Marketforce

The Future of Private Banking

Staying competitive in a changing world: discuss solutions with senior figures at the UK's top event

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The Waldorf Hilton, London View details »

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With high-level speakers from leading private banks and wealth management firms, this well-established event provides a strategic forum to discuss key issues of today and tomorrow.

With levels of profitability at risk, the industry must adapt in order to find routes to success in an increasingly complex and competitive environment. To achieve this, a greater understanding of different clients and their needs is required in order to deliver a valued service. Join peers to formulate strategies to respond to these challenges. 

Why you should attend:

  • Benefit from our content rich sessions delivered by senior representatives from market leading Private Banks
  • Enjoy fantastic networking opportunities; discuss the major issues affecting the industry with over 125 senior level delegates in a dedicated, friendly environment.
  • Learn how to optimise the service you provide to clients.
  • Explore the ways in which digital technology is transforming the industry

What will be discussed?

  • Understanding the needs of your clients and delivering an outstanding service
  • Assessing the threat of new entrants
  • The impact of digital technology on the industry
  • Developing an exceptional private banking proposition
  • Remaining competitive in an increasingly competitive environment

Jeremy Marshall
Jeremy Marshall

Director and Chief Executive

C. Hoare & Co

Daniel Pinto
Daniel Pinto

Chief Executive Officer and Founding Partner - Founder of the New City Initiative, and author of ‘Capital Wars: the new East-West challenge for entrepreneurial leaderships and economic success’

Stanhope Capital

Charlie Hoffman
Charlie Hoffman

Managing Director

HSBC Private Bank

James Fleming
James Fleming

Chief Executive

Arbuthnot Latham

David Scott
David Scott

Senior and Founding Partner

Vestra Wealth

Joe Norburn
Joe Norburn

Managing Director, Digital & Front Office Solutions

Coutts & Co

David Poole
David Poole

Head of Private Bank UK

Citi Private Bank

Greg Davies
Greg Davies

Head of Behavioural & Quantitative Investment Philosophy

Barclays Wealth

Jon Needham
Jon Needham

Global Head of Fiduciary Services

Société Générale Private Banking

Philip Harris
Philip Harris

Head of UK Private Client Wealth Management

RBC Wealth Management

Sheryl Larson
Sheryl Larson

Head of Marketing Communications

Northern Trust

Adam Seale
Adam Seale

Chief Executive

Interactive Investor

Print Programme Download Brochure

The Future of Private Banking

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09:00

Welcome address by Juliet Knight, Managing Director, Marketforce

09:05

Chair’s opening remarks

Session One: The evolution of private banking
09:10

Succeeding in an evolving global market

Charlie Hoffman
Charlie Hoffman

Managing Director

HSBC Private Bank

09:25

Responding to challenges and seizing opportunities

Jeremy Marshall
Jeremy Marshall

Director and Chief Executive

C. Hoare & Co

09:40

Achieving value in client relationships

 

David Scott
David Scott

Senior and Founding Partner

Vestra Wealth

09:55

Advisory session

10:15

Panel discussion

How is the industry set to change?

  • What makes an effective business model, and how is this changing?
  • Alternatives to private banking: assessing the threats
  • How will consolidation shape the market in years to come?
  • Responding to the differing needs of a changing client base
  • Where should the balance lie between digital and face-to-face services?
  • What products and level of advice should private banks offer?
  • Operating in a period of global regulation

Questions will be taken from the audience throughout 

Charlie Hoffman
Charlie Hoffman

Managing Director

HSBC Private Bank

Jeremy Marshall
Jeremy Marshall

Director and Chief Executive

C. Hoare & Co

David Scott
David Scott

Senior and Founding Partner

Vestra Wealth

10:45

Refreshments

Session Two: Client interaction in a digital era

Digital versus face-to-face: the great debate

In this session two industry leaders will spend 15 minutes illustrating the benefits of digital and face-to-face interaction before the audience discusses the topic, and feeds back to the platform.

11:15

Utilising digital technology to engage with clients

  • Meeting clients’ expectations: how must private banking change to reflect client’s evolving communication habits?
  • Should digital be seen as complementary to traditional practices, or as a replacement?
  • Harnessing technology to provide self-service tools for globally mobile clients
Joe Norburn
Joe Norburn

Managing Director, Digital & Front Office Solutions

Coutts & Co

11:30

Relationship management for the modern world

  • How do clients now want to interact with private bankers?
  • Where does the right balance lie between face-to-face and digital interaction and how can the two best be integrated?
  • Does a single point of contact for clients remain important?
  • Delivering an online service: understanding benefits and challenges
Philip Harris
Philip Harris

Head of UK Private Client Wealth Management

RBC Wealth Management

11:45

Peer-to-peer discussion

Informed by the previous presentations, delegates will explore how the industry can integrate face-to-face and digital engagement to provide a better all-round service to clients. Each table will then feedback to the platform and wider audience. 

