AGENDA

 

London, 29 - 30 November 2017

Schedule

Create your personal agenda –check the favourite icon

Nov 2909:00
Conference pass

Opening Remarks from the Chair

Keynotes
John Barrass, CEO, Wealth Management Association
Nov 2909:05
Conference pass

The future of wealth management: Examining a changing landscape

Keynotes
  • The new customer’s demands and their role in shaping the wealth management industry
  • Realising the value from digital excellence: How is technology transforming the wealth industry?
  • The impact of fintech on the big players: How are Barclays keeping up in a digitally dominated world?
  • How are Barclays driving change in delivering investment strategies for their clients?
Dena Brumpton, CEO, Barclays Wealth & Investment Management
Nov 2909:25
Conference pass

Lessons on disruption from an incumbent: how a focus on client needs, rather than new competitors, led us to UBS SmartWealth

Keynotes
  • The impact of robo-advice on the wealth management industry: An opportunity and a challenge
  • The evolution of UBS SmartWealth: How did UBS incorporate UBS SmartWealth into their business strategy
  • How technology can be used to improve client service, and where the human touch should still prevail
  • The role of robo-advice in wealth management: growing the addressable market and meeting the expectations of younger generations
Nick Middleton, Co-Head at UBS SmartWealth, U.B.S. Wealth Management
Nov 2909:45
Conference pass

Leveraging technology to meet the needs of the connected investor

Keynotes
  • What new ways are companies connecting with clients and how can your firm stay ahead of the game?
  • Introducing a customer success platform to improving transparency, trust and value
  • Examining the role of personalisation in the new era of wealth and what it can do for financial relationships
  • Looking at a relevant case study: What has the platform done already?
Nov 2911:15
Conference pass

C-Suite Panel discussion: How is digital transformation changing the investment and wealth industries?

Keynotes
  • What role might the relationship manager play in an increasingly digital world?
  • Which technologies have the greatest potential to disrupt the WAM market?
  • How will the changing nature of wealth affect the client relationship?
  • Who are the main beneficiaries of digitalisation: Customer, bank, advisor or everyone?
Moderator: John Barrass, CEO, Wealth Management Association
Simon Smiles, Chief Investment Officer - UHNW, UBS
Richard Theo, CEO, Wealthify
Dena Brumpton, CEO, Barclays Wealth & Investment Management
Nov 2911:45
Conference pass

Keynote panel discussion: Is an ETF based investment strategy the way forward in a digitally dominated future?

Keynotes
  • Why are new market entrants using ETFs and what are their relative advantages and disadvantages?
  • New millennial traits: Who is your customer and how do they want to invest?
  • Taking a look at market trends: What do consumers expect today and tomorrow?
  • How much control will the client of tomorrow want in their investment decisions?
Nick Middleton, Co-Head at UBS SmartWealth, U.B.S. Wealth Management
Richard Flax, Chief Investment Officer, MoneyFarm
Nov 2913:35
Conference pass

Panel discussion: How will robo advisors revolutionise the entire investment value chain?

stream a
  • What do customers want and not want from robo advisors and how does this change between demographics of clients?
  • How are asset management and wealth management morphing with robo tech?
  • Is robo advice best for long, medium or short term investments?
  • How do you create the right balance between automated and human touch points?
  • What happens when robos get it wrong?
Michael Mellinghoff, Managing Director, TechFluence
Richard Flax, Chief Investment Officer, MoneyFarm
Joe Ziemer, Vice President of Communications, Betterment LLC
Nov 2913:35
Conference pass

Panel discussion: Engaging your future consumer with financial planning: What must be done today?

stream b
 
  • Understanding the next generation of customers: How do they behave and what do they want from their investments?
  • How are companies preparing to engage millennials and generation Z investors?
  • Which channels should firms be present in to accurately attract new investors?
  • Social media and customer engagement: How active should you be?
Ben Stanway, Co-Founder, Moneybox
Adam Dodds, Co-founder & CEO, Freetrade
Clare Francis, Head of Customer Engagement and Content - Direct Investing, Barclays
Nov 2913:35
Conference pass

Panel discussion: Moving from innovation to adoption: How do you properly integrate digital skills into your firm?

stream c
  • Should wealth management companies buy or build their own robo advisor platforms?
  • Should technology be developed internally, through a partnership or via the acquisition of a current partner?
  • Buying a fintech product: the pros and cons of becoming the middle man
  • Do traditional firms have the required agility to respond to tomorrow’s challenges?
Gareth Johnson, Head of Managed Investment Services and Divisional Director, Brewin Dolphin Ltd
Ophir Gertner, Founder, Invest.com
James Dunne, Head of Digital Investing, Santander
Nov 2914:05
Conference pass

