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UK Financial Advisers

  • Adding value while avoiding icebergs - Multi-Asset Total Return
    Adding value while avoiding icebergs - Multi-Asset Total Return Johanna Kyrklund, Fund Manager, Schroders Recorded: Sep 22 2017 27 mins
    Please join Johanna Kyrklund, Fund Manager, as she introduces the Schroder Multi-Asset Total Return Fund, which targets a long-term positive return with reduced volatility and limited drawdowns. The fund is managed by the Diversified Growth Team who has been successfully managing outcome-based portfolios for over 10 years.
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Recorded: Sep 21 2017 59 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • Money Talks: Can banks switch to profiting from good financial behaviour?
    Money Talks: Can banks switch to profiting from good financial behaviour? Dr. Louise Beaumont (Publicis.Sapient), Aleksi Grym (Bank of Finland), Bharat Bhushan (IBM), Maria Flyvbjerg Bo (Digtio.com) Recorded: Sep 21 2017 59 mins
    Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.

    Among others, they will discuss:

    -Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?

    -Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless

    -Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking

    Moderator: Dr. Louise Beaumont, Head of Open Bank at Publicis.Sapient
    Aleksi Grym, Head of Digitalisation at Bank of Finland
    Bharat Bhushan, Industry Technical Leader, Banking and Financial Markets at IBM
  • Quarterly multi asset update
    Quarterly multi asset update Trevor Greetham Recorded: Sep 21 2017 41 mins
    Trevor Greetham provides an update on the positioning of the RL Global Multi Asset Portfolios (GMAPs), offering his outlook and an overview of how the Investment Clock model is influencing asset allocation.
  • The Cognitive Bank: Leveraging Advanced Analytics and Artificial Intelligence
    The Cognitive Bank: Leveraging Advanced Analytics and Artificial Intelligence Vivek Bajaj, Global VP of Solutions for IBM Financial Services Recorded: Sep 21 2017 63 mins
    Today the payments industry faces a rebirth by necessity. Financial institutions process massive volumes of customer and payments transaction data, much of it unstructured and untapped.

    Cognitive Systems have the ability to understand, reason and learn. In Financial Services applying cognitive capabilities to real world payments issues like safer and faster payments is yielding significant results. Furthermore Risk and Compliance and segment of one engagement are areas where ROI is tremendous when leveraging advanced analytics and artificial intelligence in cohesion.

    Learn from real world use cases of how financial institutions globally have gained significant competitive advantage by becoming a truly Cognitive Bank.
  • Monthly Global Equities Outlook
    Monthly Global Equities Outlook Peter Rutter Recorded: Sep 21 2017 2 mins
    Peter Rutter, Head of Global Equities offers his latest video update and market outlook.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock Trevor Greetham Recorded: Sep 21 2017 3 mins
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
  • JB's top rated funds on SharingAlpha
    JB's top rated funds on SharingAlpha 'JB' Beckett, Author of "A New Fund Order" Recorded: Sep 21 2017 34 mins
    The presentation will include:
    - An introduction to SharingAlpha
    - Update on JB's top rated funds
    - Main themes to keep an eye on
  • Unlocking Value in Japan Smaller Companies
    Unlocking Value in Japan Smaller Companies Max Godwin Recorded: Sep 21 2017 25 mins
    To outperform the market you need to do things differently to the market. Japan's smaller companies universe is prime territory for valuation driven stock pickers. There are plenty of unexpected opportunities if you are willing to avoid the herd, let cheap share prices lead you to ideas, diligently confirm that value exists and if necessary patiently wait for value to be realised.

    Portfolio Manager, Max Godwin, will introduce Eastspring’s team based approach and describe how it captures the most mispriced opportunities. Max will focus on Eastspring’s investment edge which is informed by our valuation driven philosophy and exploits significant price opportunities that result from behavioural influences on the market. Max will also address the key reasons why Japan Smaller Companies is an attractive investment universe today.

    •Japan is attractively valued compared to other major markets
    •Japan's improving trend fundamentals are not yet priced by the market
    •Japan Smaller Companies wide investment universe has ample mispriced and undiscovered opportunities to exploit
    •Our differentiated approach focuses on what matters most - our discipline around price and valuation enables us to identify the best investment opportunities
    •The team's long term strong performance track record is our proof statement
  • JPMorgan Investment Funds - Global Macro Opportunities Fund
    JPMorgan Investment Funds - Global Macro Opportunities Fund Global Macro Portfolio Management team Recorded: Sep 21 2017 39 mins
    Please join the Global Macro Portfolio Management team for an update on the macro environment, our positioning and performance.

    The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that aims to deliver positive returns in different market environments. The fund capitalises on the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

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  • Scale vs. Services: Finding, Funding & Valuing Assets for the Digital Future
    Scale vs. Services: Finding, Funding & Valuing Assets for the Digital Future Kelly Morgan, 451 Research, Bank Street, Deutsche Bank Recorded: Sep 20 2017 38 mins
    As enterprises evolve their digital infrastructure, service providers need to piece together offerings that will differentiate themselves without breaking the bank. In this panel we will discuss how M&A can provide some missing pieces and what those pieces may be. Join our distinguished panel of finance experts as we discuss key questions such as: Who is likely to go shopping? What firms will be targets? Are networks and datacenters more or less sought after than services and software providers? How are assets being valued? What financing is available and on what terms? We will debate these and more as we explore trends impacting this dynamic sector.

