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Investment and Asset Management, Finance

FT Wealth Management Summit

London |
Speakers include:
Patrick Odier

Patrick Odier

Lombard Odier Group

Tina Fordham

Tina Fordham

Citi Research

Matthew  Fleming

Matthew Fleming

Stonehage Fleming

Overview

The Financial Times is delighted to bring you the 2nd Annual FT Wealth Management Summit, focused on the complexities of working with global wealth across borders.

There are vast opportunities for forward-thinking and flexible firms to look after clients across multiple jurisdictions and through various channels. Yet, the dynamic and challenging nature of the market leaves banks and wealth advisers with a multitude of issues to navigate.

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fallback Add to my Calendar 10/31/2019 08:00:0010/31/2019 21:00:00trueFT Wealth Management SummitThe Financial Times is delighted to bring you the 2nd Annual FT Wealth Management Summit, focused on the complexities of working with global wealth across borders.There are vast opportunities for forward-thinking and flexible firms to look after clients across multiple jurisdictions and through various channels. Yet, the dynamic and challenging nature of the market leaves banks and wealth advisers with a multitude of issues to navigate.FT-Wealth-Management-Summit89c55a842dbc16431523c547ee97d03bMM/DD/YYYY

Full Overview

The Financial Times is delighted to bring you the 2nd Annual FT Wealth Management Summit, focused on the complexities of working with global wealth across borders.

There are vast opportunities for forward-thinking and flexible firms to look after clients across multiple jurisdictions and through various channels. Yet, the dynamic and challenging nature of the market leaves banks and wealth advisers with a multitude of issues to navigate.

Compliance, regulation, cost pressures, overseeing technological innovation and the difficulty of finding income/returns at the end of the cycle, are cited as the major challenges facing the wealth management industry, as it strives to adapt to the new normal. Uncertain markets and volatility have accentuated the need for advice, but arguably they also create the opportunity for managers to deliver alpha and downside protection.

During this packed, interactive day, senior leaders from family offices, private banks and wealth managers will delve into the key issues that impact private banks and wealthy global families through a variety of case-studies, interviews and panel sessions.

Key topics to be discussed include:

  • The dynamics of the international tripolar structure on wealth and global families
  • Retaining talent as a key ingredient to building and maintaining client relationships
  • Tech company partnerships 
  • Millennial minds and the correlation to ESG initiatives
  • The relationship between wealth managers and the new generation
  • Plus much more
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Speakers (29)

Patrick Odier

Patrick Odier

Senior Managing Partner
Lombard Odier Group

Patrick Odier has been a Managing Partner of the Lombard Odier Group
since 1986 and a Senior Managing Partner since 1 July 2008. He has been
Chairman of the Board of Directors of Bank Lombard Odier & Co Ltd since
1 January 2014.

He joined the Lombard Odier Group in 1982 and completed his training in
Zurich, New York and Montreal before becoming a Managing Partner. He
has devoted most of his career to the strategic management of the Group and
the development of business relationships with both private and institutional
clients as well as external management companies.

Tina Fordham

Tina Fordham

Chief Political Analyst
Citi Research

Tina Fordham is Managing Director and Chief Global Political Analyst at Citi, the first to hold this position. Fordham joined Citi in 2003, where she advises institutional investors and corporate boards and on the implications of macro political, security and socio-economic factors. Fordham also spearheads Citi’s research on gender economics, and in 2016 was appointed to the United Nation's first High-Level Panel on Women's Economic Empowerment, which also included IMF president Christine Lagarde. She has been named four times in the FN’s “Top 100 Most Influential Women in European Finance", Harper’s Bazaar 150 Visionary Women in Britain and in 2017 was distinguished as being in the Top 100 Most Influential Geopolitics Experts worldwide, alongside Condoleezza Rice. Fordham serves on the International Advisory Boards of the think tank Carnegie Europe and the School of International and Public Affairs at Columbia University, where she earned her Master’s degree in International Affairs. She is also a member of the Citi Veterans Network. Previously, she served as senior advisor in the UK Prime Minister's Strategy Unit and head of global political risk at Eurasia Group, where she started the firm's financial markets research business in 1999. She is a frequent commentator in the international press.

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.

