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Investment and Asset Management, Finance

Wealth Management Summit

Exploring opportunities in a changeable industry

London |
Speakers include:
Jeremy  Ward

Jeremy Ward

Coutts & Co

Keyu  Jin

Keyu Jin

LSE

Jerome Booth

Jerome Booth

New Sparta

Overview

Professional Wealth Management (PWM) is pleased to announce the launch of the Wealth Management Summit to be held on the 7th November 2018, in conjunction with The Global Private Banking awards which will follow the summit in the evening.

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fallback Add to my Calendar 11/07/2018 08:00:0011/07/2018 17:35:00trueWealth Management SummitProfessional Wealth Management (PWM) is pleased to announce the launch of the Wealth Management Summit to be held on the 7th November 2018, in conjunction with The Global Private Banking awards which will follow the summit in the evening.Wealth-Management-Summite6801a1c793673c72fb0ddc2bd0eefe2MM/DD/YYYY

Full Overview

It is a very interesting time of change and innovation for the European private banking, asset and wealth management industries. Political shocks such as Brexit, digital transformations and evolving priorities of institutional and HNWI investors as ESG, climate change and passive strategies increasingly dominate asset allocation strategies all have huge implications and create a new era for the entire industry.  

This packed one day, high level summit will see our distinguished panel of C suite speakers from Private Banks, Asset Managers, Institutional Investors and Family Offices debate these key issues during keynote presentations, on stage interviews and panel discussions. Discussion points will include; how far AI can truly go in the private banking sector, the yin and yang of passive and active investing, Britain’s role post Brexit, opportunities in sustainable long-term investing, succession planning, healthcare investment via private equity and venture capital and the return of the emerging markets as they expand into the fixed income market.

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Agenda - 7th Nov

  • 8:00am
    Networking and registration
  • 8:50am
    Opening remarks from the FT Chair

    Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

  • 9:00am
    Keynote presentation: China in the age of trade war and competition

    Keyu Jin, Associate Professor of Economics, Department of Economics, LSE

  • 9:20am
    Panel discussion: Shaping the Future: Digitalisation in the Private Banking Sector
    • As private banking depends on personal relationships between clients and bankers, are the clients happy with the shift toward digital?
    • How far will AI go in the private banking sector?
    • What is the current level of adoption of digital innovations in the industry?
    • What is tech for?  Cutting costs or could tech have a positive effect on advisory creating value and deepening client relationships?
    • Digital portfolio management tools - how can it support advisors in the day to day?
    • Technology’s role in cost reductions – how can technological advancement to improve private banking and help reduce costs of example, of increased regulation?

    Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

    Panellists:
    Bruno Doutrelepont, CEO, Even Keel Group
    Víctor Allende, Executive Director Private Banking and Premier Banking, CaixaBank
    Alois Pirker, Research Director, Aite Group
    Phil Watson, Chief Innovation Officer, Citi Private Bank
    Martin Gregor Schuricht, Managing Director, Nykredit Private Banking

  • 10:10am
    Morning Break
  • 10:40am
    Onstage Interview: The return of the emerging markets

    Emerging markets are once again fuelling growth, especially in areas such as technology and innovation, with China and India leading growth, but some less high profile markets, including Romania, Turkey and Indonesia also having much to offer. Opportunities in Asia are embracing not just equities but also fixed income for the first time, with healthy returns from Chinese and ASEAN bonds. While many Asian investors have diversified internationally to reflect an increasingly diversified world, private banks and asset managers believe the key opportunities are now on their doorstep in 2018 and beyond.

    Dr Jerome Booth, Chairman, New Sparta Asset Management

    Interviewer: Owen Walker, Asset management correspondent, FT, Deputy editor, FTfm

  • 11:00am
    Panel Discussion: The next gen, succession planning and the impact of the millennial generation
    • The millennial generations preferences regarding wealth and how it differs from older generations?
    • Succession planning and family businesses, Case study examples of engaging the next gen in the business?
    • The key to ensuring the business is looked after as they step away
    • A private bankers role in educating clients about the risk and opportunities
    • Succession planning and the impact on the advisors
    • What is the key to holding onto clients when the next gen inherits?

    Moderator: Alice Ross, Wealth Correspondent and Editor, FT Wealth magazine

    Panellists: 
    Caroline Burkart, Director, Scorpio Partnership
    Jérôme Stern, Managing Partner, J. Stern & Co
    Matthew Fleming, Head of Family Governance and Succession, Stonehage Fleming
    Michael Parsons, Chief Executive Officer, Wren Investment Office
    Remi Frank, Global Head of Key Client Group, BNP Paribas Wealth Management

  • 11:50am
    Panel Discussion: The investment agenda of the world: Investing for Impact
    • What are the investment priorities of current impact and sustainable investors?
    • How is ESG promoting the rise of long term investing?
    • Where are the opportunities for grant style funding?
    • How can the private banking industry accelerate further the impact and sustainable priorities of their clients?
    • Case study examples of successful investments -  How is success quantified?

