Wholesale Banking

Intellect Oxford
Executive Programme in
Wholesale Banking

3rd June to 5th June, 2026

Global Senior Executive / CXO platform for thought
leadership, peer exchange, transformation and ecosystem orchestration

Intellect Oxford
Executive Programme in Wholesale Banking

Global Senior Executive / CXO platform for thought leadership, peer exchange, transformation and ecosystem orchestration

2026 Oxford Agenda

The course has a series of learning modules that cover specific topics and have defined learning objectives.

World Outlook & Strategic Consequences: From Global Shifts to Board-Level Choices

Core Economic Engines: Managing, Moving & Financing Money as One System

Growth Arenas & Market Structures: Deploying the Engine at Scale

Transformation That Delivers: Operating Models, Execution Discipline & AI at Scale

Programme Leadership

Meet the illustrious leadership behind this prestigious school.

Expert Guests

Session leaders from previous editions
include:

Alumni of the Intellect Oxford Course

Our alumni have been from leading Financial institutions from Around the globe, providing an Important international Perspective to all discussions.

Location Highlight

The town of Oxford, is the setting for the first two days of the programme and home to an 800 year old institution bearing its name.

Participant Takeaways

By the end of the programme, participants will leave with:

A system-level understanding of how their bank’s growth engines actually work and where value is leaking

A framework to redesign liquidity, payments, trade, and sector strategies as a coherent economic system

A decision lens to prioritise corridors, clients, and platforms under capital and risk constraints

Clarity on which transformation initiatives to stop, not just which to start

A practical architecture for compounding advantage in a fragmenting global economy

Who This Programme Is For

The Intellect Oxford School of Wholesale Banking 2026 is designed for senior leaders responsible for shaping the future of wholesale and transaction banking, including:

CEOs and executive committee members

Heads of corporate, institutional, and transaction banking

CIOs, CDOs, and technology leaders accountable for platform strategy

COOs and transformation leaders responsible for execution and resilience

2026 Oxford Agenda

The course has a series of learning modules that cover specific topics and have defined learning objectives.

World Outlook & Strategic Consequences: From Global Shifts to Board-Level Choices

Core Economic Engines: Managing, Moving & Financing Money as One System

Growth Arenas & Market Structures: Deploying the Engine at Scale

Transformation That Delivers: Operating Models, Execution Discipline & AI at Scale

Programme Leadership

Meet the illustrious leadership behind this prestigious school.

Expert Guests

Session leaders from previous editions
include:

Alumni of the Intellect Oxford Course

Our alumni have been from leading Financial institutions from Around the globe, providing an Important international Perspective to all discussions.

Location Highlight

The town of Oxford, is the setting for the first two days of the programme and home to an 800 year old institution bearing its name.

Programme Leadership

The programme is designed as an executive-level leadership forum that combines structured intellectual inquiry with practitioner-led insight. Participants engage with senior leaders from global and regional wholesale banks who bring direct experience in making strategic and execution decisions under constraint.

Faculty perspectives are complemented by peer dialogue and guided discussion, allowing participants to test assumptions, compare institutional choices, and examine how similar challenges have been addressed across different banking contexts. The emphasis is not on sharing best practices, but on sharpening judgement – helping leaders understand trade-offs, consequences, and design choices in complex wholesale banking systems.

