UK Financial Advisers

With the rise of mobile and social technologies, customers are more knowledgeable and empowered than ever before. Their ability to access and share information gives them enormous control—and they know it.

As a result, they expect data-driven, personalized interactions at every stage of the customer experience. Frost & Sullivan research shows that one of the clearest trends in customer engagement is the shift from traditional to digital interactions. Buyers like self-service, automated channels because they want easy access to information, on their time line, from anywhere. At the same time, agents want to discard the routine tasks that lower job satisfaction and lead to boredom and churn.

AI and ML help companies leverage real-time and historical information to deliver a contextual, relevant and highly personal customer experience while improving agent morale. This webinar will show you how.

Join our live webinar to learn which elements of AI are driving value for risk and compliance? (i.e. ML, NLP, RPA). Also learn about AI in practice - how regulated financial institutions are utilizing AI today, why
why AI is the only answer to addressing big data compliance challenges, at scale. We will also go over what happened when RegTech met SupTech – how are regulators are applying AI to ease and accelerate compliance processes.

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time via smartphones. In this webinar we will discuss the following:

•The rising middle-class consumer and their preference for online shopping via smartphones
•The consumer growth story and how this is paving the way for new internet giants equal to, or even larger than their U.S. counterparts
•How these internet giants including Alibaba, Tencent and MercadoLibre are leading the digital revolution in emerging markets
•Accessing the future of consumption through targeted exposure to the rapidly expanding EM ecommerce sector: Emerging Markets Internet & Ecommerce UCITS ETF (EMQQ)

This week, You'll learn about

-Why there is still scope for innovation in passive products
-Using passive fixed income ETFs to make precise asset allocations
-How to use ETFs to access alternative sources of return

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
Michael John (“MJ”) Lytle, │ Chief Executive Officer, Tabula Investment Management
Jason Smith│ Chief Investment Officer, Tabula Investment Management

For a millennium, The Royal Mint name has been synonymous with precious metals and bullion. It has been the official provider of coins for the UK, and has become the world’s largest export mint. With a long history, heritage, expertise and capability in coins, The Royal Mint, through working in partnership with HANetf, is set to become the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC) – leveraging its unique 1,100-year reputation for trust and security to provide a compelling, new opportunity for investors. The gold ETC will become The Royal Mint’s first listed financial product and will launch via HANetf’s unique white-label platform.

In this webinar, we will cover the reasons The Royal Mint is moving into this market and how this milestone moment is reinventing what it means to be a Mint in the modern age. We will also introduce The Royal Mint Physical Gold Securities ETC (RMAU), and hone in on its unique characteristic of storing all physical gold in The Royal Mint’s vault – one of the UK’s most secure sites.

Amidst headlines that much of China is still at home to prevent the spread of COVID-19, and travel in and out of the country is at a standstill, China's onshore market performance has been surprisingly resilient. Additionally, sectors such as healthcare, E-Commerce, and online education are experiencing significant demand.

In this webinar, Brendan Ahern will discuss the economic impact of COVID-19 on China, including:

- The short-term economic impact of COVID-19 and the PBOC's policy response
- What the economic data of the SARS epidemic may be able to tell us about how COVID-19 will impact China's economy
- The impact by sector of COVID-19

Alternative investments can play an important role in setting return expectations, diversification, and the overall risk profile of a portfolio. During the webinar we will take a closer look into how adding alternative investment funds benefits the risk-return characteristics of a broad investment portfolio.

Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. Watch now

The spread of the coronavirus and its impact on global economic activity are increasingly troubling investors. Trying to predict the final outcome is a fool’s errand. Instead, we consider the channels by which the virus will affect economic activity and markets.

Join Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific for a special call tomorrow at 2pm GMT / 3pm CET on this important topic.

There’s much hype and excitement around how AI and machine learning could transform the world of finance. But a key area of development growing behind the scenes of talking robots and automated assistants is how these new technologies will have a seismic impact on Anti-Money Laundering (AML) and Counter-terror Financing (CTF) back-end compliance processes. AI can dramatically improve AML risk data collection; spotting new risks faster and digging deeper for hidden risks.