Víctor  Allende

Víctor Allende

Executive Director Private Banking and Premier Banking
CaixaBank

Victor Allende is Executive Director of Private and Premier Banking at CaixaBank, in Spain, a role he has held since 2015. He began his career in 1999 in the UHNW and Financial Institutions sales division at AB Asesores in Madrid. In 2004, Victor was appointed as Head of the department of UHNW clients in Iberia at Morgan Stanley; after which he became the Head of Business Development (2006). In 2008 Victor was appointed as the head of Business Development in the Private and Personal Banking division of CaixaBank and thereafter became the Director of Private and Personal Banking in the Regional Area of Catalonia, a role he held until 2014. V�or is member of the Board of Directors of VidaCaixa since 2016, of CaixaBank Asset Management since 2015, of Digital Business of CaixaBank since 2016, and also of BPI Suisse since 2018. In the current year, V�or had also taken the responsability for directing CaixaBank Asset Management. V�or has a degree in Economics from the University of Navarra (Spain 1997), as well as an MBA from IESE Business School in Barcelona.

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

Erion  Andoni

Erion Andoni

Legal Compliance Manager
CS Global Partners

Legal and Compliance Manager at CS Global Partners.
Expertise in tailoring best practice advise to HNW and high profile private
individuals across the globe. Insightful, with the aptitude to coach and
upscale a multicultural and international client base whilst rapidly
understanding local nuances. Strategic practitioner with substantial
experience in Compliance and Citizenship By Invesment Law managing
transformational change and workforce planning to achieve business
vision, mission and goals.

James Bevan

James Bevan

Chief Investment Officer
CCLA Investment Management

James Bevan is responsible for all of the company's investment activities on behalf of our clients.

James Bevan joined CCLA in 2006 as Chief Investment Officer. James was previously Head of Asset Management and CIO at Abbey and CIO for Barclays Asset Management Group and BZW Portfolio Management.  James joined the City in 1988 following postgraduate research in applied economics and asset allocation at Cambridge University.

He is a Chartered Fellow of the CISI, he is on the advisory group of the CFA Institute and is a trustee of the Cambridge Endowment for Research in Finance and Trees for Cities.

Dean  Butler

Dean Butler

Head of Digital Innovation
Prudential

Dean Butler holds the role of Head of Digital Innovation at Prudential UK, where he’s been in place since 2018. His core responsibilities include the digital transformation and innovation within the Retail Distribution arm of the business – including financial advice.

Previously, Dean was Head of Retail Wealth Management and Direct to Consumer at HSBC; where he helped too devise and develop Robo Advice and new Investment platforms/tools for the bank.   Dean is known as a thought leader within the Wealth Management / Robo advice industry and has given many talk on how to create customer first, data led, digital, wealth management propositions.  

Deans has over 15 years’ experience of working with large multinational businesses – helping them to shape and deliver their online proposition with a customer first philosophy. He is now looking to build out Prudential’s Retail Wealth proposition and establish them as one of the UK’s leading wealth management services.

Kim Cornwall

Kim Cornwall

Director
Cornwall Consulting

Married with 2 children SUMMARY Highly successful international Private Banker with a 36-year career working for leading financial institutions both in London and the Middle East ~ A persuasive communicator with an ability to exert influence who now wishes to draw upon these particular skills ~ An energetic visionary with capacity to make things happen personally or through others ~ Charismatic, strong presence and an ability to give a great physical and vocal performance combined with humour ~Impressive leader of people with a presence that inspires, motivates and develops team performance ~ Cosmopolitan /international in outlook and education~ Able and willing to travel. Kim Cornwall retired from SG Hambros Bank Ltd in November 2013 after 10 very successful years as a leading private banker covering the Middle East and Europe. He has now set up his own business and provides training and mentoring services to private banks around the globe. KEY ACHIEVEMENTS • Kim Cornwall thrives on transformation and change. In 1986 he was the leader at Merrill Lynch in implementing the changes brought about by the Big Bang. He successfully galvanised a team to implement the changes and challenges presented by the new regulatory landscape. He is an accomplished leader with entrepreneurial skills to implement change and transformation within complex organisations

