Private Banking & Wealth Management: London 2020 Conference and Awards

London   11-Jun-2020
Gold Partner
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Silver Partner
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Silver Partner
Appway_Logo_Black
Silver Partner
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Silver Partner
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Silver Partner
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Silver Partner
UBS
Silver Partner
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Silver Partner
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Bronze Partner
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Table Host
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Private Banking & Wealth Management: London 2020 Conference and Awards will take place as scheduled on 11 June in London.

We’re delighted to announce our 2020 dates for your diary. The daytime conference explores core themes impacting the UK private banking and wealth management sector, including how technical innovations can offer solutions and improvements to enable companies to win greater market share.

The event will showcase 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 the sector 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. The event will bring thought leadership, innovative growth ideas and an action plan on how to materialise these strategies.

We look forward to welcoming you in June!

NOTE ON COVID-19:

Verdict is closely monitoring the development of COVID-19 and any potential impact on the event. The safety of our attendees is our top priority and we are following guidance from the World Health Organisation, national governments and health authorities.

We are taking several precautionary measures including the below and ask that attendees support us by practicing good hygiene.

1. We will have hand sanitizer available for all attendees and will be disinfecting surfaces between each session

2. We will be reinforcing good hand hygiene​ via signage outside all conference rooms

3. We urge attendees to refrain from handshaking

4. We urge any attendee who appears to have a cough, difficulty breathing, or who is obviously unwell, to seek medical attention

5. We ask that anyone who has recently travelled to the these locations - China, Thailand, Japan, Republic of Korea, Hong Kong, Taiwan, Singapore, Malaysia, Macau, Italy and Iran - get in touch with us directly


About

The information packed 2020 programme includes industry need-to-knows, trends and solutions with concrete takeaways to implement into your business strategies for the 12 months ahead. The packed conference agenda featured five main sessions:

  1. Global Market Challenges & Opportunities
  2. Ever-Evolving Digital Landscape
  3. Rise In ESG Investments
  4. Developments In Impact & Wellness Investing
  5. A Future Outlook For The Private Banking & Wealth Management Space

 

Each of these sessions 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.

Attendees can take advantage of the ample opportunities to engage and shared their ideas in the Q&A panels featuring industry experts at the end of each session. Our audience will debate the integration of technology, how tech contributes to offering a streamlined client experience and the key areas influencing the next generation of wealth.

After an exciting day of valuable insight, we host the PBI awards 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 previous attendees had to say…

‘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

This year’s Private Banking & Wealth Management: London 2020 will be held at the The Waldorf Hilton, London

As a bastion of Britishness, The Waldorf Hilton stands as one of London’s most iconic hotels. Perfectly positioned, you’ll find it right in the heart of the Capital’s glitzy district of theatres and a short walk from the Royal Opera House, Covent Garden Piazza and some of the best shops, restaurants, bars, galleries, museums and landmarks. Blending Edwardian grandeur with modern comfort, they’ve been welcoming guests since 1908.

 

 


Speakers

If you have would like to join the stage for 2020 please contact the event producer: David Jones, david.jones@arena-international.com

Confirmed Presenters & Panelists:

Patrick Brusnahan, Editor, Private Banker International

David Durlacher, Chief Executive Officer, Julius Baer International

Duncan MacIntyre, Chief Executive Officer UK, Lombard Odier

Stéphane Monier, Group Managing Director & Chief Investment Officer, Banque Lombard Odier & Cie

Salman Haider, Managing Director, Head of Global Growth Markets, Barclays Private Bank

Gregory Perdon, Co-Chief Investment Officer, Arbuthnot Latham & Co.

Sharon Maguire, Chief Customer Officer, C.Hoare & Co.

Samuel Brown, Strategy Director – Strategy, Sustainability & Innovation, Coutts & Co.

Patrick Thomas, Investment Director, Canaccord Genuity Wealth Management

Antonio Curia, Executive Director & Head of Economic Research Unit, Wimmer Financial LLP

Guy Healey, Head of Private Banking, Brown Shipley

James Longstaff, Head of Innovation & Delivery, Shawbrook Bank

Damian Payiatakis, Head of Impact Investing, Barclays Private Bank

Charles Radclyffe, Former Head of AI, Fidelity International

Ravi Sidhoo, Managing Director – Private & Business Banking, Cynergy Bank


Partners

Moxtra_NewLogo-Vertical

Gold Partner

Moxtra

In today’s mobile world, your business needs its’ own high engagement app – within your brand. Your app must deliver a private, interactive experience to secure the growth and directly loyalty of your customers. Moxtra can make your app into a one-stop destination for your clients to engage and complete business with your team. For a business without an app, we provide a turn-key, white labeled solution that can be deployed within days for iOS, Android, and Web. If your business already has an app, Moxtra’s high interactivity capabilities can be added through an SDK. Moxtra has been built over several years, partnership with some of the world’s leading financial institutions. These organizations use the Moxtra platform to power their digital business transactions – with rigorous compliance, security, and auditability.


https://moxtra.com/
Aixigo-jpeg

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

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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Silver Partner

Azqore

Azqore, a subsidiary of the Crédit Agricole Group and Capgemini, is a company specialized in the outsourcing of Information System and Banking Operations in the Wealth Management.

