Europe’s leading private banking & wealth management conference

23rd November

Millennium Hotel Mayfair, London

About the Conference

At MoneyLIVE: Private Banking and Wealth Management you can join senior executives from Europe’s premier private banks and wealth management as they discuss the evolution of the private banking client, changing business models, and the opportunities presented by both digital innovation and regulatory adjustments.

Why Attend?

  • Unmissable presentations from Coutts, Julius Baer, and Standard Life Wealth
  • Gain exclusive insight on emerging client markets, MiFID II, and GDPR with presentations from Lombard Odier, the FCA and Citi
  • Take advantage of the hours of networking; have valuable conversations with 150+ senior attendees
  • Tailor the agenda to your needs with streams on service proposition and regulation
  • Exclusive case study on online wealth manager platform SmartWealth from UBS

Speakers

Richard Charnock, Standard Life Wealth

Richard Charnock

Chief Executive Officer

Standard Life Wealth

Duncan Macintyre, Lombard Odier

Duncan MacIntyre

Chief Executive Officer UK

Lombard Odier

Christian Berchem, Credit Suisse

Christian Berchem

Chief Executive Officer, UK

Credit Suisse

Tracey Reddings, Julius Baer International

Tracey Reddings

Managing Director, Head of Front Office

Julius Baer International

Richard Thomas, Barclays

Richard Thomas

Managing Director, Chief Operating Officer, Wealth & Investments

Barclays Bank

Stuart Newey, Coutts

Stuart Newey

Head of Banking

Coutts

Tom Sheridan Picture

Tom Sheridan

Chief Executive Officer

Seven Investment Management

David Poole, Citi Private Bank

David Poole

Managing Director, Head of Strategic Client Segments Europe, Middle East & Africa,

Citi Private Bank

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Conference Schedule

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DAY ONE Thursday, 23 November 2017

09:00

Welcome address

09:05

Chair’s opening remarks

Session 1

The future of private banking and wealth management

09:10
Keynote opening address

Striding ahead of the curve in a traditional industry


Richard Charnock, Standard Life Wealth
Richard Charnock

Chief Executive Officer
Standard Life Wealth

09:25

The need for a hybrid model: leveraging tech to strengthen the human relationship

  • Uptake: what is stopping organisations embracing technology?
  • Re-framing the digital challenge: improving traditional client relationship management
  • Meeting client expectations: using digital to advance your proposition

Stuart Cummins, Cazenove Capital
Stuart Cummins

Team Head
Cazenove Capital

09:45

Intergenerational wealth: capturing the next generation of private banking clients

  • The rise of millennials: an urgent call to modernise the superior client experience
  • Cultivating client loyalty: harnessing the opportunities inherent in wealth transfer
  • A shifting status quo: competing with new entrants in digital distribution
  • How can the industry successfully evolve alongside its client base?

Mark Stringer, CAPCO
Mark Stringer

Partner – UK Head of Wealth and Asset Management
CAPCO

10:05
Panel discussion

Deepening trust in the industry: building an holistic client experience

  • How to retain an edge in an increasingly saturated market
  • Transparency, simplicity, immediacy: is the industry satisfying client demands?
  • The sceptical client: proving your worth
  • Should you challenge your client? Adapting to client behaviour
  • How best can the human connection be enshrined in a rapidly changing industry?
  • How to foster and retain a cohesive team of contented and confident staff?
  • Combining a strong team with tech capabilities: cultivating client stickiness
  • Managing intergenerational wealth: relationship manager as educator?

Richard Charnock, Standard Life Wealth
Richard Charnock

Chief Executive Officer
Standard Life Wealth

Stuart Cummins, Cazenove Capital
Stuart Cummins

Team Head
Cazenove Capital

Tracey Reddings, Julius Baer International
Tracey Reddings

Managing Director, Head of Front Office
Julius Baer International

Stuart Newey, Coutts
Stuart Newey

Head of Banking
Coutts

Mark Stringer, CAPCO
Mark Stringer

Partner – UK Head of Wealth and Asset Management
CAPCO

10:30

Refreshments

Session 2

Strategic implications of digital disruption

11:00

The fintech evolution: a modernised approach to client experience

  • Investing in tech today to attract the clients of tomorrow
  • New entrants and Open Banking: how to remain competitive in a fragmented market
  • The sky’s the limit: AI x Data
  • Should the industry collaborate with fintechs or blaze its own trail?

Tom Sheridan Picture
Tom Sheridan

Chief Executive Officer
Seven Investment Management

11:20
Case study | UBS – SmartWealth

The democratisation of wealth management

As an innovative wealth manager open to both existing and new clients with a minimum asset bar of £15,000, UBS SmartWealth combines digital wealth management with UBS’s market leading expert insight. Offering online regulated investment advice, goal-based wealth planning, and access to 150 years of investment expertise on-the-go, UBS SmartWealth is an excellent example of using technology to improve the client experience.