    Moderator: Dan Jones, Editor, Asset Allocator & Money Management

    Panellists:
    Metin Guvener, Co-Founder and Executive Chairman, Triangle Group
    Victoria Leggett, Head of Responsible investment for Asset Management, Union Bancaire Privee 
    Rachel Whittaker, Sustainable Investing Strategist,UBS Wealth Management
    Nicolas Jamet, Senior Quantitative Analyst, RAM Active Investments

  • 12:30pm
    Lunch
  • 1:30pm
    Panel discussion: Selecting service providers: The key to successful relationships
    • What are the key priorities as single family offices look to select their service providers? 
    • ​ How important are emotionally and human values when selecting? 
    • How do family offices value relationships, are they personality driven? How do they look at risk for returns and how do they value trusted advisers?
    •  With modern styles of private banking do family offices choose an individual or an organisation? 
    •  How important is single manager relationships to family offices? Are there alternative ways for private banks to retain loyalty without splitting relationship management functions?       
    • What qualities does a family office look for in a fund manager

    Moderator: Alice Ross, Wealth Correspondent and Editor, FT Wealth magazine

    Panellists:
    Matthew Norman, CIO, Kenjiro Private Office
    Nainish Bapna, Investments and Portfolio Management, Veddis
    Kasper Herrestrup, CIO, Lind Invest 
    Gerard Aquilina, Parter, Cone Marshall
    Milena Grayde, Managing Director, JP Morgan 

  • 2:20pm
    Afternoon Break
  • 2:50pm
    Afternoon Keynote: Passive and active: Do they work in harmony?

    Arne Hassel, Chief Investment Officer, Barclays Investment Solutions 

  • 3:05pm
    Panel Discussion: The passive investment revolution
    • ETFs as key building blocks for private clients’ portfolios
    • What have been the main drivers of the increased take-up of asset-allocation-led discretionary portfolio management by private banking clients taking over from actively managed mutual funds?
    • If ETFs and high-tech digital channels of distribution and asset allocation are a marriage made in heaven for wealth managers, have we heard the death-knell for active funds?
    • ETFs and the challenge of systematic risk
    • Balancing the yin and yang of investing - moving on from passive vs active and embracing both in a portfolio to maximise returns
    • The place of thematic investments within this space and their role in developing single factor smart beta ETFs

    Moderator: Dan Jones, Editor, Asset Allocator & Money Management

    Panellists:
    Alan Miller, Founding Partner - Chief Investment Officer, SCM Direct
    Jeremy Ward, Director, Coutts & Co 
    Olivier Paccalin, MD, Head of Wealth Management Solutions, Societe Generale Private Bank
    Ian Barnard, Founding Partner, Capital Generation Partners
    Hortense Bioy, Director of Passive Strategies and Sustainability Research, Europe, Morningstar
    Arne Hassel, Chief Investment Officer, Barclays Investment Solutions 

  • 4:00pm
    Panel Discussion: Brexit and the battle of all cities
    • What is the future for Europe?
    • As financial centres vie for position post Brexit where are the hot spots for outsourcing, administration, fund regulation and technology-intensive approaches?
    • The viability of each financial centre and examining the challenges which they will be presented with
    • What happens after Brexit? How will financial centres have to evolve?

    Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

    Panellists:
    Joe Bannister, Advisor on Financial Services Policy, Malta Government, Former Chairman, MFSA
    Denise Voss, Chairman, Association of the Luxembourg Fund Industry. (ALFI)
    Shelby du Pasquier, Partner chez Lenz, Staehelin
    Lois Wan, Executive Director, DBS
    Ray Soudah, Chairman and Founding Partner, MilleniumAssociates AG

  • 4:40pm
    Chair’s Closing remarks

    Yuri Bender, Editor-in-Chief, Professional Wealth Management, Financial Times

  • 4:50pm
    Close of conference drinks reception and awards

Speakers (32)

Jeremy  Ward

Jeremy Ward

Director
Coutts & Co

Jeremy Ward joined Coutts in 2012 and is responsible for the management and performance of both the Coutts Multi-Asset fund range and the Personal Portfolio funds alongside the centrally managed discretionary portfolios as part of the Multi-Asset investment team within asset management. He also focuses on managing the UK equity and US equity equator funds (AUM £2bn) which are held across discretionary portfolios. He also contributes towards global investment strategy and portfolio asset allocation. 

Prior to joining Coutts, he was an investment manager on the Global Equity desk at Newton Investment Management and has over 10 years’ experience in the investment management industry.

 He has a Bachelor of Business Studies degree in Finance from Massey University, New Zealand and holds the Investment Management Certificate (IMC).

Keyu  Jin

Keyu Jin

Associate Professor of Economics, Department of Economics,
LSE

Dr Keyu Jin is a Professor of Economics at the London school of economics, where she researches on topics of globalization and the Chinese economy. She is from Beijing, China, and holds a B.A., M.A., and PhD from Harvard University.  Multiple academic works on international macroeconomic and China have been published in the top journal in Economics, such as the American Economic Review. She is a non-executive director to Richemont Group, the second largest luxury conglomerate, and is also an advisor to the China Banking Regulatory Commission for Fintech in China.  Recently, she has focused on bridging Western capital and a new breed of fast-growing Chinese technology companies.  She contributes op-ed pieces to the Financial Times, and has a column in the Project Syndicate as well as Caixin, the main economics and finance magazine in China. In the past, she has advised and consulted for the World Bank, the IMF, and the New York Fed. She has also had prior experience in Goldman Sachs, Morgan Stanley, JP Morgan among other financial institutions. She was named Young global leader by the World Economic Forum in 2014.

