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Wealth Management & Private Banking

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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 ABN AMRO (Guernsey) Ltd - Managing Director & Deputy Chief Executive Officer Affinity Private Wealth - Managing Director ALPIMA Ltd - Founder, Chief Executive Officer Bordier & Cie - Chief Executive Officer Brewin Dolphin Ltd - Group Head of Intermediaries and Institutional Business 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 Farm Street Partners - Partner, Head of Risk Goldman Sachs - Chief Supervisory Officer Harwood Wealth Management Group Plc - Joint Chief Executive Officer Heartwood Wealth Management - Chief Executive Officer HSBC Bank Plc - Chief of Staff, Corporate and Institutional Digital HSBC Bank Plc - Head of Digital Tools J.P. Morgan Private Bank - Associate General Counsel Kleinwort Benson - Managing Director, Head of Private Banking LGT Vestra LLP - Business Strategist LGT Vestra LLP - Partner 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 LGT Vestra LLP - Partner, Head of Private Office Lincoln Private Investment Office - Managing Partner London & Capital - Chief Operating Officer Nordea Bank AB London Branch - Head of Client Relationship Management UK, Private Banking International Owl Private Office - Director and Co-Founder Pictet & Cie (Europe) SA - Equity Partner, Group Managing Director Pictet & Cie (Europe) SA - Chief Operating Officer 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 & Chief Executive Officer SEB - Head of Private Banking UK Signia Wealth Ltd - Chief Executive Officer Standard Bank - Head of Wealth Advisory, Africa & International Tcam Asset Management - Joint Chief Executive Officer The C & D Partnership - Managing Partner Thomas Miller Investment Ltd - Managing Director UBS Wealth Management UK - Head of UK Domestic 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 Brooks Macdonald Asset Management - Investment Director C Hoare & Co - Head of Portfolio Management Deutsche Bank Wealth Management - Managing Director, Head of Global Investment Group Duncan Lawrie Private Banking - Investment Director Hawksmoor Investment Management - Director/Senior Investment Manager JM Finn & Co Ltd - Head of Investment Management Kleinwort Benson - Chief Investment Officer Libero Funds - Chief Investment Officer Maseco Private Wealth - Partner, MASECO Wealth Management 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 Nedbank Private Wealth - Head of Private Banking UK Quartet Investment Manager - Managing Partner & Investment Manager RBC Wealth Management International - Head of Investments - British Isles 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 Wren Investment Office Ltd - Head of Investment Research Wren Investment Office Ltd - Head of Client Relationships 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 Investment Managers - 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 - Strategic Account Manager SPONSORS EXPERTS 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 INVESCO Perpetual – Head of Market Insights Team Lombard Odier Investment Managers – Deputy CIO Multrees - Chief Executive Officer PIMCO Europe Ltd – Product Manager PIMCO Europe Ltd – Co Head of ESG University of Surrey Business School Vanguard – MiFID II Programme Manager SPEAKERS, INDUSTRY BODIES, REGULATORS, ASSOCIATIONS AND GUEST Climate Risk Ltd - Founder FINTECH Circle Innovate ( London) – CEO Matthew Syed Consulting – Author, columnist & sportsman Scorpio Partnership – Managing Partner Tesla - Director of Financial Services The Sunday Times – Political Editor 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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