Agathe Dulac

With cost pressures mounting and technology options expanding, buy-side firms are reassessing the design of their trading stacks- weighing whether to consolidate platforms, adopt SaaS-based solutions, or integrate modular, API-driven components. While cloud and third-party providers can bring efficiency and agility, they also change support models, increase vendor dependency, and introduce new resilience and data management challenges. This panel will explore how firms are approaching these trade-offs, adapting support processes for SaaS and third-party relationships, and maintaining continuous trading operations without losing control or execution capability. What defines a modern, agile tech stack- and how do you get there in a cost-constrained environment?

This closed-door discussion convenes 15 Global and European Heads of Trading from leading private banks to share candid perspectives on the evolving role of the private banking trading desk. Unlike asset managers or hedge funds, private banks must balance diverse requirements- from client advisors and asset managers to execution-only and direct access clients- while navigating automation, regional market differences, and new expectations for trader performance. Hosted under Chatham House Rule, this interactive session provides a rare opportunity for peers to compare approaches to structuring desks, managing cross-market flows, and measuring effectiveness in a confidential, peer-only environment.

Participation is strictly limited. To request an invitation, please contact Anna at anna.andrews@wbr.co.uk