Private Banking Conference & Awards: London 2017

Waldorf Astoria   08/06/2017
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About

Private Banking Conference: London 2017 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. The informative and inspiring keynote sessions and informal conversations provide setting for you to join other high-profile event guests in engaging discussions. Key industry thinkers and doers will meet to debate the importance of a new kind of strategies, business practices and partnerships in the industry to meet the challenges of implementing innovative technological solutions.
This conference asks important questions about London’s position among the global wealth capitals. Speakers, participants and partners examine the key industry trends and discuss and find practical solutions to the most pressing industry questions:

  • How is the regulation driving the change in the industry practices?
  • How are industry leaders tackling new challenges in the converging market conditions?
  • How to meet the demands of a new generation of tech-savvy investors?
  • How to develop your organisation’s talent to nurture future-proof skills and knowledge?
  • How is the emerging market investment growth influencing established territories?
  • How to run a sustainable and profitable private banking operation in difficult economic conditions?
  • How to achieve competitive advantage through scaling operations and refocusing on the key markets?

Private Banking Conference: London 2017 leverages the expertise across the Progressive Digital Media research and publishing portfolio, including Private Banker International, Wealth Insight and Spears. The event is an opportunity to share ideas, discover trends and network with peers across the wealth industry.


Attend

Attend Private Banking: London 2017 in London to:

  • Get access to exclusive research the private banking industry
  • Discover new case studies from across Europe and beyond
  • Benchmark your strategy against your competitors
  • Meet and build relationships with senior influencers across the industry
  • Register now and contact our team to save your place

    Carlo Mancini

    carlo.mancini@timetric.com

    T: +44 (0) 20 3096 2582


    EARLY BIRD RATES – VALID UNTIL 27TH JAN 2017
    Banks – Full Day Conference and Awards Dinner £1195
    Charity and NFPs – Full Day Conference and Awards Dinner £700
    Vendor – Full Day Conference and Awards Dinner £1560

    STANDARD RATES
    Banks – Full Day Conference and Awards Dinner £1395
    Charity and NFPs – Full Day Conference and Awards Dinner £1000
    Vendor – Full Day Conference and Awards Dinner £1950



    Terms and Conditions

    Changes and Cancellation 
    We reserve the right to change event details if necessary, although we will endeavor to keep all changes to a minimum. We will inform you as soon as possible of important changes, for example name or date changes.
    Substitutions may be made in writing at any time and will incur no penalty fee. Cancellations without a substitute delegate received a month prior to the event will be subject to a 20% cancellation charge. Delegates canceling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.

    Force Majeure

    We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond Timetric’s control. 


    Venue

    Waldorf Astoria
    This year’s Private Banking event see’s us visit the iconic Waldorf Hilton in London’s West End, its central location and high end setting makes it a perfect choice for this event. Delegates will experience top rate service while enjoying the beautifully restored historic event spaces.

    The Waldorf Hilton, London is just a six minute walk from Covent Garden tube station which serves the Piccadilly Line. From here, take the tube to Green Park (three minutes) for Buckingham Palace or Piccadilly Circus (two minutes) for Regent Street shopping. Walk to Charing Cross station in only nine minutes for the Bakerloo and Northern Lines, where you can travel to London’s main shopping district of Oxford Circus and Bond Street in only two stops.
    Accommodation 
    We have secured a preferential rate of for Guest Rooms for 7th and 8th June 2017 at the Waldorf Hilton at £269.00 inc VAT and breakfast in single occupancy. 
    If you wish to book a room please use the following link -: http://www.hilton.com/en/hi/groups/personalized/L/LONWAHI-APBI-20170607/index.jhtml

    Speakers

    Sponsors



    Sword Apak
    Exhibitor
    Delivering real-time business intelligence and technical innovation in a single integrated product, Aurius is the next-generation core banking solution from Sword Apak. Aurius has been created with the retail and commercial banking sectors in mind; the system redefines core banking technology and will transform the way you do business.With over 35 years’ experience as a leading provider of financial systems, Sword Apak Aurius (part of the Sword Group) developed its Aurius solution using its extensive knowledge of working within the banking technology sector. Sword Apak delivers business-focused and technically advanced solutions to a range of banking and financial services institutions.

    http://www.sword-apak.com/


    Catella
    In association with

    Gain worldwide exposure and meet your marketing objectives by sponsoring Private Banking London 2016
    Timetric provide the perfect platform to target industry leaders and influencers and showcase your products and services in an exclusive forum. Our events allow you to ensure maximum return on investment and the opportunity to assert yourself as a leader within your industry.

