GDPR: Navigating the New Data Protection Regulations

At a time when the world’s financial institutions are grappling with a tumultuous geopolitical climate, they are also preparing to navigate a fresh regulatory landscape carved out by a raft of new directives and legislation.

One of the most prominent pieces of European regulation looming on the horizon that all entities holding personal data must comply with is the General Data Protection Regulation, or GDPR. Aimed at reforming the out-dated EU Data Protection Directive to better protect the public’s personal information, GDPR enters into force on 25 May 2018 and, unlike a directive, does not require enabling legislation to be passed by governments.

Institutions that fail to comply with the wide-reaching regulation risk paying hefty penalties as high as €20 million, or 4 per cent of annual global turnover – whichever is higher. For many businesses, shelling out such colossal fines poses the threat of insolvency, so it is essential that all firms are fully prepared.

Since the first draft of data regulation in 1995, the amount of digitally-stored data has skyrocketed, and, in turn, so has the number of centers storing it.  This places more pressure on firms to ensure their data vaults are truly robust to keep the threat of cybercrime and data breaches to an absolute minimum.

This event will bring together investment firms, private banks, lawyers, and technology experts to help wealth managers assess the impact GDPR has on their businesses so they can stay abreast of its onerous regulations while mitigating the risk of blows to their balance sheets.

Topics for discussion will include:

  • Digital marketing implications
  • Cyber security
  • Data enhancement
  • GDPR/MiFID conflict
  • Cross-border data issues
  • Innovation/blockchain
  • Regulatory reporting

Who should attend?

  • Chief Executive Officers
  • Chief Operating Officers
  • Heads of Risks
  • Heads of ITs
  • Senior Compliance Figures
  • Senior Legal Figures
  • GDPR implementation Specialists
  • Asset/Wealth Management Consultants


  • 8.30 - 9.15 Registration
  • 9.15 - 9.30 Opening Keynote
  • 9.30 - 11.00 Implementation and challenges of GDPR - In association with Touchstone
  • 11.00 - 11.30 Networking Break
  • 11.30 to 12.30 Communications and Compliance issues of GDPR - In association with Actiance
  • 12.30 to 12.45 Keynote speech
  • 12.45 to 14.00 Lunch
Panelists will include: Panel One - Implementation Challenges of GDPR
  • Tom Burroughes - Group Editor, WealthBriefing
  • Irwin Spilka - Stonehage Fleming
  • Ben Revill - Touchstone
  • James Rounds, Associate Partner, EY
  • Kayleigh Lewis, Dynamics CRM Consultant, Touchstone
  • Monica Sasso, Director, Wealth Management Regulatory Change, Deutsche Bank
Panel Two - Communication and Compliance Issues of GDPR
  • Tom Burroughes, Group Editor, WealthBriefing
  • Chris Hamblin - Editor, Compliance Matters
  • Jeremy Kajendran, Senior Manager, EY
  • Shaun Hurst, Actiance
Keynote Speeches
  • Anthony Kirby, Associate Partner, EY
  • Richard Syers, Senior Policy Officer, Policy & Engagement Information Commissioner’s Office


Date and Time

Date: Wednesday 21st February - 2018
Time: 8:00 am – 2:00 pm



Address: 1 More London Riverside, London, SE1 2AF

About our Sponsors

Featured Sponsors


Keynote Speaker

Anthony Kirby

Associate Partner, Regulatory & Risk Management - Regulatory Intelligence


Anthony has over 25 years’ experience in financial services and provides regulatory advisory expertise within the Financial Services Risk Management Division of EY. He heads up Regulatory Reform for Capital […]

Richard Syers

Senior Policy Officer, Policy & Engagement

Information Commissioner’s Office

Richard is a Senior Policy Officer within the Policy & Engagement Department of the Information Commissioner’s Office. Richard has responsibility for helping manage the ICO’s strategic relationships with industry stakeholders […]


Ben Revill

Financial Services Business Manager


Ben Revill is Financial Services Business Manager at Touchstone. He has spent over 20 years helping firms implement business applications for client engagement, relationship management, marketing and case management. Working […]

Chris Hamblin


Compliance Matters

Chris Hamblin has edited numerous publications in the compliance trade press since 1997, among them Compliance Monitor, Money Laundering Bulletin and Fraud Intelligence, writing for all those titles even after […]

Irwin Spilka


Stonehage Fleming Group

Irwin is a Partner of Stonehage Fleming Group and its Group and UK Data Protection Officer having previously been the Group’s Risk and Compliance Officer Prior to joining the Group […]

James Rounds

Associate Partner, Financial Services Advisory


James is an Associate Partner in EY’s Financial Services Technology Risk practice, with over 15 years’ experience in advising financial services clients on information risk and control. James leads EY’s […]

Jeremy Kajendran

Senior Manager, Cyber Security, Privacy & Risk


Jeremy leads EY’s UK Financial Services GDPR and Privacy Practice and has over 13 years practical experience within privacy and information security. Prior to joining EY, Jeremy was the Information […]

Kayleigh Lewis

Customer Engagement Consultant


Kayleigh specialises in enhancing Dynamics to accommodate the ever changing and specific needs of marketing and business development teams. Having worked with various B2B and B2C firms, both client and […]

Monica Sasso

Director, Wealth Management Regulatory Change

Deutsche Bank

Monica Sasso is an internationally recognised and seasoned change leader within wealth management. She has held several global roles which have allowed her to work in multiple industries in the […]

Shaun Hurst

Subject Matter Expert


After a 15 year career with Citibank, Shaun Hurst used his experience in solving complex technology, compliance, legal and investigation challenges to move into a career as a Subject Matter […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]