Blaze the innovation trail at Europe’s leading private banking & wealth management conference

12 November 2018, One Whitehall Place, London

Julius Baer

UK Chief Executive Officer

Lombard Odier

Chief Executive Officer

Coutts & Co

Executive Director

Santander UK

Managing Director, Head of Private Banking

Credit Suisse

Chief Operating Officer

Nedbank Private Wealth

Managing Director & Executive Head

Lombard Odier

Chief Investment Officer

Lloyds Private Banking

Chief Investment Officer

Arbuthnot Latham Private Bankers

Co-Chief Investment Officer

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

The venue

This year’s conference was held at the glamorous One Whitehall Place in Westminster, London. An exquisite venue fit for the stellar speaker line-up and senior industry leaders attending. With its high ceilings, glittering chandeliers and spectacular views over the Thames and London Eye, it offered the perfect space to network over a glass of champagne.

Attendees enjoyed a glass of Taittinger and some lavish canapés at the exclusive drinks reception, continuing to build relationships with their fellow attendees.

2018 speakers

David Durlacher, Julius Baer, MoneyLIVE Speaker

David Durlacher

UK Chief Executive Officer, Julius Baer

Duncan Macintyre, Lombard Odier, MoneyLIVE Speaker

Duncan MacIntyre

Chief Executive Officer, Lombard Odier

Lenka Setkova - Coutts & Co - MoneyLIVE

Lenka Setkova

Executive Director, Coutts & Co

Charlotte Platts, Santander, MoneyLIVE Speaker

Charlotte Platts

Managing Director, Head of Private Banking, Santander UK

Simon Politzer, Credit Suisse, MoneyLIVE Speaker

Simon Politzer

Chief Operating Officer, Credit Suisse

Stuart Cummins, Nedbank Private Wealth, MoneyLIVE Speaker

Stuart Cummins

Managing Director & Executive Head, Nedbank Private Wealth

Alex Buerge, Lombard Odier, MoneyLIVE Speaker

Alex Buerge

Executive Vice President - Deputy Head of Investment Solutions, Lombard Odier

Markus Stadlmann, Lloyds Private Banking, MoneyLIVE Speaker

Markus Stadlmann

Chief Investment Officer, Lloyds Private Banking

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More Speakers

UBS (Asia) - MoneyLIVE

“Inspiring dialogue to spark change across the financial industry!”

Head of UHNW Germany, Austria & Italy, UBS

Maseco Logo

“Thought provoking presentations and discussions by industry leaders on an incredibly broad range of critical industry issues.”

Partner, MASECO Private Wealth

Credit Suisse Logo

“I found the event thought provoking and insightful with some
tangible action points.”

Chief Executive Officer UK, Credit Suisse

2018 Agenda

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Day One Monday, 12 November 2018

09.15

Welcome address

09.20

Chair's opening remarks - Aidan Lisser, Head of Strategy, Investec Wealth & Investment

Session 1

A new era in private banking and wealth management

09.25

Keynote address

A bright future ahead: embracing the next wave of transformation

David Durlacher will explore the future challenges and opportunities facing private banks and wealth managers today, as well as share his visions for the future. Hear how he anticipates the industry to evolve in this fast-paced age of digital advancements and changing customer expectations.


David Durlacher, Julius Baer, MoneyLIVE Speaker
David Durlacher

UK Chief Executive Officer , Julius Baer

09.45

Staying at the forefront of change

  • Capitalising on the data goldmine
  • From raw data to insights: how can banks make the leap?
  • Staying ahead of the data explosion: overcoming the major challenges

Niral Parekh, CAPCO, MoneyLIVE Sponsor
Niral Parekh

Head of Retail Asset and Wealth Management , CAPCO

10.05

Leaders’ forum

Evolving with the times: what opportunities lie ahead?

  • The changing face of the customer: understanding and satisfying evolving client demands
  • A new banking landscape: how can private banks make the most of open APIs?
  • In what ways will AI and automation impact business models?
  • Creating new services: what innovations could boost value propositions?
  • Accelerating change: overcoming the barriers to successful transformation
  • Meeting the needs of a more diverse client base: what appeals to different market niches?
  • How can private banks and wealth managers attract new clients in the years to come?

