Agenda

Visionary insight and opinion to support and challenge your transformation journey

Wealth Management. Transformed.

0920 - 0940
Theatre 1 & 2
Organisers Welcome and Chairs Opening

Aadil Bundeally, Managing Principal, Financial Services, Bip Group

0940 - 1020
Theatre 1
Panel: The Future of Wealth: Digital Journeys for Wealth Management Firms
  • Are WM firms entering a new phase of digital transformation – what does that look like?
  • Are legacy systems still a major barrier for digital transformation at scale?
  • How can data and technology be utilised to empower advisors and clients?
  • What do modern clients expect from institutions in 2024 and beyond?

Nina Manning, Partner, Head of Digital Delivery, Killik & Co

Alex Spreckley, Partner & Managing Director, Saltus Financial Planning

0940 - 1020
Theatre 2
Panel: Client Experience: A Key Battleground for Wealth Managers
  • How are wealth managers reacting to a changing client base and their changing expectations? 
  • What are the benefits of a 360-degree client view and can it actually be achieved?
  • Should WM firms look to emulate customer experience provided by Amazon, Netflix, Apple and other tech giants?
  • Is a hybrid model the best approach to meet client needs or should we be 100% digital?

Carl Hazeley, Chief Analyst & Director of Research, Finimize – Moderator

Keeleigh Field, Strategy & Client Experience Senior Manager, Close Brothers

Tara Al-Azawie, Director – Operating Model Design & Strategic Change, Fidelity International

1025 - 1045
Theatre 1
Wealth in the Cloud: Overcoming Legacy Systems and Driving Efficiencies
1025 - 1045
Theatre 2
Building a Cohesive and Client Focused Digital Platform for Wealth Management
1050 - 1110
Theatre 1
Reacting to a Shifting Demographic: How to Capitalise on New Client Base

James Pomeroy, Global Economist, HSBC

1050 - 1110
Theatre 2
Navigating Wealth: Insights into Market Dynamics, Client Expectations and the Consumer Duty

In conversation with Chris Hill, Former CEO, Hargreaves Lansdown

1110 - 1140
Exhibition
Networking Break
1140 - 1220
Theatre 1
Panel: AI and Automation: Digital Disruption in Asset & Wealth Management
  • Where is AI and automation having the greatest tangible impact across wealth and asset management processes?
  • How can data and AI be utilised to better understand your client base?
  • Are robo advisors genuinely the future or is this trend unlikely to take hold?
  • A hybrid model: Does increasing automation mean the end of human interaction in wealth management?

Byron Evans, Global Digital Product Lead for Wealth, Mercer – Moderator

Felicia Meyerowitz Singh, Co-Founder, Engage Smarter

1140 - 1220
Theatre 2
Panel: Private Banking in a New Era of Digital Transformation
  • How can private banks meet the needs of a changing and increasingly digital-focused customer base?
  • What does a digital transformation roadmap look like for today’s private banks?
  • How will the emergence of wealth-as-a-service and digital challengers impact the sector?
  • What trends and disruptions do private bank leaders predict for the coming years?

Sharon Maguire, Chief Product & Brand Officer, Cynergy Bank

Sahra Abdille, Director & Product Owner – Investments, NatWest Group

1140 - 1220
Theatre 3
Panel: The Democratisation of Wealth and Investing: Opportunities and Threats
  • How has the increase of simple, digital & cheap investment platforms changed the wealth management landscape?
  • What impact is ‘the great wealth transfer’ likely to have on business models moving forwards?
  • Is it now imperative that traditional firms adopt a digital offering in order to compete?
  • Is there both a responsibility, and a business opportunity, to re-focus on financial literacy to engage and educate new investors?

Christopher Hinitt, Global Head of Digital Banking & Operations, PA Consulting – Moderator

Salim Mansoor, Global Head of Investment Compliance – Alternatives, Allianz Global Investors

Shona Lowe, Managing Director – Financial Planning, abrdn

1225 - 1245
Theatre 1
Adapting to Change: The Evolving Business Models in Wealth Management

Cécile Nagel, CEO, BNY Mellon | Pershing

1225 - 1245
Theatre 2
ESG in Wealth Management: Measuring Success and Ensuring Transparency

Sophie Kennedy, Joint Chief Executive Officer, EQ Investors

1225 - 1245
Theatre 3
Unlocking the Value of Data

Jonathan Whittaker, Chief Data Officer, C. Hoare & Co.

