Name: Shining a Spotlight on Wealth Management
Start: 2021-11-24T14:00:00Z
End: 2021-11-24T14:01:02.000Z
Location: BrightTALK
Rating: 4.5

Innovate Finance, the independent membership based industry organisation that aims to advance the UK’s standing as a global leader in FinTech and BrightTALK have teamed up to bring the latest debates, trends and thought leadership in financial technology.

Are you a growth-stage FinTech looking to secure funding for the next stage of your growth in this challenging, ultra-competitive environment?

While the days of deep-pocketed investors jostling for the next opportunity are clearly over, there is still funding available for FinTechs. It’s just that now it’s reserved for the most commercially viable businesses that can not only demonstrate a clear path to profitability but that also have the best-articulated visions and plans.

In this webinar, a panel of experts from Evelyn Partners will share their insights into what investors are looking for and what they expect from you so you have the best shot at securing the funding you need.

Attending this session will provide the opportunity to:
- Discover the FinTech fundraising trends in 2023 and lookahead for 2024
- Discuss the fundraising climate and current appetite from investors
- Get practical guidance on the steps you can take and the pitfalls to avoid when fundraising
- New financing models – learn about the new products on the market to finance your business
- Hear how to optimise your chances of successful fundraising
- Learn how our dedicated team with a strong track record of supporting fintechs through successful rounds of fundraising can help you succeed
- Ask questions of the experienced panel

Panel

Ben Laing – Director, Corporate Finance – Evelyn Partners

Claire Burden – Partner, Advisory Consulting – Evelyn Partners

Pranav Nadkarni – Director, Advisory Consulting – Evelyn Partners

Fundraising in a Challenging & Competitive Environment

Join Deloitte’s EMEA Centre for Regulatory Strategy (ECRS) on Thursday 8th February 2024 at 09:00 AM to explore the major EU and UK regulatory and supervisory themes that will affect FinTech firms in the year ahead.

The Deloitte ECRS team will present its 2024 Financial Markets Regulatory Outlook report, highlighting the key themes for 2024 including Digital Assets, Retail Payments, Artificial Intelligence, the Consumer Duty, Sustainable Finance, Operational Resilience, and Financial Crime.

Confirmed speakers:

Valeria Gallo, Senior Manager, Deloitte EMEA Centre for Regulatory Strategy
Ben Thornhill, Manager, Deloitte EMEA Centre for Regulatory Strategy

Deloitte FinTech Regulatory Outlook 2024

Evelyn Partners are delighted to host this upcoming webinar in partnership with Innovate Finance for fintechs and fast growth businesses covering key issues around business exit. 

The panel of speakers will be exploring approaches and tax strategies around exit, including common pitfalls and things to look out for. There will be an opportunity to submit questions to the expert panel. 

Join this session to hear about: 
- Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications
- Maximising tax efficiency - Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any gifts
- Investment post-exit

Speakers:
Laura Hayward - Partner – Private Client Tax Services at Evelyn Partners LLP
Dominic Lacey – Partner – Financial Planning at Evelyn Partners Financial Planning Ltd
Andrew Lewin – Director – Investment Management at Evelyn Partners Investment Management Services Limited

What are my business exit options?

A panel event hosted by Evelyn Partners focussing on the importance of financial wellbeing.

The number one cause of stress is money and this is impacting people’s happiness and focus in
the workplace. So what are businesses doing to tackle this? Join us to hear why many fintechs
are prioritising employee financial wellbeing and are now reaping the rewards.

Attending this webinar will provide the opportunity to hear:
- Why you should care about your employees financial wellbeing
- Exploring the link between financial wellbeing and mental wellbeing
- How can poor financial wellbeing impact performance, culture and costs?
- The business case for supporting employee financial wellbeing
- Key considerations when choosing a financial wellbeing solution
- Moneyhealth case study
- Top financial wellbeing tips for founders and employees

Financial wellbeing for fintechs, founders and employees

A panel event hosted by Evelyn Partners focussing on the practical issues and opportunities
for UK companies looking to expand and grow internationally.

Attending this webinar will provide clarity on:
- Planning for a successful US/international expansion from day 1 – where do companies
go wrong and how can these pitfalls be avoided?
- What do founders & senior people need to consider when moving to the
US/internationally?
- How to avoid unwanted tax costs/implications from international expansion and
movement of your people
- Getting your transfer pricing right to ensure compliance and tax optimisation for the
group
- What businesses need to think about to ensure a tax efficient exit

There will be opportunity to question the panel.

Panel:
Tom Kellaway – Director, Business Tax
Tom joined Evelyn Partners in 2021 after more than 10 years working in the Big Four. He
has extensive experience in advising corporate clients, from start-ups to large multinationals
across a variety of sectors, on employment tax, reward and global mobility related matters.