Jerome Booth

Jerome Booth

Chairman
New Sparta

Jerome Booth is the Chairman of New Sparta Limited. Through New Sparta, which he established in 2013, he manages his controlling interests in a number of companies in insurance, telecoms, film, journalism, fund management, and publishing. These companies include CBC UK, New Call Telecom, and Icon Film Distribution UK.

He recently established New Sparta Asset Management, a specialist emerging markets investment manager and the fund management division of New Sparta Limited. It will focus some of its first investments in the power sector in sub- Saharan Africa.

In 2013, Dr Booth retired from Ashmore Group, the world-leading emerging markets asset management group he helped establish in a Management Buy-Out from ANZ Bank. Prior to ANZ he worked in the Strategic Planning unit of the Inter-American Development Bank in Washington, DC.

Chairman of the Governing Board of Anglia Ruskin University, Dr Booth is also an Honorary Visiting Professor at Cass Business School, Chairman of the Britten Sinfonia, and a Council Member of the Royal Philharmonic Society.

Philip Watson

Philip Watson

Chief Innovation Officer
Citi Private Bank

Philip Watson is Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank in EMEA and Global Investments. The Investment Lab provides ultra high net worth individuals and their family offices with expertise and advice in portfolio construction, risk analytics and investment strategy.  In addition to this, he serves on a number of committees and boards at Citi. These include voting membership within the Global Investment Committee, which defines strategy for the Private Bank, and membership on the Multi-Asset Class Committee, responsible for informing decisions on the management of discretionary portfolios at Citi. He is also a regular contributor to the media, road shows, forums and the Private Bank’s Outlook.

Mr Watson has nearly 20 years of financial experience, 14 of which have been at the Private Bank. Prior to this, he worked within Citi’s Investment Bank where he held roles within
Equity Derivatives, Risk Management and Warrants Trading. He has a Chartered MCSI designation from the Chartered Institute for Securities and Investments, and holds a Level 6 Certificate in Private Client Investment Advice and Management. He graduated from the University of Leeds with an Honours degree in
Economics and French.

Ray Soudah

Ray Soudah

Founder
Millenium Associates

Ray Soudah is the Founding Partner and Chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional Entrepreneurs and Corporates Practice in order to extend its M&A services to the clients of private banks as well as corporates and entrepreneurial business owners globally.

He has extensive multicultural wealth management and private banking/investment banking experience working in territories as diverse as the US, Asia, Middle East and Europe.  Earlier positions include; Managing Director and member of the Private Banking Management Board for SBC/UBS AG; Chief Investment Officer, Chief Financial Officer and member of the Executive Board of Cedel Bank (renamed Clearstream); Chief Investment Officer for the National Bank of Bahrain including Head of International Banking and Private Banking; CEO of Hong Kong, CEO of Japan, Head of Global Capital Markets office (London) and head of FIG for Midland Montagu Investment Banking and MD/CEO of Midland Montagu Securities as well as various senior positions within Citigroup, including Head of Asia Pacific Treasury and Capital Markets.

He is a Harvard Business School & INSEAD alumnus and speaks English, French, Greek and Japanese.

Rachel  Whittaker

Rachel Whittaker

Sustainable Investing Strategist
UBS Wealth Management

Rachel Whittaker is a Sustainable Investing (SI) Strategist in the Chief Investment Office Wealth Management. She joined UBS in June 2017 from RobecoSAM, a boutique SI asset manager, where she was a senior investment analyst leading the research behind the launch of a gender equality impact equity strategy. She started her career in 2000 as a sell-side equity research analyst at Merrill Lynch and subsequently Morgan Stanley in London, before joining the Responsible Investment team of Mercer Investment Consulting in 2007 to build up the manager research capability for ethical and environmental themed public and private equity funds.

She studied Anthropology and Management Studies as an undergraduate at the University of Cambridge, and earned her MSc in Corporate Environmental Strategy at the University of Surrey in the UK. She is a CFA charterholder, and also sits on the Analyst Advisory Committee of the UK Sustainable Investment & Finance Association (UK SIF).

Milena  Grayde

Milena Grayde

Managing Director
JP Morgan

Milena Grayde launched and spearheads J.P. Morgan’s Investment Banking business focused on serving Family Investment Firms in Europe, Middle East and Africa (‘EMEA’).  She joined J.P. Morgan Mergers & Acquisitions team in 2000. Since 2006, she ran the Investment banking and markets business for the firms in ten countries in the South East European region where she built JPMorgan’s business to its number one position. She is the key financial adviser to governments, key financial institutions and top corporates across products and industries in the SEE region.Prior to her career at J.P. Morgan, she worked at Shell Europe Oil Products as a Marketing Director.  Milena Grayde holds an MBA with honors from London Business School. 

