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, Deputy Chief Executive, Wealth Management Association
Nov 2909:10
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 2909:30
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 2909:50
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, Deputy Chief Executive, Wealth Management Association
Simon Smiles, Chief Investment Officer - UHNW, UBS
Richard Theo, CEO, Wealthify
Dena Brumpton, CEO, Barclays Wealth & Investment Management
Nov 2911:20
Conference pass

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

ESG: How Wealth Managers can adapt to the growing demand for ESG investments
Steve Kowal, CFA Executive Director, EMEA Index Products, MSCI 

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

Digital Wealth: Why does it matter whether your robo advisor is in the Cloud?
Thomas Achhorner, Global Head of Solutions, Additiv

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

Enabling a hybrid-advice strategy: Increasing the advisor's capacity to personalize service with augmented intelligence
Bryan Sachdeva, VP, Wealth Management Solutions, NexJ Systems 

 
Nov 2913:20
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?
Moderator: Michael Mellinghoff, Managing Director, TechFluence
Joe Ziemer, Vice President of Communications, Betterment LLC
Richard Flax, Chief Investment Officer, MoneyFarm
Nov 2913:20
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?
Nov 2913:50
Conference pass

Factor Investing: What could this do for Wealth 2.0?

stream a
 
  • What are the new passive investment opportunities?
  • What is driving interest  in factor-based investing?
  • Is factor investing worth considering as a valuable investment proposal?
  • Can factor investing change risk or equity levels in the glidepath?
Nov 2913:50
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 2914:10
Conference pass

Using innovative technology to improve the customer experience

stream c


 
Nov 2914:10
Conference pass

Disrupting the traditional pension industry and engaging a lost generation

stream a

·         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 2914:30
Conference pass

Driving the transparency agenda forward in the pension industry

stream a
Chris Sier, Chair, FCA Institutional Disclosure Working Group
Nov 2914:30
Conference pass

How why’d is your customer experience gap?

stream b
 
  • Learn how to narrow the gap between your customers and your organization by gaining and maintaining their perspective over yours
  • Understand why they engage your products and services over why you provide them
  • Applicable knowledge to ensure your organisation embraces the big picture, from the most important perspective, first
Nov 2914:50
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 2914:50
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 2915:10
Conference pass

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

stream a
  • 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?
Moderator: Gareth Johnson, Head of Managed Investment Services and Divisional Director, Brewin Dolphin Ltd
James Dunne, Head of Digital Investing, Santander
Luis Felipe Rivera, Chief Operating Officer, Pilatus Bank
Ophir Gertner, Founder, Invest.com
Nov 2915:10
Conference pass

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

stream b
 
  • 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 2916:20
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?
Moderator: Giulia Lupato, Senior Policy Advisor, PIMFA
Frederic Lenoir, Chief Marketing, Communications and Innovation, Natixis
Jono Hey, Head of User Experience, Nutmeg
Nov 2916:50
Conference pass

THE PITCH

Keynotes
In five minutes hear from start-ups that are innovating and disrupting
  • The proposition
  • Technical features
  • Benefits
  • Why you should invest/deploy/partner
Moderator: Michael Mellinghoff, Managing Director, TechFluence
Gerald Klein, Chief Executive Officer, Growney GmbH

Create your personal agenda –check the favourite icon

Nov 3009:00
Conference pass

Opening remarks from the chair

Keynotes
Ned Phillips, Founder & CEO, Bambu
Nov 3009:10
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 3009:35
Conference pass

Wealth 2.0 on steroids? Effect and Impact of Fintech

Keynotes
 
  • A quick tour through fintech developments: optimizers, transformers and disruptors
  • AI and Robots, Blockchain and more – will they replace the role of the advisor?
  • Age, Wealth, Millennials? – sensible segmentation in Generation M
  • How to survive – better thrive – in times of irrevocable change
Conny Dorrestijn, Member of the Advisory Board, Holland FinTech
Nov 3010:00
Conference pass

The reality of robo advice: An Asian perspective

Keynotes
  • Setting the landscape of robo advice in Asia: Who are the winners?
  • How is the investment management industry adapting to digitalisation?
  • Making sense of b2b robo advisory vs b2c
  • The future of AI in the Asian banking industry
  • Setting the landscape of robo advice in Asia: Who are the winners?
  • How is the investment management industry adapting to digitalisation?
  • Making sense of b2b robo advisory vs b2c
  • The future of AI in the Asian banking industry
Ned Phillips, Founder & CEO, Bambu
Nov 3011:00
Conference pass

Why the future of Digital Wealth comes from the Cloud

Keynotes
  • What benefits does a Cloud-based solution offer to a financial institution?
  • Why are these benefits critical to the survival of incumbents?
  • How to set up a new digital Wealth Management Offering in less than four months
  • How this can become the Launchpad for a broad digital transformation and a winning new operating model
Nov 3011:20
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?
Moderator: Ned Phillips, Founder & CEO, Bambu
Thierry Derungs, Chief Digital Officer, B.N.P. Paribas Sa
Conny Dorrestijn, Member of the Advisory Board, Holland FinTech
Pascal Bouvier, Venture Partner, Santander InnoVentures
Nov 3012:00
Conference pass

Will the digital revolution really improve outcomes for the wealth management industry?

Keynotes
Nov 3013:20
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 3013:20
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 3013:40
Conference pass

Understanding the dynamic of regulating algorithms and AI for ‘Robo’

stream a
Peter Smith, Global Head of Industry Policy Liaison, TISA
Nov 3013:40
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 3014:00
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 3014:00
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?
Moderator: Ned Phillips, Founder & CEO, Bambu
Toby Triebel, CEO Europe, Wealthsimple Inc.
Nov 3014:30
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, Head of Portfolio Risk & Analytics, EMEA, Henderson Global Investors
Gideon Smith, Europe Chief Investment Officer, AXA Investment Managers - Rosenberg Equities
Andres Villaquiran, Founder and CEO, Alkanza
Nov 3015:00
Conference pass

Chair’s closing remarks

Keynotes
Ned Phillips, Founder & CEO, Bambu
last published: 17/Nov/17 13:45 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