Private Banking: London 2013 invites private banks, family offices, independent wealth managers and intermediaries to discuss key challenges affecting the UK markets global position. London is a leading centre for private banking and wealth management, however the rise of Asias centres, Singapore and Hong Kong, means the city has to ensure it presents itself as the worlds preeminent wealth management centre.
Industry experts suggest that while London may have a great deal of expertise ranging from banking to advisory services and family offices, traditional British reserve may limit the extent to which the UK capital promotes itself. Discover how to ensure London remains at the forefront of the global wealth management industry.
This event will delve into key issues surrounding the wealth management industry including:
The global wealth management industry in 2020 and the UKs place in it
Are HNWIs getting the service they need?
Perfecting Londons Pitch Book for the UHNWI
Private Banking: London 2013 will leverage the expertise across the entire Progressive Digital Media portfolio including, Private Banker International, Wealth Insight and Spears
This is an amazing opportunity to learn, share ideas and network with peers across the wealth industry. While enjoying exclusive research, case studies and network with peers within the wealth industry.
We look forward to seeing you there.
Register to attend Private Banking: London 2013
Delegate rate – £1395
Bring a colleague? Special 2 for 1 offer
To register your attendance or for more information please contact:
+44 (0) 20 7406 6623
+44 (0) 20 7406 6550
Confirmed attendees this year include:
ABC International Bank
Aberdeen Asset Management
Advanced Workplace Associates
AVIVA Investors Global Services UK
Bank Julius Baer
Bedlam Asset Management
Brown, Shipley & Co
Canaccord Genuity Wealth Management
Charles River Development
Citi Private Bank
City Asset Management
City of London
Citywire Financial Publishers
ClearView Financial Media
Close Brothers Asset Management
Credit Control Journal
Deutsche Bank- U.K.
Follett Stock LLP
Heartwood Wealth Group
HSBC Private Bank UK
Investec Wealth & Investment
JP Morgan Asset Management UK
Jupiter Asset Management
Lloyds TSB Private Banking
Lombard Odier Darier Hentsch (UK)
Mercator Trust Co
Milltrust International LLP
Nedbank Private Wealth
Newton Investment Management
Parmenion Capital Partners LLP
Private Banker International
Private Banking Banque Havilland
Profile Systems and Software
Psigma Investment Management
RBC Wealth Management
S&P Capital IQ
Sarasin Investment Management
Schroder Private Banking
SEB Private Banking
SG Hambros Bank
SG Hambros Bank
Standard Chartered Private Bank
The Saudi Investment bank
Trident Trust Company (UK)
Tristan Capital Partners
UBS Wealth Management
World Gold Council
Livery Hall Guildhall, London
The City of London has been governed from the area occupied by Guildhall for more than 800 years. Today Guildhall is home to the City of London Corporation the provider of local government services to the Square Mile and promoter of the City as the world leader in international finance and business services.
The present Guildhall was built between 1411 and 1430, although evidence suggests that a civic hall has stood here since the late 13th century. Local government developed here and its pattern has served as a model for many cities and towns.
The crypt, porch and medieval walls have twice emerged unscathed from disastrous fires. In 1666 Guildhall was caught up in the Great Fire of London and in 1940 monuments, windows and galleries were damaged and the famous statues of Gog and Magog destroyed in a single night of the Blitz. Guildhall was restored in 1954.
Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 40 years, and we work with the fiduciaries of pension funds, foundations, endowments, wealth managers and other investors in over 46 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing fiduciary management.
Our skilled and experienced people provide services to our clients across the investment continuum, by partnering with clients to help manage investment risk and return outcomes. We embrace our clients’ challenges, from remote delivery of research through to hands-on delegated decision-making.
Farrer & Co is an independent law firm with a rich history. A centuries-long tradition of advising private families, individuals and charitable institutions is today complemented by our work with businesses and entrepreneurs, from asset managers and sport bodies to international media groups.
As a leading private client firm we believe that our in-depth understanding of the issues that affect private clients means we can offer unparalleled commercial insight and advice to our private banking clients.