Shane Williams, UBS Smartwealth
Shane Williams

Co-Head
UBS SmartWealth

Nick Middleton, UBS Smartwealth
Nick Middleton

Co-Head
UBS SmartWealth

11:40

Advisory


12:00

Reinforcing the human fire wall: guarding against digital vulnerabilities

  • WannaCry cyber-attack: a warning to investors
  • The risk of social engineering: mitigating human vulnerabilities
  • How to measure corporate health? Recognising cyber security as a central criterion
  • Preparing for GDPR: a regulatory impetus for change

Vivienne Artz, Citi
Vivienne Artz

Global Head of Privacy Legal
Citi

12:35

Lunch hosted by CAPCO

Session 3

Regulation in uncertain times | Taking service to the next level

Regulation in uncertain times
Taking service to the next level
13:50

Chair’s opening remarks


13:55

Considering the implications of changing regulation: spotlight on MiFID II

  • How are private client businesses responding to the changes?
  • What is the regulator expecting?
  • Client protection: building upon the foundations of RDR
  • Transformation as opportunity: looking ahead

Nick Miller, Financial Conduct Authority
Nick Miller

Head of Investment Management Supervision
Financial Conduct Authority

14:15

Advisory


14:45
Panel discussion with mobile voting

Navigating Brexit: a strategy for success

  • Maintaining a cross-border presence: passporting, equivalency, or something else?
  • To what extent will London-based firms move to Europe?
  • Preparing for all eventualities: a level-headed approach
  • Impact on private wealth: threats or opportunities?
  • Preserving London’s established reputation as a home of HNWIs
  • How can the industry ensure it has a voice in the process?

Sean Tuffy picture
Sean Tuffy

Head of Market and Regulatory Intelligence
Citi

Nancy Curtin, Close Brothers Asset Management
Nancy Curtin

Chief Investment Officer
Close Brothers Asset Management

Guy Healey, Brown Shipley & Co.
Guy Healey

Head of Private Banking
Brown Shipley & Co

13:50

Chair’s opening remarks


13:55

Redefining the service proposition

  • Going beyond financial products: selling a lifestyle
  • Staying one step ahead: anticipating clients’ interests and understanding their values
  • An ecosystem approach to selecting and delivering products and services
  • A democratised Family Office service?

Paul Emery, St. James's Place
Paul Emery

Head of Client Banking
St. James’s Place

14:15

Advisory


14:45
Workshop

Expanding the remit of the wealth manager: new services, new opportunities

In this workshop delegates will discuss future potential services beyond banking’s traditional remit. They will then share their ideas with the speaker, chairman and the wider room.


Barry Horner, Paradigm Norton Financial Planning
Barry Horner

Chief Executive Officer
Paradigm Norton Financial Planning

15:10

Refreshments

Session 4

Engaging with an evolving client base

15:40

Empowering a new generation of investors: tapping into the millennial market

  • The shifting age profile of wealth: are new service models and products required?
  • In it for the long haul: capturing millennials’ attention
  • Nurturing a modernised workforce to reflect millennials’ cultural expectations
  • Mobilising the increasing popularity of socially-responsible products

Duncan Macintyre, Lombard Odier
Duncan MacIntyre

Chief Executive Officer UK
Lombard Odier

16:00

Advisory


16:20

Activating potential: is the industry failing female clients?

  • Can we afford to be gender-blind? Recognising women’s distinct needs and interests
  • How best to attract female investors
  • How to develop an affinity with your female client: advocating financial confidence
  • Accommodating a values-driven view of wealth

Dr Mara Harvey, UBS
Dr Mara Harvey

Head of UBS Unique
UBS

Olga Miler, UBS
Olga Miler

Global Program Architect UBS Unique
UBS

16:40
Panel discussion

The evolution of the private banking client: fulfilling diverse needs

  • Is it possible to define the private banking client of tomorrow?
  • Digital natives: what is essential to meet their expectations?
  • Automated services for the mass affluent: opening the door to future HNWIs?
  • The entrepreneur: differentiating between inherited ‘old money’ and ‘new money’
  • Appearance of female-only wealth management firms: a jolt into action?
  • Pensions and death planning: the opportunities of an ageing population
  • How can you future proof your business in the face of emerging client groups and needs?

Christian Berchem, Credit Suisse
Christian Berchem

Chief Executive Officer, UK
Credit Suisse

Duncan Macintyre, Lombard Odier
Duncan MacIntyre

Chief Executive Officer UK
Lombard Odier

Olga Miler, UBS
Olga Miler

Global Program Architect UBS Unique
UBS

Session 5

Defining your business model

17:10
Fireside chat

Universal vs niche: assessing the options

  • The importance of clarity of thought: who is the client, and how best to serve them?
  • The danger of over-segmenting: avoiding the pitfalls
  • The threat of new entrants and rising costs: how best to protect your market share?
  • Do smaller players have sufficient scale to remain profitable?

Richard Thomas, Barclays
Richard Thomas

Managing Director, Chief Operating Officer, Wealth & Investments
Barclays Bank

David Poole, Citi Private Bank
David Poole

Managing Director, Head of Strategic Client Segments Europe, Middle East & Africa,
Citi Private Bank

17:30

Chair’s closing remarks


17:40

Drinks reception


Sponsors

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Tickets

All tickets include:

Conference pass, lunch, refreshments & drinks reception

Group Discount

15% off

When you buy 3 or more tickets

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£1,045.00 + VAT

 

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Venue Details

Millennium Hotel Mayfair

44 Grosvenor Square

Millennium Hotel Mayfair

44 Grosvenor Square, Mayfair, London W1K 2HP

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