia, Executive Director, Wimmer Family Office & Wimmer Financial
  • Oliver Moule, Business Developer, Ortec Finance
  • Ben MacGregor, Key Account Director, GlobalData
  • Ian Woodhouse, Head of Strategy and Change, Orbium
  • Mario Alves, Head of Sales and Partner Management, Aixigo

Partners

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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
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Silver Partner

aixigo

aixigo is one of the largest providers of banking software for financial service providers in Germany, Austria and Switzerland and offers the fastest digital wealth management platform. We believe that digitalisation will reshape the banking industry dramatically.

With our technology we enable innovation leaders in digitalising all aspects of the personal investment business. Millisecond responses combined with big data scalability are the foundations of our API first approach. Precisely tuned algorithms and in-memory computing reframe the possibilities of new investment solutions.


https://www.aixigo.de/en/
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Silver Partner

Eurasia Group

In 1998, Ian Bremmer founded Eurasia Group, the first firm devoted exclusively to helping investors and business decision-makers understand the impact of politics on risks and opportunities in foreign markets. Ian’s concept—bringing political science to the investment community and corporate decision-makers—launched an entirely new industry and positioned Eurasia Group as the world leader in political risk analysis and consulting.

Eurasia Group has developed unique services and ground-breaking tools to help clients and the broader public understand the effect of politics and political risk on their world. The latest innovation is egX’ PoliticsFAST– a platform for next generation geopolitical analysis designed to provide investors an edge.

The PoliticsFAST platform is the essential toolkit for navigating the intersection of geopolitics and markets. The platform is designed to meet the needs of financial market professionals, wealth managers, investors, and business leaders. You choose the way you receive our intelligence – either a curated set of daily emails or through an online technology-powered dashboard.  This product is the first in the marketplace to mix Eurasia Group’s geopolitical insights about how politics affects asset prices with real-time financial data.


https://www.eurasiagroup.net/
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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
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Silver Partner

MOXTRA

Company profile coming soon…


http://www.moxtra.com/
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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.

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.

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.


https://www.nykredit.com/en-gb/#intro
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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
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Bronze Partner

Appway

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

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


https://www.appway.com/
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Bronze Partner

Orbium

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

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


https://orbium.com/
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Session Partner

Simon - Kucher & Partners

Simon-Kucher & Partners is a global management consultancy. TopLine Power® is what we are all about.

We help our clients grow their revenues and profits by optimizing their strategy, marketing, pricing, and sales, and we do this faster, better, and more sustainably than anyone else.

Founded in 1985, we have over 30 years of experience in developing top- and bottom-line growth strategies that deliver measurable results.

Our projects increase our clients’ profitability by 100 to 500 basis points on average.

We are renowned for our experience in pricing and are regarded as the world’s leading pricing advisor and thought leader.


https://www.simon-kucher.com/en-gb
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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
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Exhibition Partner

Wealth Dynamix

Wealth Dynamix is a privately held company owned by senior management that was formed in January 2012 by a group of experienced technology and financial industry experts who recognized the need for a focused Client Lifecycle Management solution specifically for wealth and investment managers.

Wealth Dynamix is underpinned by deep domain expertise and specializes in the provision of cutting edge Client Lifecycle Management to the world’s leading private banks and wealth management firms.

The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, onboarding, regulatory compliance, relationship management, client servicing, business intelligence and digital portals (client and advisor).

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX 1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

Working with some of the largest Wealth Managers globally we have a wealth of experience in helping firms implement strategic digital transformation programs, grow AUM and streamline working practices, all whilst maintaining compliance.


www.wealth-dynamix.com
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Media Partner

Datafloq


https://datafloq.com/
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Media Partner

Digital Scouting

Digitalscouting is a platform for entrepreneurs, corporate executives, decision makers, influencers, mentors, thought leaders who are dedicated to sharing their expertise and secret sauce for success.

Headed by Dr. Robin Kiera (Hamburg, Germany) one of the most known thought leaders and influencers mostly recognized and ranked in the Insurtech and Fintech industries. An established speaker and frequently appointed as members of the advisory committees in worldwide conferences.

