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Wealth Management & Private Banking

The Berkeley Hotel, London

16 June 2016

A Meeting of Minds Wealth Management & Private Banking - June 2016

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A Meeting of Minds Wealth Management & Private Banking - June 2016

  • 16 Jun 2016

    The Berkeley Hotel, London

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Focusing on those firms who look after the financial affairs of the private client.

This Meeting brings together the CEOs and the CIOs from global private banks, MFOs and Wealth Managers whose particular focus is UK. The CEO stream will focus on issues around business strategy; the CIO stream will focus on their investment strategies.

Each participant's common denominator is a focus on the financial needs of high net worth clients. There is a global feel to the conversation as their clients tend to be international and therefore subject to cross border regulation and tax regimes.

The agenda encompasses investment trends and the geopolitical climate impacting them as well as the day to day issues faced by those running these businesses.

For more information about attending this event do call Simon Black at Owen James on 01483 862697 - or email simonblack@owenjamesgroup.com

 FINDINGS FROM A MEETING OF MINDS WEALTH MANAGEMENT & PRIVATE BANKING JUNE 2016

PREVIOUS FINDINGS FROM A MEETING OF MINDS WEALTH MANAGEMENT & PRIVATE BANKING NOVEMBER 2015 

 

 

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Participant list

Findings

A powerful event!

Chief Executive, Rathbone Brothers Plc


A well organised and well executed event, providing tangible opportunities to network and develop business partnerships.

Business & Strategic Development Director, MetLife


Schedule of the Day

  • 08:15

    Breakfast - The Belgravia

    Informal networking over breakfast

  • 09:00

    The Trends In Global Wealth and Wealth Management (The Ballroom)

    Sebastian Dovey & Cath Tillotson - Managing Partners, Scorpio Partnership

  • 09:45

    Presentation - The Ballroom

    Could Your Clients' Needs Be Your Competitive Advantage? - Customer experience, the new growth engine in Wealth Management - Keith Macdonald and Roopalee Dave, EY

  • 10:00

    Working Sessions 1 - Syndicate Rooms

    • Session 1

      Session 1

      Forecasting the future. What will your business look like in five years' time?


    • Session 2

      Session 2

      Cyber offence, defence and learning to play chess


    • Session 3

      Session 3

      Can human-based advice compete with robo-advice The age or robo-advice has arrived. Mimic it, differentiate from it or join it!


    • Session 4

      Session 4

      How are global events impacting your investment decisions? Can you ever connect enough dots to predict future economic outcomes?


    • Session 5

      Session 5

      The evolution of asset management observations from the US


    • Session 6

      Session 6

      Tax and the death of client confidentiality - how will Panama reshape regulation and risk?


  • 11:10

    Coffee - The Gallery

    Networking and BlackBerry time

  • 11:25

    Networking - The Ballroom

    Mini meetings - an opportunity to exchange business cards

  • 12:10

    Working Sessions 2 - Syndicate Rooms

    • Session 1

      Session 1

      Two become one - pre and post-merger best practice and lessons learnt


    • Session 2

      Session 2

      Preparing for MIFID II and SMCR and monitoring the radar for future regulatory impacts


    • Session 3

      Session 3

      Can human-based advice compete with robo-advice? The age of robo-advice has arrived - mimic it, differentiate from it or join it!


    • Session 4

      Session 4

      Recruiting and retaining talent - Rain Makers, Lawn Mowers and Well Poisoners - who will you be hiring in 2016?


    • Session 5

      Session 5

      Profiting from renewables - the end of oil, coal and driving? Think Tesla!


    • Session 6

      Session 6

      Align with your clients' expectation and ensure their experience of engaging with you online is a positive one


  • 13:20

    Lunch - The Ballroom

    A seated formal lunch

  • 14:10

    Presentation - The Ballroom

    Simplicity: The Most Powerful Force in Business. How can we replicate the obsession that drives Apple's success in financial services? Ken Segall, Author, Speaker and Innovator

  • 14:55

    Working Sessions 3 - Syndicate Rooms

    • Session 1

      Session 1

      Forecasting the future: what will your business look like in five years' time?


    • Session 2

      Session 2

      Maximising the role of the relationship manager. Who said you couldn't get blood out of a stone?


    • Session 3

      Session 3

      Getting the best out of technology in your business


    • Session 4

      Session 4

      What might a vote for Brexit mean for your business and global investors?


    • Session 5

      Session 5

      Is Fixed Income a broken asset class? What should investors do and what opportunities does this create?


  • 16:10

    Afternoon Tea - The Ballroom

    Networking & BlackBerry time

  • 16:30

    Presentation - The Ballroom

    Navigating the Geopolitical Headwinds of Brexit and Trump - TBC

  • 17:10

    Fizz Flows - Tattersalls

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye

Sponsors & partners

Ishares

SEI Global Wealth Services

Sammedia Ltd

Backbase

Multrees

Bluebay

Pimco

Calamos Investments03

Farrer & Co

Prudential01

Lazard Asset Management

WEALINS S.A.

Sammedia

Invesco

Carmignac

Sponsor the Wealth Management & Private Banking event

Find out more about becoming a strategic partner on this event

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Speakers

  • Ken Segall

    Ken Segall

    Author, Speaker, Innovator

    Ken Segall is an advertising executive and the man who put the ‘I’ in ipda. He worked side-by-side with Steve Jobs for 12 years as the advertising creative direct of both Next and Apple. Segall was instrumental in seeing Apple grow from near bankruptcy to become the world’s most valuable company. Currently, Segall does creative work, branding and product naming for major brands, and regularly blogs about technology and marketing.

  • Roopalee Dave

    Roopalee Dave

    Senior Manager, Wealth and Asset Management, Ernst and Young

    Roopalee is a Senior Manager in EY’s Financial Services team focusing on wealth management and private banking clients. She is responsible for client relationship management and business development initiatives for the wealth management segment. She has been with EY since 2010 and has over 15 years’ experience across industry and consulting in the UK and India. Her skills include proposition development, strategy implementation, operating model design, regulatory changes e.g. RDR, suitability and adviser effectiveness. Roopalee has supported wealth managers by providing insights and running projects on proposition design and review, strategy implementation, design and implementation of operating model design and design of front office transformation including adviser effectiveness, process design/optimisation and regulatory transformation. Roopalee holds a Masters in Strategic Marketing from Cranfield School of Management, UK and a Masters in Management Studies from the University of Mumbai, India.

  • Cath Tillotson

    Cath Tillotson

    Managing Partner, Scorpio Partnership

    Catherine co-founded Scorpio Partnership in the late 1990s with the objective of improving the wealth management sector for HNW customers. The firm has now grown into a global practice advising clients across all elements of the wealth management proposition. Catherine holds a Master’s degree in English Language and Literature from the University of Oxford. She also has a Diploma in Periodical Journalism from City University in London.

  • Sebastian Dovey

    Sebastian Dovey

    Managing Partner, Scorpio Partnership

    Sebastian co-founded Scorpio Partnership in his mid-twenties to advise companies on how to delight the world’s wealthy during their client journey. The firm has studied the financial habits of the rich globally since 1998 and given their views a voice. Sebastian undertook a Bachelor’s degree in Modern History at University College London and a Master’s degree in International History at the London School of Economics with a focus on American foreign policy in Asia during the Cold War.

  • Professor Matthew Goodwin

    Professor Matthew Goodwin

    Professor of Politics, University of Kent

    Matthew J. Goodwin is an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently a Professor of Politics at Rutherford College, University of Kent, and a Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.

Location

The Berkeley Hotel, London


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