CFO Wealth Management and Private Banking Afternoon Briefing - April 2025
29th
April
2025
The Walbrook Club, 37A Walbrook, London EC4N 8BS
Open location in mapsThe session is taking place between 4:00 pm and 6:00 pm and will focus on 'Pricing & strategy in a changing world - navigating the future of wealth management', including:
- The new world order: how wealth management should respond
- Pricing in wealth management: balancing value, transparency & regulatory expectations
Who will be in the room?
Bringing together Chief Finance Officers from the leading private banks and wealth managers.
What does it cost?
- Participation is by invitation only, there is no fee to attend.
Benefits of attending - how the event is shaped
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Strategic collaboration, a platform for peers to network, hear from the experts and seek solutions to the business issues with which they grapple on a day-to-day basis.
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Visionary inspiration, tackling topics such as how to manage cost income ratios more effectively; examine different aspects of the customer journey; as well as learn how to keep the regulator happy and provide a high-quality service.
Schedule of the afternoon:
16:00 - 16:10
- Welcome
16:10 - 17:00
- The New World Order: How wealth management should respond
17:00 - 17:15
- Coffee and networking
17:15 - 17:55
- Pricing in Wealth Management: Balancing value, transparency & regulatory expectations
17:55
- Thank you & wave goodbye
To find out more about the agenda for the afternoon, see below.
To register please use the request an invitation button below or reach out to Mark Davison.
Download all the latest information below
Agenda for the afternoon and participant list
This event is proudly sponsored by:
Become a Sponsor
Please get in touch to find out more about the sponsorship opportunities
