SPEAKERS

Heiko Sundermann

Managing Partner
Fintama AG

Ian Woodhouse

Board/Executive Advisor to Wealth Managers, Technology Firms and Strategy Advisor to Multrees Investor Services

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

Izaskun Azaldegui

Head of Wealth Management in San Sebastián
CA Indosuez Wealth Management

Tara Palmer

Chief Operating Officer            
SG Kleinwort Hambros

Kaie-Liis Asu

Head of Private Banking
LHV Pank

Louisa Nicholls

Head of Digital Experience and Design
Coutts

Krzysztof Bratos

Managing Director – Head of Investment Division Private Banking, Wealth Management Brokerage House and Retail Investments
mBank S.A.

Daniel Murray

CEO of EFGAM Switzerland
EFG Asset Management

José Luis González Pastor

Managing Director – Private Equity
Neuberger Berman

Harry Chen

Founder
CW Asset Management

Maria Costa

Head of Sustainability, Wealth Management and Insurance
Santander UK

Sunil Garg

Group Head of Research & Investments
Lighthouse Canton

James Whittaker

Head of Wealth Management UK
Deutsche Bank

Ozlem Gunduz Robinson

Head of International Private Banking
Lloyds Banking Group

Ian Woodhouse

Board/Executive Advisor to Wealth Managers, Technology Firms and Strategy Advisor to Multrees Investor Services

Ian is a strategic board advisor and consultant to wealth managers, asset managers, family offices ,software firms and fin-techs and is Strategy Advisor to Multrees Investor Services, which provides outsourced operational and technology solutions to private client and family office focused discretionary investment managers, bridging the needs of high touch private client service with the efficiency of institutional securities service solutions.

He provides tangible value through helping executives to guide, shape, achieve consensus and prioritise their agenda to meet industry opportunities and challenges by adapting to firm specific circumstances which may include the need to re-focus strategic priorities, meet new client expectations, enhance business development and evolve their technology approach. He highlights where and how further potential may be realised by meeting emerging good practices to be future ready and well positioned to optimise growth, resilience and performance in the next wave of industry and competitive disruption.

Combining distinctive experience of working with top tier international business consulting and technology integration firms and their financial services clients in Europe and Asia, with his board and governance experience, an extensive network and, as a conference speaker and published author, he supports boards and executives in a collaborative way. He provides awareness, engagement, insights and guidance to help achieve a shared focus and prioritisation through analysis to identify, validate and design actionable steps to close any key missing capability gaps needed for future success.

Previously, Ian held senior roles with IBM ,EY, PwC and Orbium, a privately held business consultancy and core banking platform implementor, sold to Accenture. After integration, he took a wider European wealth industry business and technology transformation role supporting key wealth accounts within Accenture until 2023, when he became a strategic board advisor and consultant to a selected portfolio of firms including Multrees Investor Services.

Damiano Baj

COO
EFG Private Bank

Damiano is Chief Operating Officer at EFG Private Bank Ltd.

Damiano is responsible for IT, Operations, Change, General Services, Security services for the EFG UK regions. He is Responsible for Outsourcing, Operational Resilience and Business Continuity, CASS and Change management, holding the SMF 24 functions.

Damiano joined the financial services 20 years ago, working for the first 10 years as change manager and head of business transformation in Switzerland, later he spent 7 years across Singapore and HK as Regional COO. Following the EFG and BSI integration Damiano entered in EFG Group and he was in charge of the IT migrations of all the subsidiaries, completing 8 integrations in the following 18 months.

Damiano is an engineer specialised in innovation and management and he obtained his university degrees in Engineering, Management and International Executive Management by Politecnico of Milano (Italy), McGill University (Canada),IIM (India), Remin University (China), Lancaster university (UK).

Aurélie Maillard

Head of Private Markets
Société Générale Private Banking Europe

Aurélie Maillard started her career in 2014 at Banque Privée 1818 (now Natixis Wealth Management) as a banker in charge of business development for the wealth management offering of the regional Caisses d’Epargne. She then joined Flexstone Partners (a subsidiary of Natixis IM) in 2017, first in Paris and then in Geneva, as Vice President in the Investor Relations and Business Development team.

Aurélie Maillard joined Societe Generale in Geneva in July 2022 as Head of Private Markets for Societe Generale Private Banking Europe.

After obtaining a Bachelor’s degree in Law from Sheffield Hallam University in the UK, Aurélie Maillard continued her legal studies in France with a Master’s degree in Business Law from UPEC and a Master’s degree in Wealth Law, Notary Track, from the University Jean Moulin Lyon 3. She is also a graduate of the Grande École programme (Master of Science in Management) of EM Lyon Business School.

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.

Izaskun Azaldegui

Head of Wealth Management in San Sebastián
CA Indosuez Wealth Management

I´m Izaskun Azaldegui Alba, a seasoned professional with extensive experience in banking and wealth management.  With over two decades of experience I´ve taken on various managerial roles, demonstrating my leadership abilities and expertise in private banking.  From leading teams effectively to achieving top positions within major national and international financial institutions, my career journey reflects my commitment to excellence and continuous growth in dynamic environments.