12.50 - 13.10
Theatre 1
How to Develop a Robust, Holistic Cybersecurity Strategy in an Increasingly Digital Era
12.50 - 13.10
Theatre 2
Key Strategies to Develop a Personalised and Genuinely Seamless Client Experience
12.50 - 13.10
Theatre 3
Can Private Banks Digitise in Order to Meet New Clients’ Digital Expectations
1310 - 1410
Exhibition
Lunch & Networking
1410 - 1450
Theatre 1
Panel: ESG: A New Lens for Wealth Management
  • How is the increasing focus on ESG reshaping wealth management?
  • Are WM firms doing enough to deliver robust and transparent ESG strategies?
  • How can ESG approaches be used as a competitive advantage? Can technology help?
  • What is ESG regulation likely to look like moving forwards and how could this impact WM firms and banks?

Maria Costa, Head of Sustainability – Wealth Management & Insurance, Santander UK

1410 - 1450
Theatre 2
Panel: Digital Transformation in Context: Culture, Governance, and Ethical Evolution
  • Why the cultivation of a resilient culture is just as important as embedding new tech
  • How to ensure robust governance and connection controls to create a framework for transformation and digitisation
  • What are the most common transformation pitfalls and how can they be avoided?
  • How to create an ethical and sustainable transformation journey

Niral Kalaria, Chief Ethics Officer, DWS Group

1410 - 1450
Theatre 3
Panel: Women in Wealth: Reshaping an Industry
  • Why women should be moving from an underserved client segment to a real business opportunity?
  • Is there a gap in addressing women’s financial needs and creating a tailored approach?
  • How can tech be utilised to help shift the gender wealth gap?
  • How can the wealth and private banking sectors benefit from a more inclusive workforce and more women in leadership roles?

Charlotte Thorne, Founding Partner, Capital Generation Partners

Rio Stedford, Proposition Manager – Wealth Management Expert & Inclusion Champion, Quilter

1455 - 1515
Theatre 1
What Should Seamless Onboarding in Wealth Management Look Like in 2024 and Beyond?
1455 - 1515
Theatre 2
Unleashing the Power of AI to Deliver Next-Level Client Experiences
1455 - 1515
Theatre 3
How Can Firms Capitalise on the Opportunities a Changing Demographic and Diversifying Client Base Represent?
1520 - 1540
Theatre 1
Strategic Ventures: Integrating Inorganic Growth into your Core Strategy

Joe Parkin, Managing Partner, FinTech Growth Fund

1520 - 1540
Theatre 2
The Future of Work: Leveraging Employee Experience To Transform Client Experience
1520 - 1540
Theatre 3
Wealth Management Strategies: Navigating Inflation and Increasingly Turbulent Financial Markets

Edward Smith, Co-Chief Investment Officer, Rathbones Group

1545 - 1605
Theatre 1
Big Tech Disruption: Will Tech Giants Enter the Wealth Management Landscape and How Should Established Firms Respond?
1545 - 1605
Theatre 2
Blending Technology and Human Expertise: The Hybrid Approach to Robo-Enhanced Advisory Services
1545 - 1605
Theatre 3
Maximising the Custom Indexing Opportunity to Deliver Personalised and Tailored Investment Solutions
1610 - 1650
Theatre 1
Panel: Digital Assets in Wealth Management: Navigating a New Digital Landscape
  • What impact is the increasing popularity of digital assets having on the wider wealth management landscape
  • How feasible is it to re-evaluate products and incorporate digital assets?
  • Will cryptocurrencies and tokenized assets begin to enter the wealth management mainstream?
  • What are the risk management and regulatory challenges surrounding digital assets in wealth management?

Christopher Hinitt, Global Head of Digital Banking & Operations, PA Consulting – Moderator

Lena Kleinfeldt, Director Enterprise Digital Asset Risk Management, Citigroup

1610 - 1650
Theatre 2
Panel: WealthTech, Wealth-as-a-Service & Partnerships of the Future
  • How is the WealthTech landscape developing?
  • How is WealthTech revolutionising client experience and why is that so crucial?
  • How have digital investment platforms opened up a new client base and what impact has this had?
  • How important are successful partnerships in order for traditional institutions to remain competitive?
  • Embedded wealth and Wealth-as-a-Service: What does it mean and why should we care?
1650 - 1730
Exhibition
Networking Drinks