Digitalscouting is also one of the hottest consulting companies and attention hacking agencies in central Europe, serving as sparring partner for corporate conventions, start-up mentor for digital strategy and execution.


https://www.digitalscouting.de/home/contact/
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Media Partner

FinTech Weekly


https://www.fintechweekly.com/
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Media Partner

Function4


https://www.f4.events/
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Media Partner

Private Banking

The PRIVATEBANKING.COM wealth industry directory is the financial-industry?s leading online business
development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition,
broad visibility and reach to your products and services.

Privatebanking.com?s FINANCE LOUNGE business network is a vibrant and fast growing online community
designed to help financial markets professionals to build network, increase visibility and identify
and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe:


http://www.privatebanking.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 will take place on 13th June in London. Please see the Winners on the tab above for 2018 winners.

Nominations are now open – deadline for entries is 5pm GMT on Friday 3rd May 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 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 – 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 – 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.


 

 

 

We are delighted to announce the shortlist for the Private Banking & Wealth Management Awards 2019!

We’ll be announcing the winners at the iconic Waldorf Hilton in London’s West End, on the 13th June.

Outstanding Private Bank – UK – Domestic Clients

Kleinwort Hambros

Coutts

HSBC

C Hoare & Co

 

Outstanding Private Bank – UK Crown dependencies

Kleinwort Hambros

RBC Wealth Management

Investec Bank

BNP Paribas Wealth Management

 

Outstanding Private Bank – Western European Region

Societe Generale Private Banking

BNP Paribas Wealth Management

REYL & Cie

 

Outstanding Private Bank – Eastern European region

Credit Suisse

ING

Erste Private Banking

Friedrich Wilhelm Raiffeisen

BNY Mellon

Vontobel

 

Outstanding Private Banking Customer Relationship Service and Engagement

REYL & Cie

Nykredit Private Banking

 

Outstanding Wealth Management Technology Provider –  vendor

Avaloq

Profile

Aixigo

Appway

 

Outstanding Front Office Digital Solutions Provider (vendor)

Appway

Avaloq

WDX

Profile

TechRules

Tiller

Refinitiv

 

Outstanding Private Banking Technology Platform Offering

Appway

Waterfield Financial

Exo Investing

Societe Generale Private Banking

BNP Paribas Wealth Management

 

Outstanding Private Bank for Next Generation Proposition

Societe Generale Private Banking

BNP Paribas Wealth Management

Nykredit Private Banking

 

Outstanding Private Bank for UHNW Clients

REYL & Cie

Waterfield Financial

Kleinwort Hambros

Societe Generale Private Banking

BNP Paribas Wealth Management

 

Outstanding Private Bank for Philanthropy Proposition

Waterfield Financial

BNP Paribas Wealth Management

C Hoare & Co

 


 

 

 

The winners of the Private Banker International Awards 2019 are:

Outstanding Private Bank – UK – Domestic Clients: Kleinwort Hambros

Outstanding Private Bank – UK Crown dependencies: Kleinwort Hambros

Outstanding Private Bank – Western European Region: BNP Paribas Wealth Management

Outstanding Private Bank – Eastern European region: Credit Suisse

Outstanding Private Banking Customer Relationship Service and Engagement: Nykredit

Outstanding Wealth Management Technology Provider –  vendor: Avaloq

Outstanding Front Office Digital Solutions Provider (vendor): WDX

Outstanding Private Banking Technology Platform Offering: Appway

Outstanding Private Bank for Next Generation Proposition: Societe Generale Private Banking

Outstanding Private Bank for UHNW Clients: REYL & Cie

Outstanding Private Bank for Philanthropy Proposition: C Hoare & Co

 

 


Agenda

The agenda for the Private Banking & Wealth Management: London 2019 Conference and Awards has been created through close collaboration with the industry, we ensure that only the most up-to-the-minute topics appear on the programme.

If you would like to get involved please contact:

Kim Palfrey
Portfolio Director, Financial Services
Direct: +44 (0) 207 936 6960
Email: Kim.Palfrey@arena-international.com


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Contact Us

Speaking Enquiries

Kim Palfrey
+44 (0) 207 936 6960
Kim.Palfrey@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

Images

Register

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

If you can not find your booking code or you do not have a brochure use the following codes:
TM = if you have spoken to telesales
MK = If you heard about the conference through email, social media, our website or one of our partner's sites or emails.
BA = if you have come from a banner advert on another site
If you are responding to an advertisement please use the code listed in the advertisement.

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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.