26.03.2020 LDN

UK Private Banking and Wealth Management insight and expertise from top industry executives and Synpulse

The Eight Senior Executives Forum for Private Wealth 

Our Senior Executives Forum is an industry opportunity to share views and opinions on trending challenges in the industry.

The next edition in the series will focus on the exploding trend of Intelligent Automation in Private Wealth.

The Senior Executives Forum is a  by-invitation-only event.

Date: Thursday, 26th March 2020    Venue: Barber-Surgeons’ Hall London EC2Y 5BL


17:30 Registration and Refreshments

18:00 Introduction to the Forum

18:05 C Level Discussion Panel including:

1. Marc Graveney – Chief Digital Officer – London and Capital

2. Kevin Barry – Technology Director – Ruffer

3. Helena Forrest – Head of Branch Optimization and Country Expansion – Deutsche Bank

4. Andre Burger – Partner – Synpulse

18:50 Live Demo on I.A. – See first hand how I.A. can potentially assist your firm in achieving operational efficiency and scale

19:15 Closing Remarks

19:25 Drinks and Buffet Dinner


If you want more information about the Forum                                  

Q:  Is this really new? Didn’t we already discuss robots and AI in previous events?

A: 2-3 years ago the question was ‘Nirvana or Apocalypse?’ – the fear of computers taking our jobs was one of many barriers to adoption, not least among those was the historically conservative attitude of private bankers. Fast-forward to the new decade: barriers have fallen and early adopters are already reaping benefits. Technologies are maturing and rapidly advancing, form simple automation of repetitive processes we are moving into intelligent decisions and capable machines empowering humans for previously impossible performance.

Q:  AI, deep learning and advanced data science are so complex, we struggle to understand them, and then - how they can solve business problems?

A: This is precisely the purpose of our Forum: we bring together business and technology leaders to discuss, inform and facilitate the industry-wide understanding of the innovations we look forward t in the 2020-s. We will hear from practitioners about real-life business problems being addressed by intelligent solutions, and about opportunities for next-level applications of automation in our industry. You will be very welcome to ask our expert panellists specific questions, and sure to get insightful answers.


Barber-Surgeons’ Hall, Monkwell Square, Wood St, London, EC2Y 5BL 

A Unique Experience in a Historic Location 

Senior Executives Forum



First Forum           21.09.2016

Second Forum     21.03.2017

Third Forum         21.09.2017

Fourth Forum      22.03.2018

Fifth Forum           20.09.2018

Sixth Forum          21.03.2019

Seventh Forum    17.10.2019

Eighth Forum           26.03.2020


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Industry Insight and Expertise from Business Leaders

The Senior Executives Forum for Private Wealth  Managers is a by invitation-only event and sponsorships cannot be accepted

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