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

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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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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

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  • 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 Professor of Politics at Rutherford College, University of Kent, and Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He received his PhD from the University of Bath in 2007, after which he worked for a self-funded research institute at the University of Manchester. He was then awarded a Postdoctoral Fellowship with the Economic and Social Research Council. He was also recipient of an ESRC Knowledge Exchange Fellowship and spent twelve months on full-time secondment in a UK government department. In 2015 he was appointed Professor of Politics at the University of Kent. In the same year he was awarded an ESRC Senior Fellowship to examine Britain's 2016 EU referendum. In 2014 he received the Richard Rose Prize, awarded to one person annually for their contribution to the study of politics. In 2015, he won the Paddy Power Political Book of the Year for Revolt on the Right, co-authored with Robert Ford. Since completing his PhD he has attracted around £1 million in external research funding. Since 2008 he co-edited the Routledge book series on Extremism and Democracy. Between 2011 and 2015 he served as a member of the UK government's working group on anti-Muslim hatred. Since 2013 he served his profession as a Trustee and executive committee member of the Political Studies Association, which since 1950 has promoted the study of politics. Matthew is an outward-facing researcher who believes that social science should be as much about contributing to wider society as to social science. 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.


The Berkeley Hotel, London