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.
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AITi Tiedemann Global
,Chief Operating Officer
Affinity Private Wealth
,Chief Executive Officer
Artorius Wealth Ltd
,Chief Executive Officer
Ascot Lloyd Investment Management (Formally Avellemy)
,Managing Director
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
Credo
,Director and Head: Private Clients
Credo
,Chief Executive Officer
Credo
,Chairman
EQ Investors Limited
,Joint CEO & Head of Financial Planning
FNZ (UK) Ltd
,Chief Operating Officer
HBL Bank UK
,Executive Head of Wealth Services
Hassium Asset Management LLP
,Managing Director
Hay Hill Wealth Management
,Chief Investment Officer
Isio Wealth Planning
,Head of Wealth
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
Lincoln Private Investment Office
,Chief Investment Officer
Moneycorp Bank Limited
,Global Head Of Private Banking
North Capital Management Limited
,Chief Executive Officer
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
RBC Brewin Dolphin Limited
,Strategic Business Director
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
Six Degrees Wealth Limited
,Co-Founder
Standard Chartered Bank
,Executive Director
Tyndall Investment Management
,Director, Private Clients
UBS Wealth Management UK
,Executive Director
Wimmer Finance Ltd
,Chief Executive Officer
threesixty services LLP
,Chief Executive Officer
Alpha FMC
,Senior Manager
Catalyst Partners
,Director
Independent Consultant
,Independent Consultant
Independent Consultant
,Strategic Advisor
Maanch
,CEO & Founder
Model Office-MO®
,CEO
Ocorian (UK) Limited
,Consulting Lead
Opus Una
,MD
EY
,Partner - UK Wealth Management Lead
SBR Consulting
,Management Consultant
The C & D Partnership
,Managing Partner
Event’s latest information
View the Draft Agenda and Schedule of the Day
Headline Sponsors
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