Nicolas  Jamet

Nicolas Jamet

Senior Quantitative Analyst
RAM Active Investments

Nicolas Jamet is a Senior Quantitative Analyst and he works together with the equity Portfolio Managers to develop systematic investment strategies. The models are based on a broad range of information, including company fundamentals, analyst estimates and alternative sources such as ESG data. He is also Member of the Social Responsible Investment Committee.

Remi  Frank

Remi Frank

Global Head of Key Client Group
BNP Paribas Wealth Management

Remi Frank is Head of Key Client Group at BNP Paribas Wealth Management. He joined the BNP group in 1987.For the next five years, he worked as a trader then became Head of Asia of FX Options, first in Paris, then in Singapore, from 1989 to 1990, and finally in Tokyo (1990-92).From 1992 to 1996, he created and developed the Capital Markets Derivative Products. From 1997 to 2010, he was appointed Head of Sales and Structuring of the BNP Paribas Equities and Derivatives business and was a member of the Executive Committee 

In September 2010, Mr Frank joined BNP Paribas Wealth Management where he was appointed Head of the Key Client Group and a Member of the Executive Committee.

Gerard  Aquilina

Gerard Aquilina

Partner
Cone Marshall

Gerard Aquilina has had a successful 43 year career spanning law, investment banking and wealth management. He is a partner at ConeMarshall in Geneva, a law firm specialising in tax and succession planning. Gerard is also an advisor to Avington Financial Ltd., a London-based merchant bank specialising in luxury hospitality; the EurasiaGroup, a global political risk analysis firm; and MadeiraGlobal, a NY-based impact investment advisory firm.

 

He has held senior management positions at the global level at UBS, Barclays, HSBC and Merrill Lynch. His positions have included Vice Chairman, Global Emerging Markets at UBS, where he oversaw the bank’s relationships with key clients, Vice Chairman and before that Head of Europe, Middle East, Africa, and the Americas at Barclays Wealth. Previous roles included CEO HSBC Private Bank for Canada, the US and Latin America, Global Head for Product, Sales, Marketing and Communication at Merrill Lynch International Private Client, CEO Merrill Lynch International Trusts & Generational Planning, Country Head Merrill Lynch Private Client Brazil, and Associate Director at Merrill Lynch International Bank London for the Middle East, Western Europe and Latin America.

He holds an LLM from the School of Advanced Legal Studies at the University of London, a Juris Doctor from the American University in Washington, D.C., and a BA in International Relations from Columbia University, NY. He is a citizen of Canada and Malta, is conversant in six languages and has lived in Lebanon, Iran, Saudi Arabia, Greece, the UK, the US, Brazil and Uruguay

Martin  Schuricht

Martin Schuricht

Managing Director
Nykredit Private Banking

Martin Gregor Schuricht holds an E-MBA from Copenhagen Business School and joined Nykredit in 2004 as head of Nykredit Private Banking.Previously, he worked in various positions in Wealth Management from 1995 to 2004.

Javier  Garrido

Javier Garrido

Commercial Director Private Banking
CaixaBank

Javier Garrido began his professional career in 1997 at AB Asesores, the mostimportant independent firm until the acquisition by Morgan Stanley in 1999.Javier worked at Morgan Stanley as a team leader, VP, in the Madrid officeuntil 2008. In 2008 he joined CaixaBank as Co-Director of the Private Banking office in Madrid. In 2017 he was appointed Commercial Director of the Private Banking division at CaixaBank.He has a degree in law from the Complutense University of Madrid, aMaster degree in tax advice from the Instituto de Empresa and an International Certificate in Wealth and Investment Management form the Chartered Institute for Securities and Investments, CISI.

Alois  Pirker

Alois Pirker

Research Director
Aite Group

Alois Pirker is the Research Director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.

Mr Pirker has been quoted in various media outlets, including The Wall Street Journal, Bloomberg, Dow Jones, Reuters, American Banker, Investment News, Financial Planning, Ignites, and FundFire. Since its inception, Mr  Pirker has been part of the panel of judges for the annual Global Private Banking and Global Wealth Tech Awards presented by Financial Times’ Professional Wealth Management magazine. Before joining Aite Group, Mr Pirker was an analyst within Celent's securities and investments group, where he published several studies and advised clients on new strategic technologies in the financial services marketplace. Prior to his time at Celent, Mr Pirker was an associate director of investment solutions at UBS Wealth Management in London. In this role he developed business requirements and managed the delivery of various initiatives targeted at the launch of UBS' separately managed accounts business within the five largest European wealth management markets (the U.K., Germany, France, Italy, and Spain). Before assuming this role, he led a team of business analysts responsible for all data warehousing/reporting requirements for the implementation of UBS' European wealth management platform. Before moving to London, Mr. Pirker was a data architect within UBS' enterprise data warehouse program in Switzerland.

Mr Pirker holds B.S. and M.S. degrees (Diplom-Ingenieur) in Applied Computer Science from the University of Klagenfurt in Austria. He also studied at the École Polytechnique Fédérale de Lausanne in Switzerland, where he wrote his master's thesis on data management. He is fluent in English and German and proficient in French

Victoria  Leggett

Victoria Leggett

Head of Responsible Investment for Asset Management
Union Bancaire Privee

Victoria Leggett joined UBP in 2010 as a Portfolio Manager and has 15 years of investment experience. She is the Head of Responsible Investment for Asset Management. Victoria previously worked as a European Equity Analyst at Threadneedle and started her career in Corporate Finance. She achieved a 1st class degree in History and German from the University of Durham.

