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Brand Finance Banking Forum: How Will Banks Survive?

09 February 2018, 08:45–14:00

Each year, Brand Finance puts hundreds of the world’s biggest bank brands to the test, evaluating which are the most powerful and most valuable. In an era of major disruption to the industry, the traditional banking model has changed.

The prevailing trends suggest fintechs and niche “challenger banks” are biting into traditional banks’ profits and luring their customers away with better quality service at lower prices. How will banks survive in this new financial reality? At the Brand Finance Banking Forum 2018, we will hear both from those who assess bank brands and those tasked with managing them.

Our key speakers will discuss:

  • The importance of trust and reputation
  • Building bank brands and their value
  • The role of the bank CMO
  • The future of banks 
  • The rise in technology in a digital age


08:45 - 09:30



Event Registration and Breakfast



The Lounge,

Brand Exchange


09:30 - 09:35 



Introduction and Welcome



David Haigh, CEO

Brand Finance


09:35 - 09:50



Presentation of Brand Finance Banking 500



Brian Caplen, Editor

The Banker


09:50 - 10:10



Keynote Speaker:

'Banks: Evolution or Extinction?'


Alderman Peter Estlin, Senior Advisor



10:10 - 10:30



Speaker Session:



David Wheldon, CMO,



10:30 - 10:50



Speaker Session:



Nigel Gilbert, CMO,

TSB Bank plc


10:50 - 11:20



Panel Session:

'The Importance of Trust and Reputation'


Moderated by Brian Caplen, Editor

The Banker


11:20 - 11:45



Coffee Break



The Lounge,

Brand Exchange


11:45 - 11:50



Introduction of session



Brian Caplen, Editor

The Banker


11:50 - 12:10



Speaker Session:



Bill Gajda, SVP Innovation and Strategic Partnerships,



12:10 - 12:30



Speaker Session:

'The Digital Chasm'


Phil Mochan, Founder and CEO,

Koine Finance


12:30 - 13:00



Panel Session:

'The Rise of Technology in the Digital Age'


Moderated by Brian Caplen, Editor

The Banker


13:30 - 14:30



Lunch and Networking



The Lounge,

Brand Exchange


to be notified of future events
In association with
The Banker

The Banker is the world’s premier banking and finance magazine. Read in 150 countries around the world, The Banker is the key source of data and analysis for the industry. Its unique database of more than 4000 banks maps their financial strength and soundness via Tier 1 capital, their profitability, and their performance versus their peers. The Banker has been providing global financial intelligence since 1926 and has built a reputation for objective and incisive reporting on major events. The Banker’s senior editors travel the world to interview senior bankers and world leaders, giving the magazine a unique insight on global trends.

The Banker Website


Brian Caplen
The Banker

Brian Caplen has been editor of The Banker since 2003. He joined the Financial Times Group from Euromoney in 2000 where he had been executive editor of Euromoney magazine for five years. He also worked as a business editor and journalist in Hong Kong and the Middle East for 10 years. He has travelled extensively and done numerous high level interviews with prime ministers, finance ministers, central bank governors and senior executives. He has a first class honours degree In Development Studies from the University of East Anglia.

David Haigh
Chairman and CEO
Brand Finance

David is the Chairman and CEO of Brand Finance Plc – the world’s leading brand valuation consultancy. He has worked in the area of branded business, brand, and intangible asset valuation since 1991. He specialised entirely in the field after becoming the Director of Brand Valuation for Interbrand in 1995. He subsequently left Interbrand in 1996 to launch Brand Finance which is celebrating 25 years in business this year.

David represented the British Standards Institution in the working parties responsible for crafting international industry standards: ISO 10668 on Brand Valuation in 2010 and ISO 20671 on Brand Evaluation in 2019.

David is a passionate writer and has authored many articles on brand valuation, published in numerous marketing and finance newspapers and magazines, such as: Financial Times, Accountancy Age, and Marketing Week. He has also lectured on the topic of brand valuation for Harvard, Chicago, and London Business Schools.

David graduated from Bristol University with an English degree, qualified as a Chartered Accountant with Price Waterhouse in London, and obtained a postgraduate diploma in Marketing from the Chartered Institute of Marketing (CIM). He is a Fellow of The Royal Institution of Chartered Surveyors (RICS) and has a practising certificate with the Institute of Chartered Accountants in England and Wales (ICAEW).

Nigel Gilbert
Chief Marketing Officer
TSB Bank Plc

Until the beginning of this year, Nigel was Group Marketing Director of Lloyds Banking Group. He developed the multi brand strategy for the Group, including Lloyds TSB brand proposition, “for the journey...” and secured the first official sponsorship of the London 2012 Olympic Games. Pre-Lloyds, Nigel spent his career in advertising. At Lowe Worldwide in London he headed the global team that created the HSBC brand proposition ‘the world’s local bank’, and latterly was CEO Lowe Asia-Pacific. Before Lowe, Nigel worked at Y&R Europe out of Stockholm and London, where he ran Ericsson mobile phones and prior to that he ran DY&R’s agency in Hong Kong.

