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US Wealth Managers

  • The Critical Importance of Security and Compliance in the Digital Payments World
    The Critical Importance of Security and Compliance in the Digital Payments World
    Haris Sethi, Senior Systems Engineer, Utimaco Recorded: May 23 2019 45 mins
    In today’s world where cashless payments are surpassing cash transactions, organizations are under pressure to make payment and data security their number one priority. Sensitive transactional payment data is a hot commodity on the dark web and hackers are always on the lookout for vulnerabilities that serve as easy targets for cyber attacks. Compromised data means compromised trust, which is why data security is so critical to business success.

    Today, organizations are faced with the challenge of not just protecting customer data, but also adhering to strict data security regulations and compliance standards. Regulatory and standards bodies, along with governments are regularly publishing new requirements compelling organizations to step up their efforts in securing sensitive data. A recent example of this would be the new “key bundling” requirement released by the PCI Security Council requiring organizations to increase security for encrypted keys. Many organizations in the payments ecosystem understand that security and compliance should go hand in hand, but struggle to address both in an effective and cost-efficient way.

    Register for this Utimaco webinar to learn about:

    •The threats and challenges associated with payment data security
    •Legacy vs New Payment use cases and the associated security implications
    •Evolving payment data security regulations (laws) and standard – PCI DSS, PCI HSM, PCI Keyblocks, PSD2
    •How to be secure while meeting compliance

    Presenter Info:

    Haris Sethi, Utimaco
    Haris is a Senior Systems Engineer at Utimaco specializing in payment security, compliance and innovation. Working for Utimaco Information Security unit, Haris brings almost a decade of payment security related experience working for companies like MasterCard, Barclaycard, and Thales.
  • Fact(or) Fiction: The Truth About Factors
    Fact(or) Fiction: The Truth About Factors
    Abdur Nimeri, Ph.D., Head of Institutional Multi-Asset Programs Recorded: May 21 2019 2 mins
    The historical outperformance of select factors has piqued the interest of advisors. But as with anything new, sometimes it’s hard to separate fact from fiction. We set the record straight, in 60 seconds.
  • When Factors Underperform (& What to Do)
    When Factors Underperform (& What to Do)
    Melinda Mecca, Director of Investment Solutions Recorded: May 21 2019 2 mins
    Over the long-term, select factors have demonstrated outperformance versus the broad equity market. But, as with any investing, factors go through cycles. Based on our research, we quantify the cycles and offer tips on dealing with them, in 60 seconds.
  • Factor Investing: How The Largest Asset Owners Design Their Portfolio
    Factor Investing: How The Largest Asset Owners Design Their Portfolio
    Mike Hunstad, Head of Quantitative Strategies; Jordan Dekhayser, Senior Equity Strategist, Northern Trust Asset Management Recorded: May 21 2019 48 mins
    This time we will be examining in-detail how the world’s largest asset owners are using multi-factor portfolio construction to overcome the twin challenges of slow economic growth and market volatility.



    Some key points we will address during the webcast:



    - Identifying key portfolio risks: sector concentrations, interest rate sensitivity and hidden risks you may not be aware of

    
- Examining real world portfolios: completion strategies and multi-factor construction techniques
- Positioning your portfolio for success: factor performance across various market environments



    Note: By registering for this webcast, you agree to have your contact information shared with Northern Trust Asset Management.
  • additiv: An introduction to the topic of financial and wealth inclusion (Part 2)
    additiv: An introduction to the topic of financial and wealth inclusion (Part 2)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 21 2019 4 mins
    We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this second of a two-part video interview, Thomas talked to us about the topic of financial and wealth inclusion, including:

    - How the firm sees the topic of financial and wealth inclusion by different markets
    - Where the market for financial and wealth inclusion is heading
    - What the view on financial and wealth inclusion is among the private banking and wealth management sector

    Thank you again to Thomas for his time and insights.

    More insights to follow soon.....
  • Bob Browne: Resilience Against the Trade Winds
    Bob Browne: Resilience Against the Trade Winds
    Bob Browne, CFA - Chief Investment Officer Recorded: May 20 2019 3 mins
    Despite concerns about U.S.-China trade frictions and mixed economic data, global growth resilience continues to drive U.S. high-yield bonds, U.S. equities and global REITs forward.
  • Ep. 45: Generating Alpha Through Active Portfolio Management at Brown Advisory
    Ep. 45: Generating Alpha Through Active Portfolio Management at Brown Advisory
    Paul Ellis | Karina Funk, Brown Advisory Recorded: May 20 2019 30 mins
    Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.
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  • Fenergo: Digitalizing the high net worth client onboarding experience
    Fenergo: Digitalizing the high net worth client onboarding experience
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 17 2019 6 mins
    Welcome to the third part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

    - What the main challenges facing private banks and wealth managers are in relation to client onboarding today
    - Where the wealth management industry is today in its understanding of client lifecycle management
    - How digitalization can improve the client onboarding experience and streamline operational efficiency across the organization?
    - What the benefits are in terms of regulatory compliance and brand reputation for firms

    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....
  • Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 16 2019 59 mins
    The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.