Shelby  du Pasquier

Shelby du Pasquier

Partner
Lenz Staehelin

Shelby R du Pasquier is a partner at Lenz & Staehelin where he is the Head of the Banking and Finance Group in Geneva. In this context, he advises Swiss and international financial institutions in all banking matters with a focus on regulatory issues and internal investigations. He is a frequent speaker at professional conferences. His publications include a number of contributions and articles on banking law and financial services, hedge funds and private equity. He has served as vice chair (2001-2005) on the IBA sub-committee I1 (private funds) and as expert on the SIX Swiss Exchange. He is regularly distinguished by a number of nominations in professional directories, including Chambers, Who's Who Legal and IFLR in banking, capital markets and investment funds. He is a board member of the Swiss National Bank.

He has been a partner at Lenz & Staehelin since 1994. He completed both a business degree and a law degree at Geneva University in 1983. Shelby R du Pasquier also obtained an LLM from Columbia University School of Law in 1988. He speaks English, French, German and Spanish. 

Arne  Hassel

Arne Hassel

Chief Investment Officer
Barclays Investment Solutions

Arne Hassel is the Managing Director and Chief Investment Officer for Barclays Investment Solutions (BIS), a member of the BIS Executive Committee and a Director of the Board of Barclays Asset Management Limited.The primary mandate of BIS is to drive growth by delivering best in class solutions to our customers and clients across the investment continuum. BIS provides thought leadership and investment capabilities across in-house investments as well as open architecture platforms.

 

He is responsible for the BIS investment functions, including the Asset Allocation, Investment Strategy, Quantitative Analysis, Manager Selection, Behavioural Finance and Portfolio Construction teams, which make up a core part of the BIS operation. Mr Hassel  has over 25 years’ investment experience, spanning senior roles in banks, asset management companies, hedge funds and pension funds. He joined Barclays in November 2015 from Coutts Private Bank, where he was Head of Investments. Prior to this, he was Co-Head of Multi-Asset Allocation at the Universities Superannuation Scheme (USS) in London,the UK’s largest pension scheme. Previous roles include Head of Global Currency Managementand Head of the Hedge Fund Strategies Group in Europe and Asia for Goldman Sachs Asset Management.

He received an MSc in Economics from the Stockholm School of Economics and Business Administration and a BA in Political Science and BSc in Biotechnology (equivalent) from Uppsala University

Hortense  Bioy

Hortense Bioy

Director of Passive Strategies and Sustainability Research, Europe
Morningstar

Hortense Bioy, CFA, is Director of Passive Strategies and Sustainability Research within the Morningstar Manager Research team in Europe. Based in London, she leads a team that provides independent research on ETFs and index funds. Since 2017, her responsibilities have expanded to include sustainability research.

Ms Bioy joined Morningstar as an Equity ETF Analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A Analyst at Société Générale in Hong Kong.

She holds a Master’s Degree in Finance from Paris Sorbonne University and is a CFA charterholder.

Michael  Parsons

Michael Parsons

Chief Executive Officer
Wren Investment Office

Michael Parsons is the CEO of Wren Investment Office and is responsible for overseeing the strategy, business development and day to day management of the firm.  He will continue to take responsibility for the oversight of client families affairs and providing them with advice.

Prior to the establishment of Wren, Michael worked in the multi-family office sector in London for a number of years.  His most recent role was at Sandaire Investment Office where he took a lead role in several client relationships and steered the marketing.  He was previously at Lord North Street Limited until it was acquired by Sandaire in 2014.  At both Sandaire and Lord North Street his focus was working with and advising large, very wealthy families with complex wealth structures. Before joining Lord North Street in 2008, he worked at Dalton Strategic Partnership as an Analyst and Assistant Fund Manager, having graduated with a BA Hons in Art History from the University of London in 2005.

Mr Parsons was named as one of the 2017 PAM Top 40 Under 40 – an initiative which recognises the rising stars of the wealth management world.

Matthew  Fleming

Matthew Fleming

Head of Family Governance and Succession
Stonehage Fleming

Matthew Fleming is a Partner of Stonehage Fleming and works across the Group developing business and relationships. He is responsible for Succession and the Next Generation.

Mr Fleming joined the Group in 2002, having retired from his professional cricket career where he played for Kent CCC for 13 years.  Since retiring from cricket, he has held various positions within the family business, including Managing Partner at Fleming Media and a Director of Ian Fleming Publications and James Bond Enterprises. He was educated at Eton College and was commissioned into the Royal Green Jackets in 1985. He is a Director of the England and Wales Cricket Board, the NNUH and holds several external non-executive positions. Mr Fleming was President of the Marylebone Cricket Club (MCC) during 2017.

Denise  Voss

Denise Voss

Chairman
Association of the Luxembourg Fund Industry. (ALFI)

Denise Voss is Chairman of the Association of the Luxembourg Fund Industry (ALFI) and has been a member of the ALFI board of directors since 2007.   Denise is also Chairman of the EFAMA Investor Education Platform.

