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Private Banking: London 2013

Venue Livery Hall – Guildhall, London

Date 02 July 2013

Private Banking: London 2013 invites private banks, family offices, independent wealth managers and intermediaries to discuss key challenges affecting the UK market’s global position. London is a leading centre for private banking and wealth management, however the rise of Asia’s centres, Singapore and Hong Kong, means the city has to ensure it presents itself as the world’s 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 UK’s place in it
  • Are HNWI’s getting the service they need?
  • Perfecting London’s 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:

Zoi Kotzampasi

+44 (0) 20 7406 6623

Carlo Mancini

+44 (0) 20 7406 6550

Confirmed attendees this year include:

  • ABC International Bank
  • Aberdeen Asset Management  
  • Advanced Workplace Associates
  • Amicorp
  • Arbuthnot Latham
  • AVIVA Investors Global Services  UK
  • Bank Julius Baer
  • Barclays Wealth
  • Bedlam Asset Management
  • BEF- Fund
  • BNP Paribas
  • Brewin Dolphin
  • Brown, Shipley & Co
  • Canaccord Genuity Wealth Management
  • Charles River Development
  • Citi Private Bank
  • City Asset Management
  • City Management
  • City of London
  • Citywire Financial Publishers
  • ClearView Financial Media
  • Close Brothers Asset Management
  • Collas Crill
  • Commerzbank AG
  • Coutts
  • Credit Control Journal
  • Deutsche Bank- U.K.
  • Elite Traveler
  • Farrer
  • Follett Stock LLP
  • Forsters LLP
  • Heartwood Wealth Group
  • Henderson
  • HSBC Private Bank UK
  • Incisive Media
  • Intelligent Environments
  • Investec Wealth & Investment
  • Investwin
  • Itau
  • JP Morgan Asset Management UK
  • Jupiter Asset Management
  • Jupiter Wealth
  • Lloyds TSB Private Banking
  • Lombard Odier Darier Hentsch (UK)
  • Mercator Trust Co
  • Mercer
  • Metro Bank
  • MilleniumAssociates
  • Milltrust International LLP
  • Nedbank Private Wealth
  • New Access
  • Newton Investment Management
  • Ortec Finance
  • Parmenion Capital Partners LLP
  • Private Banker International
  • Private Banking Banque Havilland
  • Profile Systems and Software
  • Psigma Investment Management
  • PWC
  • Quilter
  • RBC Wealth Management
  • RNLI
  • S&P Capital IQ
  • Santander UK
  • Sarasin Investment Management
  • Schroder Private Banking
  • SEB Private Banking
  • SG Hambros Bank
  • SG Hambros Bank
  • Standard Chartered Private Bank
  • Stanley Gibbons
  • Stonehage
  • The Saudi Investment bank
  • Towry Holdings
  • Trident Trust Company (UK)
  • Tristan Capital Partners
  • UBS Wealth Management
  • WealthInsight
  • 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.

Please click here for location details and a map.

Michael Morley – Coutts
No presentation available

James Fleming – Arbuthnot Latham
No presentation available

Ouliana Vlasova – WealthInsight
Click here to download the presentation

Bill O’Neill & Nick Tucker – UBS
No presentation available

John Canady – Charities Aid Foundation
Click here to download the presentation

Doug Barrow – City of London
No presentation available

Ian Woodhouse – PWC
Click here to download the presentation

Ray Soudah – MilleniumAssociates
No presentation available

Jim Kinnear – Caledonian Royalty Corporation
Click here to download the presentation

Philip Harris – RBC Wealth Management
Click here to download the presentation

Michael Maslinski – Stonehage
Click here to download the presentation


Panel Partner


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.


Panel Partner

Farrer & Co

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.


Official Publication


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.
Ray Giddings
t: +44 (0) 20 7406 6590


Badge and Lanyard Partner

S&P Capital IQ

Itaú Private Bank is the arm that provides wealth management services to Itaú’s 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:



Charles River

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 Amicorp’s 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.



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. 

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