Selecting and implementing an automated advisory platform

stream a
  • Considerations when selecting a platform and provider: What features does my client need?
  • Purchasing the necessary technology resources to design, develop and deliver a robo advice platform quickly and cost effectively
  • Understanding the robo advice market from tech perspective
  • Outlining the tech challenges of integrating a robo-advice offer into existing technology eco-systems
  • Accessing current best practices, technologies and solutions
Nov 2914:05
Conference pass

Guiding your client through a digital investment advisory journey

stream b
 
  • Using goal-based profiling to obtain a holistic view of your client’s financial circumstances
  • Empowering your client advisor with a state-of-the-art investment proposal engine
  • How to tackle regulatory requirements with a sophisticated risk engine
  • How to engage your client with an interactive advisory tool
  • Increasing efficiency and improving profitability with a fully-integrated system
Nov 2914:05
Conference pass

Sponsor slot: Transforming your office to capitalise on the digital community

stream c
 
  • What will the modern office look like: layout, design, facilities
  • How can working environment encourage essential digital skills: What must be put in place and why?
  • Determining the right mix of flexible working spaces, private working areas and breakout spaces for collaboration
  • Examining case studies: How has working environment aided digital transformation in companies
Nov 2914:25
Conference pass

Panel discussion: The evolution of portfolio innovation - which theory should the WAM industry now look to?

stream a
  • Interesting modelling innovation theories that have recently developed: Which are forecast to be prevalent in the future of wealth management?
  • What are the key issues associated with Modern Portfolio Theory: What is the evidence for and against it?
  • Can Behavioural Portfolio Theory overcome some of the challenges associated with Modern Portfolio Theory?
  • Which behavioural factors can be used to understand customer behaviour and for portfolio construction?
Charles Nollet, Chief Investment Officer, Crédit Agricole Indosuez Wealth
Adam French, Founder and Managing Director, Scalable Capital
Nov 2914:25
Conference pass

Understanding millennial traits to connect and engage with your new customer

stream b
 
  • What sets millennials apart from other customers: Values, hopes and ambitions
  • Where are millennials found and how can firms reach them?
  • Relationship with money: Where do millennials spend and save?
  • What type of customer experience do you need to offer in order to attract a younger generation?

 
Maria Jose Jorda Garcia, Head of Customer Experience Transformation, B.B.V.A.
Nov 2914:25
Conference pass

Practical applications of behavioural finance with clients

stream c
 
  • What is the Barclays approach to applying behavioural finance with investors?
  • Example: Changing how you show performance to improve investor behaviour
  • How do you demonstrate applying behavioural finance works for clients and the business?

 
Nov 2914:45
Conference pass

5 key benefits of social media to your digital wealth management business strategy

stream c
 
  • Know what your customers are saying and where and when they are saying it
  • Locate and engage with prospects and next-gen clients
  • Deepening existing relationships in order to retain current assets and improve customer experience
  • Using social media to quickly respond to reputable complaints
  • Expand your professional network via social media
Kirsten Burt, Head of Marketing, U.B.S. Wealth Management
Nov 2914:45
Conference pass

Using data insight and analytics to ensure a customer-driven digital transformation

stream b
 
  • Using data to engage directly with the customer and to help them make better investment decision
  • How can we use data to segment and target our customer base and give them the right financial support?
  • Best methods for measuring our progress: Ensuring good commercial outcomes for the business as well as good financial outcomes for the customer
Mary Harper, Head of Strategy, Customer Data and Digital, Standard Life
Nov 2915:05
Conference pass

From hedge funds to autonomous algorithmic cloud trading

stream a
  • The difference between traditional hedge funds and new distributed “hedge networks”
  • Centralization of assets vs. provision of trading intelligence
  • Keeping full control over own assets, lowering costs , simpler regulatory framework and avoiding errors under stress
  • Putting at work probability theory, theoretical physics and artificial intelligence
  • Can machines predict crashes?
Nov 2915:05
Conference pass

Cutting through the noise: reaching out to first time investors

stream b
 
  • Identifying and catering to an underserved market segment
  • Getting the attention of an audience who may not know they need your service
  • Building a human brand as a digital service
  • Growing and maintaining investor engagement for the long term
Toby Triebel, CEO Europe, Wealthsimple Inc.
Nov 2916:05
Conference pass

Sponsor: How to unify client experience and amplify the message of your brand

Keynotes
  • Using a complete client engagement platform to effectively use digital
  • Empower your advisor to use digital technology to build better relationships that improve your business
  • Control your brand and manage campaigns at scale
  • Providing reporting and analytics so your team can continuously optimize marketing programs
Nov 2916:25
Conference pass