Roger  Clarke

Roger Clarke

Managing Director and Head of Capital Markets
IPSX Group

Roger Clarke is Managing Director and Head of Capital Markets, and a Senior Advisor to IPSX Group since January 2019, having been seconded from M7 Real Estate, a shareholder in IPSX. Roger has extensive experience in corporate transactions, particularly in equity capital markets but also in M&A and restructuring, with a specific sector focus on real estate.   Prior to joining M7 Real Estate in 2016, Roger spent 20 years working in the European investment banking industry, including roles at NM Rothschild, Dresdner Kleinwort Wasserstein, JP Morgan Cazenove and Stifel Nicolaus, as well as undertaking a secondment to the UK Takeover Panel. He has acted on equity raisings, M&A deals and restructurings with a cumulative value of more than €50 billion. He studied politics at Exeter University and qualified as a Chartered Accountant with Arthur Andersen.  

Elisabeth Dana

Elisabeth Dana

CEO
Infinity Circle

Elisabeth Dana, a dual British and French national speaking four languages, has a Masters in Political Science and Journalism from the University of Brussels and an MBA from the University of Chicago. After working in banking in Paris for several years, she joined Barclays Corporate in London in early 2008 before joining Barclays Wealth to look after High Net Worth clients and their families. She holds a CFA UK Level3 Certificate in Investment Management (IMC), a Private Clients Investment Advice and Management (PCIAM) and a Certificate in Mortgage Advice and Practice. Elisabeth founded Infinity in 2016 initially backed by 2 of her private clients.

Sebastian Dovey

Sebastian Dovey

Founding Partner
Scorpio Partnership

Mr. Sebastian Dovey is a successful entrepreneur, thought leader, angel and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management. Seb’s expertise spans 25 years of developing high impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives.

 

Seb was the co-founder in 1998 of Scorpio Partnership, an award winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Among his other board roles he is a Non-Executive Director of Milamber Ventures PLC (an EdTech venture business), FiComm (a US public relations and digital marketing agency), Riedel Strategy (a US strategic CX insight business) and The Entrepreneur Investment Office (an EMEA corporate and wealth advisory business). He is also an associate director of Silver Lane (a US corporate advisory business), a director of Angel Academe Nominee (a UK venture investment vehicle) and on the advisory boards of Align 17 ( global impact investment fund platform), and Angel Academe (a UK early stage investor group focused on female founders).

Peter Flavel

Peter Flavel

Chief Executive Officer
Coutts

Peter Flavel joined Coutts as Chief Executive in March 2016.  Before joining Coutts, he held the role of Chief Executive Officer of J.P. Morgan Private Wealth Management, responsible for overseeing and expanding the high net worth business and client base in Asia Pacific. He was a member of the Wealth Management Global Operating Committee. Mr Flavel also spent nine years with Standard Chartered, establishing their Global Private Bank in 2006.  In 2012 he was named Outstanding Private Banker – Asia Pacific by PBI. Most recently he was voted ‘Best Leader in Private Banking 2015’ at the PWM/The Banker Global Private Banking Awards.  Mr Flavel holds degrees in Law and Economics and has attended the Advanced Management Programme at both Harvard Business School and the University of Oxford.

Anu Gurm

Anu Gurm

Head of Financial Planning & Advice, Private Banking Services
Coutts

Anu leads IT, Change and Digital activities which impact advice and planning services across Coutts. Prior to Coutts, Anu held roles in strategy and Digital investing at Barclays Wealth and strategy consulting positions with Booz & Co. and Deloitte

