Intelligent Operations:

Smart end-to-end Operations in Private Wealth

20.09.18 LDN

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

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 AI and robotics automation.

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

Date: Thursday, 20th September 2018    Venue: Barber-Surgeons’ Hall London EC2Y 5BL


17:30    Registration and refreshments 

18:00    Introduction to the Forum


18:05    Discussion Panel #1: Private Wealth Executives

               Andy Brodie, Chief Operating Officer  (Standard Life Wealth)

               Clem MacTaggart, Chief Operating Officer  (Killik & Co.)


               James Frew, Head of Operational Intelligence  (St. James's Place Wealth Management)

18:35    Charity address


18:45    Discussion Panel #2: FinTechs & Industry Experts 

               Alessandro Tonchia, Co-founder & Director  (Finantix)


               Amit Kumar, Director Banking & Markets  (UiPath)


               Iwan Schafthuizen, Partner & Managing Director  (Ortec Finance)


19:15    Closing remarks 


19:30    Drinks and buffet dinner


If you want more information about the Forum                                  

Intelligent Operations:

Smart end-to-end operations in Private Wealth

Q: Aren’t RPA robots just patches, fixing suboptimal systems? If we upgrade to a state-of-the-art system, won’t it bring all automation already embedded?

A: Sure, but such modern systems are heavy investments and take years to implement. RPA is a fraction of the cost and brings immediate benefits in weeks.

Q: We are opting for a BPO-based operating model: where will added intelligent automation bring higher operational gains and cost savings - with the outsourcer, or at our end?

A: It can be on either side or on both. For the provider it will raise efficiency (reduce costs), and at your business it will drive effectiveness (do more with the same resources) as well as quality.






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

A Unique Experience in a Historic Location 

Industry Insight and Expert 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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