Ms Voss, Conducting Officer of Franklin Templeton Investments, has worked in the financial industry in Luxembourg since 1990. She joined Franklin Templeton Investments in 1995 and is currently Conducting Officer and board member of Franklin Templeton International Services S.à r.l., a Luxembourg-based management company.Prior to joining Franklin Templeton Investments, she worked for over 9 years in the audit division of Coopers & Lybrand in Boston, USA and Luxembourg.  She holds a Massachusetts C.P.A. license and obtained an undergraduate degree from Tufts University, as well as a masters degree in accountancy from Bentley University.   

Metin  Guvener

Metin Guvener

Co-Founder and Executive Chairman
Triangle Group

Metin Guvener is Co-Founder and Executive Chairman of the Triangle Group, a leading private office with an entrepreneurial approach to finding bespoke investment opportunities and long-standing partnerships with other family offices that span generations.As stewards of their own and their partners’ private capital, Triangle understands the important role that real estate plays in both capital preservation and wealth creation. Mr Guvener has led a unique model that delivers appropriately risk adjusted high returns through direct and indirect access to real estate and other similar investments. Triangle’s background as an asset developer and manager provides unique insight and access to expertly managed real estate assets. Prior to establishing Triangle in 2007, Mr Guvener founded Financial Dimensions in 1997, an independent financial advisory firm servicing corporate clients and high net worth individuals, bridging the investment and geographical gap. Mr Guvener has worked across diverse sectors, from engineering to financial consultancy. He holds multiple Advisory Board positions in growing family businesses, and participates in activities in select Chambers of Commerce. In 1986, he was awarded a BSc in Electrical and Electronics Engineering from SUNY State University of New York in Bualo. He served as a systems engineer in index electronics and standard motor products in New York till 1992. He moved to London and continued his education in financial services and worked as financial advisor in Hansard Financial and Tribune. Mr Guvener is passionate about his philosophy‘Empowered to Empower’ and he is committed to impacting generations through understanding the influences on an individual’s journey, succession and legacy. He is dedicated to organically nurturing and assisting in transformational change for individuals,families and corporations.

Joe  Bannister

Joe Bannister

Advisor on Financial Services Policy,
Malta Government

Joe Bannister retired as Chairman of the Malta Financial Services Authority in March 2018, a position he has held since 1999, he also held the post of Chairman of its predecessor the Malta Financial Services Centre between 1995 and 1997.  From 1990 to 1994 he was also Chairman of the Malta’s inward investment authority (Malta Development Corporation). 

After graduating in science from the Universities of Malta and Oxford (UK), he held positions at both Universities and also at the Cranfield Institute of technology (UK).   He has served as Chairman of Tri-Med Fund Management Limited (1998 to 1999) and Mid-Med Bank Overseas Limited (1999) (both subsidiaries of Mid-Med Bank Ltd).   Prof  Bannister was an independentnon-executive director of a number of non-Maltese investment funds (hedge funds) on behalf of international institutions.

Matthew  Norman

Matthew Norman

CIO
Kenjiro Private Office

Matthew Norman is the Chief Investment Officer of Kenjiro Private Office, a Japanese Single Family
Office, investing globally across all asset classes. His prior family office experience
includes eight years as the Head of Investments for a London based Brazilian family.
He has regularly spoken on issues such as family governance, philanthropy and family
office investing, while he is often consulted by families specifically on family office set up
and next generation issues. He holds an MA in International Conflict Analysis.

Nainish  Bapna

Nainish Bapna

Investments and Portfolio Management
Veddis
 Alan Miller

Alan Miller

Founding Partner
SCM Private

Alan Miller is co-founder of SCM Private, which launched in June 2009. He was previously co-founder and Chief Investment Officer of New Star from 2001 to 2007. Prior to New Star, he headed up the High Performance Team at Jupiter Asset Management, where he launched the first UK Long/ Short equities hedge fund.  Mr Miller is also a non-executive director of Tissue Regenix Plc, a regenerative medical device company, and is a qualified accountant.   He is an alumni of the London Business School, where he studied investment management under the esteemed Professor Elroy Dimson.

Kasper  Herrestrup

Kasper Herrestrup

CIO
Lind Invest

Kasper Herrestrup is the Chief Investment Officer of Lind Invest, and he is responsible for all the investment activity in Lind Invest. Since 2007, he has held various positions within Lind Invest, where he took a lead role in building up an internal investment organisation as well as he has been responsible for several strategic projects. Kasper holds various board positions.

Bruno  Doutrelepont

Bruno Doutrelepont

CEO
Even Keel Group

Bruno Doutrelepont is Founder and CEO of Even Keel Group, a discrete International Private Investment Office. The firm looks after a select number of clients from London, Dublin, Dubai, Doha and Monaco. Even Keel specialises in Alternative Investments, with a particular focus on Real Estate / Real Assets and direct Private Equity. 

He was most recently Head of Wealth Management at BNP Paribas (IE), as well as a Non-Executive Director of a large charitable foundation. He previously worked for JP Morgan and Barclays Wealth in Brussels, London, New York and Monaco. 