    In this webinar, you will learn:

    - Why client experience is the new battleground for global wealth managers
    - How data, innovation and technology are transforming client onboarding
    - The latest market trends and insights
    - What a best-in-class client experience looks like

    The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, will speak with Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Asset & Wealth Management Lead at Capital Markets, on this topic.
  • Building blocks for the low carbon economy
    Building blocks for the low carbon economy
    FTSE Russell Recorded: May 16 2019 2 mins
    Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. This video focuses on listed real estate, which historically has lacked appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    Helping to address this gap, the FTSE EPRA Nareit Green Indexes have been developed with data input from GeoPhy, a specialist data provider, and the European and North American real estate associations, EPRA and Nareit. These indexes provide a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading global series of listed real estate benchmarks which are tracked by over US$340 billion in assets.

    Learn more at ftserussell.com.
  • Technology trends & developments in the wealth management sector
    Technology trends & developments in the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 14 2019 35 mins
    An interview with Christine Ciriani around the topic of technology trends & developments in the wealth management sector.

    Christine is an Industry Partner with Motive Partners, an investment firm dedicated to financial technology. She has more than two decades of experience in advising global and local wealth managers in adding client and market needs through a combination of technology solutions and operational / process efficiency having worked in the US, Europe and Asia. Most recently she was Managing Partner at Capco where she established and led the global wealth practice and was CEO of Switzerland. She is a mentor to F10 and FinTech Fusion incubators in Switzerland.

    In this webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, will seek Christine's views in this area including elements like what have been the main focus areas for banks and wealth managers with regard to technology in the last five years, what has the industry achieved thus far, how far into the journey is it, what has it learnt, what is the status today, what more needs to happen, and more.
  • Virtual Affairs: The firm's client base and why clients work with the firm
    Virtual Affairs: The firm's client base and why clients work with the firm
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 14 2019 3 mins
    Welcome to the second part of our video interview with Amsterdam, Netherlands-based digital software and services firm Virtual Affairs. In this second video, Jan Verkleij, Business Development Director Banking, discusses:

    - What types of wealth management firms the firm works with
    - In which geographies the firm works with its clients and how that has evolved
    - Why existing clients choose to work with the firm and what is it that makes the business and offering relevant to them

    Thank you again to Jan and his colleagues for their time and for providing this overview.

    More insights to follow soon.....
  • Jim McDonald: Trade Tussles
    Jim McDonald: Trade Tussles
    Jim McDonald, Chief Investment Strategist Recorded: May 13 2019 3 mins
    U.S.-China trade negotiations took a turn for the worse over the last week, as the U.S. further increased tariffs and the Chinese retaliated. Chief Investment Strategist Jim McDonald explains what this means for investors.
  • Ep 44: Growing Impact Investing and Reducing Greenwashing
    Ep 44: Growing Impact Investing and Reducing Greenwashing
    Paul Ellis | Gil Crawford, CEO of MicroVest Recorded: May 12 2019 35 mins
    Impact investing is growing fast but greenwashing is increasing due to lack of regulatory oversight. Crawford brings his 25 years of experience in micro finance and the capital markets to this discussion of the World Bank’s newly launched operating principles designed to reduce greenwashing in the impact investing landscape.
  • additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
    additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 9 2019 4 mins
    We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this first of a two-part video interview, Thomas talked to us about the topic of financial and wealth inclusion, including:

    - What financial inclusion is and why is it relevant in the wealth management and financial services sectors?
    - Looking at financial inclusion, what is the role and focus of additiv
    - Where the market for financial and wealth inclusion is going and what is the opportunity

    Thank you again to Thomas for his time and insights.

    More insights to follow soon.....
  • A quick introduction to Virtual Affairs
    A quick introduction to Virtual Affairs
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 9 2019 2 mins
    Welcome to the first part of our video interview with Amsterdam, Netherlands-based digital software and services firm Virtual Affairs. In this first video, Jan Verkleij, Business Development Director Banking, provides us with:

    - A brief introduction to the business
    - The make-up of the firm in terms of people and skills
    - What makes Virtual Affairs stand out from the crowd

    Thank you again to Jan and his colleagues for their time and for providing this overview.

