2018 SPEAKERS

 

DIGITAL ADVICE. AUTOMATION. CUSTOMER EXPERIENCE.

FOR THE WEALTH MANAGERS OF THE FUTURE

 

KEY SPEAKERS

Anja Hochberg
Head of IAF Investment Solutions and Products 
Credit Suisse

Dan Kemp
Chief Investment Officer, EMEA
Morningstar Investment Management Europe

Ella Rabener
Chief Marketing Officer & Co-Founder
Scalable Capital Limited

Gavin Lewis
Head of UK Institutional Distribution
Vanguard

Gideon Smith
Chief Investment Officer, Europe – Rosenberg Equities
AXA Investment Managers

Michaela Seimen Howat
Sustainable Investing Strategist at UBS Global Wealth Management CIO
UBS

Penny Lovell
CEO Private Office
Sanlam UK

Philippe Uzan
Chief Investment Officer
Edmond De Rothschild Asset Management

Phillip Bungey
Chief Operating Officer
Seven Investment Management 

Thierry Derungs
Wealth Management Chief Digital Officer
BNP Paribas sa

 

 

 

ALL SPEAKERS

Nitin Agarwal, Co-Founder, B21

Eileen Alden, Senior Vice President, Head Of Portfolio Strategies, U.S. Bank

Neil Anthony, Co-Founder and Director, ArcSai

Douglas Azar, CEO, Wealthinitiative

Iain Barnes, Head of Portfolio Management, Netwealth

John Barrass, Deputy Chief Executive, PIMFA

Anne Boden Mbe, CEO, Starling Bank

Phillip Bungey, Chief Operating Officer, Seven Investment Management

Kirsten Burt, Head of Marketing, UK & Jersey, U.B.S. Wealth Management

Dean Butler, Head of Innovation, Prudential UK

Brian Byrnes, Investment Adviser, Wealthsimple

Andrew Cant, VP Financial Services Solutions, NexJ Systems Inc

José-Maria Carbajo, Co-Founder, Exo Investing

John R. Crittenden, Founder, Mondigi & Director of Strategy & Partnerships, Pefin

Giuliano De Rossi, Head of European Quantitative Strategy, Macquarie Group

Leonard De Tilly, CEO, Fundshop

Thierry Derungs, Wealth Management Chief Digital Officer, BNP Paribas Sa

Jean Devambez, Chairman of Ffyn and Global Head Of Digital And Acceleration, BNP Paribas Securities Services

Conny Dorrestijn, Founding Partner, Bankifi

Chris Eastwood, Co-Founder, Penfold

Cyrus Fazel, CEO and Founder, SwissBorg

Andreas Feiner, Founding Partner & Head of ESG Research & Advisory, Arabesque

Jerry Floros, CEO and Founder, MoneyDrome Edge Ltd

George Garrett, Digital Business Manager, Aberdeen Standard Investments

Evan Gerber, VP of Digital Strategy, Fidelity Investments

Daniel Giamouridis, Global Head of Scientific Implementation, Global Portfolio Products, Bank of America Merrill Lynch

Derek Gibson, Business Analytics Manager, Wealth and Investment Management Analytics, Wells Fargo

Neil Gourlay, Managing Director, Asset and Wealth Management, Accenture UK & Ireland, Accenture

Martin Gregor Schuricht, Managing Director, Nykredit Private Banking

Stephanie Griffiths, CMO, Ffyn

Francis Gross, Senior Advisor, Directorate General Statistics, European Central Bank

Anu Gurm, Head of Financial Planning & Advice, Private Banking Services, Coutts & Co.

Nikolai Hack, COO, Exo Investing

Alexandra Haggard, Founding member of The Diversity Project; Managing Director, Strategic Product Management, BlackRock

William Hobbs, Head of Investment Strategy, Barclays

Anja Hochberg, Head of IAF Investment Solutions and Products, Credit Suisse

Stefan Hofrichter, Head of Global Economics & Strategy, Allianz Global Investors

Stephanie Hospital, Founder and CEO, OneRagtime

Vince Howard, Head of Marketing, SwissBorg

Vince Howard | Head of Marketing | SwissBorg » speaking at Wealth 2.0

Rob Hudson, Head of Digital Distribution, Aberdeen Standard Investments

Pete Hykin, Co-Founder, Penfold

Leena Iyar, Head of Marketing, Moxtra

Robert Jamieson, Group Chief Digital & Technology Officer, Legal & General

Robert Jamieson | Group Chief Digital & Technology Officer | Legal & General » speaking at Wealth 2.0

Apiramy Jeyarajah, Head of Financial Institutions, HSBC Global Asset Management

Gareth Johnson, Head of Managed Investment Services and Divisional Director, Brewin Dolphin Ltd

Viju Joseph, President & CIO, Pefin

Marc Kahn, Global Head of Human Resources and Organisation Development, Investec

Svenja Keller, Partner, Head of Wealth Planning, Killik & Co

Dan Kemp, Chief Investment Officer For EMEA, Morningstar Investment Management Europe

Damien Lardoux, Portfolio Manager, EQ Investors

Chi Lee, CEO, FountainArc Technologies

Frederic Lenoir, Chief Marketing, Communications and Innovation, Natixis

Ben Leonard, Founder, META Finance

Gavin Lewis, Head of UK Institutional Distribution, Vanguard

Rickard Lindell, Head of Digital Advice, Nordea

Penny Lovell, CEO, Sanlam Private Office

Stephen Lumpkin, Senior Economist, O.E.C.D.