Caroline  Burkart

Caroline Burkart

Director
Scorpio Partnership
Jérôme  Stern

Jérôme Stern

Managing Partner
J. Stern & Co

Jérôme Stern co-founded and provides overall guidance to the firm. As a Managing Partner, he represents the Stern family’s long-standing investment approach and integrity. He works with the firm’s clients to define their investment objectives as well as how we can help them achieve those objectives over the long-term.
Mr Stern draws on 18 years of investment banking and financial services experience with Nomura, Lehman Brothers, Credit Suisse and Salomon Brothers in London, Zurich and New York. He has long-standing experience focused on family offices, wealth management and asset management.
A Swiss and French national, he speaks French, English, German and Italian. He holds a Lic Oec HSG from the University of St. Gallen, a CEMS degree in International Management and an MBA from the University of Chicago's Graduate School of Business.

Alan Higgins

Alan Higgins

Chief Investment Officer, UK
Coutts

As Chief Investment Officer for the UK, Alan Higgins is responsible for the management of the UK based discretionary managed portfolios and contributing towards global investment strategy for the major asset classes. Prior to Coutts, he worked at Morgan Stanley Wealth Management where he specialised in asset allocation and alternative investments. His previous experience includes senior roles in fixed income portfolio management and working for a multi-strategy hedge fund. Alan holds a Bachelor of Science degree in Mathematics from Bristol University and is a CFA® charterholder.

Olivier  Paccalin

Olivier Paccalin

MD, Head of Wealth Management Solutions
Societe Generale Private Bank
Ian  Barnard

Ian Barnard

Founding Partner
Capital Generation Partners

Ian Barnard is a Founding Partner of Capital Generation Partners LLP.  He is responsible for managing the firm’s investment operations. 

He previously worked as Group Development Director at Safinvest SA, where he advised a family owned investment group on direct and portfolio investments.   He has also served in HM Diplomatic Service, both in London and abroad, concentrating on the Middle East and served briefly in the British Army.  Ian is a regular speaker at conferences and has contributed articles to the general and more specialised press. Mr Barnard started his career in finance advising on structured finance, and mergers and acquisitions at Smith Barney. 

He is a graduate of Lincoln College, University of Oxford, Ian subsequently earned an MSc at the London Business School. 

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Moderators (4)

Owen Walker

Owen Walker

Asset Management Correspondent
Financial Times

Owen Walker is an award-winning journalist who has covered business and investment issues in the US, UK and Europe. He is Asset Management Correspondent with the Financial Times, having previously served as Commissioning Editor in the Special Reports team. Prior to that he edited special FT publications on corporate governance, retail investment and pension scheme management. He has served as trustee on the board of the Pearson Group Pension Plan and was a committee member of the Association of Member Nominated Trustees. Owen is author of a book on activist investors, Barbarians in the Boardroom, which was published in 2016. 

Alice  Ross

Alice Ross

Wealth Correspondent, Financial Times
Editor of FT Wealth magazine

Alice Ross is the Wealth Correspondent and editor of FT Wealth magazine at the Financial Times. She is an award-winning journalist who has held a range of roles at the Financial Times including Frankfurt Bureau Chief, Currencies Correspondent and Deputy Money Editor.

Dan  Jones

Dan Jones

Editor
Asset Allocator & Money Management

Dan Jones is Editor of Money Management, a monthly magazine for advisers and wealth managers that focuses on investments, pensions and financial planning. He has worked in financial journalism for the past decade, been an Editor at the Financial Times Group since 2015, and was named the CFA's UK Trade Journalist of the Year in 2018.

Yuri Bender

Yuri Bender

Editor-in-Chief
PWM (Professional Wealth Management)

Yuri Bender has edited and launched a variety of titles at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panels on financial, business and cultural issues in Europe, the US and Asia, has reported from many developing countries and writes regularly for the FT newspaper on investment issues, including opportunities and challenges in Ukraine.  He studied Investment Management at the London Business School and International Relations at Cambridge University, where he wrote his thesis on the economics of conflict in eastern Ukraine.

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Who Attends?

Senior finance professionals that match the following criteria, qualify for complimentary VIP attendance and should apply for a pass here.

Company type:​​​

  • Family Offices​
  • Private Banks
  • Wealth Managers
  • Boutique Private Banks
  • Online Banking Providers

Job titles including:

  • CEOs, COOs, CCTOs, CIOs
  • Global Heads and Vice Presidents of Private Banking
  • Heads and Directors of Wealth Management
  • Head of Client Strategy
  • Heads of Investments
  • Head of Regional Wealth Management and Investments
  • Partners and Heads of Family Office
  • Heads of Private Banking Technology & Innovation
  • Members of Banking Associations
  • Founders of Wealth Management Start Ups

A strictly limited number of paying places are available here to senior representatives from consultancies and other professional service firms, including:

  • Asset Management Firms
  • Fund of Funds
  • Lawyers
  • Accountants
  • Investment Consultants
  • Technology Providers
  • Researchers and Analysts
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Venue

Sheraton Park Lane Hotel
Sheraton Grand London Park Lane Hotel
Piccadilly
London W1J 7BX

United Kingdom

Tel: 02036843643

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Presented by (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

Private bank sponsor (1)

Nykredit is a financial mutual, governed by our customers, founded by our customers in 1851 and operating for our customers.