    We offer a wide range of sponsorship packages from the exclusive platinum package, to exhibitor, networking function, reports and awards sponsorship options.

    For more information, please contact our sponsorship team.

    SPONSORSHIP ENQUIRIES
    Ray Giddings T. +44 (0) 3096 2585 ray.giddings@timetric.com


    http://www.privatebankerinternational.com/


    Avaloq
    Become Event Sponsor
    Whether your client wants to arrange a birthday celebration for a 100 guests at the Burj Al Arab, charter a Gulfstream from New York to London, pamper themselves at Dior, Chanel and Louis Vuitton in Paris, fill up their yacht in the Med or their car at the gas station – all they need is a Catella card linked to an account with your bank. Catella Bank is a specialist bankcards issuer in the ultra-high and high net worth market, entrusted for over 25 years by our partners, who are mostly private banks, to issue Visa cards and MasterCards to their clients from our offices in Luxembourg.

    https://www.catella.com/


    Appway
    Exhibitor
    The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. It has a reputation for the highest standards in engineering excellence, is passionate about innovation and invests more in R&D than any other provider for the financial industry. The company’s meticulous and uncompromising attention to detail has enabled it to achieve a unique 100% success rate in its implementation of banking solutions around the world. The entire Avaloq Banking Suite is consistently designed throughout and delivers unique business benefits to its users as well as strong technical performance. Avaloq is the only independent provider for the financial industry to both develop and operate its own software. Business process and IT outsourcing solutions are offered from Avaloq’s BPO centres in Switzerland and Germany.

    https://www.avaloq.com/


    Ortec
    Gold Sponsor
    Appway empowers the service industries to move beyond automation toward ongoing digital transformation. With its toolsets, leadership, community, and methodology, Appway enables companies to revolutionize their business models, processes and moments. Appway’s Digital Business Platform gives organizations the power to develop and operate scalable and reliable digital enterprise applications. The comprehensive platform coordinates all relevant interactions in a collaborative digital workspace and delivers key business insights, inspiring companies to turn their visions into running solutions. With its seamless orchestration of people, knowledge, and systems, Appway promotes collective intelligence and enables businesses to reinvent for the digital age. In an era of increasing competition and regulations, Appway, the leader in global client onboarding, works with 4 of the top 5 wealth management institutions. Headquartered in Zurich with offices in Geneva, Ticino, New York, Toronto, Hong Kong, and Singapore, Appway and its award-winning technology serve over 165 service institutions and 420,000 individuals worldwide.

    https://www.appway.com/screen/WebPortal;jsessionid=5B95883AFB60AD76F6D7D1B50FF5F621


    Intelligent Enviroments
    Silver Sponsors
    Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 180 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Its long-standing and global client base comprises leaders in the pensions, asset management and private wealth management markets

    http://www.ortec-finance.com/


    Citi
    Exhibitor
    Intelligent Environments is an international provider of innovative mobile and online solutions for financial services providers. Our mission is to enable our clients to always stay close to their own customers. We do this through Interact®, our single software platform, which enables secure customer acquisition, engagement, transactions and servicing across any mobile and online channel and device. Today these are predominantly focused on smartphones, PCs and tablets. However Interact® will support other devices, if and when they become mainstream. We provide a more viable option to internally developed technology, enabling our clients with a fast route to market whilst providing the expertise to manage the complexity of multiple channels, devices and operating systems. Interact® is a continuously evolving technology that ensures our clients keep pace with the fast moving digital landscape. We are immensely proud of our achievements, in relation to our innovation, our thought leadership, our industry wide recognition, our demonstrable product differentiation, the diversity of our client base, and the calibre of our partners. For many years we have been the digital heart of a diverse range of financial services providers including Atom Bank, Generali Wealth Management, HRG, Ikano Retail Finance, Lloyds Banking Group and Think Money Group. For further information visit www.intelligentenvironments.com

    www.intelligentenvironments.com


    Societe Generale
    Brand Sponsor
    Citi Private Bank advises some of the world’s wealthiest, most influential individuals and families. With $374 billion in global assets under management, the franchise includes 49 offices in 15 countries, serving clients across 139 countries. The firm offers clients products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance, banking and aircraft finance, as well as art and sports advisory and finance.

