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

12 November 2018

One Whitehall Place, London

150 +

attendees

50 +

banks

15+

countries

2

stages

Speaker announcement

Markus Stadlmann, Chief Investment Officer, Lloyds Private Banking

Markus Stadlmann is Chief Investment Officer of Lloyds Banking Group, and is accountable for investment leadership, governance and communications.  Previously Markus held management positions at Erste Group in Vienna and Barclays plc in London, leading portfolio management and specialist investment teams.

Join us in November and hear Markus reflect on the impacts of Brexit to date on the private banking & wealth management industry – this is the perfect opportunity get your questions answered.

 

At MoneyLIVE: Private Banking and Wealth Management you will join senior executives from Europe’s premier private banks and wealth managers 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?

  • Discover how to develop ESG and Social Impact products that work
  • Explore what opportunities lie ahead during our opening session which includes Chief Executive Officers from Julius Baer, Lombard Odier and more
  • Uncover the vast scope of future client demands and explore the opportunities within next-gen wealth
  • Hear Coutts & Co’s Executive Director give a case study on facilitating philanthropy
  • From open APIs to fostering a culture of innovation: learn how to successfully innovate in a competitive environment
  • Gain clarity on the impacts of Brexit to date

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 UK, Lombard Odier

Lenka Setkova, Coutts & Co, MoneyLIVE Speaker

Lenka Setkova

Executive Director, Coutts & Co

Charlotte Platts, Santander, MoneyLIVE Speaker

Charlotte Platts

Managing Director, Head of Private Banking, Santander

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

Stéphane Monier, Lombard Odier, MoneyLIVE Speaker

Stéphane Monier

Chief Investment Officer, Lombard Odier

Annabel Bosman, Julius Baer, MoneyLIVE Speaker

Annabel Bosman

Managing Director, Julius Baer

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Agenda

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Day One Monday, 12 November 2018

09.00

Welcome address

09.05

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

Session 1

A new era in private banking and wealth management

09.10

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

09.30

Staying at the forefront of change


TBC

Senior Representative, CAPCO

09.50

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 UK, Lombard Odier

Stuart Cummins, Nedbank Private Wealth, MoneyLIVE Speaker
Stuart Cummins

Managing Director & Executive Head, Nedbank Private Wealth

Charlotte Platts, Santander, MoneyLIVE Speaker
Charlotte Platts

Managing Director, Head of Private Banking, Santander

10.30

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
Jet stage: the evolving customer landscape - Chair is George King, Partner, MASECO Private Wealth
11.00

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

IT Director, LGT Vestra

11.20

Turning AI into a competitive edge


11.40

The rise of robo advice: unleashing the power of a hybrid model

  • An assessment of robo advice: scoping out the pros and cons
  • Balancing technology with the human touch: enhancing propositions through a hybrid approach
  • Forming solutions that caters for the entire spectrum of clients

12.00

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

IT Director, LGT Vestra

11.00

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

11.20

Attracting the new client base: strategies for success


11.40

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

Olga Miler

Global Programme Architect, UBS Wealth Management

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

Olga Miler

Global Programme Architect, UBS Wealth Management

12.40

Lunch hosted by CAPCO

Session 3

The road to fruitful innovation

13.55

Fast tracking innovation internally: getting all stakeholders on board


14.15

Panel discussion

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

Speaker Placeholder
Paul McMillan

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

Jesslyn Chia, Credit Suisse, MoneyLIVE Speaker
Jesslyn Chia

Vice President, Digital Private Banking, International Wealth Management, Credit Suisse

14.50

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 ecommerce: 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

Kitty McCormick, Coutts & Co, MoneyLIVE Speaker
Kitty McCormick

Head of Innovation, Coutts & Co

15.25

Refreshments

Session 4

Let's talk about Brexit

15.55

Fireside chat

Reflecting on the impact of Brexit to date

  • To what extent are clients choosing to re-locate their wealth?
  • How have banks adapted their strategies to the uncertainties of Brexit?
  • Do developments to date augur a storm to come or will the doom-mongers be proved wrong?

16.15

Questions


Session 5

Juggling financial and emotional needs

16.20

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 Speaker
Lenka Setkova

Executive Director, Coutts & Co

16.40

Capitalising on the green revolution: getting it right for customers


17.00

Fireside chat

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

Don Smith, Brown Shipley & Co, MoneyLIVE Speaker
Don Smith

Chief Investment Officer, Brown Shipley & Co

Stéphane Monier, Lombard Odier, MoneyLIVE Speaker
Stéphane Monier

Chief Investment Officer, Lombard Odier

Michaela Seimen Howat, UBS, MoneyLIVE Speaker
Michaela Seimen Howat

Executive Director, Sustainable Debt Strategist, UBS

17.30

Chair's closing remarks, followed by drinks reception

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

Who attends

2018 Sponsors

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Tickets

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Conference pass, lunch, refreshments & drinks reception

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Venue

One Whitehall Place, London

One Whitehall Place, London

1 Whitehall Ct, Westminster, London SW1A 2EJ

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