Gareth Johnson

Gareth Johnson

Head of Digital Channels and Investment Solutions
Brewin Dolphin

Joining the business in 2002, Gareth is now responsible for the Brewin Portfolio Service (BPS) and our investment solutions. In his previous role, Gareth, worked closely with our Research Department and Intermediary Division, and oversaw the growth of MPS from just 15m in 2012 to over 3bn in 2018. Gareth was appointed a Divisional Director and joined our Intermediary Management Committee in 2012, a division which has grown to in excess of 11bn with sales in excess of 2bn a year. In his current role, Gareth is responsible for our Brewin Portfolio Service, the Group’s digital offering. This service has grown to 165m and now serves more than 4,000 clients. In addition, Gareth is responsible for our investment solutions and oversaw the transition, alongside our Head of Central Investment Solutions, of 1.5bn of assets into the new investment solutions structure in 2018. Working closely with the Executive Committee of the Board, Gareth’s role is to strategically influence the Group and the service offerings utilising new technologies. Gareth is an Advisory Panel member for the Investment Association’s (IA) fintech accelerator, Velocity as well as the IA’s the Investment Funds Operations Committee. He also sits on the TISA Digital Innovation Council. In 2018, Gareth became a Mentor for the Women Ahead, 30% Club scheme. Finally, Gareth is a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA). In his spare time, he enjoys football, NBA basketball, reading and listening to podcasts.

Shola Mos-shogbamimu

Shola Mos-shogbamimu

Founder
Women in Leadership Publication

Dr Shola Mos-Shogbamimu is a New York Attorney and Solicitor of England & Wales with broad expertise in the financial services industry, an author, public speaker and political commentator featured in mainstream and online media. A political & women’s rights activist, she also teaches intersectional feminism to female refugees and asylum seekers; scrutinizes government policies from a gender and diversity inclusion perspective; and co-organises women's marches and social campaigns. She founded the Women in Leadership publication as a platform to drive positive change on topical issues that impact women globally through inspiring personal leadership journeys; and established She@LawTalks to promote women & BAME leadership in the legal profession through universities and secondary schools. She is also the Co-Chair of the American Bar Association Africa committee. More information on Dr Shola can be accessed at www.drshola.com

Alan Mudie

Alan Mudie

Global Head of Investment Strategy
Société Générale

Alan Mudie has over twenty years of experience in investment strategy. In 2014, he joined Societe Generale Private Banking in Switzerland as Global Head of Investment Strategy. Prior to joining the group, Alan worked at Union Bancaire Privée in Geneva as CIO Private Banking and before that at SYZ & Co as CEO of Oyster Funds. He also held various roles in Switzerland and abroad from 1993 to 2007 within the BNP Paribas group, in particular as CIO of BNP Paribas International Private Bank. Before moving to Switzerland, he held senior roles at Credit Agricole in London and Barclays Bank in Paris.

Alan Mudie holds dual Swiss and British nationality and is a graduate of the University of St Andrews and Teesside Polytechnic.

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

James Purcell

James Purcell

Head of Sustainable and Impact Investing
UBS Global Wealth Management

James Purcell heads CIO Sustainable and Impact Investments and sits on the CIO management committee. James began his UBS career in London in European equity-research sales within UBS Investment Bank. In 2012 he joined UBS Global Wealth Management’s CIO unit in Zurich and at various times managed research and investment teams focused on derivatives, hedge funds, private markets, and cross-asset solutions for UHNW investors. After a period in Hong Kong where he served on the UBS Global Wealth Management UHNW APAC and UHNW Greater China management committees, he returned to Zurich and assumed responsibility for sustainable and impact investing. He was, in 2018, named by Financial News as a Rising star of asset management under 40 and, under his supervision, UBS has won variants of best private bank for sustainable investing from Euromoney, Asia Private Banker, and Financial Times publications. James graduated from the University of Oxford with a B.A (honors) in Modern History and graduated from the University of Chicago Booth School of Business with a MBA (high honors). He holds the CFA qualification.

Charlotte Ransom

Charlotte Ransom

Co-founder and Chief Executive Officer
Netwealth

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.

April Rudin

April Rudin

CEO
The Rudin Group

Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends, and by her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world's leading wealth- management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. The Rudin Group was founded in 2008. April is recognized by Onalytica as the #1 "Influencer" in wealth management, and regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. She is an annual contributor to the Capgemini World Wealth Report; produces the CFA Institute’s Annual Outlook for U.S. Wealth Management; and speaks about wealth, next-gen, and fintech at conferences in the U.S., Europe, Asia, and Africa. April is also a contributor to the Wealthtech book. April has created an extensive repertoire of thought leadership that has appeared in Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report, Fundfire, Wealthmanagement.Com, and heads the editorial board for NexChange, a global fintech start-up based in Hong Kong and serves on the Board of MiradorLLC, a wealthtech firm providing concierge reporting for U/HNW. A member of the Private Asset Management advisory board, she also serves as a judge for the FT Wealthtech awards, Family Wealth Report’s Annual Wealth Management Industry Awards, and Canada’s Wealth Professional Awards. April is the mother of two sons who are quick to point out that they considered her an “influencer” well before Onalytica did.

