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

Agenda

Visionary insight and opinion to support and challenge your transformation journey

Wealth Management. Transformed.

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