12:15

Advisory session

Session Three: Using social media effectively
12:35

Optimising the role of social media in client relationships

  • A changing communication culture: how can private banks use social media effectively?
  • Is social media an essential component of engaging with a new generation of clients?
  • How can social media strategies best be aligned with brand objectives?
Sheryl Larson
Sheryl Larson

Head of Marketing Communications

Northern Trust

12:55

Hearsay Social

Speaker to be confirmed

13:15

Introduction to the Institute of Economic Affairs

13:20

Lunch hosted by Hearsay Social

Session Four: Adopting the right business model
14:35

Case study: SG Hambros Bank - Adapting the business model to thrive in new markets

In this case study Jon Needham will discuss the way in which SG Hambros developed an exceptional private banking proposition and made it thrive in international markets, focusing on key strategic international segments such as the French, Indian, Russian, Middle East and Greek markets.

Jon Needham
Jon Needham

Global Head of Fiduciary Services

Société Générale Private Banking

14:55

Advisory session

15:15

Assessing alternatives to traditional models of wealth management

  • How are non-traditional business models transforming the landscape of wealth management?
  • Why are clients turning to ‘self-service’ and ‘execution only’ forms of investment?
  • Should the traditional wealth management industry view online services an opportunity or a threat?
Adam Seale
Adam Seale

Chief Executive

Interactive Investor

15:35

Panel Discussion: Targeting specific client groups with niche services

  • In what ways do the needs of UHNW, HNW and mass affluent clients vary?
  • Is it possible for the same organisation to meet these differing demands
  • Does a more focused offering result in increased client retention?
  • Do clients in emerging markets require specialised services?
  • How can private banks stay relevant to more financially educated clients?
  • What level of scalability do differing approaches offer?

Jon Needham
Jon Needham

Global Head of Fiduciary Services

Société Générale Private Banking

Adam Seale
Adam Seale

Chief Executive

Interactive Investor

David Poole
David Poole

Head of Private Bank UK

Citi Private Bank

15:55

Refreshments

Session Five: Applying insight to better serve clients
16:20

Strategies for successful customisation

  • The changing demographic of wealth; how can client segments best be separated?
  • Using segmentation to tailor services to address differing client needs
  • Delivering personalisation cost effectively
James Fleming
James Fleming

Chief Executive

Arbuthnot Latham

16:40

Advisory session

17:00

The potential of behavioural economics to enhance our understanding of clients

  • How can behavioral economics inform a higher quality of client service?
  • What factors affect clients’ perception of risk, and their appetite for it?
  • How can the industry better understand clients’ decision making and investment habits?
Greg Davies
Greg Davies

Head of Behavioural & Quantitative Investment Philosophy

Barclays Wealth

Session Six: The investment world of the future
17:20

Keynote Closing Address

Daniel Pinto
Daniel Pinto

Chief Executive Officer and Founding Partner - Founder of the New City Initiative, and author of ‘Capital Wars: the new East-West challenge for entrepreneurial leaderships and economic success’

Stanhope Capital

17:40

Chair’s closing remarks and close of conference

Sponsors

Hearsay Social

www.hearsaycorp.com

Hearsay Social empowers global financial services teams to efficiently and successfully use social media to attract prospects, retain customers, and grow business. The enterprise-ready solution helps agents and advisors quickly and easily move beyond yesterday’s relationship building tactics and to get found and strengthen relationships with social media. Tens of thousands of financial services professionals worldwide use Hearsay Social every day to hear and respond to everything their customers and prospects are saying on top social networks, including Facebook, LinkedIn, Twitter, and Google+. The Hearsay Social platform boosts advisor and agent productivity while enabling brand integrity and compliance for even the most regulated industries.

Hearsay Social, a LIMRA Elite Strategic partner and SIFMA strategic partner, has raised $51M from Sequoia Capital, NEA, and top executives from Facebook, Twitter, and Google, and is headquartered in Silicon Valley with dedicated local presences in New York, Chicago, Atlanta, Austin, Toronto, London, and Paris.

 

Thunderhead

www.thunderhead.com

Thunderhead.com provides a range of powerful SaaS capabilities as part of its ONE Engagement Hub. The ONE Engagement Hub ties together customer insight, context and journey behavior and uses these to inform interactions with customers and partners across all touchpoints.

We make it easy for customer-facing teams to design and deploy great customer journeys based on this rich insight and through value-driven interactions that lead to long-term engagement.

The result is that businesses have more power to drive revenue, brand strength and differentiation by delivering far beyond isolated interactions and experiences but by creating the rich relationships that great businesses are built on. Thunderhead.com serves its global customer base from offices located in North America, Europe and Asia Pacific.

Learn more at www.Thunderhead.com

 

Media Partners

CIFA

www.cifango.org/

The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.

 

Managers of Wealth

www.managersofwealth.com

 

PRIVATEBANKING.COM

www.privatebanking.com

 

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.

Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe:

Please register at: http://www.privatebanking.com/

 

 

 

thewealthnet

www.thewealthnet.com/page_magazine.php

PAM Insight is the world's foremost specialist niche market publisher and events organiser in the international wealth management sector. We publish and produce a range of market-leading brands, including two online news services – www.thewealthnet.com and www.eprivateclient.com, the PAM directory (plus a sister website www.pamonline.com) and more than 20 other annual industry reports and events, including the much-acclaimed PAM Awards. 

Please contact nperkins@paminsight.com.

 
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Attendees Until 05/09/14 Until 10/10/14 Standard rate
Standard Rate £775.00 + VAT
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= £1,050.00
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Subtotal 5 £995 + VAT
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