Wealth Management & Private Banking

A Meeting of Minds: Wealth Management & Private Banking Thursday 17 November 2016, The Berkeley Hotel, London, SW1 Participant List Sponsors BUSINESS STRATEGY Affinity Private Wealth - Managing Director Bordier & Cie - Chief Executive Officer C & D Partnerships - Managing Partner C Hoare & Co - Head of Front Office, Banking C Hoare & Co - Head of Wealth Front Office Canaccord Genuity Wealth Management - Chief Executive Officer Coombe Advisors Ltd - Managing Director Credit Suisse Private Bank - Chief Operating Officer Credo Group UK Ltd - Chief Executive Officer Deutsche Bank Wealth Management - Managing Director, Global Business Risk Manager Duncan Lawrie Private Banking - Chairman EFG Private Bank Ltd - Head of Private Banking Goldman Sachs - Chief Supervisory Officer Heartwood Wealth Management - Chief Executive Officer HSBC Bank Plc - EMEA Head of RegTech HSBC Bank Plc - Chief of Staff, Corporate and Institutional Digital J.P. Morgan Private Bank - Associate General Counsel Kleinwort Benson - Managing Director, Head of Private Banking Lincoln Private Investment Office - Managing Partner London & Capital - Chief Operating Officer Mirabaud & Cie SA - Co-Head of Private Wealth Management Owl Private Office - Director and Co-Founder Pictet & Cie (Europe) SA - Chief Operating Officer This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose Santander Wealth Management - Wealth Management Director & Managing Director - Cater Allen Saranac Partners Ltd - Head of Private Capital Savills - Director of Family Office Services Scalable Capital - Founder & Managing Director SEB - Head of Private Banking UK Standard Life - Head of Private Client Partnerships Tcam Asset Management - Joint Chief Executive Officer Weatherbys Private Banking Ltd - Private Banking Director Weatherbys Private Banking Ltd - Deputy Head of Private Banking INVESTMENT Arbuthnot Latham & Co Ltd - Head of Investment Management Barclays Wealth - Head of Investment Strategy Europe C Hoare & Co - Head of Portfolio Management Coutts & Co - Head of Client Investment Management & Wealth Structuring Deutsche Bank Wealth Management - Managing Director, Head of Global Investment Group Hawksmoor Investment Management - Senior Investment Manager JM Finn & Co Ltd - Head of Investment Management Libero Funds - Chief Investment Officer Maseco Private Wealth - Managing Director, Head of Portfolio Strategy Nedbank Private Wealth - Head of Private Banking UK Quartet Investment Manager - Managing Partner, Investment Manager RBC Wealth Management International - Head of Investments - British Isles RBC Wealth Management International - Head of Discretionary Investment Management Signia Wealth Ltd - Chief Investment Officer Tcam Asset Management - Joint Chief Executive Officer & Chief Investment Officer Tilney Investment Management - Investment Director Tilney Investment Management - Investment Director UBS Wealth Management UK - Head of Investment Products & Services, UK & Jersey Walker Crips Group Plc - Chief Investment Officer Wellian Investment Solutions - Chief Investment Officer This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose SPONSORS Architas - TBC EY - Senior Manager, Wealth and Asset Management EY - Partner, UK Advisory Lead , Wealth and Asset Management Farrer & Co - Partner Farrer & Co - Partner INVESCO Perpetual - Sales Manager Banks and Strategic Distributors, UK INVESCO Perpetual - Associate Director, London Wealth, CFA, Invesco Perpetual IWI International Wealth Insurer S.A - Marketing Consultant UK Lazard Asset Management - Director - Head of Third Party Distribution Lombard Odier Asset Management (Europe) Ltd - Head of Third Party Distribution (UK/Nordics) Multrees - Marketing Communications Manager PIMCO Europe Ltd - Vice President - Global Wealth Management, UK Prudential International Assurance - Head of Product Prudential International Assurance - International Business Development Director Vanguard - Head of Wealth SPONSORS EXPERTS Multrees - Chief Executive Officer INDUSTRY BODIES, REGULATORS, ASSOCIATIONS AND GUEST Climate Risk Ltd - Founder Tesla - Director of Financial Services This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose .

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