    Leadership Panel Session Featuring:
    James Henry, Senior Managing Director, Bank Street
    Andrew Bartrop, Global Investment Banking, Deutsche Bank Securities, Inc.
  • Major Trends Shaping the Mobile Banking Industry
    Major Trends Shaping the Mobile Banking Industry Katharina Lueth (Raisin), Rashee Pandey (Contis Group), Rich Wagner (APS Group) Recorded: Sep 20 2017 60 mins
    The use of mobile banking apps has doubled in 2 years. How can banks and fintechs capitalise on this and where what are the cool new innovations we can count on seeing next?

    Join this session where the panel will discuss:

    -The Payment Services Directive 2 (PSD2) is just around the corner. How will this change the banking landscape?

    -What kind of exciting solutions will appear in the next years?

    -What are the most exciting apps/new functionalities that you have seen/expect to come out of PSD2?

    -What are some of the most important customer benefits/use cases you see emerging – apart from a better user experience?

    -How will mobile banking and personal finance apps change user behaviour? Will approaches such as gamification have a lasting effect on the spending habits/financial literacy of future generations?

    -In the past 24 months a considerable number of challenger banks received a banking license from their local regulators. How will these banks change the game for their competitors

    -Millennials are at the moment the main target group of challenger banks. Will those new banks be able to successfully acquire a broader customer group?

    -What are the major trends that will shape the mobile banking industry in the next 3 to 5 years? API? AI?
  • EMD: Navigating Uncertainty
    EMD: Navigating Uncertainty Vinayak Potti, Scott Davis, Amanda LaMarca Recorded: Sep 20 2017 47 mins
    Join HSBC's Senior EMD Portfolio Manager, Vinayak Potti and EMD Trader, Scott Davis, as they discuss our approach to navigating the current Emerging Markets Debt (EMD) landscape. Amanda LaMarca, Senior EMD Product Specialist, will moderate the discussion.

    We believe that EMD valuations have now outpaced an improvement in fundamentals, leading to reduced risk premiums. This has occurred as policy uncertainty in developed markets and political risks in EM have increased. In this environment, we think relative value trades will be a key driver in delivering alpha.

    Topics include:
    •Potential pick-up in US Treasury volatility and its impact on EMD spreads
    •EMD premiums are not compensating for global political risks
    •Relative value trades are key: opportunities and examples
  • Banks - Winning Brands or Dumb Pipes
    Banks - Winning Brands or Dumb Pipes Duena Blomstrom (Chief Growth Officer Marketplace, Temenos), Ed Cooper (Revolut), Moven Recorded: Sep 20 2017 59 mins
    Is it too late for incumbent banks to try and still win at the Relationship game, wow the consumer with addictive experience and become beloved brands? If we believe only new players will be able to do the above and many banks will become pipes - do they have a back-up business plan in place for that alternative?

    Attend this panel debate where the speakers will discuss all this and more:

    - What will banking look like in a post-PSD2 Europe and once Open banking models start to emerge? When will that be?
    - Is banking culture one of the inhibitors of change and what can we do to change that?
    - Define what "Invisible Banking" means to you and the consumer
    - What role will Platforms play in this new world over the next few years?
  • Q&A webcast for the Henderson UK Absolute Return strategy
    Q&A webcast for the Henderson UK Absolute Return strategy Luke Newman Recorded: Sep 20 2017 42 mins
    The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • ETPedia: Active & Passive Investing with ETPs
    ETPedia: Active & Passive Investing with ETPs ETF Securities Recorded: Sep 20 2017 3 mins
    In part 6 of our ETPedia series, we take a look at passive and active ETFs.
  • All Hands on Bank: How Mobile Banking is Changing Personal Finance
    All Hands on Bank: How Mobile Banking is Changing Personal Finance Jean-stephane Gourevitch, Lukas Zoerner (Mespo), Edward George (Ecobank), Mijael Feldman (Übank), Richard Dallas (DynaRisk) Recorded: Sep 20 2017 60 mins
    Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.

    These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.

    We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.
  • Anthony Gillham's multi-asset video update - September 2017
    Anthony Gillham's multi-asset video update - September 2017 Anthony Gillham Recorded: Sep 20 2017 6 mins
    In this latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:

    •The outlook for inflation in the UK and US
    •The Bank of England's recent hawkish turn
    •How the multi-asset team is navigating this environment via currencies and fixed income
  • Property: Solving the liquidity puzzle
    Property: Solving the liquidity puzzle Marcus Phayre-Mudge, Head of Property Equities Team Recorded: Sep 20 2017 40 mins
    Property is a valid diversifier, with income driving good long-term return prospects. Marcus Phayre-Mudge will provide an update on his view of the opportunities for property REITs and bricks and mortar; he will explain how taking a blended approach of both could provide the answer to your property puzzle.
  • UK dividends under the microscope
    UK dividends under the microscope Michael Clark Recorded: Sep 20 2017 14 mins
    Michael Clark reflects on the current backdrop for UK equity income. Find out why he remains cautious on the mining sector - despite its recent strong performance - as he reveals the sustainable dividend growers he is backing to reward investors in the Fidelity MoneyBuilder Dividend and Enhanced Income funds over the long-term.
  • The Evolution of Digital Banking Funding from 2011-2017
    The Evolution of Digital Banking Funding from 2011-2017 Lav Odorovic (Penta), Nigel Verdon (Railsbank), Tom Ryan (Anthemis) Recorded: Sep 19 2017 55 mins
    This panel of speakers from both VC's and start-ups will discuss:

    -How to understanding the unit economics of digital banking and why some VCs get things wrong
    -Where the digital banking market is going
    -Should legacy banks follow suit? Should they wait and see who will turn a profit/shut down?
    -What are some of the mistakes that digital banks are making that makes VC's hesitant to invest?