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PANEL II: GEN Z - ENGAGING THE GRETA THUNBERG GENERATION

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If Generation Z doesn’t matter already, it’s about to. Defined by the Pew Research Centre, a US think tank, as anyone born between 1997 and 2010, Gen-Z, as the demographic is known, is large and collectively powerful. It accounts for 35% of the world’s population, or three billion people, says San Francisco research firm Zebra IQ. But beyond the numbers, who are Gen-Zers and what do they want? Who do they listen to or ignore? What drives them? And what do they want from the corporate and financial institutions desperate to get their custom and secure their loyalty?

VIEW AGENDA | VIEW SPEAKERS

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Generation Zers, born after 1997, are a fascinating bundle of contradictions. Wealthy but suspicious of money; digitally wired but lonely; empathetic yet easily distracted. But they’re trailblazers too and they will force companies, banks and investment firms to create products and funds that heal the world they inherit.


PANEL II AGENDA

OUR EXPERTS DISCUSS:

  • Are millennials old news? As the succeeding generation enters its 20s, is it time to start thinking about engaging the next demographic?
  • Gen Z is said to be more money-conscious and financially literate than any previous generation. How will the needs of Gen Z private banking clients differ from millennials, and from older clients?
  • The best wealth management providers like to offer classes, workshops and other initiatives for educating the next generation and promoting entrepreneurship and leadership. How do banks fare in their roles as educators? What is industry best practice? 
  • Studies show Gen Z to be increasingly visually driven, with a mobile-first mindset. Which digital technologies do banks need to adapt today to be ready to engage the clients of tomorrow?
  • Millennials are said to be more focused on impact investing, ESG and philanthropy than older clients, will this trend continue with Gen Z? 

Gen Z will be the most racially and ethnically diverse generation in history. Are banks well placed to react to this internally, ensuring their relationship managers come from diverse backgrounds?


PANEL II SPEAKERS

Effie K Datson, Global Head of Family Office, Barclays Private Bank
Money K, Global Head of Next Generation, Citi Private Bank
James Sefton, Professor of Economics, Imperial College
Dominic Samuelson, Chief Executive Officer, Campden Wealth
Viola Werner, Global Head of Next Generation and Families Department, Credit Suisse
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Effie DK Datson is responsible for building, managing and growing our Global Family Office (GFO) proposition and product set, and to deliver the One Barclays mandate. Working in partnership with the business, product heads and COO team she brings focus and capability to the coverage effort of the largest global clients across the Private Bank.

Effie has more 25 years’ experience in financial services and a wealth of expertise in product and business development for complex financial solutions across alternatives, derivatives and structured products and investment expertise in multi-hedge fund portfolios. She joined Barclays from UBP where she was Head of Hedge Funds. Prior to joining UBP, Effie held senior roles at banks including Goldman Sachs and Deutsche Bank, where she was responsible for distribution of liquid alternatives and sustainable investing.

Effie holds an MBA from Harvard Business School and an AB magna cum laude from Harvard College. She is founder and former board member and chair of 100 Women in Finance (formerly, 100 Women in Hedge Funds) in EMEA.

Effie is based in London. She is an avid marathon runner, competitive cross-country skier, and has two lovely - and very British - children.

Money K, Global Head of Next Generation, Citi Private Bank

Money joined Citigroup in 1999 in Singapore and since then has had various roles in Communications and Marketing at regional and global levels.

He is currently the global head of Citi Private Bank’s Next Generation and Family Business programs, which help clients and their families with succession planning, next generation preparation, and continuity of the family business legacy.

He is concurrently the Asia-Pacific Head of the Global Client Service, which helps clients in the region to acquire assets, access banking and lending services, and invest in capital markets globally, through a network of bankers and specialists in over 40 cities around the world.

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James Sefton is Professor of Economics at Imperial College where he is Director of the MSc in Investment and Wealth Management. e has previously held senior research positions at both UBS, Winton Capital Management as well as posts at Department of Applied Economics (Cambridge University) and NIESR. He has published widely in both finance focusing particularly on quantitative investment strategies and in economics on national accounting, public - and in particular pension – policy and intergenerational equity. James is currently a member of Academic Panel of the Intergenerational Commission and UK representative of the National Transfer Accounts Project funded by UN Population Fund. He was previously advisor to the HM Treasury on their Long Term Public Finance Review and sat on the ONS Consumer Price Advisory Committee (CPAC). His publications include papers in Economic Journal, Review of Economic Studies, European Economic Review, Journal of Applied Econometrics, Journal of Public Economics, Journal of Economic Dynamics and Control. He was educated at Christ’s College, Cambridge from where he received both a BA and a Ph.D.

Dominic Samuelson, Chief Executive Officer, Campden Wealth

Dominic is CEO of Campden Wealth which he joined in 2006. Campden is a family-owned, global membership organisation providing education, research and networking opportunities to families of significant wealth, supporting their critical decisions, helping to achieve enduring success for their enterprises, family offices and safe guarding their family legacy. Campden further enhanced its international reach and community with the acquisition of the Institute for Private Investors (IPI), the leading membership network of private investors in the United States, founded in 1991 and with the establishment of Campden Family Connect PVT. Ltd a joint venture with the Patni Family in Mumbai, India in 2015.

Previously, Dominic was Director, Corporate Development at The Wall Street Journal Europe and Founder & Managing Director, Dow Jones Conferences for Dow Jones & Co. He also served as Communications Director at the Adam Smith Institute and Events manager at Euromoney Publications PLC.

In his spare time Dominic is an active sportsman who plays Hockey, golf and tennis and is a passionate sailor and sits on the board of two local Charites.

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Viola Steinhoff Werner is a Managing Director at Credit Suisse, which she joined in 2005. She has since held a number of management functions, including Head of International Wealth Management Marketing. Viola recently launched a new global department dedicated to better serving the needs of the Next Generation and their families. In 2007, Viola founded the YIO, a unique network of members of the Next Generation from around the world, collaborating with global institutions such as the Milken Young Leaders Circle and well-known entrepreneurs and drivers of social change in over 55 countries.

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