Wealth Management in Transition: European and North American Marketplaces

The global wealth management industry is going through a great deal of change. Leading firms are well on their way to implement post-pandemic operating models that are centered around key disciplines such as mass customization, social selling, financial planning, and wellness, a scalable investment management process guided by model portfolios often developed by an in-house chief investment officer, a greater awareness of socially responsible investing and ESG, as well as a product offering that is going well beyond investments. In today’s environment, wealth management firms have to rely on a data infrastructure that allows for an efficient work environment for its financial advisors as well as a responsive and bespoke experience for its clients. Retooling is a necessity for wealth management firms in order to remain competitive in this fast-changing industry.

Aite-Novarica 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 multitrack event will center on client engagement and advice (Track 1), and portfolio management and product (Track 2).

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

Find out who attended our previous event here

Featured Speakers

Special Guest Speaker

Rudy Adolf
Founder, CEO & Chairman,
Focus Financial Partners

Ryan Alexis
Senior Director, Client Support,
Black Diamond

Brian Barnes
CEO and Founder,
M1 Finance

Philip Barnes
CIO, Wealth,
Old National Bank

Petra Besson Fencikova
Head of ESG Investments,
Société Générale Private Banking

Tom Burmeister
VP of Financial Planning,
NaviPlan by InvestCloud

Dean Butler
Head of Digital Strategy,

Alexandra Daly
Founder and CEO,
AA Advisors Europe, Ltd.

Ilan Davidovici
Principal, Client Experience,
Edward Jones

Michael Doniger
Head of Investment and Crypto,

Jason Gordo
VP, Head of Client Experience and Strategic Partnerships,
Goldman Sachs Personal Financial Management

Anton Honikman

Aaron Klein

Amanda Lott
Executive Director, Head of Goals-Based Planning,
J.P. Morgan Private Bank

Frank McAleer, Jr.
SVP, Wealth Planning, Global Wealth Solutions,
Raymond James

Michelle Morris
Executive Director, Wealth Management Investment Solutions,
Morgan Stanley

Rose Palazzo
Group Head,
Envestnet | MoneyGuide

Dick Pfister
Founder & CEO,
AlphaCore Wealth Advisory

Dr. Boris Rankov
Head of Digital Advisory, Private Banking & Wealth,

Scott Reddel
Managing Director,

Bryan Sachdeva
VP of Front Office Products,

Chris Scott-Hansen
Managing Director,
Head of Portfolio &
Trading Solutions,

Morgan Stanley

Tanya Seajay
CEO and Founder,
Orenda Software Solutions, a SIX company

Charles Smith
Global Head of Digital Solutions,

Russ Tipper
Product Management Director,
Capital Group

Jackie VanderBrug
Managing Director, Head of Sustainable & Impact Investment Strategy,
Bank of America

Corey Walther
Allianz Life Financial Services, LLC

Anders Zachrisson
Head of Strategy,

Aite-Novarica Group Event Chairs and Moderators

Dennis Gallant
Strategic Advisor,
Aite-Novarica Group
Meghna Mukerjee
Strategic Advisor,
Aite-Novarica Group
Wally Okby
Strategic Advisor,
Aite-Novarica Group
Alois Pirker
Director, Wealth Management Practice,
Aite-Novarica Group
William Whitt
Strategic Advisor,
Aite-Novarica Group

Agenda at a Glance*

Wednesday, November 10, 2021
*All times are in U.S. Eastern Standard Time

Exhibit Hall Opens Network with Sponsors

9:00am – 10:00am

Opening Remarks

10:00am – 10:10am

Fireside Chat with Rudy Adolf, Focus Financial Partners

10:10am – 10:30am

Client Engagement and Advice Track

 Portfolio Management and Product Track

Panel 1: Evolution Toward a Dynamic Customer Segmentation

10:30am – 11:15am

Panel 1: Model Portfolios and the Rise of Shared and Centralized Discretion

10:30am – 11:15am

Networking Coffee Break – Virtual Sponsor Showcase

11:15am – 11:30am

Panel 2: What’s Next for Goals-Based Investing?

11:30am – 12:15pm

Panel 2: ESG Supercharging Into 2022

11:30am – 12:15pm

 Panel 3: Financial Householding—Aggregation Efforts and Emerging Unified Platforms

12:15pm – 1:00pm

Panel 3: Longevity Planning: Delivering Advice and Income

12:15pm – 1:00pm

Networking Lunch Break Virtual Sponsor Showcase

1:00pm – 1:30pm

Panel 4: The Retail Investor Revolution

1:30pm – 2:15pm

Panel 4: Proliferation of Private Markets and Other Alternative Investments

1:30pm – 2:15pm

Closing Comments

2:15pm – 2:20pm

Networking Sponsor Showcase

2:20pm – 3:00pm

*Subject to change

To view the full agenda, click here

Premier Sponsors

Platinum Sponsors

Interested in sponsoring this event? Please contact us at events@aite-novarica.com.