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.
Headline Sponsors
7IM Investment and Retirement Solutions Limited
,Managing Director, Corporate & Strategy Development
AIB Private Banking
,Head of Lending & Operations
AITi Tiedemann Global
,Chief Operating Officer
Artorius Wealth Ltd
,Chief Executive Officer
Ascot Lloyd Investment Management (Formally Avellemy)
,Managing Director
Attivo Group
,Chief Investment Officer
Barclays Wealth & Investment Management UK
,Chief of Staff
Beauclerc Advisory Services Ltd
,Co-Founder, Managing Director
Beauclerc Advisory Services Ltd
,Executive Partner
Brown Shipley & Co Limited
,CEO
C Hoare & Co
,Head of Private Banking
C Hoare & Co
,Head of Private Banking
C Hoare & Co
,Chief Operating Officer
Cavendish Ware Limited
,CIO & Head of Investment
Connor Broadley Ltd
,CEO & Co-Founder
Connor Broadley Ltd
,Chief Financial Officer
Credo
,Director and Head: Private Clients
Credo
,Chairman
Credo
,Chief Investment Officer
Deutsche Bank Wealth Management
,Director of Family Offices
EQ Investors Limited
,Joint Chief Executive Officer
HBL Bank UK
,Executive Head of Wealth Services
Hybrid Advice
,Chief Executive Officer
Independent
,Was Executive Director @ UBS Wealth Management
Independent Consultant
,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
J. Stern & Co LLP
,Client Director
James Hambro & Partners LLP
,Chief Operating Officer
Killik & Co
,Managing Partner
Moneycorp Bank Limited
,Global Head Of Private Banking
Oakham Wealth Management
,Chief Executive
Oberon Investments Limited
,Chief Operating Officer
Ptarmigan Capital Limited
,Director & CEO
Quartet Capital Partners LLP
,Managing Partner
Quilter Financial Planning
,Managing Director – Quilter Academy and adviser development.
RBC Brewin Dolphin Limited
,Associate Director, Strategy
RBC Brewin Dolphin Limited
,Investment Director
RBC Wealth Management (Royal Bank of Canada)
,Strategy Director
RBC Wealth Management (Royal Bank of Canada)
,Head of Credit & Banking
Rothschild & Co
,Non Executive Director
Sarasin & Partners LLP
,Partner
Six Degrees Wealth Limited
,Co-Founder
St. James's Place Wealth Management Plc
,Director of Advice Support
Standard Chartered Bank
,Executive Director
Thomson Tyndall
,Investment Director
Tyndall Investment Management
,Director, Private Clients
UBS Wealth Management UK
,Head of PC & HNW London
Unio Wealth Management
,Chief Executive Officer
Union Bancaire Privée (UK) Ltd (Formerly SG Kleinwort Hambros Bank Limited)
,Group Chief Operating Officer
Validpath Ltd
,Chief Commercial Officer
Weatherbys Banking Group
,Group Chief Executive
Wimmer Finance Ltd
,Chief Executive Officer
Zedra
,Client Director
Alpha FMC
,Senior Manager
Board Intelligence
,Director, Enterprise
Catalyst Partners
,Director
Common Sense Implementations Ltd.
,Founder And Director
Independent
,Chief Operating Officer
Independent Consultant
,Independent Consultant
Independent Consultant
,Strategic Advisor
Model Office-MO®
,CEO and Founder
Ocorian (UK) Limited
,Consulting Lead
Opus Una
,MD
Financial Conduct Authority
,Interim Head of Department for Market
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
Headline Sponsors
Speakers
Alison Edgar MBE
Award-Winning Motivational Speaker & Business 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
