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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
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