TechTalk: The Rise of the ‘Rewired’ Investor

September 9, 2021 |
 2:00 pm
 – 3:15 pm

Date:  

September 9, 2021

Start Time:  

2:00 pm

Organiser:

This event took place on 10 september 2021, please find an on demand version available below:

 

 

The role of technology in meeting client expectations, personalising experiences and digitising distribution.

 

The Investment Association and the Engine invites you to our latest TechTalk of 2021 as we explore the rise of the rewired (next gen) investor and the role of technology in meeting client expectations and personalising experiences – we will look at current trends in investment and wealth management and how to capitalise on the opportunities created by this dynamic distribution environment.

 

This Tech Talk offers insights from leading member experts to help our sector not only succeed today but prepare for tomorrow.

 

Don’t delay, register today.

14:00 Opening remarks
Gillian Painter, Head of Membership and Engine, The Investment Association

 

14:05 Asset and wealth management trends – a year in review and future focus
Richard Rouse, Director, Expand Research

 

14:25 The new mindset: What the future looks like and why it’s time to innovate
Colin Bennett, Head of Digital Distribution, Global , GAM

 

14:45 Panel discussion
Moderator: Gillian Painter, Head of Membership and Engine, The Investment Association
•   Dominic Snell, Product Strategy Director, Wealth Dynamix
•   Curtis Evans, MD EMEA, Jacobi Strategies
•   Cecile Rousseau, CTO, Ruffer
•   Colin Bennett, Global Head of Digital Distribution, GAM

15:10 Closing remarks
Gillian Painter, Head of Membership and Engine, The Investment Association

 


 

Speaker Biographies

 

Gillian Painter, Head of Membership and Engine, The Investment Association
As Head of Membership and Engine, Gillian is a senior member of the IA Enterprises management team. Engine is the IA’s Innovation hub and FinTech accelerator. Since its launch in October 2019, Gillian has managed the growth of Engine which now encompasses an ecosystem of over 130 firms, innovator programmes, as well as a regional co-working hub in Birmingham and an international programme. Engine is focused on innovation and transformation for the investment management and wealth sectors providing an extensive programme of thought leadership, resources and connectivity. Gillian has a strong experience in technology having worked in technical and operational roles for global IT and telecom firms.

 

Colin Bennett, Head of Digital Distribution, Global , GAM
Colin is currently Head of Digital Distribution at GAM Investments and has had a broad Financial Services career focusing on client experience, service, delivery and innovation across sales, marketing, operations and technology. Colin has spent over 25 years leading and building successful teams globally delivering complex change and distinctive services for asset management, wealth management and private label businesses.

 

Dominic Snell, Product Strategy Director, Wealth Dynamix
An experienced and accomplished specialist in CRM technology and wealth management, Dominic is responsible for defining and leading the product roadmap for Client Lifecycle Management (CLM) solutions at Wealth Dynamix. Experienced in SaaS strategy definition, Dominic formulated the development and launch plan for the firm’s cloud-based CLMi solution. Prior to joining Wealth Dynamix in 2014, Dominic held senior positions in both RBS and Barclays Wealth and Investment Management, where he was responsible for leading enterprise-scale CRM implementation projects. With more than 15 years wealth management and WealthTech experience he has vast expertise and insights into best practice CRM and CLM execution.

 

Curtis Evans, Managing Director, EMEA, Jacobi
Curtis has 20 years of industry experience having spent the majority of his career in asset management, focussed in fixed income and asset allocation. He was previously a senior executive at Fidelity International and also spent time at Pioneer Investments (now Amundi), TD Securities and Queensland Treasury Corporation. Curtis joined Jacobi in 2019 to grow its investment technology footprint in Europe, Middle East and Africa, leveraging extensive experience across asset allocation, investment product management and institutional client engagement. He graduated with a double degree from the University of Queensland in Brisbane, Australia.

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