A 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.
7IM Investment and Retirement Solutions Limited
,Managing Director, Corporate & Strategy Development
AITi Tiedemann Global
,Chief Operating Officer
AITi Tiedemann Global
,Managing Director
Affinity Private Wealth
,Chief Executive Officer
Amicus Wealth Management
,Managing Director
Artorius Wealth Ltd
,Chief Executive Officer
Ascot Lloyd Investment Management (Formally Avellemy)
,Managing Director
Barclays Wealth & Investment Management UK
,Managing Director & Global Head of Distribution for Banking and Credit Barclays Private Bank
Beauclerc Advisory Services Ltd
,Executive Partner
Beauclerc Advisory Services Ltd
,Co-Founder, Managing Director
C Hoare & Co
,Head of Private Banking
Cavendish Ware Limited
,CIO & Head of Investment
Connor Broadley Ltd
,CEO & Co-Founder
Connor Broadley Ltd
,Co-Founder & Director
Coutts & Co
,Managing Director Head of Growth and Relationship Management
Credo
,Director and Head: Private Clients
Credo
,Chief Executive Officer
Credo
,Chairman
Deutsche Bank Wealth Management
,Director of Family Offices
EFG Private Bank
,Deputy Head of Private Banking
EQ Investors Limited
,Joint CEO & Head of Financial Planning
EQ Investors Limited
,Joint Chief Executive Officer
Evelyn Partners
,Partner
FNZ (UK) Ltd
,Chief Operating Officer
Fairstone Group
,Managing Director (South)
HBL Bank UK
,Executive Head of Wealth Services
Hassium Asset Management LLP
,Managing Director
Hawksmoor Investment Management Limited
,Head of Investment Management
Hay Hill Wealth Management
,Chief Investment Officer
Independent
,Was Head of Client Solutions Group @ Kleinwort Hambros
Independent Consultant
,Was Head of Client Strategy and Experience for Switzerland and Europe @ Julius Baer
Independent Consultant
,Managing Partner
Isio Wealth Planning
,Head of Wealth
Isio Wealth Planning
,Chief Operating Officer
J. Stern & Co LLP
,Client Director
J. Stern & Co LLP
,Investment Specialist and Client Director
James Hambro & Partners LLP
,Chief Operating Officer
Julius Baer International Ltd
,Chief Executive Officer
Killik & Co
,Managing Partner
Killik & Co
,Managing Partner
Knights PLC
,Managing Director Wealth Planning
Lincoln Private Investment Office
,Chief Investment Officer
MASECO Private Wealth
,Senior Wealth Manager
Moneycorp Bank Limited
,Global Head Of Private Banking
North Capital Management Limited
,Chief Executive Officer
Oakham Wealth Management
,Chief Executive
Ptarmigan Capital Limited
,Director & CEO
Purposeful Group (formerly Finitor Wealth)
,Chairman
Quartet Capital Partners LLP
,Managing Partner
Quilter Financial Planning
,Managing Director of Quilter Financial Advisers, National Advice Business
Quilter plc
,Head of Regional offices
RBC Brewin Dolphin Limited
,Strategic Business Director
RBC Brewin Dolphin Limited
,Chief of Staff - Wealth Management Europe
RBC Brewin Dolphin Limited
,Associate Director, Strategy
RBC Wealth Management (Royal Bank of Canada)
,Head of Credit & Banking
Rathbones Group Plc
,Chief Client Officer
Redington (Acquired by Arthur J. Gallagher & Co)
,Head of Global Assets
Rothschild & Co
,Non Executive Director
Sarasin & Partners LLP
,COO, Client Affairs
Sarasin & Partners LLP
,Partner, Head of Private Clients
Sarasin & Partners LLP
,Managing Partner
Seven Investment Management
,Co-Chief Investment Officer
Six Degrees Wealth Limited
,Co-Founder
Six Degrees Wealth Limited
,Co-Founder
St. James's Place Wealth Management Group
,Senior Advice Policy Lead
Standard Chartered Bank
,Executive Director
Thomson Tyndall
,Investment Director
Tyndall Investment Management
,Director, Private Clients
UBS Wealth Management UK
,Executive Director
UBS Wealth Management UK
,Head of High Net Worth UK
Unbiased Financial Group LLP
,Chartered Wealth Manager
Weatherbys Banking Group
,Head of Private Clients
Wimmer Finance Ltd
,Chief Executive Officer
Alpha FMC
,Senior Manager
Catalyst Partners
,Director
EY
,Partner - UK Wealth Management Lead
Independent
,Chief Operating Officer
Independent Consultant
,Independent Consultant
Independent Consultant
,Strategic Advisor
Maanch
,CEO & Founder
Model Office-MO®
,CEO
Ocorian (UK) Limited
,Consulting Lead
Opus Una
,MD
Solve
,Director
BWC Benchmarking
,Chief Executive Officer
Funkled
,Founder
Keynote Speaker
,Former Senior Crime Investigator and human behaviour expert
SBR Consulting
,Management Consultant
The C & D Partnership
,Managing Partner
The London Foundation for Banking & Finance
,Chief Executive
threesixty services LLP
,Chief Executive Officer
Event’s latest information
View the Draft Agenda and Schedule of the Day
Headline Sponsors
Speakers
Dan Russell
Founder of Funkled
Nikki Bhamra
A former Senior Crime Investigator, TEDx speaker and human behaviour expert
A thoroughly worthwhile investment of my time. An excellent event with relevant, value-added content
National Sales Director , Quilter Financial Planning
From our June 2024 Event
Mark Davison
Delegate Relationship Co-ordinator
