08:15 - 09:00 Registration and Breakfast
09:00 - 10:00 Panel Session: Capturing Competitive Advantage Through Compliant Digital And Data Opportunities
10:05 - 10:50 Panel Session: Report Launch: Leveraging Compliant Onboarding For Superior Client Experience
10:50 - 11:20 Networking Break
11:20 - 12:20 Panel Session: How Important Is It To Deploy A Successful Digital Media Strategy?
12:25 - 13:25 Panel Session: A View From The Top: How Are Business Leaders Harnessing The Technology Revolution?
13:25 - 13:45 A Live Demonstration of Appway Client Onboarding
13:45 - 14:30 Lunch and Networking


Date and Time

Date: Thursday 23rd October - 2014
Time: 8:30 am – 2:30 pm


Gibson Hall

Address: 13 Bishopsgate London EC2N 3BA

Telephone: 020 7334 3982

About our Sponsors



Brett Randall

Chief Operating Officer


Brent Randall has over 18 years of experience in the investment management software industry. His current responsibility is directing the product development of Wealth Dynamix new generation wealth management CRM […]

David Scott

Senior Partner

Vestra Wealth

David Scott is Senior Partner of Vestra Wealth LLP, which he established in 2007. He strongly believes in the partnership structure aligning interests with clients. He is s a former […]

Dena Brumpton

Chief Operating Officer

Citi Private Bank

Dena joined Citi Private Bank in 2009 and serves as the global chief operating officer. In this role, she develops strategies and initiatives to best serve the ultra-high net worth […]

Dominic Ryan

Head of EMEA


Dominic is a client reporting domain specialist who has helped many firms across Europe, North America and Asia Pacific to mitigate risk, increase client satisfaction and grow revenues, despite the […]

Gillian Austin-King

Global Head of Cyber Programmes


Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off […]

Ian Woodhouse

Board Advisor and Partner


Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready […]

Jacob Gertel

Senior Project Manager, Legal & Compliance Data

Six Financial Information

Jacob Gertel is senior project manager for legal & compliance data at SIX Financial Information, a role he has held since 2011. In this role, he is responsible for analysing […]

Jean-Pierre Flais

Chief Operating Officer

Societe Generale Private Banking

Jean-Pierre has been working for the Société Générale Group since 1986. He started his career at the inspection department before becoming head of SG Institutional Investor Relations in 1993 covering […]

Jeremy Oakley Oakley

Director, The Strategy Group


Jeremy Oakley specialises in business strategy, regulatory impact on business models and M&A services and heads the UK wealth management strategy practice. Much of his work is advising all types […]

Joe Norburn

Managing Director, Head of Digital & Front Office Solutions


Joe joined Coutts in October 2011 as head of digital & front office solutions. He has worked in banking and security for the online environment for more than 18 years, […]

Martin Engdal

Market Strategist & Director of Business Development, EMEA


Martin Engdal is market strategist and director of business development, EMEA, Advent Software. Martin has been with Advent for 10 years and has worked in several senior sales and business […]

Michelle Owen

Managing Director and Chief Operating Officer for Wealth and Investment Management UK


Michelle is managing director and COO for Wealth and Investment Management UK, Barclays. Her responsibilities include business strategy, proposition, programme delivery, risk management, business and service management and management of […]

Paul Fletcher

Group Head of Marketing

London & Capital

Paul joined London & Capital in 2012 and has overall responsibility for the firm’s marketing activities for private clients, institutions and the UK financial advisory community. Prior to joining the […]

Pauline Egan

Client Experience Director


Pauline is a strategy and client experience consultant with 25 years’ experience in financial services. She spent the early years of her career working with ABN AMRO in Dublin and […]

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 […]

Robert Taylor

Head of Department for Investment Management

Financial Conduct Authority

Rob Taylor is the Head of Investment Management Department at the Financial Conduct Authority.  He has also worked in venture capital and is former chief executive of Kleinwort Benson Bank, […]