Webinar: The Holy Grail of Scalability

The ability to continually support increased volumes of business without adding headcount or other overheads is the true measure of scalability, and a key goal for Operations and IT departments to deliver growth in profitability.

In this webinar we set out the principles and some practical steps that will allow firms to increase their scalability, and review some practical examples and case studies. This will be followed by a panel discussion where key industry figures will explore the inherent challenges and opportunities that firms face.

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Event Information

16:00 – 16:05           Jason Raikes, Parkwell – “Welcome & introduction”

16:05 – 16:15           Ian Whyte, Parkwell -“Achieving scalability”

16:15 – 16:30           Tariq Khan, Objectway – “How will digital change enable scale?”

16:30 – 17:00           Panel Discussion 

Jason Raikes (Parkwell), Mark Harrison (Killik & Co), Glenn Murphy (Multrees), Gillian King (HSBC)

Jason Raikes, Senior Consultant – Parkwell

Jason is a senior consultant with 25 years’ experience of the financial services industry.  Jason has detailed knowledge of business process re-engineering and the appropriate use of technology to improve front office productivity.  Jason’s areas of expertise also include project management, regulatory projects and management information.  Jason is a Chartered Accountant having trained with one of the big four firms

Ian Whyte, Senior Consultant – Parkwell

Ian is a senior consultant and has over 20 years of successfully delivering change in financial services, specialising in Wealth Management.  Ian’s experience of regulatory and business change includes successful delivery of major change programmes including MiFID I, MiFID II, and GDPR.  He is currently responsible for an ESG programme at a global Wealth Management firm.

Glenn Murphy, Chief Operating Officer – Multrees

Glenn is the Chief Operating Officer at Multrees Investor Services. His role includes delivering strategic operating and technology platforms to enable the business to offer robust solutions and platform services for the benefit of our clients. Glenn is the strategic interface between Operations, Technology and our clients helping to shape, design and deliver the company’s operating model.

Glenn joined Multrees in 2021 and has over 20 years commercial experience, having previously been Chief Operating Officer at Stonehage Fleming, and working in lead functions for Schroders, Cazenove Capital, London & Capital and Rathbones. Glenn was also previously a non-executive director for a fund management company.  He is Investment Management certified (IMC) and qualified in Investment Operations (IOC). Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science. He takes a keen interest in FinTech and private capital markets and is an active member of Chartered Institute for Securities & Investments.

Mark Harrison, Chief Technology Officer – Killik & Co

Mark Harrison is a technology, operations and transformation specialist with extensive experience in multiple aspects of the securities industry. He is a consultant by training, and has worked in consulting roles in a very wide range of environments: fund managers, wealth managers and service providers. He has also held senior line jobs in a range of organisations including Cazenove & Co, Henderson, BNP Paribas and Waverton Investment Management. He specialises in large scale transformation and outsourcing service provider management. He currently works for Killik & Co. and is an advisor to the distributed ledger company – Fund Admin Chain.

Tariq Khan, Director of Client Services – Objectway

Tariq Khan is Director of Client services at Objectway- providers of front to back office software solutions to Wealth managers. Tariq has been working with UK wealth managers for over 10 years with a focus on digital transformation. Recently he has been spending a lot of time with senior executives discussing how firms can make the most of digital solutions in order to enable a scalable business.

Gillian King, Global Head of Cybersecurity Programme – HSBC Bank plc

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both Banking and Finance and degrees in Economics and Law. She started off in audit with Price Waterhouse before moving into industry post-qualification. Gillian spent several years working for various financial institutions as well as working for a number years as a senior management consultant.

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