    More insights to follow soon.....
  • Evolving Priorities in Buy-Side Risk Management Technology
    Evolving Priorities in Buy-Side Risk Management Technology
    Fabien Couderc, Chief Technology Officer Recorded: Apr 30 2019 65 mins
    Market turmoil and global events led to a major decline in equity markets by the end of 2018. Did active managers cope with the fall and did risk management models and systems make the grade? What are the current requirements of risk technology and how will these needs evolve in the future?

    In this webinar, we discussed the challenges buy-side firms face and their top requirements for risk management technology.
  • EP. 43: S&P Dow Jones Indices Launches New ESG Indices
    EP. 43: S&P Dow Jones Indices Launches New ESG Indices
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices Recorded: Apr 30 2019 29 mins
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
  • Wouter Sturkenboom: What Might Surprise You in Asia and Europe
    Wouter Sturkenboom: What Might Surprise You in Asia and Europe
    Wouter Sturkenboom, Chief Investment Strategist EMEA & APAC Recorded: Apr 29 2019 3 mins
    Global growth is showing signs of revival, allowing for the prospect of a growth surprise to the upside, especially in Europe and Asia. Chief Investment Strategist EMEA & APAC Wouter Sturkenboom explains:
  • RAAIX Portfolio Update Call w/PM Burland East
    RAAIX Portfolio Update Call w/PM Burland East
    Burl East, CEO, AACA; Portfolio Manager, RAAIX | Shannon O'Neill, Head of Internal Sales, Artivest Recorded: Apr 25 2019 56 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • Axioma Insight Risk Review APAC - Q1 2019
    Axioma Insight Risk Review APAC - Q1 2019
    Olivier d'Assier, Head of Applied Research, APAC Recorded: Apr 22 2019 59 mins
    In this quarterly webinar, we will review recent market events and discuss the key risk factors driving volatility in global markets with an emphasis on their impact on Asia Pacific portfolios. We will present investment insights from the nature of these key risk factors through the lens of Axioma’s fundamental multi-factor risk models and discuss their implications for portfolio managers.
  • Transforming Client Lifecycle Management for private banks and wealth managers
    Transforming Client Lifecycle Management for private banks and wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Apr 18 2019 5 mins
    Welcome to the second part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

    - An overview of client lifecycle management and why is it relevant to the wealth management sector
    - What the benefits and advantages are that wealth management firms can achieve through employing an end-to-end approach to client lifecycle management
    - An example of where a client lifecycle management process and solution has been successfully delivered and what impact and benefit the client achieved

    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....
  • Managing uncertainty with dividend growth
    Managing uncertainty with dividend growth
    Rolf Agather (FTSE Russell), Kieran Kirwan (ProShares) Recorded: Apr 17 2019 60 mins
    With slowing global growth and geopolitical uncertainty, investors may look for ways to manage for potential downside risk through a connection to quality. Companies with steady dividend growth have historically been joined by stable earnings streams, good corporate stewardship and resilient business models – all signs of quality.

    Join FTSE Russell and ProShares subject matter experts as they discuss macroeconomics and the considerations and benefits of dividend growth approaches.

    Speakers:
    • Rolf Agather, managing director of North America research, FTSE Russell
    • Kieran Kirwan, director of investment strategy, ProShares

    Prior to joinig this webinar, please download FTSE Russell’s whitepaper “Harnessing the long-term potential of dividend growth”: http://bit.ly/2G24npn

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where ProShares funds or products are approved for distribution. ***
  • The Wealth Mosaic: What is it and why are we building it?
    The Wealth Mosaic: What is it and why are we building it?
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Apr 17 2019 43 mins
    The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement.

    This webinar will provide a more detailed overview of what TWM is, both now and into the future, and will highlight the various reasons why we are building the platform and resource for the benefit of wealth managers, solution providers and the industry as a whole.
  • Technology as a Gamechanger for eCommerce
    Technology as a Gamechanger for eCommerce
    Claudia Bate, FleishmanHillard Fishburn | Melinda Roylett, Square | Daniel Kornitzer, Paysafe Jun 3 2019 8:00 am UTC 75 mins
    What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.