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.

David Scott

David Scott

Chairman
LGT Vestra

David founded Vestra Wealth (now LGT Vestra) in 2007 to provide a transparent client focused wealth management service. David has over 30 year's experience in advising clients on their wealth and broader financial affairs. Immediately prior to Vestra Wealth, he was Managing Director of UBS responsible for the high net worth business in the UK. UBS acquired Scott Goodman Harris in 2004, which David co-founded and managed.

David  Stead

David Stead

Executive Director of Philanthropy & Development
Charities Aid Foundation (CAF)

David aims to inspire and enable effective philanthropy, grant-making and social investment to create greater impact and charity resilience. As Executive Director of Philanthropy and Development with Charities Aid Foundation (CAF), he leads the client teams responsible for around £400m of new charitable donations and investments each year from companies, employees and private clients. David also leads the advisory teams in CSR, philanthropy and charity, as well as grant-making programme management and legacy services. Before joining CAF in 2013, David held CEO/Director roles with major legal firms, KPMG, Accenture, UBS and RBS. In addition to an MBA from IESE, David holds a BSc (Hons) from Cass Business School. David is a Trustee on the Board of several charitable organisations including Wave Trust, IESE Foundation, and the Royal Commonwealth Society.

David Stubbs

David Stubbs

Head of Investments Strategy
J.P. Morgan International Private Bank

Dr. David Stubbs, Executive Director, is the Head of Investment Strategy for the J.P. Morgan International Private Bank. Based in the London office, he is responsible for delivering research-driven insights on the global economy and markets to ultra-high net worth clients. He is a frequent guest on CNBC, Bloomberg, CNN and other major market outlets. David was most recently a member of Asset Management’s Market Insights team, where he was responsible for formulating and communicating the business’s market views to institutional investors and financial advisors across the region and around the world. Prior to joining J.P. Morgan, David worked at MRB Partners in New York, where he was a senior macro strategist as well as Roubini Global Economics and Heitman Securities in London. Prior to joining the finance industry, David worked at the United Nations Department for Economics and Social Affairs and UK’s Department for International Development. David holds a M.Sc. in International Political Economy from the London School of Economics and a Ph.D. in Economics from The New School for Social Research in New York. He is an FRM and CMT Charter Holder.

Alessandro  Tonchia

Alessandro Tonchia

Founder and Director
Finantix

Alessandro is a co-founder of Finantix and is theStrategy Director, focusing on the company’s growth and long-term product direction. Alessandro has worked in product development and is responsible for large implementations of the company’s wealth management solutions at Tier 1 banks. Before establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM.

Norman  Villamin

Norman Villamin

Chief Investment Officer- Private Banking
Union Bancaire Privée

Norman Villamin joined UBP in November 2015 as Head of Investment Services and Treasury & Trading of UBP Zurich. He was appointed Chief Investment Officer (CIO) Private Banking in 2016. With over 20 years of experience managing wealth both on an advisory and discretionary basis, Norman Villamin has been CIO for Coutts International, Head of Investment Analysis & Advice for Citi Private Bank in Asia-Pacific as well as the Head of Asia-Pacific Research for HSBC and the Head of Asia-Pacific Strategy for Morgan Stanley based in Hong Kong and Singapore. Norman Villamin holds a Bachelor’s degree in Business Administration from the University of Michigan and a Master’s in Business Administration from the University of Chicago.

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.

Viola Steinhoff  Werner

Viola Steinhoff Werner

Managing Director, Head Global Next Generation and Families Department
Credit Suisse

Viola Steinhoff Werner is a Managing Director at Credit Suisse, which she joined in 2005. She has since held a number of management functions, including Head of International Wealth Management Marketing. Viola recently launched a new global department dedicated to better serving the needs of the Next Generation and their families. In 2007, Viola founded the YIO, a unique network of members of the Next Generation from around the world, collaborating with global institutions such as the Milken Young Leaders Circle and well-known entrepreneurs and drivers of social change in over 55 countries.

