23 - 25 June 2025
The Grimaldi ForumMonte Carlo, Monacokeyboard_arrow_right
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Main Conference, Day 1, Tuesday 24th June 2025 - CET/CEST (Cent Europe Summer, GMT+2)
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Main Conference, Day 1, Tuesday 24th June 2025 - CET/CEST (Cent Europe Summer, GMT+2)
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1. Leaders Stage
08:45 - 09:10
Global Investment Leaders Keynote Part 1: The Private Bank CIOs Portfolio implications of managing today’s geopolitical complexity
Energy, security and infrastructure in the spotlight
- Yuri Bender - Editor-in-Chief, PWM, FT
- Edmund Shing - Global Chief Investment Officer, BNP Paribas Wealth Management
- Alexandre Drabowicz - Chief Investment Officer, Indosuez Wealth Management
- Nicolas Bickel - Group Head of Investment Private Banking & CIO, Edmond de Rothschild
09:10 - 09:40
Global Investment Leaders Keynote Part 2: The Asset Manager CIOs Managing great uncertainty: How are top CIOs and business leaders navigating portfolio risks and opportunities across public and private markets
- Yuri Bender - Editor-in-Chief, PWM, FT
- Sonja Laud - Chief Investment Officer, L&G Asset Management
- Clive Bellows - President Europe, Middle East, Africa,, Northern Trust
- Martin Horne - Co-Head of Global Investments, Barings
- Peter Branner - Chief Investment Officer, Aberdeen Investments
09:40 - 09:45
Fireside chat Private markets keynote: the role of infrastructure in supporting the investments we need for the energy transition and data
Five key data insights from the world’s largest investors
- Tara Davies - Co-Head of EMEA, KKR
09:45 - 10:25
Whom to partner and why in private markets for private wealth? How to unlock growth across different private wealth segments
How are top pure-play GPs or traditional asset managers building private markets capability as well as specialist distribution platforms educating private bank LPs around different solutions and advantages for different market segments.
As private wealth distribution partners and asset managers expand their private markets offerings, educating stakeholders has become essential for growth. How are leading GPs ensuring their value proposition is clearly understood? What strategies are firms using to train private wealth professionals on private markets? How can better education drive stronger investor confidence and adoption?
- Christine Waldron - Global Head of Fund Services, Asset Servicing, BNY Mellon
- Markus Egloff - MD, Head of KKR Global Wealth Solutions, KKR
- George Szemere - Head of Alternatives EMEA Wealth Management, Franklin Templeton
- Ros Price - Head of Private Wealth, EMEA, BlueOwl
- Tom Slocock - Managing Director, Head of International Product Development & Structuring, iCapital
Showing 1 of 1 Streams
1. Leaders Stage
11:05 - 11:20
Mastermind discussion with industry titan, Andrew Schlossberg
11:20 - 11:30
New players, new rules, new winners for a new era
Insights for Investment Management 2025
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
11:30 - 12:00
CEO insights:
New players, new rules, new winners for a new era of partnership.
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
- Daniel Gamba - President, Northern Trust Asset Management
- Fadi Abuali - Co-CEO, Goldman Sachs Asset Management International
- Margaret Franklin - CEO & President, CFA Institute
12:00 - 12:30
Digital investment management revolution: Cloud-based digital assets and tokenisation
How are cloud-based digital assets and tokenisation poised to revolutionise the investment management landscape, opening up unprecedented growth opportunities? Delve into the facts behind this transformative trend and its potential to reshape the future of financial markets
- Joseph Saliba - Deputy Chief Executive Officer, CACEIS
- Philippe Seyll - Member of The Executive Board, Clearstream
- Juan Dudier - Deputy Product Head Digital Asset Fund Services, Apex Digital Assets
- Nasreen Kasenally - UK CEO, Global COO, UBS
- Ruben Nieto - MD, Allfunds Blockchain
12:30 - 12:45
Global CEO fire-side chat: Accelerating trends in asset management impacting client portfolios
12:45 - 13:00
From the famous contrarian investor: where are we now on AI, fintech, blockchain, and disruptive innovation as transformational investment opportunities?
Showing 1 of 1 Streams
1. Leaders Stage
14:30 - 14:55
The New European Global Wealth Revolution: How neo-bank IFAs, forward looking private banks, DFMs and ambitious asset managers are changing the private wealth ecosystem in France, Germany and UK
- Richard Bruyere - Managing Partner, INDEFI
- Mikael Bentlage - CEO, Hauck Aufhäuser Lampe Privatbank AG
- Benjamin Brochet - Deputy CEO of Crystal and President of Asset Management, Crystal & ZenithIS
- Francois – Xavier Gennetais - CEO, ABN AMRO Investment Solutions
- Jo French - CEO, Acctivo
14:55 - 15:15
Leaders Conversations Part 2: Public vs. Privates? The future of cross-capital investing from the most sophisticated global institutional investors
- Oliver Roll - Founder, 4AlphaDrivers
- Kjetil Houg - CEO, Government Pension Fund Norway
15:15 - 15:40
CEO Conversations Part 3: Global growth and expansion strategies – how to create differentiation in a commoditised world
- Francesca McDonagh - Chief Executive Officer, Universal Investment
- Erich Gerth - CEO, RBC BlueBay Asset Management
- Christophe Caspar - CEO, Edmond de Rothschild Asset Management
15:40 - 16:10
How are the next generation of leaders of Swiss private banking transforming the business? new leaders, markets and demographic opportunities
- Jean-Francois Hirschel - Chief Executive Officer, H-Ideas
- Nadège Lesueur-Pène - Member of Executive Committee of the Bank, Head of Wealth Management - Developing Markets, Union Bancaire Privée
- Jonathan Duncan - Chief Impact Officer, Reyl & Cie
- Gabriel Gascon - Head of Private Banking, Member of Executive Committee, Rothschild & Co
- Michel Zumstein - EVP, Team Head, Swiss & European families and entrepreneurs, Lombard Odier & Co
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