Wealth Management & Private Banking

The Berkeley Hotel, London

16 June 2016

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

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

  • 16 Jun 2016

    The Berkeley Hotel, London

    View Map

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





Read more about A Meeting of Minds

Read more about this Community

CPD accredited event

cpd accreditation





Join in the conversation on Twitter and LinkedIN




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

  • 11:10

    Coffee - The Gallery

    Networking and BlackBerry time

  • 11:25

    Networking - The Ballroom

    Mini meetings - an opportunity to exchange business cards

  • 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

  • 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


SEI Global Wealth Services

Sammedia Ltd





Calamos Investments03

Farrer & Co


Lazard Asset Management





Sponsor the Wealth Management & Private Banking event

Find out more about becoming a strategic partner on this event

Find out More


  • 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 Goodwin is a British academic who is currently Professor of Politics in the School of Politics and International Relations at the University of Kent, and Associate Fellow at Chatham House.


The Berkeley Hotel, London