08:15 am Registration & Breakfast
09:00 am Panel Discussion followed by Q & A
10:30 am – 11:00 am Networking



Date and Time

Thursday 14th November, 2013 - 8:00 am to Friday 14th November, 2014 - 11:00 am


Carlton Club

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

Telephone: +44(0) 020 7493 1164



Shaun Crowley

UK Sales Director


Shaun Crowley started his City career developing software during Big Bang and the introduction of PEPs. He has spent the last 20 years in business development roles for some of the leading Financial Services software and services companies, including ACT, Misys, Pershing and Thomson Reuters. He joined Objectway as UK Sales Director following its acquisition of eXimius from Thomson Reuters.

Objectway has lead the way in the introduction of mobile and other leading digital technology into retail banking and wealth management and eXimius Portfolio Management System, which is used by many of the leading banks and wealth managers in the UK, Europe and globally,is now leveraging these developments to enhance the way that wealth managers and advisors communicate with their clients. Shaun Crowley is also the Chief Executive of a charity that runs various leisure assets and in that role has won awards for the use of social media.

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.

David Poole

Head of UK & Ireland

Citi Private Bank

David Poole is a Managing Director of Citi Private Bank, UK and was appointed as Global Market Manager for the UK Market Region in 2009. Since joining Citi in May 2006 David has been responsible for Business Development for Citi Private Bank Europe. David trained in corporate finance at Lazard Brothers in 1987. He subsequently became a senior portfolio manager at N M Rothschild where he was an analyst for the electronics and media sectors and managed pension funds, charities and private client accounts.

More recently, David served as a Director and Head of Business Development at Merrill Lynch Investment Management (previously MAM) where he worked on the amalgamation of Merrill's two UK businesses in 2004.

Cath Tillotson

Managing Partner

Scorpio Partnership

Catherine Tillotson oversees the research activities of Scorpio Partnership and the development of strategic recommendations for client projects. In addition, she leads both Scorpio Partnership's annual Global Private Banking KPI Benchmark and the Futurewealth project.

The Global Private Banking KPI Benchmark identifies and tracks the performance of 224 wealth management firms around the world that together manage an estimated 82 per cent of global managed wealth. Meanwhile, Futurewealth is the largest online survey of global wealth trends with end-HNW consumers.

Nigel Tranter

Chief Architect of Europe Retail and Business Banking


Nigel is Chief Architect of Europe Retail and Business Banking at Barclays Bank, he has over 25 years of technology experience across various industry sectors spending the last 15 years within Financial services. Nigel joined Barclays in 2006 and has held a number of senior technology positions before taking up his current role for Europe. Nigel regularly lectures at both Liverpool and Manchester University, also contributing to number of tech panels & forums

Veronique Ummels

VP Strategy & Development Private Banking International


After working for more then 10 years in different management positions for Thomson Prometric and Pearson Vue in the EMEA region, a.o. in the area of Online Testing and - Education, Veronique Ummels started at ABN AMRO in 2008 of which the last three years in Private Banking International (PBI). As VP Global Strategy and Development, Veronique is currently responsible for streamlining the Digital Strategy & Developments across the global PBI network. Veronique holds a Masters degree from the University of Utrecht in The Netherlands.


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