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

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’.

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.

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

Former Managing Partner and Co-Founder

Scorpio Partnership

Sebastian is managing partner and co-founder of Scorpio Partnership, established in 1998. The firm is the pre-eminent strategic R&D business hub of the global wealth industry and as of 2014 is owned by Aon Group. Over two decades it has established the now accepted practice of studying the financial habits of the rich and their advisors globally to assist corporate clients in becoming more profitable. In this, Sebastian supports the multinational teams around him in managing their development and execution of creative strategic recommendations surrounding marketing, client journey, business development, brand, M&A, strategy and business efficiency in companies that serve the wealthiest in the world.

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.

Wendy Spires

Head of Research

ClearView Financial Media

Wendy Spires heads up research at both WealthBriefing and findaWEALTHMANAGER.com, the online matching service for HNWIs. Wendy has been a wealth management journalist and research writer for almost decade. She has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and is known as a specialist in technology and operations trends. Having developed in-depth knowledge of many international wealth management markets and the strategic challenges different types of firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.


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