David Durlacher, Julius Baer, MoneyLIVE Speaker
David Durlacher

UK Chief Executive Officer , Julius Baer

Duncan Macintyre, Lombard Odier, MoneyLIVE Speaker
Duncan MacIntyre

Chief Executive Officer , Lombard Odier

Stuart Cummins, Nedbank Private Wealth, MoneyLIVE Speaker
Stuart Cummins

Managing Director & Executive Head , Nedbank Private Wealth

Niral Parekh, CAPCO, MoneyLIVE Sponsor
Niral Parekh

Head of Retail Asset and Wealth Management , CAPCO

Charlotte Platts, Santander, MoneyLIVE Speaker
Charlotte Platts

Managing Director, Head of Private Banking , Santander UK

10.45

Refreshments

Session 2

Navigating a sea of technological opportunities | The evolving customer landscape

Turquoise stage: navigating a sea of technological opportunities - Chair is Aidan Lisser, Head of Strategy, Investec Wealth & Investment
Jet stage: the evolving customer landscape - Chair is George King, Partner, MASECO Private Wealth
11.15

The future of AI in private banking and wealth management

  • A technological overview: understanding the potential of AI
  • Financial modelling, portfolio management, asset allocation: exploring the role of AI in private banking
  • Enhancing or replacing human input: will portfolio, risk modelling and advice be solely run by AI in years to come?
  • Exploring the impacts on clients: balancing ethics with technological advancements

Natasa Williams, LGT Vestra, MoneyLIVE Speaker
Nataša Williams

Partner, Head of Private Office , LGT Vestra

James Longstaff, LGT Vestra, MoneyLIVE Speaker
James Longstaff

Head of Innovation and Delivery , Shawbrook Bank

11.35

AI, automation, Robo: unleashing the power of technology-led wealth management

  • From efficiency to personalisation: in what ways will automation transform wealth management?
  • Looking beyond robo: what now and where next for AI and data?
  • The future of risk control: exploring the potential of a quant approach
  • Delivering accessible solutions for the entire spectrum of clients

Nikolai Hack, Exo Investing, MoneyLIVE Speaker
Nikolai Hack

Chief Operating Officer , Exo Investing

11.55

Panel discussion and mobile voting

Taking the bull by the horns: tackling technological change

  • What digital capabilities are clients demanding and what will they expect in future?
  • Designing successful digital strategies across the client base: what must be considered?
  • From AI to IoT: which new technologies will be most relevant for the industry, and why?
  • RPA: how great is the scope for efficiencies and operational improvements?
  •  An honest reflection: how effective has the industry been at utilising new technologies to date?
  • Supporting digital advancements: how prepared are current internal systems?
  • Traditional corporate cultures: what stands in the way of digital and technological advancements?

Simon Politzer, Credit Suisse, MoneyLIVE Speaker
Simon Politzer

Chief Operating Officer , Credit Suisse

Lisa Caplan, Nutmeg, MoneyLIVE Speaker
Lisa Caplan

Head of Financial Advice , Nutmeg

Natasa Williams, LGT Vestra, MoneyLIVE Speaker
Nataša Williams

Partner, Head of Private Office , LGT Vestra

James Longstaff, LGT Vestra, MoneyLIVE Speaker
James Longstaff

Head of Innovation and Delivery , Shawbrook Bank

11.15

Tapping into next-gen wealth

  • Navigating a shift of wealth: what do next-gen clients expect from their private banks?
  • Tapping into new markets: understanding and overcoming the major challenges
  • A new wave of entrepreneurs: catering for wealthy millennials
  • New wealth, new responsibilities: how can banks support the next generation of inherited wealth?

Annabel Bosman, Julius Baer, MoneyLIVE Speaker
Annabel Bosman

Managing Director , Julius Baer

11.35

Fireside chat

Women and wealth: exploring and exceeding the expectations of female clients

  • How has the female client landscape evolved over the past 5 years?
  • What’s important to female clients?
  • What are the keys to developing an excellent reputation amongst wealthy women?

Charlotte Ransom, Netwealth Investments, MoneyLIVE Speaker
Charlotte Ransom

Chief Executive Officer , Netwealth Investments

Sara Allatt, UBS, MoneyLIVE Speaker
Sarah Allatt

Head of Wealth Planning , UBS

12.05

Panel Discussion

The customers of tomorrow

  • From real-time updates to ESG: how are client needs evolving?
  • How are societal changes affecting client behaviour?
  • How should banks prepare for the future client base?
  • Which new technologies can be used to support the next generation of wealth, and how can this be implemented?
  • FinTech revolution: an opportunity or a threat for client acquisition?

Annabel Bosman, Julius Baer, MoneyLIVE Speaker
Annabel Bosman

Managing Director , Julius Baer

Ian Dembinski, Rathbones, MoneyLIVE Speaker
Ian Dembinski

Head of Private Office , Rathbones

Charlotte Ransom, Netwealth Investments, MoneyLIVE Speaker
Charlotte Ransom

Chief Executive Officer , Netwealth Investments

Sara Allatt, UBS, MoneyLIVE Speaker
Sarah Allatt

Head of Wealth Planning , UBS

12.35

Lunch hosted by CAPCO

Session 3

The road to fruitful innovation

13.50

Fireside chat

Unlocking the potential of open APIs: the key to digital acceleration

  • Opening new doors: understanding the transformative potential of open APIs
  • How can lessons from the open architecture model be applied to open APIs?
  • What will be the biggest challenges and how can they be overcome?
  • Fast tracking digital development: working with FinTechs
  • Being more than a bank: offering more choices, developing new services

Lyndon Subroyen, Investec, MoneyLIVE Speaker
Lyndon Subroyen

Global Head of Digital , Investec

Paul McMillan, C Hoare & Co, MoneyLIVE Speaker
Paul McMillan

Head of Architecture & Design , C. Hoare & Co.

