Key Factors Driving Change in Private Banking and Wealth Management


This event, designed exclusively for Members of The Forum's Private Banking and Wealth Management Special Interest Group, combines an opportunity to tour the RHS Chelsea Flower Show with a companion, with a stimulating debate about the future of the private banking industry. Pwc Director, Ian Woodhouse, sets the scene with an overview of the key factors driving change in the wealth management sector. From the impact of RDR and the regulatory pipeline that is following in its wake, to the role of technology and the changing demands of clients. What are the trends that will shape the future of the industry? What will success in this new environment look like, and what will private banks and wealth managers need to do to succeed? We will be joined by a panel of industry leaders to discuss these trends from their perspectives, and engage with the audience in a lively Q&A.

Speakers Include:

John Elder, Partner, Family Office Advisors (Chair)

Ian Woodhouse, Director, pwc

Panel Discussion with:

Phil Cutts, CEO, Credit Suisse UK

Simon Lough, Chief Executive, Heartwood

Sarah Wyse, Head of UK Business Development, Coutts & Co

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