Nykredit has activities within banking, private banking, asset management, leasing, pension and estate agency business. The Group is the leading mortgage lender to Danish homeowners, businesses and agriculture with a market share of 41%. And one of the largest asset managers in Denmark. Assets under Management are some EUR 27bn.

Nykredit is the largest issuer of mortgage-backed covered bonds in Europe. The outstanding amount of covered bonds is some EUR 157bn.

Location Sponsor (1)

FinanceMalta, a non-profit public-private initiative, was set up to promote Malta as an international business and financial centre, both within as well as outside Malta. It brings together and harnesses the resources of the industry and government to ensure Malta maintains a modern and effective legal, regulatory and fiscal framework in which the financial services sector can continue to grow and prosper.

Malta is internationally recognised as a brand denoting excellence in financial services. It offers an attractive cost- and tax-efficient base for financial services operators looking for a European Union-compliant, yet flexible, domicile.

FinanceMalta came on the scene at a critical time just as Malta entered the eurozone. The financial services sector is now a major force in the country’s economy. Malta has some significant strengths to offer the industry such as a well-trained, motivated workforce; a low-cost environment; and an advantageous tax regime backed up by more than 60 double taxation agreements. To these, FinanceMalta can add a world-class information and communications technology infrastructure, English as an official language, an enviable climate and its strategic location.

The Board of Governors, together with the founding associations – The Malta Funds Industry Association, the College of Stockbrokers, the Malta Bankers Association, the Malta Insurance Association, the Association of Insurance Brokers, the Malta Insurance Managers Association and the Institute of Financial Services Practitioners – its corporate and affiliate members, and staff are committed to promoting Malta as a centre of excellence in financial services and international business.

FinanceMalta, a non-profit public-private initiative, was set up to promote Malta as an international business and financial centre, both within as well as outside Malta. It brings together and harnesses the resources of the industry and government to ensure Malta maintains a modern and effective legal, regulatory and fiscal framework in which the financial services sector can continue to grow and prosper.

Malta is internationally recognised as a brand denoting excellence in financial services. It offers an attractive cost- and tax-efficient base for financial services operators looking for a European Union-compliant, yet flexible, domicile.

FinanceMalta came on the scene at a critical time just as Malta entered the eurozone. The financial services sector is now a major force in the country’s economy. Malta has some significant strengths to offer the industry such as a well-trained, motivated workforce; a low-cost environment; and an advantageous tax regime backed up by more than 60 double taxation agreements. To these, FinanceMalta can add a world-class information and communications technology infrastructure, English as an official language, an enviable climate and its strategic location.

The Board of Governors, together with the founding associations – The Malta Funds Industry Association, the College of Stockbrokers, the Malta Bankers Association, the Malta Insurance Association, the Association of Insurance Brokers, the Malta Insurance Managers Association and the Institute of Financial Services Practitioners – its corporate and affiliate members, and staff are committed to promoting Malta as a centre of excellence in financial services and international business

Supporting Publications (6)

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. It leads the debate on all the issues surrounding the global banking industry, providing in-depth news and analysis, exclusive interviews with senior industry figures and definitive regional bank listings, including the internationally acclaimed Top 1000 World Banks.

In 2008, the Financial Times launched FT Wealth, a high-quality magazine which is distributed worldwide with the FT newspaper. Published six times a year, FT Wealth addresses the issues of unique importance to the extremely wealthy:

  • Investments
  • Succession planning
  • Philanthropy
  • Legacy
  • Security
  • Offshoring
  • Wealth industry trends

In the current volatile financial climate, HNW individuals no longer just rely on their adviser to manage financial affairs. Trusted media sources such as the Financial Times play a crucial role in helping HNWs to manage their investments and their wealth.

FTfm is the touchstone for the global fund management industry. It provides news, trend analysis, interviews, debate and thought leadership to the world's top asset managers and institutional investors, as well as prices.

Distributed every Monday throughout Europe and Asia, with a monthly US edition, it is unique in the market place, delivering focused editorial with a huge distribution.FTfm is read by institutional and professional investors, analysts, traders, C-Suite executives, consultants and other corporates and professionals interested in the global asset management industry.

FTfm is also available online at www.ft.com/ftfm. FTfm's extra online content includes video interviews with industry members; Q&As with key figures; Comment & Opinion, where readers can discuss FT editorial. Readers can also register for the free weekly FTfm email update.

For our advertisers, it provides access to the World's leading asset managers and investors.

Money Management is the professional's independent adviser, containing a wealth of in-depth features and unique fund performance statistics.

The magazine was first published in 1962 as The Unitholder, before becoming Money Management in 1970.

Money Management´s main strength comes from its unique and detailed surveys, many of which have become industry benchmarks, and it's in-depth coverage of hot topics.

FTAdviser.com is a whole-of-market website dedicated to the UK financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues.

The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

Contact Us

Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times
Carmen Bamford
Speaking Opportunities
Financial Times
Wendy Wong
Media Partner And Press Enquiries
Financial Times
Lena Hung
Delegate Booking and Registration Enquiries
Financial Times