WLTH AGENDA

 

London, 15 - 16 September 2020

Schedule

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Sep 1509:00
Conference pass
Sep 1509:30
Conference pass

Live Panel: The rise of the Robos - what does tomorrow's wealth customer look like?

Customers and Distribution
Sep 1510:30
Conference pass

Cultivating creativity and strategic thinking in an increasingly digitised world

Business Model Futures
Sep 1510:30
Conference pass

Role of brand transformation to meet the needs of investors

Customers and Distribution
Interviewee: Anne-Marie Mcconnon, Global Chief Marketing Officer, Investment Management And Wealth Management, BNY Mellon Investment Management
Interviewer: Tim Duffy, Chairman, UK Group, M&C Saatchi
Sep 1510:30
Conference pass

What are the key innovations in long-term investment strategies in 2020 and beyond?

Investment Strategy
Interviewee: Robert Gardner, Director of Investments, St James Place Wealth Management
Sep 1511:10
Conference pass

Live Panel: Biggest questions facing investors, and the corresponding best investment opportunities around the world

Investment Strategy
Sep 1512:10
Conference pass

Behavioural Science and Vulnerable Customers - Can they get along?'

Customers and Distribution
Sep 1512:10
Conference pass

Reversing the inefficiencies of the wealth management industry

Business Model Futures
Interviewer: Taras Rybak, Head Of Investment Solutions, Fusion Asset Management
Sep 1512:10
Conference pass
Sep 1512:40
Conference pass

Customers Expectations in the Digital Age and the Affects it has on Financial Institutions

Keynotes
Sep 1512:40
Conference pass

StoryTelling: How to bring client portfolio reporting into the the 21st century

Keynotes
StoryTelling: How to bring client portfolio reporting into the the 21st century
Chris Eichhorn, Business Development Manager, InvestSuite
Sep 1513:45
Conference pass

Mitigating risks through predictive intelligence

Start-Up Zone
Sep 1513:50
Conference pass

Live Panel: Building a Digital Roadmap

Innovation and Tech
Dean Butler, Head Of Digital Strategy, M&G Plc
James Dunne, Global Head Of Digital Investing, Grupo Santander
Ed Lecky Thompson, Head of Technology, Strategy and Governance, International Division, Vanguard
Sep 1513:50
Conference pass

Live Panel: Is financial confidence among women on the decline?

Women in Wealth
Sep 1514:00
Conference pass

Cryptoassets as an alternative asset class

Start-Up Zone
Sep 1514:15
Conference pass

Achieving a clearer view of your regulatory health

Start-Up Zone
Sep 1514:30
Conference pass

Applying automatic artificial intelligence to trading

Start-Up Zone
Sep 1514:45
Conference pass

Five Steps to Futureproof Your Business

Start-Up Zone
Sep 1514:50
Conference pass

How digital investment tech is shaping wealth management

Innovation and Tech
Gareth Johnson, Head Of Digital Channels and Investment Solutions, Brewin Dolphin Ltd
Sep 1516:30
Conference pass

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Sep 1608:00
Conference pass

Keynote Panel: How Tech will change everything

Keynotes
Sep 1609:30
Conference pass
Sep 1609:30
Conference pass

Live Panel: How will the family office market change over the next five years?

Family Office
Woon Shiu Lee, Managing Director And Regional Head Of Wealth Planning Family Office And Insurance, DBS Bank
Andreas Pankow, Family Office / Ultra-High Net Worth Advisor, Julius Baer
Sep 1610:30
Conference pass

How do Family Office's position themselves to secure business from the next generation?

Family Office
Interviewee: Dominik V. Eynern, Partner, Blue Family Office
Sep 1610:30
Conference pass

How to capitalise on the turning of the credit cycle - the new wave of distress

Alternatives
Interviewee: Marc De Kloe, Partner, Theta Capital Management
Sep 1611:10
Conference pass

Live Panel: Alternative Asset Options

Alternatives
Sep 1611:10
Conference pass

Live Panel: Key drivers of the growth and success of ETFs globally

ETFs and Index Funds
Moderator: Linda Zhang, Chief Executive Officer and Founder, Purview Investments
Axel Lomholt, Head of Product and Master Program Management, Asia, Vanguard
Keshava Shastry, Managing Director And Head Of Capital Markets, Deutsche Bank
Sep 1611:10
Conference pass

Live Panel: Navigating the Millennial generation - to focus or not to focus?

Family Office
Doris Sommavilla, Partner, Blu Family Office
Rennie Hoare, Partner, C Hoare
Charles Filmer, Partner, Head of Private Office, Alvarium Investments
Sep 1612:10
Conference pass
Sep 1612:10
Conference pass

Integrated Philanthropy Services

Family Office
Sep 1612:10
Conference pass
Sep 1612:40
Conference pass

Data, AI, and Knowledge Graphs for client advisory and business opportunity detection

Keynotes
Data, AI, and Knowledge Graphs for client advisory and business opportunity detection
Sep 1613:45
Conference pass

Using Blockchain to make real asset investments available to everyone

Start-Up Zone
Sep 1613:50
Conference pass

Live Panel: From ESG Compliance to Impact Investing

ESG Investing
Sep 1613:50
Conference pass
Sep 1614:00
Conference pass

How Autonomous Finance will change the customer experience of finance

Start-Up Zone
Vivek Madlani, Co-Founder and Chief Executive Officer, Multiply.AI
Sep 1614:15
Conference pass

Digital transformation in private markets

Start-Up Zone
Sep 1614:30
Conference pass

Opening up the DLT and cryptoasset growth story

Start-Up Zone
Sep 1614:45
Conference pass

A new generation of private banking

Start-Up Zone
Sep 1614:50
Conference pass

The implications for responsible investment in this crisis

ESG Investing
Iain Richards, Head of Responsible Investment, Columbia Threadneedle Investments
Linda Zhang, Chief Executive Officer and Founder, Purview Investments
Sep 1615:10
Conference pass

Leveraging AI for Thematic Investing and Wealth Management

Keynotes
Sep 1616:30
Conference pass

Incorporating ESG into your investment process

ESG Investing
Theodore Economou, Head of Asset Management, Symbiotics
last published: 14/Sep/20 12:15 GMT