Wealth Management & Private Banking

Speakers

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  David Goodhart

  Author, David Goodhart

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  Annie Catchpole

  Director, Scorpio

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  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.”

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  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.