14.25

Panel discussion

Cultivating a culture of innovation

  • Inspiring innovation within: shifting the mindset of a traditional industry
  • What skills must be developed in order to execute innovative initiatives?
  • Developing a sustainable working relationship with FinTechs
  • Where have the greatest examples of innovation been in this space?
  • From retail banking to e-commerce: what can be learned from other industries?
  • What will it take to give the industry a kick start in driving innovation?

Peter Gale, C. Hoare & Co, MoneyLIVE Speaker
Peter Gale

Senior Relationship Manager, Head of Entreprenuers , C. Hoare & Co.

Mohammed Marikar, RBC Wealth Management, MoneyLIVE Speaker
Mohammed Marikar

Director, Intelligence and Automation , RBC Wealth Management

Lauriecell Du, Credit Suisse, MoneyLIVE Speaker
Lauriecell Du

Senior Project Manager, Digital Private Banking , Credit Suisse

15.00

Refreshments

Session 4

Uncovering the potential of emerging markets

15.30

Fireside chat

A strategic overview: scoping out emerging markets

  • Where do the most exciting opportunities lie?
  • Which emerging markets are facing great difficulties?
  • Strategies for success: what must be considered when investing in emerging markets?

Markus Stadlmann, Lloyds Private Banking, MoneyLIVE Speaker
Markus Stadlmann

Chief Investment Officer , Lloyds Private Banking

Greogry perdon, Arbuthnot Latham, MoneyLIVE Speaker
Gregory Perdon

Co-Chief Investment Officer , Arbuthnot Latham Private Bankers

16.00

Questions


Session 5

Juggling financial and emotional needs

16.05

Case study | Coutts & Co

Facilitating philanthropy

Coutts has developed an array of philanthropy options for its HNW clients, helping them to make real impacts on the causes and charities they care about.  Coutts’ philanthropic services range from advice and assistance in establishing charitable trusts to providing networking forums and events.  In this case study, Lenka Setkova will explore how well-developed philanthropy offerings can help deepen relationships with clients.


Lenka Setkova - Coutts & Co - MoneyLIVE
Lenka Setkova

Executive Director , Coutts & Co

16.25

Questions


16.30

Panel discussion

From ESG to social impact investing: creating products that work

  • Listening to global cultural interests: what’s important to clients today?
  • To what extent have clients’ reputational concerns driven the demand for these offerings?
  • Assessing current ESG and social impact products: the good, the bad and the ugly
  • What’s hindering product innovation in this space?
  • Meeting ESG requirements whilst delivering returns: where are the best opportunities?
  • Negative vs positive screening: which is more popular and why?
  • How can these offerings be personalised to deepen relationships?
  • Strengthening the reputation of banks: capitalising on the move towards ESG

Alex Buerge, Lombard Odier, MoneyLIVE Speaker
Alex Buerge

Executive Vice President - Deputy Head of Investment Solutions , Lombard Odier

Michaela Seimen Howat, UBS, MoneyLIVE Speaker
Michaela Seimen Howat

Executive Director, Sustainable Debt Strategist , UBS

Alex Brandreth

Deputy Chief Investment Officer , Brown Shipley & Co

James Lawson, Tribe Impact Capital, MoneyLIVE Speaker
James Lawson

Co-Founder , Tribe Impact Capital

17.10

Chair's closing remarks, followed by drinks reception

Exploring…

Charlotte Ransom, Netwealth Investments, MoneyLIVE SpeakerWomen and wealth: the impacts of technology-enhanced wealth management

 

Netwealth is one of the most innovative wealth managers that combines the best elements of a superior discretionary service with all the benefits of a technology-enhanced approach.  With the topic of women and wealth on the minds of many, how are female clients, who have long been underserved in the industry, reacting to this model? In this interview with MoneyLIVE’s Salisa Britton, Charlotte Ransom shares her thoughts on the evolving needs of female clients, the various barriers to investments and the benefits of technology-enhanced approaches.

Previous attendees

2018 Sponsors

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Tickets

All tickets include:

Conference pass, lunch, refreshments & drinks reception

Group Discount

15% off

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Venue

One Whitehall Place, London

One Whitehall Place, London

1 Whitehall Ct, Westminster, London SW1A 2EJ

Get Directions Venue Website

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