    https://www.privatebank.citibank.com/


    ERI Bancaire
    Silver Sponsors
    Societe Generale Private Banking, a distinctive relationship private bank. Societe Generale Private Banking, the wealth management arm of Societe Generale, is one of the leading private banks worldwide, with EUR 118.9 billion of assets under management at the end of September 2016. With 2,100 staff in 11 countries across the globe, Societe Generale Private Banking offers a unique expertise in wealth management solutions to entrepreneurs and High Net Worth Individuals.

    https://www.privatebanking.societegenerale.com/en/


    Dosrum
    Gold Sponsor
    Operating in many of the major financial centres, ERI, with its integrated, real-time banking software package: OLYMPIC Banking System, is the market leader in the provision of banking and asset/wealth management software in many countries. It has been acknowledged by independent sources as having the largest installed base internationally in the private banking sector. OLYMPIC Banking System has been chosen by over 300 banks and financial institutions spread over more than 50 countries around the world. OLYMPIC Banking System, as an integrated and real-time banking and asset/wealth management software solution, is acknowledged as the most comprehensive package on the market. In constant evolution, it provides extensive coverage of Front-, Middle- and Back-office functions, for the most demanding banking and financial institutions, including of course e-Banking and Mobile Banking channels. OLYMPIC Banking System addresses the full range of business activities of most types of financial institutions

    http://www.olympicbankingsystem.com/


    Simon Bloom
    Exhibitor
    Since its foundation in 1996 Dorsum has become a leading software company in the CEE region. In the last 20 years the company has grown from a few employees into an organization with a staff of 160 including an experienced project team for delivering integrated IT solutions. Our proprietary software platform offers versatile solutions to players in all capital markets. Today more than 70 financial institutions use our solutions and it serves more than 8000 individual users. We support our clients with a unique cooperation throughout the entire lifecycle of the products including managing expectations in terms of functionality, time and budget. Our company has two subsidiaries in order to emphasize its presence in the CEE region and to react faster for local needs. Recently Dorsum are entering Western European market with participation on financial events and conducting initial negotiations with some financial institutions. For more information, visit www.dorsum.eu.

    www.dorsum.eu.



    Silver Sponsors
    Simon Bloom Consultancy is a psychological informed consultancy working with family enterprises. SBC works with a range of enterprises, from small start-ups to multi-generational families with significant wealth. SBC specialise in developing both human and financial capital to help families utilse their wealth in the best way possible. With a particular focus on wealth transition and educating the next generation to take over family enterprises.Using neuroscience and organisational consulting, coupled with strong financial acumen, SBC is uniquely placed to provide each enterprise with a bespoke holistic approach, leading to better double bottom line results for both financial and human assets.

    http://www.simonbloom-consultancy.com/


    Panel Sponsor







    Awards

    ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING CONFERENCE & AWARDS: LONDON 2017 INCLUDE:

    The Private Banking Awards 2017 will recognise winners in different categories that cover the private banking sector. The awards are open to: private banks, wealth managers and solution providers. Whilst focusing mostly on UK companies and inpiduals, a number of categories are open to European banks and providers too.

    Nominations are now open

    Deadline for entries is 5pm GMT on Thursday 23 March. 

    Send your completed nominations to PBI17awards@timetric.com

    Nominees should follow these simple guidelines to ensure their submission has the best chance of winning. 

