Wealth Management & Private Banking

The Berkeley Hotel, Wilton Place, Knightsbridge, London

14 June 2018

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

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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Sponsors & partners

Hermes Fund Managers Limited

AutoRek

Factset

SEI Wealth Platform

Iress

UBS

SS&C Advent

Liontrust

BlackRock

Lazard Asset Management

Multrees

Farrer & Co

Vanguard

EY

SPONSOR THE WEALTH MANAGEMENT AND PRIVATE BANKING EVENT

Find out more about becoming a Strategic Partner or Sponsor on this 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

    Executive Director, Scorpio

    Caroline is responsible for the execution of assignments drawing on her detailed market and business management experience in the private banking industry. Caroline has been involved in a wide variety of solutions for the wealth management industry, most recently focusing extensively on client engagement and the client experience for UK wealth managers. Formerly a senior private banker with Credit Suisse in London, Caroline has comprehensive business management experience gained as Head of International Private Clients in the London office and an in-depth knowledge of the international private banking environment. Prior to this, she gained specialist expertise in the Middle East market as Head of Middle East private clients. She spent the first five years of her career with Credit Suisse managing discretionary private client equity portfolios, establishing a strong investment background. Caroline holds the Investment Management Certificate, and has attended both the Investment Management Program and Accelerated Development Program at the London Business School. When Caroline has finished her chauffeuring and social secretarial duties and honing her management and negotiation skills on her three children – her spare time? – you do the maths!

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London


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