Manish M

Manish Maakan

School Sponsor

Theodore

Dr. Theodore
Roosevelt Malloch

Program Director &
School Founder

Rajesh Mehta

Programme Director

Borna

Borna Ljubicic

School Director

andrew

Andrew England

School Founder

Event Highlights

Expert Guests

Session leaders from previous editions include

Lord Stephen Green

Former CEO,
HSBC

Ashok Vaswani

CEO, Barclays UK,
Barclays

Charles McManus

CEO,
Starling Bank

Lester Owens

Head of Operations,
Wells Fargo

Suresh Viswanathan

COO,
Lloyd TSB

Damaso Cebrian

Global CIO,
Santander

Tracy Black

CEO,
Payments Canada

Werner Steinmüller

Chairman, Deutsche Bank SPA Italy,
Deutsche Bank

Andrew Bester

Head of Wholesale Banking, Member of the Management Board, ING

Hendra Lembong

CEO,
CIMB Group

Etienne Bernard

Global head of Wholesale Banking, Credit Agricole, CIB

Rhomaios Ram

Founder, Digital Bank, Global Head of Product Management TB, Deutsche Bank

Michael Harte

Head, Group Innovation,
Barclays

Michael Spiegel

Global Head,
Wholesale Banking, Standard Chartered

José Luis Calderón

Head of Wholesale Banking, Santander Group,
Spain

Richard Jardim

CIO,
Canadian Imperial Bank of Commerce

Mark Smith

Head of Treasury and Trade Solutions,
EMEA, Citi

Isaac Thomas

Head of Wholesale Banking Group,
Kotak Mahindra Bank

Ramana Kumar

Head Wholesale Banking,
National Bank of Abu Dhabi

Rohit Joshi

MD, Head of Global Liquidity and Cash Management, HSBC

Chiris Ward

Head of Wholesale Payments,
Truist

Brendon Reilly

Head of Wholesale Banking Products,
Silicon Valley Bank

Joydeep Sengupta

Senior Partner, Leader of Asia Pacific Banking Practice, McKinsey & Company

Davide Taliente

Managing Partner,
Oliver Wyman

Ludovic Tran

Co-head Strategy & Consulting France,
Accenture

Peter Hazou

Head of Business Development, Financial Services, Microsoft

Sopnendu Mohanty

Chief Fintech Officer,
Monetary Authority of Singapore

Daniel Szmukler

Head, Innovation, Partnerships and Strategic Engagement, EBA

Intellect Oxford School of
Wholesale Banking

The Intellect Oxford School of Wholesale Banking 2026 is held annually in Oxford at Rhodes House, an architectural landmark of the early twentieth century, with the programme concluding at the Oxford and Cambridge Club in London.

A unique vantage point to spot opportunities and obstacles to operational excellence

A two and a half day face-to-face immersive learning experience

Designed to help wholesale banking executives develop winning strategies

Empowering improved decision making and change management

A Comprehensive Agenda of Topics

The course has a series of learning modules that cover specific topics and have defined learning objectives

I am as proud of many of the things we haven’t done as the things we have done. Innovation is saying no to a thousand things.

~ Steve Jobs

1.World Outlook & Strategic Consequences: From Global Shifts to Board-Level Choices

Examine how geo-economics, trade realignment, regulatory divergence, and capital flow re-routing are reshaping the operating reality of banks. The emphasis is on translating macro disruption into board-level choices on where to deploy capital, where to withdraw, and how to reconfigure growth priorities.

2. Core Economic Engines: Managing, Moving & Financing Money as One System

Liquidity, payments and trade form the core yet in many institutions these capabilities are managed as separate functions. Reframe money as a system – one that must be visible, structured, and mobile across clients, platforms, and corridors to create economic advantage. Sustainable deposit growth and return on capital increasingly depend on system coherence, not balance-sheet size.

3. Growth Arenas & Market Structures: Deploying the Engine at Scale

Growth is increasingly shaped by sector ecosystems, trade, capital corridors, and platform led models. Examine how growth arenas are designed, governed, and scaled and why advantage concentrates around a small number of structurally privileged flows rather than broad market coverage.

4.Transformation That Delivers: Operating Models, Execution Discipline & AI at Scale

Examine AI as a lever to operate complex systems with greater precision, control and resilience. Particular attention is paid to why many transformation efforts stall: when decision rights, incentives, and talent systems remain designed for a different era.

2026 Oxford Agenda

Pre-course

NETWORKING AND CULTURAL PROGRAMME:
PRE-COURSE MORNING IN OXFORD

DAY 1 – HIGHLIGHTS

AM

9:30

DAY 1 - WEDNESDAY, 03 JUNE

PM

14:10

Beyond the Balance Sheet: Designing Growth Architectures

DAY 2 – HIGHLIGHTS

AM

08:30

DAY 2 - THURSDAY, 04 JUNE

AM

10:00

The New Circulation Layer: Payments, Collections and e-Commerce

DAY 3 – HIGHLIGHTS

AM

09:00

DAY 3 - FRIDAY, 05 JUNE

AM

09:40

Execution as Advantage: From Strategy to Institutional Delivery

Image Gallery

Intellect Oxford School of Wholesale Banking — Past Editions

Here is the glimpse of the action at our past events.

wholesale-3
wholesale-4

Our 300+ Alumni

are leaders from leading financial institutions across four continents

Alumni of the Intellect Oxford Course

The course has a series of learning modules that cover specific topics & have defined learning objectives

Great experience! You’ve done a great job putting this programme in place, so I strongly recommend it.

