The event brought together luminaries from across the industry. Together with your senior wealth management and private banking peers, discussions focused around business-critical developments and invaluable case studies and best-practice insights were shared.

The event featured three panel discussions, offering a number of opportunities to take part in a range of discussions that best suit the needs of the attendees’ organisation.


08:00 - 09:00Registration and breakfast09:00 - 10:00

Panel session: New Pension Freedoms: Securing The Best Outcomes For Clients And Institutions

New pension freedoms are set to become a game-changer for the UK wealth management industry, with firms vying to develop innovative investment and financial planning strategies for the both at-retirement market and pension savers. This panel will look at how the industry should respond to the sweeping pension reforms and how institutions can best anticipate clients’ evolving wealth management needs:
  •  Effective risk-profiling and intelligent investment strategies for retirees and savers earlier in their careers
  • Alternative tax-efficient savings routes and innovative investment vehicles in light of the lifetime contribution limit reduction
  • Incorporating pensions into intergenerational financial planning
  • Highlighting the benefits of professional guidance over DIY investing
  • How participants across market segments should service this client-base together
10:00 - 10:30Networking and refreshments10:30 - 11:30

Panel session: Where Next For Wealth Management Technology

Technology's place within wealth management has changed dramatically in recent years. While technology may have once played a mere supporting role, it now has top billing on most wealth managers' agendas as they assess the challenges - and opportunities - facing the industry. The front to back digitisation of wealth management continues to gather pace, with huge operational efficiencies up for grabs as well as the chance to stand out to an increasingly tech-savvy and demanding client base. Join our panel of experts to discuss:
  • Where forward-thinking wealth managers are focusing their technology investments and the levels of return on investment they are achieving
  • What clients really are demanding in terms of technology - and where trends are likely to head in the future
  • How wealth managers can use technology enhancements to drive business growth and cement cultural change within the organisation
  • What wealth managers can do to overcome common barriers to moving forward on technology, such as legacy systems and budgetary constraints
11:35 - 12:35

Panel session: Putting The Personal Into Portfolios: How To Align Investments With Clients' Value And Interests

This panel will look at the different methods wealth managers can employ to incorporate a clients’ personal beliefs and interests into their portfolios, from angel investing to SRI. Subjects to be discussed include:

  • Striking the balance between pursuing personal interests and financial returns
  • Passion investments - niche hobby vs mainstream investment tool
  • Next-gen clientele: Adapting investment techniques accordingly
  • Angel investment as an asset class
  • Chasing personal interests with the help of an EIS
12:35 - 13:30Refreshments and networking


Date and Time

Date: Thursday 30th April - 2015
Time: 8:00 am – 1:30 pm


Guildhall, City of London

Address: Guildhall, Gresham St, London, EC2V 7HH

Telephone: +44 20 7606 3030

About our Sponsors



Daryl Roxburgh

President and Global Head


Daryl has led BITA Risk since 2004. He has full responsibility for the BITA product set, its roadmap and client engagement. Daryl has held executive and director roles at Credit […]

David Lane

Technical Director

Vestra Wealth

David is business development technical director and joined Vestra Wealth from AXA where he was a senior technical consultant based in Central London. David specialises in providing technical consultancy services […]

Harvey Mendelson

Co-Founder and Managing Director

1858 Ltd Art Advisory

Harvey Mendelson is co-founder and managing director of 1858 Ltd Art Advisory. He is in charge of overseeing all aspects of the business, including jointly managing key relationships with the […]

Jean-Yves Chereau


J Stern & Co

Jean-Yves Chereau is a partner of J Stern & Co, the private investment office of the Stern family. Educated as a tax lawyer in France, he has more than 25 […]

Kirsty Bell


Nyman Libson Paul

Kirsty is both a successful film producer and a tax specialist who has spent much of her career at top-ten accountancy firms. This combined expertise has seen her focus on […]

Peter Schramme

Chief Executive


Peter Schramme is chief executive of Objectway Financial Software NV—an Objectway Group company—and also serves as group executive vice president, with responsibility for international growth. Peter has served in a […]

René Hürlimann

Director EMEA & APAC


René is responsible for executing Appway’s expansion strategy within key market regions. René provides local support for international clients establishes a sustainable regional presence that can act independently in its […]

Steve Dyson


Investment & Wealth Management Consultants

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private […]

Tim Tate

Head of Customer Experience

Barclays UK

Tim joined Barclays in January 2018 and he works closely with other leaders across the business to enhance and connect client and customer relationships. This includes identifying innovative solutions to […]

Tomas Carruthers

Chief Executive Officer

Social Stock Exchange

Tomas Carruthers is chief executive officer of the Social Stock Exchange. Tomas has an established track record of building and growing retail financial services companies over the past two decades. […]


This event has already taken place.