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Finding growth, innovation and entrepreneurial wealth before the market does.
How commercial and private banks are using innovation, ownership and growth signals to identify growth, liquidity and client opportunity earlier
Join senior leaders from Barclays, HSBC, Beauhurst and UK Finance as they discuss how organisations are using data to uncover growth, innovation and entrepreneurial wealth before the market does.
Traditional banking has long relied on financial statements, historical performance and existing relationships to identify opportunity, assess risk and deepen client engagement. While valuable, these indicators often emerge only after a business's growth trajectory, strategic shift or liquidity event has become visible.
Today, leading commercial, corporate and private banks are looking beyond historic financials to uncover proactive signals across the private company landscape. By leveraging verified, structured data on leadership changes, hiring activity, funding rounds, ownership transitions, M&A activity, expansion plans, grant awards, patent filings, R&D investment, university spinouts and IP creation, institutions can identify innovation, growth and wealth creation long before it appears in traditional reporting.
For business and corporate banking teams, these signals help reveal which founder-led, private and PE-backed companies are scaling, raising capital, entering new markets or preparing for ownership change. This enables more targeted origination, stronger relationship development and earlier identification of lending, treasury and advisory opportunities.
For private banks and wealth teams, the same indicators can uncover future liquidity events, founder exits, succession planning and emerging entrepreneurial wealth—creating opportunities to proactively engage business owners and shareholders at the point wealth is being created, not simply managed.
Head of Early Stage Banking, HSBC
As Head of Relationship Management, Early Stage Banking at HSBC Innovation Banking, Alex brings over 15 years of experience supporting equity-funded t...
As Head of Relationship Management, Early Stage Banking at HSBC Innovation Banking, Alex brings over 15 years of experience supporting equity-funded technology, healthcare, and life science companies during their growth journeys.
As an experienced leader of a high-growth team, Alex leads a world-class Origination and Relationship Management business, fostering relationships with founders, VCs and advisors, while delivering tailored banking solutions that empower start-ups from Seed to Series A.
Collaborating with a team of ecosystem experts, Alex and team provide actionable insights, global expansion support, and strategic connections to accelerate client success. Passionate about early-stage innovation companies, Alex is committed to building scalable solutions and nurturing a world-class team dedicated to helping ambitious founders achieve their goals.
Global Head of Business Development, Barclays Private Bank & Wealth Management, Barclays
Dan Reinhold is Global Head of Business Development for Barclays Private Bank leading the team responsible for building relationships with individuals...
Dan Reinhold is Global Head of Business Development for Barclays Private Bank leading the team responsible for building relationships with individuals, investors, Family Offices and their professional advisors. Dan and team ensure clients have access to tailored and best-in-class private banking and wealth management services with particular support to individuals as they go through personal wealth/liquidity events and transactions.
Dan has been at the forefront of Business Development, Sales, and Marketing within the UK’s most respected financial institutions for over 20 years with a proven track record of driving revenue growth, building high-performing collaborative teams, and delivering client-focused solutions.
Commercial Intelligence Lead, Beauhurst
As Commercial Intelligence Lead, Sam helps organisations unlock the full value of Beauhurst’s data, working internally with commercial & delivery ...
As Commercial Intelligence Lead, Sam helps organisations unlock the full value of Beauhurst’s data, working internally with commercial & delivery teams, and externally with commercial leaders.
Sam helps identify opportunities for growth, market expansion, operational efficiency, and competitive advantage by translating complex data into actionable intelligence that drives business performance. With a deep understanding of both the data and the commercial landscape, Sam enables clients to make better strategic decisions with confidence.
Director, Commercial Finance, UK Finance
Aysha leads the team’s work on government loan schemes, economic crime, restructuring and insolvency, and innovation. Her work spans Commercial and In...
Aysha leads the team’s work on government loan schemes, economic crime, restructuring and insolvency, and innovation. Her work spans Commercial and Invoice Finance/Asset Based Lending and she also works closely with other policy areas across UK Finance. A lawyer by background, Aysha has particular expertise and focus on all legal issues impacting business banking and finance.
Prior to joining the Commercial Finance team, Aysha was interim General Counsel at UK Finance, where she was heavily involved in the set-up of the Covid-19 emergency loan schemes as well as advising on UK Finance’s response to the pandemic, several major industry-wide and internal projects, and key policy and operational matters. Before joining UK Finance, Aysha spent over 15 years in private practice and in-house as a competition/commercial lawyer.
Beauhurst is a platform that tracks every private company in the UK and Germany, combining structured data, advanced technology and a dedicated team o...
Beauhurst is a platform that tracks every private company in the UK and Germany, combining structured data, advanced technology and a dedicated team of analysts to help organisations discover and monitor ambitious businesses long before their growth becomes public knowledge.
For over a decade, Beauhurst has built the most comprehensive picture of the UK's high-growth economy, tracking companies through eight defined growth triggers, from equity investment and scaleup status to accelerator participation and major grant funding. Around 70% of UK equity fundraisings go unannounced. Beauhurst surfaces these deals directly from Companies House filings, giving users a genuine head start on origination, prospecting and market analysis.Trusted by hundreds of organisations across financial services, professional services, higher education and government, Beauhurst supports use cases ranging from deal origination and portfolio monitoring to policy research and public sector benchmarking.
Beauhurst was founded by two consultants frustrated by the lack of quality structured data on private companies, who built the solution themselves. That practical, problem-solving instinct still runs through the product today.
Private Banking teams: Senior leadership & strategy, Advisers, wealth managers, relationship managers and private bankers, Business Development, Complaince, Risk, Data and Analytics and anyone with HNW/UHNW in title.
Commercial Banking teams: Relationship Managerment, Portfolio Management, Board and Risk Committees, Business Development, Relationship Management, Lending and Origination, Innovation Banking and Growth Programmes, Credit Risk and Compliance, Transaction Banking and Data and Analytics.
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