Breakfast Briefing – Profiting from Better Business Visibility: Capturing Efficiencies And Opportunities Across The Client Lifecycle

About

Margins remain under huge pressure across the wealth management sector, with most firms simultaneously seeking significant operational efficiencies and a deeper share of wallet, while also coping with massive regulatory upheaval and heightened competition.

With so many (moving) targets to hit, firms are increasingly seeing that true visibility right across the client lifecycle is the key weapon in their strategic arsenal. And, as they look to leverage management information to maximise profitability and drive down risk, using data rather than just “having it” is the sector’s next big technology story.

Join an audience of your senior peers to hear our expert panel share their expertise on:

  • The level of risk reduction and operational efficiency gains firms can realistically achieve through better business visibility
  • How business process applications can deliver the agility wealth managers need, but which is so often stifled by core technology
  • The practicalities of seeking better use of MI against a backdrop of legacy systems and automated/manual hybrids in operations
  • Case studies illustrating realistic ROI expectations for wealth managers

Agenda

08.15 -09.00 Registration and Breakfast

09.00 – 10.30 Panel session and Q&A

10.30 – 11.00 Networking


logistics

Date and Time

Date: Thursday 12th May • 2016
Time: 8:15 am – 11:00 am

Venue

Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164


Speakers

Sabrina Del Prete

Managing Director, Digital

Coutts

Sabrina is a Managing Director of the Digital team at Coutts. She has over 20 years experience in financial markets, business transformation and application of new technologies in banking.

She designed and built the Product Catalogue, an award winning web-based application which has become the central source of all products and services information at Coutts and is currently being rolled out to the whole of RBS.

Prior to joining Coutts, Sabrina held a number of senior roles in Barclays Group, where she was a co-founder of the Structured Finance team of Barclays Capital and the Global Head of Investment Product Distribution in Barclays Wealth. She also worked at JP Morgan Chase, The First National Bank of Chicago and Morgan Stanley.

Sabrina holds an MSc in Finance from the London Business School and a BA in Business and Economics from the University of Turin.

An Italian national, Sabrina lives in London and is married with three children.

Sebastian Dovey

Founder

The Courageous Ideas Partnership

Sebastian is a successful entrepreneur, business advisor and thought leader in international wealth management R&D and management consulting. Seb was the co-founder of Scorpio Partnership - the award winning global enterprise tracking and interpreting the needs of millionaires and billionaires to support institutions with commercially impactful CX, products and services. This firm was acquired by Aon in 2014. Sebastian is on the international board of Align 17 – a global impact investment platform. He is also a business mentor on the Mayor of London’s entrepreneurship program and advisor to UK-based Angel Academe, the leading women’s early stage investment syndicate.

James Edsberg

Senior Partner

Gulland Padfield

James Edsberg is a partner at Gulland Padfield, the award-winning strategy consultancy that works with private banks and wealth management firms to improve their operational performance and profitability through greater client focus. He is the author of the Client Centric Index and its associated transformation programmes. (The Client Centric Index is the world’s first online free-to-access diagnostic which enables management teams to benchmark how client focused they are – and helps them take the first step towards transforming their business model to align their strategy, operations and culture better to their clients and markets.)

In the last 12 years, James and his team have rolled out client-centric strategy initiatives to 4 of the top 10 global banking groups and 11 of the top 20 global private banks. In 2016, James was acknowledged with Wealth Briefing’s award for his ‘outstanding contribution to Thought Leadership to the European Wealth Industry’.

Toby Hayles

Business Development Manager

K2

Toby has been working in the enterprise software industry helping provide business solutions based around process to some of the world’s largest and most complex companies for 20 years. Trained as an engineer in Bristol and subsequently a teacher at Chichester he has gone on to apply this learning to the software industry in a variety of direct and sales leadership roles.

For the past 10 years he has focused on financial services both in the UK and globally where the influence of process and data from a cost, compliance and client service perspective has been huge in the fallout from the 2008 financial crisis.
Toby now runs the UK & Ireland sales team for K2 who provide an agile process application platform which integrates into existing systems to deliver business applications that plug functional gaps, extend across business silos and critically are easy to update and change without intensive IT effort.

James Howell

Senior Manager

Accenture

James Howell leads Accenture’s UK wealth management practice. He has worked across the UK, Europe and the US to design and deliver new business and operating models to banking and investment management clients. Most recently he has focused on digital transformation, including new client and advisor platforms and introducing robotics into firms’ operations. Prior to Accenture, James worked for a number of investment managers.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.



Sponsors

Register


Sponsors