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Chair and Moderators (4)

Yuri Bender

Yuri Bender

Editor-in-Chief
PWM (Professional Wealth Management)

Yuri Bender is a journalist covering banking, asset management and capital markets. He has launched and edited several magazines and websites at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panel discussions on financial, business and cultural issues in Europe, the US, Middle East and Asia.  He has reported from Indonesia, Malaysia, China, Kazakhstan, Russia and Ukraine for the FT Wealth magazine and writes regularly for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School and International Relations at Cambridge University, writing his thesis on the economics of armed conflict.

Elliot Smither

Elliot Smither

Senior Writer
Professional Wealth Management, Financial Times

Elliot writes on topics such as asset allocation, family offices, ETFs, fintech and alternative investments. He regularly chairs panel debates and presents some of PWM's video content, along with managing the production of the print magazine as well as the editorial content on pwmnet. Elliot joined PWM in 2008 and studied History at Exeter University.

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.

Elisa Trovato

Elisa Trovato

Deputy Editor
PWM

Elisa Trovato is deputy editor of Professional Wealth Management magazine, covering wealth and asset management, with a focus on asset allocation, portfolio management and distribution models. She chairs panel debates on a variety of investment topics and manages PWM research projects, including the annual European sub-advisory study. She joined the FT Group as a researcher in 2004. Previously, she worked for management consulting and research firms in London.

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Agenda - 31st Oct

  • 8:00am
    Registration and refreshments
  • 8:50am
    Opening remarks from the FT Chair

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

  • 9:00am
    Keynote presentation: International politics and economics and effects on a global family

    This session includes Brexit’s effect on managers as well as opportunities for different hubs of private banking. This will be placed in the context of the tripolar world centred around the US, China and Europe and how this new world order dictates the dynamics for families, markets and innovation. 

    Tina Fordham, Chief Global Political Analyst, Citi

  • 9:30am
    Panel Discussion: CEO Panel: Top level concerns and challenges
    • Presenting tools to develop service models with high added value, that are profitable and sustainable over time while providing a great service at a low cost price
    • Increasing loyalty for WM firms through content and engagement
    • Lesson learning between PB’s and luxury brands in terms of the customer experience
    • Reviewing the implications for clients and managers due to MIFID II regulations within a context of transparency in management and costs
    • Finding income/returns at this moment at the end of the cycle
    • Retaining talent during the current talent drought to maintain client relationships?
    • Who is the client relationship with – bank or relationship managers?
    • Finding the balance of retaining clients and attracting new ones
    • Debating whether investment advisory taking a back seat to holistic financial planning

    Ray Soudah, Chairman & Founding Partner, MilleniumAssociates
    Peter Flavel, CEO, Coutts
    Patrick Odier, Senior Managing Partner, Lombard Odier
    Charlotte Ransom, CEO, Netwealth

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

  • 10:10am
    Morning Break
  • 10:50am
    Onstage Interview: How can a global family select its partners?

    Working with banks, family offices and other providers remains at the core of managing family wealth. Tracing and revising the decision making and criteria to guide this process will be discussed. The undeniable fact that the jurisdiction in question will contribute to shaping this process cannot go without unnoticed. Placing this within the context of due diligence and how to initiate best practice is key to achieve long term success.

    Matthew Fleming, Partner - Head of Family Governance and Succession, Stonehage Fleming
    Alice Ross, Editor- FT Wealth, Financial Times

  • 11:10am
    Generating new business from the next generation
    • How could next generation client acquisition work for leading wealth managers? How might it increase AUM?
    • What will digital priorities be as wealth managers compete for market share?
    • Which technologies can wealth managers use to accelerate growth?
    • Referencing global survey findings to support and predict the growth of wealth managers

