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
President,
Merrill Lynch Wealth Management
Víctor Allende
Executive Director of Private Banking,
CaixaBank
Tom Burmeister
Vice President of Financial Planning,
NaviPlan by Advicent
Judy Dougherty
Head of Enterprise Capabilities,
Prudential Financial
Anton Honikman
CEO,
MyVest
David Lawrence
Chief Commercial Officer,
Schroders Personal Wealth
Tony Leal
President,
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,
Addepar
Mike Orr
Co-Founder and CEO,
Grapevine6
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,
ABAKA
Lyndon Subroyen
Global Head of Digital and Technology,
Investec
Scott Reddel
Managing Director – Wealth Management,
Accenture
Mark Trousdale
EVP, Chief Growth Officer (CGO),
InvestCloud
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,
Formue
Hussain Zaidi
Chief Strategy Officer,
Orion
Aite Group Event Chairs and Moderators
Agenda at a Glance*
Redefining Client Engagement in Europe
*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
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