Keynote panel discussion: Improving your customer’s digital experience to increase retention

Keynotes
  • What digital offerings are companies using to improve customer retention?
  • How does that experience change across different channels?
  • Avoiding abandonments through an improved customer experience
  • Loyalty schemes and rewards: What’s working?
Frederic Lenoir, Chief Marketing, Communications and Innovation, Natixis
Mary Harper, Head of Strategy, Customer Data and Digital, Standard Life
David Slattery, Head of Life Digital, Bank of Ireland
Nov 2916:55
Conference pass

Champagne roundtables: Delegates can choose a discussion of their choice

Keynotes
Social media: a pathway to trust or a serious risk to the advisor network?
John Barrass, Deputy Chief Executive, Wealth Management Association


Artificial Intelligence: what could this do for Robo-advisors?
Alistair Haig, Research and Teaching Fellow, Edinburgh Business School

Customer engagement in wealth: Engaging consumers both directly and via intermediaries
Alistair Welham, Head of Marketing, Elevate – Standard Life

Robo advice in the mortgage industry
 John Ingrim, Founder and CEO, Mortgage Gym

Managing a wealth transformation project: Deliver successful people and organisational change programmes
Shauna Mullin, Senior Transformation Manager, Santander UK

Robo advisors: Relative strengths and weaknesses of 1.0, 2.0, 3.0 and 4.0
Joe Ziemer, Vice President of Communications, Betterment

ETFS: How can they work with the robo advisor?
Luis Rivera, Co-Founder and CEO, ETFmatic

Goal based investing: Pre-conditions and success factors
Guillaume Piard, Founder and CEO, Nalo

 

Create your personal agenda –check the favourite icon

Nov 3009:00
Conference pass

Opening remarks from the chair

Keynotes
Ned Philips, CEO and Founder, Bambu
Nov 3009:10
Conference pass

Wealth 2.0 – Knowledge digitisation prompts a revolution in the investment value-chain

Keynotes
  • How can new technologies redraw the workflows by putting customer and their goals in the centre.
  • Champion knowledge digitisation, giving all business units augmented views of customers.
  • Enable cognitive gamification where clients’ needs are bundled into engaging value-added services.
  • Adapt business models to a single digital platform that bundles back all FinTech services.
Paulo Sironi, Author, FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification
Nov 3009:40
Conference pass

Leveraging digital solutions to improve all aspects of the customer journey

Keynotes
  • The main reasons behind the decision to invest in new wealth management experience for their clients
  • How did BNP Paribas create a culture which encourages rapid digital innovation in the business?
  • Exploring new technologies and services that would take the customer experience to the next level
  • Looking towards the future: New services and solutions on the horizon
Thierry Derungs, Chief Digital Officer, B.N.P. Paribas Sa
Nov 3010:00
Conference pass

Keynote panel discussion: How is data analytics transforming the investment and wealth management industry?

Keynotes
  • How can data analytics help firms achieve greater insight and understanding of their business as well as their clients?
  • Using data analytics to communicate with clients in a targeted way: How will this change the industry?
  • How can data analytics be used to explore information and identify and track key performance indicators?
  • What are the latest software developments for collecting, storing and interpreting data?
Thierry Derungs, Chief Digital Officer, B.N.P. Paribas Sa
Paulo Sironi, Author, FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification
Nov 3010:40
Conference pass

Sponsor slot: Unlocking the power of technology within wealth and investment management

Keynotes
  • Our innovation story: The evolution of our automated investing service
  • Modernizing the company strategy by rebuilding the company’s image
  • Lessons learnt from the journey and the impact on our client experience
Nov 3011:40
Conference pass

Artificial intelligence in wealth management: What can it do today and what will it do in 5 years’ time?

stream a
  • The reality of AI tech: To what extent can it really improve the WAM industry?
  • The importance of trust in today’s WAM industry and AI’s role in achieving this
  • Outlining the importance of engaging with AI in order to stay ahead of the competition
  • Why is AI important now: The availability of data and better algorithms with lower computing costs
  • The emerging AI economy: Taking a look at some relevant case studies
Chi Lee, Founder, Agenda Invest Ag
Nov 3011:40
Conference pass

The rise of Robo-Advice 2.0: do investors still need humans?

stream b
 
  • How has Robo-Advice transformed the industry for the better: More transparency, lower fees and greater accessibility
  • Introducing Robo-Advice 2.0: Building the most accurate risk/return projections for clients and providing personalised portfolios for each investor
  •  Could robots be better investors than humans and if so, do we still need humans to tell us how to invest our money?