    Submission Rules 

    1. Submissions can be made either on behalf of your own company or in recognition of a colleague or partner firm. 
    2. Maximum of 1,000 words in Word format, no appendices. 
    3. Entry must address the award category explicitly, not generic links to web sites, corporate marketing etc. 
    4. Submissions should highlight the key differentiator and competitive nature of the project or implementation 
    5. It is made explicit the Entrant, Judges and the publication will treat any and all information in strict confidence and any quotes or information to go into the public domain will be pre-cleared by the Entrant. 
    6. Submissions made after the publicised cut-off date will be ignored irrespective of their relative merits. 
    7. The Editor and Judges reserve the right to make no award for any specific category 
    8. The Editor and Judges reserve the right to move a submission to a more appropriate category at their discretion 
    9. In submitting for more than one category the submissions must be unique (see 3) 
    10. The Editor and Judges’ decision is final The full list of awards categories and criteria for this year’s awards can be found below. 

    Please note: Whilst we recommend you to try to submit against as many of the criteria as possible, we appreciate that for some companies this may not be possible. The more you can respond against the stronger your application will be, but we would like to highlight that submitting against all criteria is not mandatory. 

     Should you wish to discuss any element of the criteria or your submission in more detail, please contact Meghna Mukerjee (editor, Private Banker International) on meghna.mukerjee@timetric.com


