EMEA
- Head of Private Banking, Abu Dhabi Islamic Bank
- COO, Barclays
- Executive Director Private Banking, Caixa Bank
- Head of Data Management (UK), Credit Suisse
- Transformation Lead, Coutts
- Chief Strategist & Head Sustainability, Bank J. Safra Sarasin
- Head of Wealth Strategy & Insights, HSBC
- Head of Private Banking & Wealth Management Netherlands, ING Private Banking
- COO, Itaú Private Bank
- COO EMEA and Americas, Bank Julius Baer
- Head of Wealth Management, Mashreq Bank
- COO and Head of Strategy, Morgan Stanley International
- Head of Private Banking, Raiffeisen International
- Co-Founder, Sarwa
- Head of Research, SEBA Bank
- Global Head of Advisory, Société Générale Private Banking
- Head of Société Générale Private Banking Europe
- Head, Sustainable Investing and Engagement Strategy, Standard Chartered Bank
- Head of Digital Assets, Swissquote Bank 20. Head of Responsible Investment, Union Bancaire Privée
North America
- Head of Client Group Business Transformation, AllianceBernstein
- President, Advice & Wealth Management Business Development, Ameriprise
- Managing Director, Charles Schwab
- Digital Advice Product Owner, Citizens Wealth
- Chief Investment Officer, First Affirmative Financial Network
- Strategic Investments and Partnerships, Goldman Sachs
- Chief Technology Officer, Hightower
- Head of Wealth Management, Janney Montgomery Scott
- Managing Director, Head of US Wealth Management Technology, JP Morgan Chase
- Chief Marketing Officer, JP Morgan Chase
- Head of Wealth Management, Kestra Financial
- Head of Family Wealth Services, Mercer Advisors
- President, Merrill Lynch Wealth Management
- Executive Director, Wealth Management Investment Services, Morgan Stanley
- Executive Director, Digital Advice, Morgan Stanley
- Managing Director, Neuberger Berman
- Head of Product Management, Northern Trust
- Senior Director of Strategy and Business Development, Personal Capital
- Head of Market Strategy, Analysis and Pricing, UBS
- Head of Strategy, Wells Fargo