Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's
Wealth Management in Transition Executive Forum such a success!

The sessions are now available to view on-demand until Friday, December 4 at 6:00pm ET with the login details you received to access the virtual event site. If you have not registered for this event, but would like access to view the sessions on-demand, please register here by November 20. Thank you!

Wealth Management in Transition: European and North American Marketplaces

The global wealth management industry has been challenged in 2020. The current pandemic has resulted in an unprecedented global lockdown and record-breaking levels of market volatility amid major regulatory shifts around the globe. Wealth management firms and private banks had to abruptly pivot their sales, investment, and operational processes vis-a-vis executing higher business volume and maintaining operational efficiency in an environment of social distancing—from both clients and colleagues. Firms now have no choice but to rededicate their focus to demonstrating value, ensuring stakeholders’ best interests, accelerating digitization, and recruiting and training staff smartly. Many wealth management firms have missed the opportunity to invest steadily and regularly into modernizing their firms’ business models and front-to-back technology capabilities over the years. Aite Group research indicates that firms that have done so have been vindicated and are, in fact, pulling well ahead of competition during these difficult times.

Aite Group’s Wealth Management in Transition event is designed to bring executives from leading global wealth management firms together to discuss central topics that are reshaping this industry and to share their experiences on this journey. The two-day event will center on Redefining Client Engagement in Europe on day one (October 21) and shift to The Move to Advice in North America on day two (October 22).

Join Aite Group's Wealth Management analysts to:

  • Hear from industry experts and executives and find out how leading firms are tackling the transition to financial planning and the strategic and tactical decisions taken to be successful
  • Discover how leading financial institutions are positioning financial planning and identifying the models employed to service clients across age and wealth tiers
  • Network virtually with your peers and share best practices and lessons learned to shape the next generation of wealth management practices

Who should attend:

  • Heads of wealth management
  • Directors of financial planning/advice
  • Heads/VPs of strategy
  • Heads/VPs of digital strategy
  • Heads of advisor training and development


Get inspired! Check out our video:

Featured Speakers

                 Special Guest Speaker

Andy Sieg
Merrill Lynch Wealth Management

Víctor Allende
Executive Director of Private Banking,

Tom Burmeister
Vice President of Financial Planning,
NaviPlan by Advicent

Judy Dougherty
Head of Enterprise Capabilities,
Prudential Financial

Anton Honikman

David Lawrence
Chief Commercial Officer,
Schroders Personal Wealth

Tony Leal
Envestnet MoneyGuide

Olivier Lecler
Head of Private Banking Activities for Societe Generale Luxembourg,
Societe Generale Private Banking

Andrew Lendnal
Executive Director, Financial Wellness,
Morgan Stanley

Michael Liersch
Head of Advice and Planning, Wealth & Investment Management,
Wells Fargo & Company

Neal Maglaque
President, AWM Business Development and COO,
Ameriprise Financial

Robin Melnick
Head of Partnerships & Strategic Alliances,

Mike Orr
Co-Founder and CEO,

Richard Owen
Vice President, Wealth Management,
Ortec Finance

Dr Jan Amrit Poser
Chief Strategist, Head Sustainability,
Bank J. Safra Sarasin

Daren Pippio
Senior Vice President, Advisory Strategy and Business Development,
Raymond James

Fahd Rachidy
Founder and CEO,

Lyndon Subroyen
Global Head of Digital and Technology,

Scott Reddel
Managing Director – Wealth Management,

Mark Trousdale
EVP, Chief Growth Officer (CGO),

Jason Ulrich
Head of Responsible Investment – Wealth Management,
Union Bancaire Privée

Ian Woodhouse
Head of Strategy and Change,
Orbium – Part of Accenture Wealth Management

Anders Zachrisson
Strategy Chief,

Hussain Zaidi
Chief Strategy Officer,

Aite Group Event Chairs and Moderators

Dennis Gallant
Senior Analyst,
Aite Group
Meghna Mukerjee
Senior Analyst,
Aite Group
Wally Okby
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group
Sophie Schmitt
Senior Analyst,
Aite Group

Agenda at a Glance*

Redefining Client Engagement in Europe

Wednesday, October 21, 2020
*All times are in U.S. Eastern Standard Time

8:00am – 8:15am

8:15am – 9:00am

9:00am – 9:45am

9:45am – 10:00am

10:00am – 10:45am

10:45am – 10:50am

10:50am – 11:20am

Opening Remarks and Key Findings from Aite Group Research – European Focus

Panel 1: Redefining the Private Banking Value Proposition - A C-Suite Discussion

Panel 2: Eliminating Inefficiencies: Getting Digital and Strategic Transformation Right

Networking Break – Virtual Sponsor Showcase

Panel 3: Mastering Next-Generation Client Engagement Through Sustainability

Closing Comments

Networking – Virtual Sponsor Showcase

The Move to Advice in North America

Thursday, October 22, 2020

10:00am – 10:10am

10:10am – 10:30am

10:30am – 11:15am 

11:15am – 12:00pm

12:00pm – 12:30pm

12:30pm – 1:15pm

1:15pm – 2:00pm

2:00pm – 2:05pm

2:05pm – 2:30pm

*Subject to Change

Opening Remarks and Key Findings from Aite Group Research – North America Focus

Fireside Chat with Andy Sieg, President, Merrill Lynch Wealth Management

Panel 1: Increasing Emphasis on Advice and Financial Planning

Panel 2: The Role of Portfolio Management in an Advice-Driven Market

Networking – Virtual Sponsor Showcase

Panel 3: Financial Wellness: Taking a Holistic Approach to Personalize the Client Experience

Panel 4: Retooling the Advisor’s Value Proposition and Practice

Closing Comments

Networking – Virtual Sponsor Showcase

Global Sponsor

Premier Sponsor

Platinum Sponsors

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities only a few spots remain!