Sean Mahdi, Managing Director, Distribution and Marketing for Private Banking and Wealth Management, Accenture UK & Ireland, Accenture

Mohammed Marikar, Director, Intelligence & Automation, RBC Wealth Management

Brandon Mayo, Head of Innovation & Experimentation, Nordea Wealth Management

Arun Mehta, Head of Data & Analytics Engineering, RBS

Hemal Mehta, Founder and CEO, AtomInvest

Michael Mellinghoff, Managing Director, TechFluence

Janine Menasakanian, Head of Distribution Strategy, Personal Investing, Legal & General Investment Management

Andrew Morrison, Head of Client Experience Enablement, Aviva Investors

Anders Nicander, Deputy Head of Investment Solutions and Advisory Centre, Nordea

Helene Panzarino, Managing Director, Rainmaking Colab

Priyank Patwa, Head of AI & Machine Learning, M&G Prudential

Ned Phillips, Founder & CEO, Bambu

Ella Rabener, Chief Marketing Officer and Co-Founder, Scalable Capital

Fahd Rachidy, Founder & CEO, Abaka

Umran Rafi, Head of Digital Data, Data Innovation, Santander UK Technology

Charlotte Ransom, Founder and CEO, Netwealth

Keith Richards, CEO, Personal Finance Society, & Managing Director of Engagement, Chartered Insurance Institute

Iain Richards, Head of Government and Responsible Investment, Columbia Threadneedle Investments

Luis Rivera, Co-founder & CEO, ETFmatic

Doug Roerden, Head of Experience Design, Doug Roerden Design

Gautam Samanta, Global Head of BFS and Executive Vice President- Europe, NIIT Tech

Romi Savova, Founder & CEO, PensionBee

Rod Sayegh, Senior Vice President of Wealth Digital, Desktop, & Innovation, Wells Fargo Wealth Management

Aaron Schumm, CEO and Founder, Vestwell

Michaela Seimen Howat, Sustainable Investing Strategist at UBS Global Wealth Management CIO, UBS

Bev Shah, Founder and CEO, City Hive

Makoto Shibata, Executive Fellow, Japan Digital Design (A Member of MUFG)

Gideon Smith, Europe Chief Investment Officer, AXA Investment Managers - Rosenberg Equities

Gideon Smith | Europe Chief Investment Officer | AXA Investment Managers - Rosenberg Equities » speaking at Wealth 2.0

Peter Smith, Non-Executive Director, Seneca Investment Management & Independent Industry Consultant FinTechReguLab

Konstantin Speidel, Vice President, Program Manager, Digital Transformation, Allianz Global Investors

Mark St John Qualter, Head of Artificial Intelligence, Commercial and Private Banking, RBS

Ben Stanway, Co-Founder, Moneybox

Robin Stevens, Head Of Digital And Marketing Services, Aviva Investors

Wolfgang Strobel, Board Member, Chief Financial Officer, Chief Risk Officer And Chief Operating Officer, Hauck and Aufhauser Privatbankiers

Mike Stubbs-Egginton, MD, Wealthtack

Matt Swinburne-Johnson, Institutional Business Development Director, EValue

Matt Swinburne-Johnson | Institutional Business Development Director | EValue » speaking at Wealth 2.0

Jean-Bernard Tanqueray, CEO, Finlight

Jean-Bernard Tanqueray | CEO | Finlight » speaking at Wealth 2.0

Roi Tavor, Co-Founder and CEO, Nummo

Gary Teper, Plc Director, Head of Investment Management, Charles Stanley

Daniel Thomson, Transformation Product Owner - Advice & Guidance, Lloyds Banking Group

Dan Toma, International Corporate Innovation Expert, Author

Minh Tran, Board of Directors, Fundshop

Philippe Uzan, Chief Investment Officer, Edmond de Rothschild

Tony Vail, Founder and Chief Innovation Officer, Wealth Wzards

Bart Vanhaeren, CEO & Co-Founder, InvestSuite

Stephen Veasey, Managing Director, 3d Innovations

Stephen Veasey | Managing Director | 3d Innovations » speaking at Wealth 2.0

Chet Velani, Marketing Director, EValue

Simon Vine, Former Co-Head of Corporate & Investment Banking, Alfa Bank

Joel Viney, Head of Compliance – Wealth & Business Banking, Banco Santander

Nuala Walsh, Former CMO Standard Life Aberdeen, Vice Chair of, UN Women

Hassan Waqar, CEO, MoneeMint

Paul White, Head of Compliance, Santander Asset Management

David Wright, Head of Product Strategy, EMEA, Systematic Active Equity, BlackRock

Yaowei Xu, Senior Portfolio Manager Quant, Robeco

Han Yik, Head of Institutional Investors, World Economic Forum

Marek Zamecnik, CEO, Vestberry

Marek Zamecnik | CEO | Vestberry » speaking at Wealth 2.0

Philipp Zerhusen, VP Director Market Development, FactSet Digital Solutions

Joe Ziemer, Vice President of Communications, Betterment LLC

 

 

 

 

 

GET INVOLVED AT WEALTH 2.0

 

To Sponsor, Exhibit or Speak

 
 

Abigail de Vries
abigail.devries@terrapinn.com 
t/ +44 (0)207 092 1036

 

 

 

 

 
 

 

 

 

 

To Register

 
 

Tayyab Abbasi
Tayyab.Abbasi@terrapinn.com
t/ +44 (0)207 092 1210