 
Adam French, Founder and Managing Director, Scalable Capital
Nov 3012:00
Conference pass

Sponsor slot: Data-driven artificial intelligence applications to make better informed investment decisions and drive business growth

stream a
 
  • How can artificial intelligence Empower knowledge workers with the exact data that they need?
  • AI and its ability to help advisors better use unstructured data to optimize business processes
  • The ultimate potential for AI to find intelligence and insight to make the right decisions quickly
  • Artificial intelligence and the WAM industry: What it could look like in 2030 and solutions to stay ahead of the game
Nov 3012:00
Conference pass

Sponsor slot: Preparing for the new horizon: Introducing a new era of customer segmentation and cognitive computing

stream b
  • The power of data: How can the wealth management industry use data to predict and address the needs of tomorrow’s client?
  • Using data analytics to increase personal engagement with your customer and improve profitability
  • Creating an intuitive experience with a cognitive solution and improving customer service and retention
  • Improve data models and create innovative segmentation and engagement to drive customer retention and acquisition
Nov 3012:20
Conference pass

Blockchain and the WAM industry: What is the ultimate potential for lowering risk and cutting down on operational costs?

stream a
 
  • Outlining the work being undertaken to investigate the potential of blockchain in the financial services industry
  • Blockchain’ s role in modernising, streamlining and securing administrative tasks and significantly reducing manual processes
  • What do the latest findings tell us about blockchain’ s ability to reduce banks infrastructure costs?
  • Moving forwards to the next 36 months: What are the next steps for blockchain and its role in financial services?
Nov 3012:20
Conference pass

The reality of robo advice: An Asian perspective

stream b
Ned Philips, CEO and Founder, Bambu
Nov 3012:40
Conference pass

Panel discussion: How could artificial intelligence be used to enhance business growth in the wealth and asset management industry?

stream a
 
  • Which AI opportunities have the potential to sufficiently improve your service to warrant the cost of investment?
  • Should firms invest in this technology: What difference will it actually make?
  • What could AI do for robo advisors and how can they work together?
  • What are the implications of AI on the role of the advisor: Is it a replacement or an enabler?

 
Nov 3012:40
Conference pass

Panel discussion: Opening new markets: Which demographics and what type of person will robo-advice appeal to?

stream b
 
  • What are the new opportunities for robo advisor 1.0 and 2.0?
  • Robo around the world: Which regions has robo-tech taken off in?
  • What characteristics will appeal to robo advice?
  • Could robo be attractive for a new type of investor and what’s it possibility for closing the financial advice gap?
Jet Lali, Regional Head of Marketing EMEA, UBS
Toby Triebel, CEO Europe, Wealthsimple Inc.
Nov 3014:10
Conference pass

Panel discussion: Machine learning: What does this really mean for the wealth and asset management community going forward?

Keynotes
 
  • Does machine learning mean the end of the asset manager?
  • How might machine learning alter the role of the wealth and the fund managers?
  • Will advisory and fund management become close under machine learning?
  • Using ML to enhance customisation: Does this mean better client service?
Julien Cuisinier, Co Head of Investment Risk, Henderson Global Investors
Gideon Smith, Europe Chief Investment Officer, AXA Rosenberg Investment Management Limited
Andres Villaquiran, Founder and CEO, Alkanza
Nov 3014:40
Conference pass

From Markowitz to Merton, how to reconcile the way we manage money with our client’s expectations?

Keynotes
 
  • Taking a look at the powerful concepts developed by the financial industry following Harry Markowitz: Market portfolio, funds, active management and smart beta
  • Can we measure the real value added of these concepts and how are FinTechs implementing them at low cost?
  • Anticipating the disruption that will come with a client centric approach to PM over the entire life cycle
  • Which new tools will be required: Dynamic programming and the Merton framework
  • Adapting to a client centric world: Moving PM from a short-term obsession to out-perform to a long-term hedge against undesired outcomes
Charles Nollet, Chief Investment Officer, Crédit Agricole Indosuez Wealth
Nov 3015:00
Conference pass

Disrupting the traditional pension industry and engaging a lost generation

Keynotes

·         Overview of Pensionbee’s mission: Making pensions simple
·         Attracting the ‘lost generation’: Which channels are Pensionbee using and why?
·         Using technology to gain and sustain customer engagement
·         Tackling the challenge of natural trust barrier for financial products

 
Nov 3015:20
Conference pass

Chair’s closing remarks

Keynotes
Ned Philips, CEO and Founder, Bambu
last published: 05/Sep/17 10:25 GMT

 

 

  Wealth 2.0 logo  

Wealth 2.0 will seek to bring together the global wealth and asset management community and will provide a platform for the industry to meet and formulate a way to move forward in this rapidly changing space.

CONTACT US
phone: +44 (0)207 092 1145
email: 
adam.shaw@terrapinn.com