After hours at Berry Bros. & Rudd
Backbase presents an evening for Private Banking and Wealth leaders
The pressures on private banks and wealth managers are mounting: clients expect more, margins are tightening, and the role of the relationship manager is being reshaped by AI and automation. The firms that get RM efficiency right will be the ones that grow. The question is how.
This evening brings together a small group of senior leaders in private banking and wealth management for a guided wine tasting and a candid conversation about what's working, what isn't, and what comes next.
Event details
Location
Berry Bros. & Rudd, 63 Pall Mall, London SW1Y 5HZ
Plain Text
Location
Berry Bros. & Rudd, 63 Pall Mall, London SW1Y 5HZ
Plain Text
About the experience
An evening built around exceptional wine and the conversations that matter most to private banking and wealth leaders. Both are best enjoyed in good company.
- RM efficiency: doing more with less without losing the personal touch
- AI-augmented relationship managers: from meeting prep to smart signals
- Client expectations and the pressure to hyper-personalise at scale
- Growing revenue per RM through better tooling and data
- Scaling the wealth business without scaling headcount
This evening is designed for senior leaders in private banking and wealth management, including:
- C-level executives and managing directors
- Heads of Wealth, Private Banking, Client Experience, or Digital
- Leaders responsible for RM productivity, client engagement, and growth strategy
- Those who prefer small, candid conversations to large-scale conference
To preserve the quality of discussion, attendance is limited to 1–2 executives per institution.
Request an invite
This is an invitation-only event. Space is limited and attendance will be confirmed on a first-come, approved basis to ensure a balanced and relevant group. If you have received an invitation and are interested in attending, please RSVP to reserve your place. Additional details will be shared upon confirmation.
Our team will be in touch more information.