Patrik Havander, Head of TxB Strategy &
Commercial Excellence, Nordea

It was a wonderful experience; I learned a lot and met many interesting people.

Henrik Lang, MD, Head of Liquidity, Global
Transaction Services, EMEA, Bank of American Merrill Lynch

It was amazing; it far exceeded my expectations. I got to see some of the world’s leaders in transaction banking speak.

Vipul Lalka, VP Enterprise Payments platform & Capabilities, TD Bank

I found that the group activities were an excellent way of drawing in different experiences. We could tackle a particular problem in perhaps a unique way that not many of us individually would have discovered on our own.

JD Penner, Senior Director, Cash Management and Payment Solutions, Commercial Solutions, CIBC

News

Your Exclusive
Invitation

Intellect Oxford, an exclusive invite-only education program covers fees, curriculum, materials and meals. The program also includes guest speakers and transportation between events. Participants fund their travel to Oxford and stay at special rates at Randolph Hotel, Oxford and Cavendish Hotel, London. Elevate your learning experience with us.

More than 70% of the of the world's top banks #winwith Intellect and its eMACH.ai technology.

For more information and to book your
reservation please contact
Jenny.McIvor@intellectoxford.com

Your Invitation to the Intellect Oxford School of Wholesale Banking 2026

Intellect works closely with many of the world’s leading wholesale banks as they confront structural change across growth, liquidity, execution, and operating models. Through this work, we see first-hand where traditional approaches no longer hold and where deliberate system design is becoming a source of advantage.

The Intellect Oxford School of Wholesale Banking 2026 brings senior leaders together to step back from day-to-day pressures and engage with first principles. The programme creates space for thoughtful dialogue, peer exchange, and rigorous examination of how wholesale banking must be redesigned in a fragmenting world.

We look forward to welcoming you to Oxford.

More than 70% of the
of the world's top banks #winwith Intellect and its eMACH.ai technology.

For more information and to book your
reservation please contact
Jenny.McIvor@intellectoxford.com

Your Invitation to the Intellect Oxford School of Wholesale Banking 2026

Intellect works closely with many of the world’s leading wholesale banks as they confront structural change across growth, liquidity, execution, and operating models. Through this work, we see first-hand where traditional approaches no longer hold and where deliberate system design is becoming a source of advantage.

The Intellect Oxford School of Wholesale Banking 2026 brings senior leaders together to step back from day-to-day pressures and engage with first principles. The programme creates space for thoughtful dialogue, peer exchange, and rigorous examination of how wholesale banking must be redesigned in a fragmenting world.

We look forward to welcoming you to Oxford.

More than 70% of the
of the world's top banks #winwith Intellect and its eMACH.ai technology.

For more information and to book your
reservation please contact
Jenny.McIvor@intellectoxford.com

Wholesale Banking

1.World Outlook & Strategic Consequences: From Global Shifts to Board-Level Choices

Examine how geo-economics, trade realignment, regulatory divergence, and capital flow re-routing are reshaping the operating reality of banks. The emphasis is on translating macro disruption into board-level choices on where to deploy capital, where to withdraw, and how to reconfigure growth priorities.

2. Core Economic Engines: Managing, Moving & Financing Money as One System

Liquidity, payments and trade form the core yet in many institutions these capabilities are managed as separate functions. Reframe money as a system – one that must be visible, structured, and mobile across clients, platforms, and corridors to create economic advantage. Sustainable deposit growth and return on capital increasingly depend on system coherence, not balance-sheet size.

3. Growth Arenas & Market Structures: Deploying the Engine at Scale

Growth is increasingly shaped by sector ecosystems, trade, capital corridors, and platform led models. Examine how growth arenas are designed, governed, and scaled and why advantage concentrates around a small number of structurally privileged flows rather than broad market coverage.

4.Transformation That Delivers: Operating Models, Execution Discipline & AI at Scale

Examine AI as a lever to operate complex systems with greater precision, control and resilience. Particular attention is paid to why many transformation efforts stall: when decision rights, incentives, and talent systems remain designed for a different era.