Chief Operating Officer Wealth Management and Private Banking Afternoon Briefing - May 2025

The session is taking place between 4:00 pm and 6:00 pm. Previously this session covered 'The cyber threat to wealth management and nurturing your talent to future proof your business', including:

• Building cyber resilience in a digital age
• The next generation: your talent pool

Who will be in the room?
Bringing together the Chief Operating Officers from the largest 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

• 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.

• 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.

Example schedule of the afternoon:

16:00 - 16:15

• Welcome by Dave Mason, CEO at Solve Partners and James Goad, Managing Director at Owen James Events

16:15 - 17:00

• Building cyber resilience in a digital age

17:00 - 17:15

• Coffee and networking

17:15 - 17:55

• The next generation: your talent pool

17:55 - 19:00

• Thank you followed by networking drinks

To find out more about what the agenda for the afternoon will look like, see below.

To register please use the request an invitation button below or reach out to John Hall.