Enhanced data strategies are top of the agenda as regulators ask institutions to store more and more information on clients, costs, products and how business has been conducted. Yet better ways to gather, store and manage data from a huge range of sources is about more than avoiding censure: firms are increasingly waking up to the multiplicity of benefits better data management can bring, from improved investment performance and client outcomes to reduced risk to the business and operational efficiencies.
This wide-ranging thought-leadership event will examine the whole wealth management piece through the lens of modern data strategies, encompassing portfolio management, back-office administration, client records, marketing and more to point the way forward for firms seeking to actually use data, rather than merely having it. This is an unmissable event for institutions looking to turn data into actionable intelligence and get commercial benefit from information that is all too often siloed, unusable or even lost altogether.
Topics for discussion will include:
· The data management requirements contained within new (or tightened) regulations like MiFID II
· How firms can ensure they are evidencing suitability rigorously and efficiently
· How better data management can enhance investment performance and lead to better client outcomes
· The ways business risk can be mitigated through better use of data
· What the pillars of a good Management Information approach are, and how that data can fuel business growth
8:15am – 9:00am: Registration
9:00am – 10:30am: Panel discussion
10:30am – 11:00am: Networking
Date and TimeDate: Tuesday 25th April • 2017
Time: 8:15 am – 11:00 am
Address: 69 St James's Street, London, SW1A 1PJ
Telephone: +44(0) 020 7493 1164
Greg B Davies
Greg is an expert in applied decision science and behavioural finance, turning academic insight into practical applications.
In April 2016 he founded Centapse, a firm dedicated to applying sophisticated behavioural insight to design, develop, and deploy solutions across industry to help people (and organisations) make better decisions.
Greg started, and for a decade built and led, the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. He was the architect of Barclays’ behavioural profiling tools and holistic Wealth Philosophy, delivering solutions tailored to both financial and emotional investment needs; and he designed Barclays’ innovative behavioural approach to impact investing and philanthropy.
He holds a PhD in Behavioural Decision Theory from Cambridge; is an Associate Fellow at Oxford’s Saïd Business School; a lecturer at Imperial College London; and author of Behavioral Investment Management.
Greg is also the creator of Open Outcry, a ‘reality opera’ premiered in London in 2012, creating live performance from a functioning trading floor.
Director of Business Development
ERI Banking Software
Jean-Philippe Bersier is a long term career professional within the software and IT services business having held senior management positions for large prestigious international & Swiss companies. He has more than 15 years of experience in sales and consulting for large IT projects in the banking sector.
Jean-Philippe Bersier has joined ERI Bancaire in 2002 as Business Development Director. He is in charge of the development of new markets and the management of the sales team. Before joining ERI Bancaire, Mr Bersier was Sales Director for the Financial Markets Division at Cap Gemini Ernst & Young, Switzerland. He successively worked at Siemens Switzerland before accepting the position of Sales & Marketing Manager at Unicible (acquired by IBM). Mr Bersier holds a MBA in Economics from University of Lausanne (HEC).
Head of Wealth Management
Keith MacDonald is a partner in EY’s global financial services practice where his responsibilities include leading its services to wealth managers and private banks. He has led a wide range of strategic and transformational programmes across the industry, UK and internationally. He leads EY’s development and thought leadership in the wealth management and private banking sector, and is a regular contributor to conferences and publications. Prior to joining EY, Keith was a partner at Capco leading the firm’s retail/corporate/ wealth practice. Before that he was vice president of Capgemini Ernst & Young where he ran the banking consulting business.
Rohan Shetty, Head of IT, Credit Suisse
Rohan Shetty is the IT Head for the Private Bank in London and Guernsey. Rohan first joined Credit Suisse as a graduate in 1995 as a Systems Engineer, before leaving to study for a Masters in 1998. After completing his Masters, Rohan ran a start-up firm before returning to Credit Suisse in 2002. He joined the Private Bank to help build a new IT platform and has overseen its continuous development to this day. His team manage all the IT applications used by the Private Bank to support their business and ensure regulatory compliance. Most recently, they launched a digital private banking app specifically for its UK booked Wealth Management clients.
Rohan holds a BSc in Computer Science and an MSc in Management Science both from the University of Edinburgh.
Head of Research
ClearView Financial Media
Wendy Spires heads up research at both WealthBriefing and findaWEALTHMANAGER.com, the online matching service for HNWIs. Wendy has been a wealth management journalist and research writer for almost decade. She has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and is known as a specialist in technology and operations trends. Having developed in-depth knowledge of many international wealth management markets and the strategic challenges different types of firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.