This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Digital Wealth 2021
20-22 October 2021
The Grimaldi ForumMonaco
BOOK NOW
Menu
Book
keyboard_arrow_right

Digital Wealth 2020 Day 1

keyboard_arrow_leftSearch & Filter
search

Digital Wealth 2020 Day 1

search
07:45 - 08:2540 mins
Registration & Coffee
    08:25 - 08:305 mins
    IM|Power Keynotes
    Welcome – Technology enabling purpose, partnerships, progress
    • Jenny Adams - Global Executive Producer, IM|Power
    08:30 - 08:4010 mins
    IM|Power Keynotes
    Building an industry relevant for the Post Covid 19 world: Urgent new solutions to address long-term savings, inclusion and the customer’s financial wellbeing
    • Alex Birkin - Global Advisory Leader, EY
    08:40 - 09:1030 mins
    IM|Power Keynotes
    Is Covid 19 the global trigger needed to catapult us into a truly digital era? What more can we do help our clients and increase the democratisation and scope of wealth management?
    • Edward Glyn - Managing Director, Head of Global Markets, Calastone
    • Robert Fairbairn - Vice Chairman, Blackrock
    • Gail Weiss - President and Chief Trust Officer, Aon Trust
    • Frédéric Janbon - CEO, BNP PARIBAS Asset Management
    09:10 - 09:4030 mins
    IM|Power Keynotes
    How can we harness the new accelerated digitisation for long-term growth and partnerships? Better decision making around transforming portfolio management, trading, compliance and operations
    • Daron Pearce - CEO, BNY Mellon EMEA Asset Servicing
    • Daniel Andemeskel - Director - Head of Innovation Management, Universal-Investment
    • Dean Brown - EY UK Wealth and Asset Management Advisory Partner, EY
    09:40 - 09:5010 mins
    IM|Power Keynotes
    Digital Innovation from the Asian Perspective
    • Jonathan Larsen - Chief Innovation Officer, Ping An Group
    09:50 - 10:2030 mins
    IM|Power Keynotes
    Fast-tracking innovation in technology platforms to deliver personalised investment products and services catering for customers’ overall financial wellness: Towards a new vision of open finance and digital identity
    • Joe Saliba - Deputy Chief Executive Officer, CACEIS
    • Jonathan Larsen - Chief Innovation Officer, Ping An Group
    10:20 - 11:0545 mins
    Morning Coffee & Networking
      11:05 - 11:1510 mins
      Welcome to Digital Wealth 2020
      • Devie Mohan - CEO & Co-Founder, Burnmark
      11:15 - 11:3520 mins
      Setting the scene – What’s driving transformational change in digital wealth management?
        11:35 - 12:2045 mins
        Digital Wealth Leadership: Delivering the financial wellness solutions and holistic financial advice that will characterise next-generation wealth management
        • Alois Pirker - Research Director, Wealth Management, Aite Group
        • James Dunne - VP, Global Head of Digital - Wealth Management & Insurance Division, Santander
        • Lotta Bourgoin - Head of Growth, Digital Wealth, Nordea
        • Hanna Raftell - Head of Digital Wealth Management, OPTI Wealth Management
        12:20 - 12:4020 mins
        Private Banking Reimagined: Creating a culture of innovation to blend seamlessly with traditional values
        • Romain Jérome - Group Chief Digital Officer, Indosuez Wealth Management
        12:40 - 14:20100 mins
        Networking Lunch
          14:20 - 14:5030 mins
          In Conversation: Insights from America
          • Will Trout - Head of Wealth Management & Asset Management, Celent
          14:50 - 15:3545 mins
          Scaling Tomorrow’s Portfolios: Progress, Purpose, Personalisation
          • Monica Woodley - Consultant, Independent
          15:35 - 15:5015 mins
          Rewiring Family Offices
            15:50 - 16:2030 mins
            Afternoon Coffee & Networking
              16:20 - 17:2060 mins
              Advisor Tech & Tools
              • Stephen Wall - Co-founder, The Wealth Mosaic
              17:20 - 17:4020 mins
              Debate: Gender Investing
                17:40 - 18:0020 mins
                Closing Keynote: Digital Assets, Tokens & the Future
                  18:00 - 18:055 mins
                  Chair's Closing Remarks
                    18:05 - 18:105 mins
                    Close of Day 1
                      NextDigital Wealth 2020 Day 2
                      Filter
                      Streams
                      Formats
                      Choose Day