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Day 1 - Business Optimisation & Digital Integration

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Day 1 - Business Optimisation & Digital Integration

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12:30 - 13:3060 mins
Networking Power Hour
    13:30 - 13:4515 mins
    2021 Vision: The top 10 trends shaping wealth management, this year and beyond
    • David Durlacher - Chief Executive Officer, Julius Baer International
    14:00 - 14:4545 mins
    Wealth Leaders Panel: Surviving and succeeding in the second wave of digital wealth
    • Anastasia Georgiou - Head of Adviser Solutions, EMEA, Morningstar
    • Charlotte Ransom - Co-Founder and CEO, Netwealth
    • Ian Pickford - Head of Financial Planning and Wealth Management, Mazars
    • Kabir Sethi - Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management
    15:00 - 15:3030 mins
    Leading-edge vs Bleeding Edge: Understanding emerging technologies and their practical potential
    • Xavier Gomez - Founder & COO, INVYO
    • Jiahao Sun - Associate Director, Artificial Intelligence, RBC Wealth Management
    15:45 - 16:3045 mins
    Practical Workshop: Creating a robust framework for identifying and evaluating potential partners, benchmarking their performance and calculating their suitability
      16:45 - 17:0015 mins
      Insights from the Innovation Lab at Coutts: agile transformation and our digital advice journey
      • Jonathan Hartley - Head of Digital Investment Design, Coutts
      17:15 - 18:1560 mins
      Special Focus Roundtables
        18:15 - 18:205 mins
        Close of Day 1
          NextDay 2 - Client Experience & Digital Advice
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