Michael Beard – Associate Director, Business Tax
Michael has worked with a wide variety of businesses, ranging from fast growth fintech
companies through to well established, global groups. He has assisted on a wide variety of
international projects, and is well connected within CLA Global, in order to draw upon a
global tax network. Michael’s primary focus is transfer pricing, but he also has experience in
complex cross border structuring and transactions, financing, and intangibles. He also spent
three months on secondment with a large UK challenger bank, and therefore has an insight
into the challenges faced by fast-growth enterprises.

International Expansion Masterclass

Focusing on the indirect tax impact of disruptive technologies & regulatory change affecting how insurance is priced, distributed and administered.

InsurTech: Going Digital presented by Deloitte

Looking into key VAT topics for WealthTechs, including: freemium models, model portfolios, third party partnerships, VAT recovery on costs and the impact of incoming change from HMRC.

WealthTech: Disrupting Investment Management presented by Deloitte

Deloitte Webinar Tech Check

A panel event hosted by Evelyn Partners to discuss the challenging fundraising environment
and what can fintech businesses do to ride out a potential recession linking into any
pertinent announcements from the budget that will be affecting fintech businesses.

The fintech sector has been one of the UK’s most dominant sectors for funding.  However,
2022 was a challenging year for fintech, similar to many other industries – the rise in inflation
and interest rates has dampened tech valuations globally and brought about a growing focus
on profitability and a sustainable business model. Added to this, with the upcoming Budget
on the 15 March there is uncertainty of what this will bring to the fintech sector, in particular
the large changes to the R&D scheme – a vital lifeline for many fintech companies.
Investors will continue to focus on profitability and will be keen to back businesses that can
demonstrate a clear ‘road to profitability’. 

With fundraising expected to continue to be challenging, we expect some form of M&A consolidation in the sector. Fintechs will need to continue focusing on cutting down on discretionary spend and would need to have a razor focus on products and services that can generate positive unit economics.
In this session, we will discuss the key fundraising challenges for fintechs, key takeaways
from the 2023 budget and what can fintech businesses do to ride out a potential recession.

Attending this session will provide the opportunity to:
- Discover the fintech fundraising trends in 2022 and lookahead for 2023
- Hear the key takeaways from the Spring Budget
- Identify M&A opportunities
- Prepare for the future – the panel will provide tips on how to recession proof your
business
- Ask questions of the experienced panel

Panel:
Kanika Mishra – Associate Director, Evelyn Partners

Claire Burden – Partner, Advisory Consulting – Evelyn Partners

Pranav Nadkarni – Director, Advisory Consulting – Evelyn Partners

The Budget & Challenging Fundraising Environment

Exploring how Fintech banking models have disrupted this sector and the complexities this has caused for VAT - with useful insight relevant for new and growing as well as established operators in this space.

Banking: The Changing Landscape presented by Deloitte

On 7 February 2023, the Bank jointly published a Consultation Paper with HM Treasury on the digital pound, a UK central bank digital currency (CBDC).

The digital pound would be a new form of digital money issued by the Bank, for use by households and businesses for their everyday payments needs. The consultation paper notes that the digital pound is likely to be needed in the future, but does not yet make a decision on whether to build one.

The digital pound would be a new form of digital money issued by the Bank, for use by households and businesses for their everyday payments needs. The consultation paper notes that the digital pound is likely to be needed in the future, but does not yet make a decision on whether to build one.

This webinar, jointly hosted by Innovate Finance and UK Finance, will cover the UK’s proposed model for the digital pound outlined in its consultation paper. We will hear directly from speakers at the Bank of England, with a chance for Q&A.

The digital pound: consultation on a UK central bank digital currency

Highlighting and discussing the issues of applying a 50 year old tax to a rapidly emerging and evolving digital asset market.

Digital Assets: Beyond Bitcoin presented by Deloitte

In light of the events surrounding Silicon Valley Bank, Innovate Finance has organised a webinar to take place on Monday 13 March at 2pm (GMT) / 10am (ET) in collaboration with our partners Hogan Lovells on 'Implications of the fall of Silicon Valley Bank’.

US and UK partners from Hogan Lovells Silicon Valley Bank Task Force will discuss the current and future impact and implications for fintechs, financial institutions, and other affected industries, and will be available to answer questions. 

This program will cover implications for both US and UK companies.

Silicon Valley Bank: What you need to know

Decentralised Finance (DeFi) stands at the intersection of crypto, digital assets, and blockchain-powered financial services with the promise to deliver a more productive financial ‘infrastructure’ for Web3 applications and our developing digital economy. In that context, questions around governance and the degree of centralisation/decentralisation of such new systems are at the top of research, policy and regulatory agendas. In this inaugural UK FinTech Academic Network (UKFAN) session, you will hear academics and regulators discuss different notions of decentralisation and the role DeFi plays in the development of Web3 and financial services applications within. 