    Alessandro Tonchia, Founder and Director, Finantix

  • 11:30am
    Panel Discussion: Data privacy, technology and digitalisation
    • Reviewing the practical use of AI in portfolio management
    • Assessing the growth of new competitors with a purely digital value approach and what this means for traditional private banks and family offices
    • Are partnerships with tech companies a tech trend?   How does this partnership happen? how do they meet? how do they engage?
    • How do family offices invest in Fintech?
    • Digitisation vs digitalisation
    • Combining human and digital inputs for efficient client servicing - Combined with talented wealth managers, could robo-advisors be the basis of hybrid platform that would suit the need of all generations of investors?
    • Assessing competition from external Big Techs as well as private banks
    • What’s the family investors view on robo-advisory ? Does the view differ across generations?
    • Identifying regulation as a driver for new trends accelerating technologies such as API technology
    • Data privacy in 2019 – challenges and opportunity

    Philip Watson, Chief Innovation Officer, Citi Private Bank
    Dean Butler, Head of Innovation- Retail Distribution, Prudential UK
    Anu Gurm, Head of Financial Planning & Advice, Private Banking Services, Coutts
    Gareth Johnson, Head of Digital Channels and Investment Solutions, Brewin Dolphin
    Victor Allende, Executive Director of Private and Premier Banking, CaixaBank
    Alois Pirker, Research Director, Aite Group

    Moderated by Elliot Smither, Chief Sub Editor- Professional Wealth Management, Financial Times

  • 12:20pm
    Fireside chat: The role of real estate in a balanced portfolio
    • Tracing the size and performance of the UK commercial real estate market and investor opportunities
    • The investment characteristics of CRE
    • The traditional routes that investors have had to gain access
    • Comparing and contracting current challenges and barriers for general investors and the typical yield profiles to other asset classes and interest rates
    • Reviewing current real estate investment is changes and the newly regulated public market as well as what this means to investors in terms of access to institutional grade assets
    • The structures and asset types that will be admitted to trading on IPSX
    • The yields that are expected
    • Expected trading volumes

    Roger Clarke, Managing Director and Head of Capital Markets, IPSX

    Moderated by Elisa Trovato, Deputy Editor- Professional Wealth Management, Financial Times

  • 12:35pm
    Panel Discussion: Asset and portfolio management for the global family
    • Assessing client concerns in terms of economic and political risk
    • What’s next for ETF’s and their investors?
    • Alternative investments including private equity and real estate
    • Is it time to re-invest in emerging markets?
    • Balancing portfolios with new diversifiers in addition to bonds
    • Thematic and story-led investments for private clients
    • Investing in quant and systematic strategies
    • How truly common is  divestment (coal/oil/planet threatening industries) raised and actioned by investors?
    • Identifying future trends including healthcare, robotics and smart transport

    James Bevan, Chief Investment Officer, CCLA IM
    David Stubbs, Head of Investment Strategy, J.P. Morgan International Private Bank
    Norman Villamin, Chief Investment Officer- Private Banking, Union Bancaire Privée
    Christophe Donay, Head of Asset Allocation and & Macro Research, Pictet Wealth Management
    Alan Mudie, Global Head of Investment Strategy, Société Générale Private Banking

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

  • 1:15pm
    Lunch
  • 2:15pm
    Panel Discussion: A meeting of millennial minds
    • As millennial members of global families begin to lead investment decisions how can wealth managers connect with the new generation
    • How can they adapt their value proposal to different service demands and of course through all possible ways, digital or one-2-one for the millennial generation of investors
    • Millennials and the trend towards ESG – which specific ESG investments are they allocating to – why?
    • Is sustainable philanthropy becoming a priority for millennials?
    • Reviewing challenges associated with succession planning of a global family

    James Purcell, Head Sustainable and Impact Investing, UBS Wealth
    Viola Steinhoff Werner, Head of Global Next Generation and Families, Credit Suisse
    April Rudin, CEO, The Rudin Group
    David Scott, Chairman, LGT Vestra
    David Stead, Executive Director of Philanthropy & Development, Charities Aid Foundation (CAF) 

    Moderated by Elisa Trovato, Deputy Editor- Professional Wealth Management, Financial Times

  • 2:55pm
    Afternoon Break
  • 3:25pm
    Fireside Chat: From the start to the present – setting up a family office for a global family

    This case study will explore a real example of the creation of a single- family office for a global family. The hows, whys, challenges and lessons learned will be discussed

    Gerard Aquilina, Partner, Cone Marshall

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

  • 3:45pm
    Panel: Leadership and Diversity in wealth
    • Tracing the impact of leadership strength on families and wealth
    • Sourcing diverse talent to contribute to the next generation of leaders and offer new innovative solutions
    • Women – the importance of HNW women, their priorities and position in global families
    • Strategies for attracting and retaining female clients
    • What can wealth management firms and wealthy families do to drive diversity within?

