Panel: Serving the Whole Client – Integrating Banking, Planning, Tax, and Credit into a Unified Wealth Experience

Name: Panel: Serving the Whole Client – Integrating Banking, Planning, Tax, and Credit into a Unified Wealth Experience
Start: 2026-11-03T11:10
End: 2026-11-03T11:50
Location: 1 Basinghall Avenue (Cavendish Venues)

Global WealthTech Summit 2026 · 3 November 2026 · 11:10–11:50 · Winning & Serving the Client Stage

Panel: Serving the Whole Client – Integrating Banking, Planning, Tax, and Credit into a Unified Wealth Experience was a session at Global WealthTech Summit 2026 on 3 November 2026 in London, with 4 speakers on record.

Speakers

Samantha Simmonds — Moderator Broadcaster/ Writer/ MC / Consultant / Podcast Host, www.SamanthaSimmonds.co.uk
David Newman — Speaker CEO, Firenze
Sophie Yabsley — Speaker Managing Director, Head of Client Services, Titan Wealth CI
Karen Edwards — Speaker Head of UK Private Banking, Lloyds Banking Group