16:00 – 16:05 Jason Raikes, Parkwell – “Welcome & Introduction”
16:05 – 16:15 Tim Fassam, PIMFA – “The best of both worlds: ESG for retail customers”
16:15 – 16:25 Ian Whyte, Parkwell – “Managing Change Effectively”
16:25 – 16:40 Tariq Khan, Objectway – “ESG: Gaining an edge through digital change”
16:40 – 17:10 Panel Discussion
(Tim Fassam – PIMFA, David Howard – Rathbones, Glenn Murphy – Stonehage Fleming)
17:10 – 17:15 Jason Raikes, Parkwell – “Conclusion”
This webinar is now full and so no further registrations can be accepted. However, please note the slide pack from the webinar will be available on the Compeer website and please do not hesitate to get in touch if you would like to discuss any of the information in greater detail.
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
Tim Fassam, Director of Government Relations and Policy – PIMFA
Tim joined PIMFA as Director of Government Relations and Policy in March 2020. He is responsible for PIMFA’s relationships with government’s and regulators as well as regulatory and supervisory policy.
He joined from TheCityUK where he was Managing Director of Public Affairs, Policy and Research. Prior to this he spent ten years at Prudential in a range of public affairs roles, latterly as UK Public Affairs Director and Head of the Group Chairman’s Office. Earlier in his career he worked for Barclays supporting the Chairman and CEO during the financial crisis.
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.
Tariq Khan, Director – Objectway
Tariq Khan is a Director at Objectway- providers of front to back office software solutions to wealth managers and is one of the ESG leads there. Tariq has been working with UK wealth managers for over 10 years with a focus on digital transformation. Most recently he has been spending his time with senior wealth managers and discussing how firms can make the most of digital solutions to be ahead of the curve when it comes to being ESG ready.
David Howard, Head of Client Service and Proposition – Rathbones
Having first qualified as a Chartered Accountant, David has spent over 30 years in retail financial services. Starting within financial roles he subsequently progressed to the position of Chief Operating Officer for Insinger de Beaufort from 2004 to 2008 and for Williams de Broë from 2008 to 2012 before joining Brewin Dolphin as Chief Administration Officer in 2013. Since 2016 David has been Head of Client Service and Proposition at Rathbones.
Glenn Murphy, Chief Operating Officer – Stonehage Fleming
Glenn is the Chief Operating Officer at Stonehage Fleming. His role includes delivering strategic operating and technology platforms to enable the business to offer robust solutions and improved processes for the benefit of our clients. Glenn is the strategic interface between Operations, Technology and Investment Management helping to shape, design and deliver the companies operating model.
Glenn joined the Group in 2018 and has over 20 years’ commercial experience, having worked in lead functions for Schroders, Cazenove Capital, London & Capital and Rathbones. 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 is also a non-executive director for a FinTech start-up and an active member of Chartered Institute for Securities & Investments and CFA UK.