    Sebastian Dovey, Advisor Director, Silver Lane Advisors
    Kim Cornwall, Director, Cornwall Consulting
    Shola Mos-shogbamimu, Founder, Women in Leadership Publication 
    Erion Andoni, Legal Compliance Manager, CS Global Partners

    Moderated by Alice Ross, Editor- FT Wealth, Financial Times

  • 4:25pm
    Chair’s Closing remarks

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

  • 4:30pm
    Close of conference drinks reception and awards

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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FT Wealth Management Summit Summary Video

Innovation, investment themes and getting the best out of family offices, private banks and the financial hubs they are based in, were among the key topics discussed at the FT Wealth Management Summit in London.

Click here to find out more.

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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. Providing essential news, comment, data and analysis for the global business community, the FT has a combined paid print and digital circulation of 840,000. Mobile is an increasingly important channel for the FT, driving more than half of total traffic.

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.

Technology Sponsor (1)

About Finantix

Finantix is a leading supplier of transformational software to the private banking, wealth and insurance industries globally. It has a customer base spanning over 45 countries, and more than 15 years’ experience distilled into its flagship Finantix Components product suite which is supported from eight offices across Europe, North America and Asia. Finantix Components is trusted by some of the world’s largest banks, insurers and wealth managers and offers a broad, solid and proven library of multi-country, multi-jurisdiction, multi-channel, omni-device reusable software modules, widgets, engines, connectors and APIs that help leading financial institutions digitise and transform key processes in the financial services industry.

Exchange Sponsor (1)

IPSX is the world’s first regulated securities Exchange dedicated to the initial public offering and secondary market trading of companies owning single institutional grade real estate assets and multiple assets with commonality. It represents a major evolution in the real estate market.
For investors, IPSX transforms real estate investment, enabling direct investment into some of the world’s most prized institutional grade real estate assets via a public market.
For real estate owners, IPSX delivers an alternative capital markets product on a fully regulated basis, expanding the universe of potential investors.
IPSX has been recognised by the Financial Conduct Authority as a Recognised Investment Exchange. IPSX reimagines the connection between real estate owners and real estate investors.
www.ipsx.com

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

Global Citizen Sponsor (1)

CS Global Partners is an international, award-winning, industry-leading, legal consultancy firm specialising in citizenship and residency solutions. Headquartered in the heart of London with offices across Asia, Middle East and Africa, CS Global Partners offers tailored, strategic advice to both the clients and the countries it represents. Driving economic prosperity and transforming lives in the process, CS Global Partners transcends the traditional investment immigration industry framework, supporting the governments of Dominica and St Kitts and Nevis to promote their CBI programmes worldwide. We are also authorised marketing promoters for St Lucia in Far East Asia.

 

Led by Micha-Rose Emmett, a dual-qualified attorney with years of practice in citizenship and residence by investment, the CS Global Partners team is highly international, multicultural, and multilingual. We are fluent in 14 languages, including the Romance languages – French, Italian and Spanish; the Germanic languages – English, Finnish, German, Finnish; as well as Greek, Russian, Arabic, Mandarin Chinese, Cantonese, Hindi, Punjabi, and Afrikaans.

 

For more information, please visit www.csglobalpartners.com .

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.

Philanthropy Sponsor (1)

Looking for a philanthropy partner?

 

We’re the biggest provider of donor advised giving in the UK. With over 90 years experience of providing tax effective philanthropy, we are trusted by some of the world’s leading philanthropists to manage over £1billion of their assets.

 

Let’s start a conversation today to help your clients make their giving count.

 

www.cafonline.org/partnerwithus | partners@cafonline.org | 03000 123 028

Venue

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

United Kingdom

Tel: 02036843643

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Contact Us

Sarah Fal
Event Content Producer
FT Specialist
FT Live Delegate Services - EMEA
Delegate Booking and Registration Enquiries
Financial Times
Wendy Wong
Media Partner And Press Enquiries
Financial Times
Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times