The WealthBriefing Summits are large-scale thought-leadership, education and networking events exclusively for members of the WealthBriefing Network.

WealthBriefing events encourage intellectual debate on the challenges and opportunities facing the wealth management industry and are designed to be an optimal use of a wealth managers’ precious time. They represent an excellent networking opportunity and attendees also accrue valuable CPD hours.

Attendance is complimentary for members of the WealthBriefing Network, but places are limited.


Ludgate Suite Walbrook Suite Fleet Suite
08:00-09:00 Breakfast and Registration
09:00-10:00 Outlook for European Equities Regulatory Developments or Regulatory Dilemmas?Compliance Issues For The Year Ahead Wealth Management Technology and Operations Report 2014 – sponsored by Advent
10:00-10:30 Morning Break
10:30-11:30 Technology and Operations Q&A Alternative Investment: Why Should We Turn Away From The Norm?
11:30-12:30 What Keeps CEOs Awake At Night? Wealth Dynamix Breakout Session
12:30-13:30 Networking


Date and Time

Date: Tuesday 17th June - 2014
Time: 8:00 am – 1:00 pm


America Square

Address: 1 America Square, 17 Crosswall, London, EC3N 2LB

About our Sponsors



Anders Petterson

Founder and Managing Director


Anders Petterson is the founder and managing director of ArtTactic Ltd, a London-based art market research and analysis company set up in 2001. ArtTactic has been a pioneer in using […]

Andrew Fisher


WealthBriefing Summit, London 2014

Andrew has held a number of other senior positions in the financial services industry, including most recently chief executive of Towry. Prior to this, Andrew was CEO of Cox Insurance […]

Barath Narayanan

General Manager & Client Engagement Partner


Barath Narayanan is a global client partner with the securities and capital markets business at Wipro Limited, where he is responsible for client satisfaction, revenue, delivery, and profitability. Based out […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Daniel Freedman

Co-Founder and Managing Director

London & Capital

After a successful career at Allied Dunbar, Daniel Freedman and Richard Leigh founded London & Capital on the principles of independence, service and integrity and these have been maintained over […]

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 Chong

President of Portcullis Group

WealthBriefing Summit, London 2014

President of Singapore Trustees Association David Chong is the Founder and President of the Portcullis Group. He is also the Executive Chairman of Fusang – the Asian Family Office, owned […]

Kevin Lilley

Fund Manager, European Equities

Old Mutual Global Investors

Kevin Lilley started his financial career in 1978 as an accounts clerk with John Waring (Sleaford) Ltd and then moved to North Kesteven District Council as a junior accountancy assistant. […]

Paul Resnik

WealthBriefing Summit, London 2014

Paul Resnik is a co-founder of FinaMetrica which provides best practice psychometric risk tolerance testing tools and investment suitability methodologies to financial advisers in 23 countries. Since its 1998 Australian […]

Phillipe Chapple

Executive Director

KB Associates

Phillip has been involved in the financial services industry since 1997. He has held senior positions in the global custody, prime brokerage and hedge fund industries. He has been responsible […]

Robert Jones

Co-Head of European Equities

UBP Private Banking

Robert Jones joined UBP in 2010 along with the other members of the team. He has over 20 years’ investment experience, including 14 years at Threadneedle, which he joined as […]

Steve Jones

Head of Compliance, EMEA

Julius Baer

Steve is the EMEA head of compliance for Julius Baer, the leading Swiss private banking group, which focuses purely on wealth management. He is based in the UK and manages […]

Steve Young

Senior Director, EMEA & APAC

SS&C Advent

Steve brings with him over 35 years of experience in the investment management industry. He provides a blend of business understanding combined with an extensive knowledge of the technology and […]

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 […]

Yolande Barnes

Director, World Research


Yolande leads the Savills World Research team. Her areas of focus are world cities, including London, the impact of private wealth in real estate, emerging trends in real estate markets, […]


This event has already taken place.