My educational background is comprehensive, including a Master´s degree in Business Administration by Deusto University, certifications, and specialized programs in finance, coaching and management.  Notably, I´ve completed the Executive Program for Women in Senior Management and obtained a Professional Coach Certification, enhancing my leadership and mentoring capabilities.

My proficiency in multiple languages, including English, French, Basque and a little German has been instrumental in navigating diverse professional environments and building strong relationships with clients and colleagues worldwide.  Moreover, my international experience, particularly in France and the USA, has broadened my perspective and enriched my cultural understanding.

Tara Palmer

Chief Operating Officer            
SG Kleinwort Hambros

Kaie-Liis Asu

Head of Private Banking
LHV Pank

Louisa Nicholls

Head of Digital Experience and Design
Coutts

Krzysztof Bratos

Managing Director – Head of Investment Division Private Banking, Wealth Management Brokerage House and Retail Investments
mBank S.A.

Krzysztof Bratos is a Managing Director at mBank, one of the largest and innovative banks in Poland.

He’s the Head of Investment Division which comprises multiple investments related businesses namely Private Banking, Wealth Management, Brokerage House and Retail Investments.

He’s built his nearly 20 years of professional experience across various Investment and Asset Management global firms in London and New York – Including JP Morgan, Royal Bank of Scotland, Kleinwort Benson.

Krzysztof is a Harvard Business School Alumnus, a husband and father of three young boys.

Daniel Murray

CEO of EFGAM Switzerland
EFG Asset Management

Daniel is the Global Head of Research at EFGAM, Deputy CIO and Chief Executive Officer, EFGAM Switzerland. He has broad investment experience, having worked as an economist, strategist, asset allocator and portfolio manager with exposure to a broad range of markets, instruments and investment styles. Daniel joined EFGAM in 2010 from Russell Investment, where he was director of strategy. Before this he was a portfolio manager at Merrill Lynch Investment Managers. He began his career at Smithers & Co. Ltd.

Daniel has been a CFA charter holder since 2003 and has a BSc Hons Degree in Economics, an MSc in Econometrics and Mathematical Economics and a PhD in Economics. In 2009 he was awarded the CFA UK Wincott Prize.

José Luis González Pastor

Managing Director – Private Equity
Neuberger Berman

Jose Luis Gonzalez Pastor is a Managing Director of Neuberger Berman in the Private Equity team and a senior member of the firm’s Private Investment Portfolios group where he leads fund investments and direct co-investments. Prior to joining the firm in 2012, Mr. González worked at Qualitas Equity Partners, a Spanish Private Equity Fund focused on the Iberia middle-market.

Before that, Mr. González worked as Investment Banking Analyst at DC Advisory Partners (formerly known as Atlas Capital Close Brothers and currently Daiwa Securities). Mr. González received an MBA with honors from The Wharton School of the University of Pennsylvania and a MA with honors in International Studies at the Lauder Institute of the University of Pennsylvania. Mr. González graduated with a BA in Business Administration and a LLB in Law from Universidad Pontificia Comillas (ICADE).

Harry Chen

Founder
CW Asset Management

Harry Chen is a founder and CEO of CW Asset Management Pte. Ltd. He was a Senior Director at top Swiss private banks includes UBS, Credit Suisse and Bank of Julius Baer in Hong Kong and Singapore. He has managed wide range of global portfolios since 2003. He specialises in qualitative analysis to develop valuation frameworks for his clients’ portfolios. He holds a bachelor’s degree from Seattle Pacific University in Business Administration, Master’s in Business Finance and Engineering Management from University of Washington and George Washington University.

Maria Costa

Head of Sustainability, Wealth Management and Insurance
Santander

Sunil Garg

Group Head of Research & Investments
Lighthouse Canton

Sunil joined Lighthouse Canton in 2022 as Managing Director & Group Head- Research and Investments. Based in Dubai, Sunil’s focus is on enhancing and strengthening the research and investment framework at Lighthouse Canton and evolving its service offerings.

With over 30 years of experience in the financial services industry, Sunil is an expert in global markets, banking, and macroeconomic research. Prior to joining Lighthouse Canton, Sunil was International Equity Research Head at JP Morgan. He oversaw the organization’s global expansion of ESG research and data-driven research in EMEA and APAC. He was also a member of the Corporate Investment Banking Management Committee. Previously, Sunil has held leadership positions with some of the renowned investment banking institutions in London and Hong Kong, including Fox-Pitt Kelton, Barclays de Zoete Wedd, and HSBC.

James Whittaker

Head of Wealth Management UK
Deutsche Bank

Ozlem Gunduz Robinson

Head of International Private Banking
Lloyds Banking Group

Ozlem has diverse international experience from senior roles at Citi, UBS, HSBC and Lloyds Banking Group across corporate, private and retail banking spanning over 25 years. She started her international career in corporate and investment banking at Citigroup then decided to move to wealth management. This began at UBS, followed by HSBC and most recently she joined Lloyds Banking Group and heads the International Private Banking.  Ozlem is also a Trustee at the 5% Club and Earthwatch Europe. 

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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.

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    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.

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