Speakers: 
Jean-Philippe Vergne, UCL: https://www.mgmt.ucl.ac.uk/people/jeanphilippevergne
Carsten Sorensen, LSE: https://www.lse.ac.uk/management/people/academic-staff/csorensen
Ying-Ying Hsieh, Imperial: https://www.imperial.ac.uk/people/y.hsieh

Interrogating the State of Web3: The role of DeFi for a Digital Future

Considering the nuances of different payment supply chains, and how the VAT position in this area has and looks set to continue evolving. We will also hold a spotlight to the emerging Buy Now Pay Later market.

Payments: Integrating Supply Chains presented by Deloitte

FinTech regulatory experts from Baker McKenzie will look to key UK and EU regulatory policy developments in 2023 and enforcement trends relevant to the FinTech community.  We will, amongst other things, look at the policy direction in the UK (including themes arising from the Edinburgh Reforms), the new FCA Consumer Duty, and what reforms can be expected in the crypto space.

Innovate Finance FinTech Regulatory Update 2023 with Baker McKenzie

Join Innovate Finance and Deloitte at 12.00pm on Wednesday 18th January 2023 to explore the major EU and UK regulatory and supervisory developments that will affect FinTech firms in the year ahead.

The Deloitte EMEA Centre for Regulatory Strategy (ECRS) team will present its 2023 Financial Markets Regulatory Outlook, focusing on the themes of most strategic significance for technological and business model innovation. These include the regulation and supervision of digital assets and payments, the Consumer Duty, sustainability, operational resilience, and financial crime. The ECRS team will also look further ahead to how the regulatory perimeter may change in the coming years to capture new products, services and firms.

Speakers:

- Suchitra Nair, Partner, Deloitte EMEA Centre for Regulatory Strategy
 Suchitra is a Partner in the EMEA Centre for Regulatory Strategy, helping Deloitte’s clients and colleagues to navigate the evolving regulatory agenda on innovation in financial services. Her work focuses on a range of topics including digitisation, AI, cryptoassets, payment innovation, and how regulators are themselves innovating.

- Valeria Gallo, Senior Manager, Deloitte EMEA Centre for Regulatory Strategy
Valeria is a Senior Manager in the EMEA Centre for Regulatory Strategy, where she leads the FinTech portfolio. Valeria has 10+ years of experience in Financial Services and comprehensive knowledge of regulatory developments related to technological innovation in the sector.

- Ben Thornhill, Senior Consultant, Deloitte EMEA Centre for Regulatory Strategy

- Jack Jardine, Senior Consultant, Deloitte EMEA Centre for Regulatory Strategy

Deloitte FinTech Regulatory Outlook 2023

The embedded finance market is forecasted to double in size within the next three to five years and transactions will surge from $2.6 trillion to $7 trillion in 2026. Demand is already maturing for a range of payments, deposit, issuing and lending products. Across the value chain, players are jumping on the bandwagon. Amidst all the competition, how do software platforms, financial services enablers and regulators find their niche and deliver seamless experiences and value to the customer?

In collaboration with the Singapore Economic Development Board, Innovate Finance is hosting an online webinar tackling the growing Embedded Financial sector in both the UK and Singapore. 

Agenda
Opening remarks by Peter Cunnane, Director of National and International Initiatives, Innovate Finance and Christopher Yap, Regional Director, Europe, Singapore EDB, Singapore EDB

Presentation with Q&A : The next 10 years of embedded finance

Panel discussion with Q&A: Finding your niche in the Embedded Finance value chain
Speakers:
Peter Cunnane, Innovate Finance (moderator)
Ahson Saeed, Radar Payments (BPC) Board Member
Iana Dimitrova, OpenPayd CEO
Reuben Lim, Singapore FinTech Association (SFA) COO
Vinay Palathinkal, Wise APAC Regional Head

Create your winning formula in the Embedded Finance gold rush

Join us for the latest edition of our Spotlight Series, as we take a look at wealth tech. 

Hear from experts and FinTech leaders from the Innovate Finance community on this webinar as we dive into this topic, exploring how wealth management is being shaped and disrupted by innovation. 

The questions we'll be covering will include:
How is the wealth management vertical within FinTech performing? Where are the growth areas?
What are the blockers for wealth tech firms? And how can we begin to unpick them?
 What impact is Open Banking having on wealth tech? And what is the potential for Open Finance to make further disruptive change? 
To what extent is crypto changing the wealth management landscape? 

We will be joined by excellent speakers who will provide different perspectives from their part of the industry:
Roopalee Dave, Director, Wealth and Asset Management, EY (moderator) 
Mary Agbesanwa, FinTech Lead, Seccl 
Jordan Mayo, CEO, Profile Pensions
Karan Shanmugarajah, CEO, WealthKernel
Avion Gray, Co-Founder, AVIONE

Register now to secure your place and watch what promises to be an interesting discussion on a key area of FinTech innovation!

Shining a Spotlight on Wealth Management

Fintech

Wealth Management

wealth tech

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful venture capital insights from influential investment experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge and understand market trends and investment opportunities.

Venture Capital

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Shining a Spotlight on Wealth Management

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