It will also shift customer onboarding & KYC processes from ‘name matching’ to contextual ‘identity matching’ to reduce false positives and false negatives. Unlike other industries, the training data required to make this a reality with machine learning techniques are available today.

AI-driven compliance will ultimately have an enormous impact on how financial services will work - increasing automation, reducing manual overheads and helping prevent financial crime.


Presented by Charles Delingpole, CEO & Founder ComplyAdvantage

Charles Delingpole founded ComplyAdvantage in 2014, and as CEO leads the product development and growth of the company. Charles set up his first company, The Student Room Group, now the world’s largest student discussion forum, when he was 16. After completing his MA in Politics at Trinity College Cambridge, and then an MSc in Management, Strategy and Finance from the LSE, he became an associate at J.P. Morgan Cazenove. He then went on to co-found FinTech firm MarketInvoice, a peer -to - peer financing company which uses customer data to digitise the approach to financial risk analysis.

Dan Green, co-lead manager of the Franklin UK Smaller Companies Fund, shares his outlook for UK smaller companies. He also covers the themes that underpin his portfolio, recent portfolio changes and how he’s positioned for the opportunities and risks of post-Brexit Britain.

Holger Mertens, Nikko AM Head Portfolio Manager, shares his Global Credit Outlook for 2020. With valuations near historic highs, trade wars simmering in the background and central banks returning to the markets, Mertens shares how his team has positioned their portfolio for 2020. In addition to a strategic allocation to Asian Credit and an overweight to non-cyclical corporates, there are several areas of opportunity identified by Nikko AM’s Global Credit team.

Co-Fund Managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income fund has performed over the last decade. Together they discuss their plans and focus for 2020. Watch now

Legislation is placing an increasing burden on the financial services industry both to know its customers and to minimise personal data held. How do providers resolve that apparent contradiction and ensure that their accounts are safe, both for consumers and businesses? What are the key approaches and how can financial service providers keep up with the rate of technological progress and criminals?

With large-scale data breaches in the news almost every month, financial institutions are becoming increasingly vulnerable to synthetic identity fraud, account takeovers and other types of malicious activity.

Fraudsters today have access to powerful computing resources and tools, giving them the ability to launch large-scale sophisticated attacks. This has led to an increasing number of businesses turning to more advanced methods for identifying suspicious activity and mitigating risk.

Tune into this session to learn about new fraud trends and to also find out how AI and big data technology can be applied to uncover new fraud patterns early before they have time to do serious damage.

This podcast discusses for Investors the recent and emerging new regulations requiring companies to undertake Human Rights (Social) and Environmental Due Diligence, and on their global supply chains, and the ESG implications.

Our speakers include two with significant experience managing and reporting on the Environmental and Social risks in supply chains, especially Asia, for large listed companies, dealing with Modern Slavery risk and reporting, and participating in various industry initiatives and inputting to sector standards, guidelines and laws, and one with significant experience from the Investor side. The UN Guiding Principles on Business and Human Rights (UNGPs) outlined the steps companies should take to show respect for human rights, and this was further outlined in the OECD Guidelines for Multinational Enterprises on Responsible Business Conduct and OECD Due Diligence Guidance for Responsible Business Conduct, and sector specific due diligence guidance. These standards have been further referenced in the Guidance for relevant business to implement it’s obligations under the UK Modern Slavery Act Transparency in Supply Chains clause, and similar Australian legislation. France requires large companies to publish regarding their Business Human Rights Due diligence steps and there are now discussions for similar law in Germany or at the EU level. When Supply Chain Environmental and Social/ Human Rights Due Diligence is implemented effectively, the positive outcomes can include Social Impacts such as contributing to delivery of many of the UN Sustainable Development Goals (the SDGs), particularly SDG 8 Decent Work and SDG 1 No Poverty.