    Outstanding Private Bank – UK – Domestic Clients 
    Celebrating the best among the private banks in the UK that are successfully serving domestic wealthy clients 
    Suggested performance criteria to include (where possible):
    • Client assets under management
    • Cost/income ratio 
    • Net new money 
    • Number of private clients
    • Number of advisors/relationship managers/private bankers 
    • Annual staff retention rate 
    • Please expand on your specific business model and domestic clients acquisition as well as retention strategy in the UK 
    • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words)
    Outstanding Private Bank – UK – International Clients 
    Celebrating the best among the private banks in the UK that are successfully serving international wealthy clients 
    Suggested performance criteria to include (where possible): 
    • Client assets under management
    • Cost/income ratio
    • Net new money
    • Number of private clients 
    • Number of advisors/relationship managers/private bankers
    • Annual staff retention rate
    • Please expand on your specific business model and international clients acquisition as well as retention strategy in the UK 
    • Please expand on the other strengths that enable your institution to excel and stand out (in no more than 250 words) 
    Outstanding Private Bank – UK Crown dependencies 
    Celebrating the best among the private banks that are successfully serving wealthy clients in Jersey, Guernsey and Isle of Man
    Suggested performance criteria to include (where possible): 
    • Client assets under management 
    • Cost/income ratio 
    • Net new money 
    • Number of private clients 
    • Number of advisors/relationship managers/private bankers 
    • Annual staff retention rate 
    • Please expand on your specific business model and client acquisition as well as retention strategy in Jersey, Guernsey and Isle of Man 
    • Please expand on the other strengths that enable your institution to excel and stand out in these markets (in no more than 250 words)
    • How do you plan to develop your service capability for these markets in the future? 
    Outstanding Private Bank – Nordic region 
    Celebrating the best among the private banks in the Nordic region that are successfully serving wealthy clients 
    Suggested performance criteria to include (where possible): 
    • Client assets under management 
    • Cost/income ratio 
    • Net new money 
    • Number of private clients 
    • Number of advisors/relationship managers/private bankers 
    • Annual staff retention rate 
    • Please expand on your specific business model and client acquisition as well as retention strategy 
    • Kindly mention other strengths that enable your institution stand out in the Nordic region’s private banking industry (in no more than 250 words)
    • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2016 that are enabling you to excel further 
    Outstanding Private Bank – Western European region 
    Celebrating the best among the private banks in the Western European region that are successfully serving wealthy clients 
    Suggested performance criteria to include (where possible):
    • Client assets under management
    • Cost/income ratio 
    • Net new money 
    • Number of private clients
    • Number of advisors/relationship managers/private bankers 
    • Annual staff retention rate
    • Please expand on your specific business model and client acquisition as well as retention strategy 
    • Kindly mention other strengths that enable your institution stand out in the Western European region’s private banking markets (in no more than 250 words)
    • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2016 that are enabling you to excel further 
    Outstanding Private Bank – Eastern European region 
    Celebrating the best among the private banks in the Eastern European region that are successfully serving wealthy clients 
    Suggested performance criteria to include (where possible): 
    • Client assets under management 
    • Cost/income ratio
    • Net new money 
    • Number of private clients 
    • Number of advisors/relationship managers/private bankers
    • Annual staff retention rate
    • Please expand on your specific business model and client acquisition as well as retention strategy 
    • Kindly mention other strengths that enable your institution stand out in the Eastern European region’s private banking markets (in no more than 250 words) 
    • Kindly mention details if you launched any noteworthy products and/or services/ made any strategy changes in 2016 that are enabling you to excel further 
    Outstanding Private Banking Customer Relationship Service and Engagement
    Celebrating a private bank with an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications
    Suggested performance criteria to include (where possible):
    • Number of private clients 
    • Percentage of new clients in past 12 months 
    • Number of advisors/relationship managers/private bankers 
    • Please expand on the initiatives your institution has taken to enable successful customer relationship service and engagement, and why you deserve this award
    • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
    • How do you plan to develop the service capability in the future? 
    Outstanding Wealth Management Technology Provider – middle office (vendor) 
    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings
    Suggested performance criteria for the region to include (where possible): 
    • Number of clients 
    • Percentage of new clients in past 12 months 
    • Number of advisors/relationship managers/private bankers 
    • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2016? 
    • Kindly expand on what makes this technology platform stand out from its competitors
    Outstanding Wealth Management Technology Provider – back office (vendor) 
    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful middle and back-end technology offerings 
    Suggested performance criteria for the region to include (where possible): 
    • Number of clients
    • Percentage of new clients in past 12 months 
    • Number of advisors/relationship managers/private bankers
    • Please describe your institution’s wealth management technology platform and why it deserves this award? When was this platform launched and how have you developed this service in 2016? 
    • Kindly expand on what makes this technology platform stand out from its competiton
    Outstanding Front Office Digital Solutions Provider (vendor) 
    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the UK and Europe wealth industry through successful front-end digital offerings
    Suggested performance criteria for the region to include (where possible): 
    • Number of clients 
    • Percentage of new clients in past 12 months 
    • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2016? 
    • Kindly expand on what makes this product stand out from its competitors
    • Client recommendations/ successful case study 
    Outstanding Private Banking Technology Platform Offering 
    Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency
    Suggested performance criteria for the region to include (where possible): 
    • Number of clients 
    • Percentage of new clients in past 12 months 
    • Please describe the service offering you are entering and why? When was this product launched and how have you developed this service in 2016?
    • Kindly expand on what makes this product stand out from its competitors 
    • How do you plan to develop the service capability in the future?
    Outstanding Private Bank for Next Generation Proposition 
    Celebrating an institution that is extending its product proposition effectively and successfully to engage the next generation of wealthy clients 
    Suggested performance to include (where possible): 
    • Number of private clients 
    • Percentage of new clients in past 12 months
    • Please describe the service offering you are entering and why? 
    • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
    • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out
    • How do you plan to develop the service capability in the future?
    Outstanding Private Bank for UHNW Clients
    Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra high net worth clientele 
    Suggested performance to include (where possible):
    • Number of private clients 
    • Percentage of new clients in past 12 months 
    • Please describe the service offering you are entering and why? 
    • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
    • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out 
    • How do you plan to develop the service capability in the future? 
    Outstanding Private Bank for Philanthropy Proposition 
    Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice
    Suggested performance to include (where possible): 
    • Number of private clients
    • Percentage of new clients in past 12 months
    • Number of advisors/relationship managers/private bankers
    • Please describe the service offering you are entering and why? 
    • Kindly describe the time of launch of this initiative? How have you developed this service in 2016?
    • Please describe the competitive environment for this proposition, referring to similar peer initiatives, and describe why this offering stands out 
    • How do you plan to develop the service capability in the future? 
    The following award is presented to an individual and as such these will be awarded by the judging panel without prior nomination.
    Most Innovative Business Model – Editor’s Special Award



    Agenda

    Private Banking Conference: London 2017 brings together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry. Join us in London on 15th June to discover new and exclusive research, case studies from around the world and keynote presentations from some of the industry’s leading figures.
    To see all our speakers and topics they will be covering, download our agenda

    REQUEST AGENDA

    Interested in speaking at this year’s event?
    Please contact 
    Hind Shubber
    T. + 44 (0) 20 3096 2575
    E. hind.shubber@timetric.com


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