A Meeting of Minds Wealth Management and Private Banking - June 2025
12th
June
2025
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
Open location in mapsA Meeting of Minds Wealth Management and Private Banking is an exclusive day where CEOs and CIOs of the private banks and the larger wealth management firms gather to address the key strategic issues affecting these businesses and the industry as a whole.
In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers throughout the day and at the formal sit down lunch, you address the subjects which matter to you, and all in a time-efficient manner.
Who will be in the room?
CEOs and CIOs from Global Private Banks, DFMs, MFOs, and Wealth Managers with a dedicated focus on the UK market.
What does it cost?
Participation is by invitation, there is no fee to attend and is CPD accredited
Benefits of attending - how the event is shaped
- Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
- Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
- Visionary inspiration – hear from brilliant keynote speakers who know everything about the latest industry news and innovations
- Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
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Economics & geopolitics
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Productivity & people
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Business strategy
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Client concerns
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Investment themes
Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
What our delegates say about A Meeting of Minds Wealth Management and Private Banking
If you would like to receive an invite, use the form below or for more information please get in touch with @Mark Davison
Headline Sponsors
Speakers
Zvetelina Stantcheva
Partner at McKinsey & Company
James Kanagasooriam
Chief Research Officer
A distinguished expert in data analytics and political strategy, renowned for his unique blend of analytical acumen and strategic foresight. He is Chief Research Officer of the AI-enabled research firm Focaldata, having previously co-founded Stack Data Strategy. With a background in political science and a passion for innovation, James has been instrumental in transforming data-driven decision-making processes across various sectors, including finance, retail and tech, where his work has earned him recognition as a thought leader in both political and business circles.
Tracey Hill
Founder of The Pause Effect - Performance Therapist, Coach & Speaker
Her career is built on experience in high-pressure environments, where she consulted with global giants such as Rolls Royce Aviation, Mitsubishi, Burberry, Deliveroo, Ricoh, and more. Tracey blends her expertise in business, psychology, regression therapy, CBT, NLP, psychotherapy, and performance imagery training to help audiences manage stress, reframe emotions, think with clarity, boost confidence, and achieve results to perform at their best.
Become a Sponsor
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