    Join this panel to discover:

    -Current landscape and trends in the commerce industry
    -How can AI revolutionise the customer experience and help organisations evolve?
    -From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
    -What are the risk and compliance challenges that need to be at top-of-mind?
    -How can we proactively prevent fraud rather than react when the damage has been done?

    Moderated by:
    Claudia Bate, Head of Technology, Director and Partner, FleishmanHillard Fishburn
    Panelists include:
    Melinda Roylett, Head of Europe at Square
    Daniel Kornitzer, Chief Business Development Officer, Paysafe
  • Identity Verification and Authentication: Balancing Compliance and Convenience
    Identity Verification and Authentication: Balancing Compliance and Convenience
    Melisande Mual | The Paypers, Berit Svendsen, Vipps | Husayn Kassai, Onfido Jun 3 2019 11:00 am UTC 75 mins
    Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?

    Join the panel to hear about:

    -Understanding the digital identity landscape
    -How to avoid drop-off during the verification process
    -How developments like biometrics, AI, blockchain can impact identity and data management
    -How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR

    Panel moderated by: Melisande Mual, Founder at The Paypers,
    Berit Svendsen, EVP International Business at Vipps
    Husayn Kassai, CEO & Founder, Onfido
    Panelist to be announced
  • Cybersecurity and Fraud: Securing the Financial Sector
    Cybersecurity and Fraud: Securing the Financial Sector
    Andy Ramsden, G+D Mobile Security GmbH Jun 4 2019 8:30 am UTC 75 mins
    The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?

    Join this panel to hear:

    - Lessons learned from recent breaches and hacks
    - AI-powered strategies to protect your financial institution
    - The unique security challenges of incumbent organisations vs. FinTechs
    - Best practices to fight fraud and financial crime

    Panelists include:
    Andy Ramsden, Global Solution Sales Lead – Mobile Authentication, G+D Mobile Security GmbH
  • Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Christoffer Hernæs, Sbanken | John Erik Setsaas, Signicat | plus subject matter experts from the industry Jun 4 2019 11:00 am UTC 75 mins
    Customer on boarding can be complicated, especially within regulated industries like financial services. How can banks and new challengers ensure that this is accomplished in the most seamless way?

    Join this panel to learn:

    - Achieving speed and scalability whilst staying compliant
    - Balancing security and risk with a good customer experience
    - Common on boarding mistakes that both banks and fin techs are making

    Moderated by:
    Christoffer Hernæs, Chief Digital Officer at Sbanken
    Panelists:
    John Erik Setsaas, VP of Identity & Innovation, Signicat
    Plus subject matter experts from the industry
  • Digital Transformation: Trends in Banking and Payments
    Digital Transformation: Trends in Banking and Payments
    Jane Loginova, Global Commercial Officer, BPC | Megan Caywood, MD, Global Head of Digital Strategy, Barclays Jun 5 2019 8:30 am UTC 75 mins
    What does the bank of the future look like? What are the opportunities and challenges that technology brings to the payments ecosystem?

    Join this panel where the speakers will discuss:

    -How can data make banking more effective for the modern-day consumer?
    -What are the latest trends in new payments platforms and models?
    -How are different industries like eCommerce, retail, and insurance affected?
    -What are the effects of GDPR and Open Banking?
    -What does connected financial services look like?
    -The security pitfalls that financial institutions need to look out for
  • Data-Driven Financial Services
    Data-Driven Financial Services
    Luca Romagnoli, Director of Regulated Industries at Salesforce, Susanne Chishti, Founder of FINTECH Circle + panel of experts Jun 5 2019 11:00 am UTC 75 mins
    Data is the new oil. How can financial services organisations use data to revolutionise their offerings and provide a better customer experience?

    Join this panel to find out:

    - How can banks help customers put their data to good use? What have we learned from Open Banking and PSD2?
    - How can AI and predictive intelligence be used to avoid risks and provide a more seamless experience?
    - Challenges with data management and aggregation and how to solve them
    - How data analytics is impacting financial services
  • Perspectives on private equity: A panoramic view on the global opportunity set
    Perspectives on private equity: A panoramic view on the global opportunity set
    Schroder Adveq’s Lee Gardella, Steve Yang, and Ethan Vogelhut Jun 5 2019 6:00 pm UTC 60 mins
    Please join us as we provide our views on where we are sourcing the best ideas in buyouts, venture capital, and more.   
     
    Hosted by Schroder Adveq’s Lee Gardella, and joined by Ethan Vogelhut, Head of Buyouts, Americas, and Steve Yang, Head of Global Venture, this webinar will focus on the features and benefits of several key areas within the current global private equity market.