Our emphasis is on providing comprehensive yet bespoke advice to each client based on our substantial experience of the private banking sector.
Gain worldwide exposure and meet your marketing objectives by sponsoring one of our high profile financial industry events. Timetric provides the perfect platform to target industry leaders and influencers, and showcase your products and services in an exclusive forum. Our events will allow us 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. SPONSORSHIP ENQUIRIES Ray Giddings t: +44 (0) 20 7406 6590 e: firstname.lastname@example.org
Itaú Private Bank is the arm that provides wealth management services to Itaús high net worth clients. Itaú is the largest privately held financial group in Latin America and one of the largest in the world, conducting activities in 20 countries. Itaú Private Bank understands the culture and speaks the language of its clients, comprising more than 700 professionals, representing 28 different countries. It is committed to providing guidance, helping clients make the right decisions, and working with them to achieve the expected results. It is the largest private bank in Latin America and a market leader in Brazil with nearly US$ 82,000 million in assets under management.
About S&P Capital IQ: S&P Capital IQ, a part of McGraw Hill Financial, is a leading provider of multi-asset class and real time data, research and analytics to institutional investors, investment and commercial banks, investment advisors and wealth managers, corporations and universities around the world. S&P Capital IQ provides a broad suite of capabilities designed to help track performance, generate alpha, and identify new trading and investment ideas, and perform risk analysis and mitigation strategies. Through leading desktop solutions such as the S&P Capital IQ, Global Credit Portal and MarketScope Advisor desktops; enterprise solutions such as S&P Capital IQ Valuations; and research offerings, including Leveraged Commentary & Data, Global Markets Intelligence, and company and funds research, S&P Capital IQ sharpens financial intelligence into the wisdom today’s investors need. For more information visit: www.spcapitaliq.com.
Amicorp Group (Amicorp) specialises in trust and company management services, business process outsourcing as well as fund administration services. Working with trusted business partners, we provide private wealth and estate planning, real estate property management, and corporate, asset and project finance structuring. We deliver responsive administrative, fiduciary and corporate structuring services to a broad range of corporate and high net-worth clients. Working as a global team across more than 40 offices in over 25 countries, each of Amicorp´s 650+ specialists contributes their individual talents to Amicorps broad range of expertise and experience.
Charles River is an enterprise-wide, front- and middle-office investment management solutions provider. The company serves 350+ investment firms in 43 countries in the institutional asset/fund management, private wealth, alternative investments, insurance, banking, pension and custody markets. The Charles River Investment Management Solution (Charles River IMS) is an end-to-end solution that supports the entire business consistently across investment classes. The solution is complemented by managed services for hosting/application management, integrated data, FIX connectivity, and compliance expertise to help clients obtain more value by lowering the total cost of ownership, ensuring successful deployment, ongoing user satisfaction and full utilization of system functionality.
ELIGIBLE INSTITUTIONS FOR THE PRIVATE BANKING: LONDON 2013 INCLUDE:
FUTURE FOCUS – MAKING THE MOST OF LONDON
The development and implementation of market leading regulation means that London is staying ahead of rivals. Michael Morley, Chief Executive with Coutts & Co, explained that the introduction of RDR has seen London develop as the model to emulate in serious international wealth management centres.
Morley added that the new transparency model, matched with the long-established financial backdrop and our central location within the global time zones means that London is perfectly positioned as the international wealth management centre of choice.
“London is built around bringing people to the centre to work. There are the needed infrastructures, but also the good environment, restaurants, shop. People like living here. The city also benefits from a political stability that makes it seem a secure place.” Philip Harris, Head of UK Private Clients at RBC Wealth Management
London is still the financial capital of the world in spite of competition from Hong Kong, Singapore and New York, according to leading private bankers. But the threats to its reputation from scandals such as Libor fixing mean that there is no room for complacency.
PBI’s London Wealth Summit 2013 will bring together private banks, family offices, independent wealth managers and intermediaries to discuss the key challenges affecting the UK market and innovative strategies to keep London at the cutting edge of global wealth management trends.