What's on the horizon for wealth & asset management in 2022 and beyond?

15:00 - 16:00 (GMT)

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About the Webinar

The Wealth and Asset Management 4.0 global study highlighted accelerated shifts across generations and wealth levels. The wealth sector is now defined by a more socially aware investor and digital-first marketplace, shaped by rising competition, regulatory pressures and economic uncertainty.

As we examine the key findings of this study, it's time for wealth management firms to address the latest trends and consider their future approaches to client offerings and services.

What we'll be covering:

  • Meeting the needs of investors and driving operational excellence through digitalisation
  • Why a healthy organisational culture is the bedrock of strong investor-adviser relationships
  • The link between a healthy organisational culture and a focus on ESG
  • Areas of increasing regulatory focus
  • How to protect investors while keeping a competitive advantage
  • Can RegTech deliver commercial benefits beyond compliance?
  • Expert Q&A: mine the minds of our experts

Meet the Experts

Emma Parry

Independent Senior Advisor, Conduct Risk & Culture

Emma is an independent senior advisor partnering with financial services clients to address conduct risk and culture gaps. Emma has worked in a broad range of roles across investment and wholesale banking including roles at HSBC, JPMorgan Chase, Citibank and as a management consultant at Deloitte Consulting. Most recently, she led Product Governance and Conduct at HSBC in a role spanning Global Banking & Markets.

Having witnessed some of the detrimental impacts of misconduct in the industry has led Emma to her passion for working with clients to build and strengthen their conduct and culture frameworks as well as driving greater awareness and adoption of RegTech solutions.

Emma works with firms throughout the financial services eco-system - from banks to RegTechs and FinTechs. She is also currently working as an expert witness on a conduct risk court case.

Sabrina Del Prete

Founder & CEO, Kore Labs

Sabrina is the founder and CEO of Kore, a Financial Technology company based in London. She has over 25 years’ experience in financial markets, business transformation and application of new technologies in banking.

Throughout her career, Sabrina has held senior roles at JP Morgan, Chase, Barclays, Coutts and RBS. She is actively involved in the entrepreneurial and FinTech community, both as a strategic adviser and as an investor. She currently sits on the Board of Governors of the London Institute of Banking and Finance.

Sabrina holds a Masters in Finance from the London Business School and a degree in Business and Economics from the University of Turin. She has won a number of innovation awards for her work and she has been included in the Timetric Power 50 list of the most influential digital innovators in Europe.

Ian Ewart

Board Advisor, FinTech and Financial Services

Ian is a highly accomplished Board Advisor for FinTech and financial services firms, possessing a diverse range of specialisms including business, commercial and relationship development, marketing and sales. He is currently active with risk and controls data firm Acin as Commercial Relationship Development Advisor, alongside advisory roles FinTech provider Kore Labs and with online brand managers Yext.

Ian has held senior positions at several of the world’s most prominent banking firms and has an especially keen interest in data analytics, in addition to operational risk and product management.

His previous roles include a Managing Directorship at wealth management firm Coutts, where he was Head of Products, Services and Marketing and served on the Executive Committee, as well as Head of Marketing & Communications at both HSBC and Barclays Wealth Management.

Lou Celi

CEO, ThoughtLab & Director of Wealth and Asset Management 4.0

Lou is the Founder and CEO of ThoughtLab, possessing nearly 40 years of experience as a corporate leader, author, speaker, entrepreneur, and consultant. During that time, he has helped top organisations build their business with corporate and government decision makers. A pioneer in evidence-based thought leadership, Lou has led a broad range of research initiatives on the digital transformation of cities, industries, companies, and management practices.

Prior to setting up ThoughtLab, Lou was Board Director and President of Oxford Economics, where he built the firm’s successful business in the Americas. He was also Managing Director and publisher at the Economist Intelligence Unit (EIU), where he established the firm’s global thought leadership activities and created a portfolio of web-based decision-support services. He also ran electronic publishing at The Economist Group and led the company’s transformation into a digital media business. He started his career at Business International, where he served as senior vice president and regional manager, Americas, and hired Barack Obama as a researcher in 1984.

Lou is the author of numerous books and reports, including Financial Innovation, Competing in the Digital Age, Global Cash Management, and Wealth and Asset Management 2021. His work has been featured in many publications, including the Financial Times, Wall Street Journal, Forbes, The Economist, Axios, and POLITICO.

Olivia Fahy

Head of Culture, TCC & ex-FCA Culture Lead Associate

Olivia joined TCC from the FCA’s Culture Team within Supervision, having spent over four successful years developing and leading its Transforming Culture initiative. Leveraging this unique insight into the regulator’s culture agenda, Olivia spearheads TCC’s culture division and our intelligent culture analytics solution.

During Olivia’s tenure at the FCA, she engaged directly with financial services firms, helping to embed healthy, sustainable cultures across the industry. This included leading CultureSprints, webinars and roundtables, and the publication of the FCA’s Transforming Culture Discussion Papers.

Prior to this, Olivia spent a number of years at the Financial Ombudsman Service, liaising with stakeholders to resolve high-profile policy issues. She holds an MSc in Financial Regulation from Henley Business School.

Joe Norburn

Group CEO, TCC & Recordsure

Joe is Group CEO of TCC and Recordsure. With more than two decades’ experience in financial services, Joe brings with him extensive insight into the challenges and changing needs of the sector, with a proven track record of helping businesses innovate and remain relevant in a rapidly evolving marketplace. He has held senior roles within large banking groups and in the companies that serve and partner with them, as well as acting as an advisor to several early and growth-stage businesses.

Prior to joining Recordsure in 2018, Joe was Managing Director and Executive Committee member at Private Bank Coutts, with a diverse remit that covered the areas of Digital, Innovation, Business Development, Client Experience and Learning & Development. He previously served as Executive Adviser to culture analytics technology firm Temporall, where he was heavily involved in business and marketing strategy optimisation.

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