Azqore enables banks to share and reduce its IT and operations costs by relying on a “Core Banking” (S2i), while benefiting from a wide range of digital and Front-office solutions integrated into this platform.

A proposal that covers 100% of the needs of Wealth Managers.
With this offer, Azqore is speeding banks up in their digital transformation.


https://www.azqore.com/
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Silver Partner

Nykredit

For more than 165 years, Nykredit has helped Danish families buy their homes and Danish businesses grow.

We were founded by our customers, for our customers. And as something quite unique, Nykredit is predominantly owned by an association, which represents our customers.

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
Ortec1

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
UBS

Silver Partner

UBS



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Silver Partner

Investment Navigator

We enhance the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – even down to the specific instrument level. On whatever platform you work, insist on Investment Navigator suitability.



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Silver Partner

additiv

Established in 1998, Additiv partners with the world’s leading financial institutions to help them capitalize on digitization. Headquartered in Zurich, Additiv is supported by a broad ecosystem of implementation and solution partners that enable it to deliver unparalleled customer success to wealth managers and credit providers globally.

Additiv is a growing technology of choice for financial institutions leading the next wave of leading catalysts for change, in the financial service industry drive by the new possibilities of digitalization. Our SaaS Cloud ecosystem orchestrates multi-channel financial services to Banks, insurance companies, and financial partners.

DFS, Digital finance software-as-a-service, allows financial institutions to deploy class-leading client advisory, servicing and expert tools to the wealth management and credit sectors. With an end-to-end lending platform, financial institutions can simplify client experience, accelerate processes, increase application volumes, and reduce operational inefficiencies through automation and configuration.  This supports today’s and future industry needs to create a great customer experience, whilst allowing you to be agile getting to market or updating existing offerings – lowering operating costs and increasing margins while mitigating credit and compliance risk.


https://additiv.com/
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Bronze 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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Table Host

Cornercard

Cornercard UK is a fully-regulated, specialist bankcard and prepaid card issuer based in London and operating in the ultra-high and high net worth market. Cornercard works in partnership with private banks to offer exclusive bankcard programmes, tailored specifically to the needs of U/HNW clients, acting as a discreet extension of your private banking and wealth management services.

With Cornercard you benefit from a fully-integrated, world-class solution while reducing your costs and risk, and delivering enhanced services to your clients including 24/7, multi-lingual customer service and a range of benefits tailored to the needs of your U/HNW clients.

Select our exclusive Global Card range for a discreet, and ready-to-launch solution that can be ready in just 3 months, or design your own range of cards that reflect and strengthen your brand and values. Come to the Cornercard UK stand and see examples of some of the cards we offer – we look forward to speaking to you and making a tailored proposal to meet the needs of your clients and your business.


https://www.cornercard.co.uk/

Awards

ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING & WEALTH MANAGEMENT: LONDON 2020 CONFERENCE AND AWARDS INCLUDE:

 

The Private Banking & Wealth Management: London 2020 will take place on 11th June in London. Please see the Winners on the tab above for 2019 winners.

Nominations are now open – deadline for entries is 5pm GMT on Friday 8th May 2020.

Download the 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 – Patrick Brusnahan – Patrick.Brusnahan@verdict.co.uk

Good luck in your submissions!


The 2020 categories are

Outstanding Private Bank – UK – Domestic Clients

Outstanding Private Bank – UK – International Clients

Outstanding Private Bank – UK Crown dependencies

Outstanding Private Bank – Nordic region

Outstanding Private Bank – Western European region

Outstanding Private Bank – Eastern European region

Outstanding Private Banking Customer Relationship Service and Engagement

Outstanding Wealth Management Technology Provider – middle office (vendor)

Outstanding Wealth Management Technology Provider – back office (vendor)

Outstanding Front Office Digital Solutions Provider (vendor)

Outstanding Private Banking Technology Platform Offering

Outstanding Private Bank for Next Generation Proposition

Outstanding Private Bank for UHNW Clients

Outstanding Private Bank for Philanthropy Proposition

Most Innovative Business Model – Editor’s Special Award


 

 

 

Shortlist for the Private Banking & Wealth Management Awards 2019!

The winners were announced 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

Please click the button below to download the most recent conference programme. For speaker enquirers contact David Jones on: david.jones@arena-international.com, +44 (0) 207 936 6645


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Contact Us

Speaking Enquiries

David Jones
+44 (0) 207 936 6645
david.jones@arena-international.com

Delegate Enquiries

Polly Bosher
+44 (0) 20 3096 2584
polly.bosher@arena-international.com

Sponsorship Enquiries

Ray Giddings
+44 (0) 203 096 2585
Ray.Giddings@arena-international.com

Media Partnership

Katie Giorgadze
+44 (0)20 7936 6400
katie.giorgadze@arena-international.com

Event Operations

Daisy Hall
+44 (0)20 7936 3544
Daisy. Hall@arena-international.com

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