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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

Liontrust

BlackRock

Multrees

Lazard Asset Management

Farrer & Co

Vanguard

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

  • Kate Ancketill

    Kate Ancketill

    CEO, GDR Creative Intelligence

    Drawing upon 20 years experience consulting on innovation pathways for billion dollar blue chips, Kate provides road-tested insights on the technological and human innovations that will change the shape of business over the next five years. As founder and CEO, Kate is the chief story-teller at GDR Creative Intelligence, a retail trend and strategy consultancy working with an impressive roster of brands including Microsoft, Coca-Cola, P&G, Hilton, LVMH, Capital One, Macy’s, Tesco and Lego. She fuses big picture context with carefully curated case studies from the world's leading designers, technologists, marketeers, architects and thought leaders to illustrate how new technologies and consumer behaviours will impact physical and digital commerce. “Innovation almost always starts with cross fertilisation.” says Kate. “Looking outside of your sector and geography at non-competitors is far more likely to lead to disruptive breakthroughs than can be achieved by chasing your competitors.”

  • 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.

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London


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