He began his advertising career in London at Allen Brady & Marsh before spending 10 years at Collett, Dickenson, Pearce, latterly as Director of European operations.

Alderman Peter Estlin
Senior Advisor for Barclays
City of London Corporation

Peter is a senior banker with over twenty years experience with Barclays and Citigroup in London, New York, Hong Kong and Singapore. He trained as a Chartered Accountant, becoming a partner with Coopers & Lybrand in 1993 before joining Salomon Brothers Asia, as regional CFO.  Following a series of acquisitions and mergers he then served as CFO for Citigroup’s Corporate and Investment Banking division in New York and London.  He led the recovery of Citigroup’s banking operations in the immediate aftermath of 9/11, helping to stabilise the US banking system in a time of great turbulence. Peter joined Barclays in 2008 as Group Financial Controller and has been CFO of the Retail & Business Banking and Non-Core divisions as well as Acting Group CFO. He is currently Barclay’s Senior Advisor in London. Over the past 15 years he has set up and overseen banking and finance operations in India and South Africa. Peter serves on the Audit Committee of HM Treasury and was latterly a Commissioner of the London Fairness Commission and Chairman of the British Airways International Advisory Board. He is actively involved with several education and financial inclusion charities, mainly in the UK, Africa and Asia. He was born in Portsmouth to a Royal Naval family and was educated at King Edward’s Witley and the University of Bristol, where he currently serves on the Ethics Committee. Peter was Sheriff of the City of London in 2016/17, is Master of the Worshipful Company of International Bankers and will be, subject to election, the 691st Lord Mayor of the City of London in 2018.

Bill Gajda
Former Senior Vice President, Innovation and Strategic Partnerships
Visa Inc.

Bill Gajda is an investor and advisor to companies in the Fintech, RetailTech, HealthTech and EnvironmentTech sectors, and is currently Chairman of CardGenY, Livitay and ActivateOnDemand

Previously, he was the Global Head of Innovation and Strategic Partnerships, responsible for Visa’s Innovation programs and activities in Europe and CEMEA. He was responsible for Visa’s global relationships with Mobile Operators and leads the ‘Visa Ready’ and Venture Capital programs. He began at Visa as the Global Head for Visa Mobile, responsible for Visa’s mobile product and commercial strategies and activities.

Prior to Visa, he was Chief Commercial Officer for the GSMA, in charge of business development and led the GSMA’s Mobile Money, Mobile Innovation, Mobile Advertising and Strategic Partner Programs. Bill was previously Chief Marketing Officer at the GSMA, and responsible for the Mobile World Congress, marketing, corporate communications and member services. His previous positions in the telecom sector were Vice President, Corporate and Marketing Communications for TELUS Corporation, Vice President, Communications for Bell Canada International and Global Brand Director for Ericsson in Stockholm. His first career was in the Canadian public service.  Bill serves as an Advisory Board Member at Apigee Corporation and Danal Inc.

David Wheldon
Former CMO
The Royal Bank of Scotland Group

David’s career started at Saatchi & Saatchi as a graduate trainee, progressing through the agency world as Managing Partner at WCRS and then MD of Lowe Howard-Spink in London.

Moving to Atlanta he worked for the Coca-Cola Company as Global Director and VP of Advertising, before returning agency-side as President of BBDO Europe, and then as a main board director and CEO of Tempus Partners.

Following WPP’s purchase of Tempus, David set up Team Vodafone for the group. In 2004 he joined Vodafone as Global Director of Brand and Marketing Communications, progressing to become Global Brand Director in 2005 and CEO of VIML (Vodafone Ireland Marketing LTD) in 2008 based in Dublin.

Returning to London, David joined Barclays in 2012 as MD of Brand, Reputation and Citizenship.

He most recent role was as CMO of RBS, a position he took up in July 2015. David is also the President of the WFA, Chairman of the MGGB, and a fellow of the Marketing Society.

Phil Mochan
Koine Finance Ltd

An experienced entrepreneur, financier and corporate development advisor, Phil has over 30 years international experience across a diverse range of industries including utilities, telecoms, media, technology, and payments.  He has non-exec Board experience with a number of young growth companies that have made successful exits.  As a principal financier he has completed a number of significant transactions exploiting regulatory arbitrage.  He has held CEO roles at a number of start up companies and managed international project teams for projects worth hundreds of millions (£).  He has successful CFO experience in turn-around situations in telecoms sector in rescuing and restoring to growth.  As an entrepreneur he has founded several businesses in media and payments, with mixed outcomes.  His latest venture, a digital money bank is set to become his most successful venture yet.  He mentors a number of entrepreneurs (voluntary work).  He has a strong interest in the history of economic development and foresees the coming revolution arising from the digitalisation of finance.


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