Enhanced data strategies are top of the agenda as regulators ask institutions to store more and more information on clients, costs, products and how business has been conducted. Yet better ways to gather, store and manage data from a huge range of sources is about more than avoiding censure: firms are increasingly waking up to the multiplicity of benefits better data management can bring, from improved investment performance and client outcomes to reduced risk to the business and operational efficiencies.

This wide-ranging thought-leadership event will examine the whole wealth management piece through the lens of modern data strategies, encompassing portfolio management, back-office administration, client records, marketing and more to point the way forward for firms seeking to actually use data, rather than merely having it. This is an unmissable event for institutions looking to turn data into actionable intelligence and get commercial benefit from information that is all too often siloed, unusable or even lost altogether.

Topics for discussion will include:
· The data management requirements contained within new (or tightened) regulations like MiFID II
· How firms can ensure they are evidencing suitability rigorously and efficiently
· How better data management can enhance investment performance and lead to better client outcomes
· The ways business risk can be mitigated through better use of data
· What the pillars of a good Management Information approach are, and how that data can fuel business growth


8:15am - 9:00am: Registration 9:00am - 10:30am: Panel discussion 10:30am - 11:00am: Networking


Date and Time

Date: Tuesday 25th April - 2017
Time: 8:15 am – 11:00 am


Carlton Club

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

Telephone: +44(0) 020 7493 1164

About our Sponsors


Speakers’ Chair

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 […]


Greg B Davies

Head of Behavioural Science

Oxford Risk

Greg is a specialist in applied decision science, behavioural finance, and financial wellbeing – improving decisions through behavioural science. Greg started the banking world’s first behavioural finance team as Head […]

Jean-Philippe Bersier

Director of Business Development

ERI Banking Software

Jean-Philippe Bersier is a long term career professional within the software and IT services business having held senior management positions for large prestigious international & Swiss companies. He has more than […]

Keith MacDonald

Senior Advisor Wealth Management

Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco.  He led EY’s Wealth Management and Private Banking business for […]

Rohan Shetty

Rohan Shetty, Head of IT, Credit Suisse

Credit Suisse

Rohan Shetty is the IT Head for the Private Bank in London and Guernsey. Rohan first joined Credit Suisse as a graduate in 1995 as a Systems Engineer, before leaving […]