This podcast will look into potential new regulations and the drivers behind it, discuss other ESG and investor related emerging legislation, and provide tips for how Investors might analyse ESG and related HRDD reporting by companies to assess ESG risk management and impact.

BrightTALK Linkedin Group:
http://bit.ly/2PK1YI3

Machine learning can help process the enormous volume of data that is overwhelming traditional IT security infrastructure and human researchers. It automates and scales cybersecurity to meet these
growing challenges.

Leveraging the capabilities of machine-learning enabled systems is critical for organizations that are highly targeted for cyberattacks. This presentation will examine the benefits machine learning provides to reduce fraud and manage risk.

The growth in reliance on the Cloud, is one of the biggest megatrends that is going to define our lives in the next 20 years. The cloud computing industry continues to expand rapidly as more businesses continue to shift their physical, on-premise infrastructure over to the Cloud to reap the many benefits, and while it is not a new technology, businesses are redistributing existing IT expenditures over to the Cloud. What’s more Cloud revenues are predicted to grow at 16% annually outperforming both the Robotics and Cybersecurity sectors.

In this webinar, we discuss the following:

• The fundamentals behind Cloud and why analysts are upbeat on the future growth potential of the Cloud

• The megatrends driving the demand and growth of the Cloud

• Cloud Computing vs Robotics and Cyber Security – a comparison

• The companies that are dominating the Cloud space?

• How can European investors gain exposure to this generationally important theme?

Data breaches have risen 480% within Financial Services firms in the UK. With the Financial Services industry being plagued by constant risks and regular threats, professionals need to be at the top of their game to thwart criminals.

Join this panel where our experts will discuss:
-What is the current state of Financial Services security?
-How can organisations prevent and detect threats?
-What are the key questions FIs should be asking their security teams?
-Are new regulations doing enough to keep FIs and their customers safe?

With every transaction, merchants are learning more and more about their customers. And with those learnings come data and lots of it - a breach of that payments data is a nightmare for any merchant. Consumers are trusting you with their sensitive data, and losing that trust also equates to lost business. Is security simply a must-do, or can you turn it into a competitive advantage for your business? Listen in to information security and cybersecurity experts in the payments space as they discuss the minimum requirements as well as the next steps you can take to create a better customer experience while maintaining the highest levels of security.

Some questions we'll answer:
- What is the burden on merchants to maintain compliance?
- How are current security measures causing friction in the payments experience?
- What are some tokenization options for merchants?
- What are other measures past the minimum security requirements that will elevate your business?

Moderator to come*
Panelists: Matt McBride, CISO at Modo
John Brown, Solutions Consultant, NS8

Having a great product and a slick marketing campaign isn’t enough anymore.

In the age of Uber and order-ahead, customers crave convenience, and payment options and methods help companies attract and keep customers.

What is your payments strategy?
Does it involve hardware and software?
What can you do to be on the cutting edge in payments to assist with customer retention and increase profits?

Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?

In this session, we will hear from industry leaders on their views on this topic and pragmatic recommendations on how to get started on this journey.

Moderated by:
Bharat Bhushan, CTO Banking & Financial Markets, IBM
Panelists:
Marie Measures, CIO, Coventry Building Society
Richard Price, Sales Director, TIBCO
Valentina Kristensen, Director, Growth & Communications, OakNorth
Mitesh Soni, Senior Director - Innovation and Fintech, Finastra

Gareth Tancred, CEO, Pensions Management Institute joins Mark Colegate to discuss why professionals should consider using the PMI's platform for accreditation.

Speakers will present trends in the E-Commerce, Mobile and Cross Border Payment Systems. The speakers will provide examples of these trends and present a view of where the market is going.

At the end of the webinar, the attendees will have be able to assess opportunities in the payments innovation space.

The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios.

Join Callum Abbot, Portfolio Manager of the JPM UK Equity Plus Fund, for an update on how the fund can take both long and short positions in the UK stock market to enhance alpha opportunities.