Panel | Catering to the Composite Client: Honing Data Capabilities to Deliver Holistic Advice

Shilpi Chowdhary, Group CEO of Lighthouse Canton, will join a distinguished line-up of wealth management leaders at the Global Wealth Management Summit 2026, convened by the Financial Times together with Professional Wealth Management (PWM). The summit, held 4–5 November at The Landmark, London, brings together leading voices from private banking and wealth management under the theme Capturing the New Generation of Globally Mobile Clients.

In his Track 1 session, Shilpi will explore how private banks and wealth managers can keep pace with clients whose lives and assets increasingly cross borders, and how sharper data capabilities and better-connected advice can meet that need.

Today's high-net-worth families are rarely tied to a single location. Their homes, wealth structures, and booking centres are spread across jurisdictions, and advisory models built for a simpler era are struggling to keep up. As organisations compete to serve this composite client, the priority is shifting away from siloed products and disconnected touchpoints toward a single, joined-up relationship that works across markets. Underpinning that shift is technology: integrated data platforms are fast becoming the foundation on which genuinely holistic advice is built.

Discussion Points:

How are private banks coordinating cross-border estates without duplicating processes for globalised clients?
What role do CRM platforms play in delivering holistic advice, and are banks innovating in house or pivoting to partnerships?
How are firms translating qualitative client conversations into actionable data and insights for advisers?

Panellists:

Shilpi Chowdhary, Group CEO, Lighthouse Canton
Mika Kastenholz, Global Head Investment Solutions, LGT Private Banking
Yawwani Gunawardana, Group Head of AI, Quilter

Event Details

Summit: FT Global Wealth Management Summit 2026 Dates: 4–5 November 2026

Time: 2:00–2:45 PM GMT Location: The Landmark, London (In-Person and Digital)