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Wealth Management & Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

14 June 2018

A Meeting of Minds Wealth Management & Private Banking - June 2018

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A Meeting of Minds Wealth Management & Private Banking - June 2018

  • 14 Jun 2018

    The Berkeley Hotel, Wilton Place, Knightsbridge, 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.

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Participant List

Schedule of the Day

Findings

Sponsors & partners

AutoRek

Factset

Federated Hermes

Iress

SEI Wealth Platform

SS&C Advent

UBS

BlackRock

Liontrust

Multrees

Lazard Asset Management

Vanguard

Farrer & Co

EY

SPONSOR THE WEALTH MANAGEMENT AND PRIVATE BANKING EVENT

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Speakers

  • David Goodhart

    David Goodhart

    Author, David Goodhart

  • Annie Catchpole

    Annie Catchpole

    Director, Scorpio

  • Caroline Burkart

    Caroline Burkart

    Associate Partner, Client Insight, AON Client Insight

    Caroline is an Associate Partner at Aon and leads the development of client relationships in the UK and Europe. She has over 25 years experience in the Private Banking and Wealth industry, and consults to private banks and wealth managers with the goal of bringing the Voice of the Client into the boardroom, to contribute to strategy and business performance. Caroline draws on experience from an earlier career as Head of International Private Clients at Credit Suisse (London) to navigate the complexities of maintaining and growing local and global wealth businesses in a rapidly-changing environment.

  • Kate Ancketill

    Kate Ancketill

    CEO of business futurist consultancy GDR

    Experience the Future Today with Kate Ancketill, your guide to navigating complex trends and emerging technologies. As CEO of GDR, she's transformed the strategies of global brands like P&G, Google, and Samsung. With tailored, cutting-edge presentations, Kate delivers the WOW factor, offering pragmatic solutions to tomorrow's challenges.

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London


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