How Outsourcing can improve the Client Experience

Find out the views of the Wealth Management industry on outsourcing, with Compeer and our research partner, Multrees, sharing the results from a series of interviews with senior professionals in the sector.

In recent years Compeer has looked into the issues and obstacles associated with wealth management outsourcing and found that while advantages can be achieved, a relatively small percentage of firms take the decision to outsource major aspects of their business. This year Compeer has decided to take a different approach, looking specifically at how outsourcing can improve the client experience. Outsourcing is often associated with back and middle office enhancements, but how does this relate to one of the most important pieces of the jigsaw: the client themselves? Come and see our research results and hear from keynote speakers as well as your industry peers tackling similar problems.

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar.

Event Information

08:00 – 09:00           Registration and Breakfast

09:00 – 09:10            Introduction: Master of Ceremonies (Roy Wood)

09:10 – 09:30            Tobias Unger, Avaloq

09:30 – 09:50            Anna Doyle, Shearman & Sterling LLP

09:50 – 10:10            Adam French, Scalable Capital – Build, Borrow or Buy: putting the client first when looking at digital wealth management 

10:10 – 10:40            Networking Break

10:40 – 10:55            Nikolai Lysiuk, Compeer – Research findings

10:55 – 11:15            Farzana Khalil, Multrees – Response to the research findings

11:15 – 11:35            Mike Hope, IBM – AI: Providing Expertise and Assurance at Scale

11:35 – 11:45            Summary: Master of Ceremonies (Roy Wood)

11:45 – 13:00            Networking and Canapés

Roy Wood – Managing Director, Advanced (Master of Ceremonies)

Roy joined Business Systems Group (BSG) in 2000 having graduated from Exeter University. Roy was a co-founder of BSG’s IT Managed Services division in 2005, which grew to become the main focus of BSG by 2009. Following the acquisition of BSG into ACS, Roy was integral in the rebranding to Advanced and the development of Advanced’s Cloud platforms. Today Roy divides his time between business development and retaining Advanced’s clients. This strategy has ensured large organic growth year on year within Advanced. Today, Advanced is a £50 million turnover managed services business with financial services and wealth management being the primary area of focus. Clients include, Schroders, Ruffer, CCLA, Aberdeen Asset Management, Societe Generale, Standard Bank, Duncan Lawrie and Mizuho.

Tobias Unger – CEO, Avaloq Sourcing (Switzerland & Liechtenstein)

Tobias Unger is the CEO of Avaloq’s BPO centre for Switzerland and Liechtenstein. He joined from Falcon Private Bank, where he served as the COO and Deputy CEO since 2010. In this function, among other responsibilities, he oversaw Falcon Private Bank’s outsourcing of its core banking IT and back office to Avaloq since the beginning of the cooperation in 2011. Before joining Falcon Private Bank he worked as an Investment Banker both at UBS and Merrill Lynch in Zurich and in London. He holds a Master Degree in Law from the University of Berne.

Anna Doyle – Senior Associate, Shearman & Sterling LLP

Anna Doyle is a senior associate in Shearman & Sterling’s global Financial Institutions Advisory & Financial Regulatory Group. She advises financial institutions on legal and regulatory issues and in their business transactions.  She has worked with regulated sector clients on a number of outsourcing arrangements and is experienced in ensuring that these fulfil both the client’s commercial objectives and the relevant regulatory requirements.

Adam French – Co-founder & CEO, Scalable Capital

Adam is Co-Founder and CEO of digital investment manager Scalable Capital. Before founding the business, he spent seven years at Goldman Sachs as Executive Director of Commodities Trading. Adam was responsible for the commodity structured products franchise, including risk management and developing client solutions. Prior to this, he worked in Derivatives Trading where he was responsible for electronic trading for private clients. Adam has just been named as one of the PAM Top 40 Under 40 for 2017. He studied Business Mathematics and Statistics at the London School of Economics.

Nikolai Lysiuk – Senior Research Analyst, Compeer

Nik joined Compeer in January 2013. He graduated university in 2007 with a BA in Financial Economics. Since then Nik has gained experience in many aspects of the financial markets, covering equity, syndicated loans and corporate bonds as an analyst at both Bloomberg and Moody’s. He is the lead analyst on Compeer’s ongoing compliance, outsourcing and IT research projects.

Farzana Khalil – Client Solutions Manager, Multrees Investor Services

Farzana is the Client Solutions Manager at Multrees. She has 10 years’ experience in the wealth management industry, working both on the client side and on the service provider side. With this experience, she is able to ensure that a client-centric approach is at the forefront of everything that Multrees does.

Farzana has previously worked with existing clients to understand their key goals and translate these back into Multrees’ strategic development. Now, Farzana leads the business development team and concentrates on finding good quality client partners for Multrees to work with.

Both her industry knowledge and her focus on meeting clients’ needs ensure that Multrees is well placed to provide simpler, innovative and more accessible solutions for wealth managers.

Mike Hope – UKI Insurance Technical Leader, IBM

Mike Hope is the Industry Technical Leader for Insurance and Investment Markets at IBM. He drives Innovation with his clients using all of IBM’s strengths and capabilities to create new platforms, revenue streams and to streamline business operations using digital technologies. He is a champion of open technology, customer experience, and security.

Mike’s current client engagements include impact of financial regulation, big-data and data quality for insights, blockchain for new operating models, application of artificial intelligence in customer experience and investment research.

Mike has over 20 years of IT industry experience in a range of senior technical and managerial positions.

Research Partner

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