Part of Global Private Banking Innovation Awards

A DIALOGUE ON GLOBAL PRIVATE WEALTH:

Capturing new investment opportunities at the intersection of technological advancement

The current economic and market outlook with lingering inflation, interest rate movement uncertainty and geopolitical tensions pose significant risks for wealth creation and preservation. Private banks, family offices and independent asset managers face the difficult task of constructing portfolios that can overcome these adverse market movements while delivering consistent returns.

Likewise, technology is reshaping the private wealth industry and transforming advisor-client relationships. Learning how to leverage new technologies and innovation, while re-engineering traditional business models has become imperative to gain a competitive edge in the digital era. Private wealth institutions that fail to adapt to these new operating dynamics risk being left behind and determining how to balance the human-digital equation in line with evolving client demands and expectations is paramount in defending institutional market positioning.

Clearly, private wealth players need to embrace innovation and incorporate WealthTech solutions to deepen client loyalty, enhance operational efficiency and uplift revenue generation. Institutions need to carefully assess the risks and rewards of investing in emerging alternative asset classes and adopting best practices for due diligence, monitoring and reporting.

Join us in London on 5th June 2024 as we foster dialogues between private banks, family offices, and asset managers who face the difficult task of constructing portfolios that can overcome adverse market movements, while delivering consistent returns. Drop us an email at enq@globalprivatebanker.net for more information.

OUR SPEAKERS

Damiano Baj

COO
EFG Private Bank

Aurélie Maillard

Head of Private Markets
Société Générale Private Banking Europe

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Jonathan Sparks

Chief Investment Officer, UK & CI, HSBC Private Banking and Wealth
HSBC UK

Tara Palmer

Chief Operating Officer            
SG Kleinwort Hambros

Louisa Nicholls

Head of Digital Experience and Design
Coutts

Nathaniel Tsang Mang Kin

Head of Financial Operations
Stewards Investment Capital

Daniel Murray

CEO of EFGAM Switzerland
EFG Asset Management

KEY THEMES

The Great Wealth Transfer and need for digitalisation

Adapting to new digital platforms for distribution of private wealth solutions

Developing institutional level service for private clients

Private Bank Modernisation and the path forward in the age of AI

Key opportunities for competitive advantage and diversification in 2024 and beyond

WHO WILL ATTEND?

  • CEOs / MDs / COOs of Private Banks
  • Chief Investment Officer
  • Chief Data Officer
  • Head of Private Banking
  • MD/COOs of Asset Management Companies
  • Managing Partners & Co-Founders of Family Offices
  • Investment Director / Principal
  • Head of Investments / Head of Investment Strategy / Head of Equities / Head of Fixed Income / Head of Structured Products
  • UHNW/HNWI Senior Wealth Planners & Managers
  • Head of Digital Investing
  • Head of Product, Channels and Innovation
  • Head of ESG / Head of Sustainable Investing

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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      Request Nomination Pack

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