Name: WealthTech: Disrupting Investment Management presented by Deloitte
Start: 2023-05-18T11:00:00Z
End: 2023-05-18T11:00:55.000Z
Location: BrightTALK
Rating: 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.

During this session, we delved into the key findings from the first half of the year - exploring the latest investment trends, emerging opportunities, and industry challenges. We’ll also look ahead to what the second half of 2025 may bring for the FinTech ecosystem.

Panelists

Kaan Akın, Managing Partner, Tenity
Martin Bailey, Head of Strategic Engagement, City of London Corporation
Adam Battersby, Partner, Apis Partners
Gautam Pillai, CFA - Head of Fintech, Peel Hunt
Neil Shah, Head of Tech & Tech-Enabled Sector, Primary Markets, London Stock Exchange
Rezso Szabo, General Partner & Head of London, Illuminate Financial
Mike Carter, Senior Policy Adviser, Innovate Finance
Joshita Ganesan, Associate, Innovate Finance

Capital and Investment Report H1 2025: Insights and Trends Webinar

Meeting the Expectations of the Modern Financial Consumer

Today's financial services customers expect immediate access. From instant investment account top-ups to quick loyalty reward cash-outs, straightforward digital experiences are now the standard, not just an option.

Join Stripe, Ciklum, and Innovate Finance for a live discussion on the trends transforming financial services in 2025 and beyond.

Trends Shaping the Customer Experience in Financial Services & Banking

A strong reward framework is crucial for driving performance and ensuring businesses remain competitive. At the same time there are key changes to National Insurance Contributions (NICs) on the horizon. Businesses must stay informed to effectively manage costs and compliance. This session will cover:


Reward strategies to attract, retain, and motivate employees.
Best practices for structuring total reward in a competitive market.
Key updates on NIC changes and their impact on employers.
Pensions and salary sacrifice schemes to optimise tax and NIC savings.



Speakers:

Vijay Solanki – Lead FS Reward Partner
Christian Verri – Employment Tax Director
Shiva Sareen – Senior Manager FS Reward

Upcoming NIC Changes and Reward with KPMG

Join our exclusive webinar for Innovate Finance members to discover the transformative benefits of CISI learning and community. The CISI can help you excel in financial services, even if your expertise is in technology, to bridge the gap and more your career forward. 

For firms the CISI can provide bespoke upskilling across all disciplines of financial services and provide unique networking opportunities.   For interns and university partners this access is free of charge. 

CISI offers access to learning collections crafted by Fintech professionals, which are widely adopted across the digital and fintech industries. If you become a CISI member, you'll gain access to our state-of-the-art learning platform, featuring the incredibly popular "Newcomers to financial services "curated collection, specifically designed to equip you with the best practices and knowledge needed to thrive in financial services.

The CISI pioneered the Certificate in Ethical Artificial Intelligence (AI), which has been hugely successful in helping financial services professionals understand the impact of AI on their industry. This certificate continues to grow in popularity, as it attracts interest from various professions outside of financial services.
 
 The CISI, an FCA-accredited body, proudly supports the professional growth of over 55,000 members worldwide.

Spend just 30 minutes with us to see how CISI membership can elevate your career in financial services, no matter where you are in the world.

Unlock Your Fintech Potential with CISI Membership!

We 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 explore interesting approaches and tax strategies around exit,
including financial planning considerations for business owners, and the types of wealth
management strategies that are commonly used by founders once they have sold their
business. There will be an opportunity to submit questions to the expert panel.
What will be covered:
 
• Pre-transaction planning and exit – including method and timing, implementation of
share schemes, demergers, and business asset disposal 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?

As part of the Innovate Finance Pride in FinTech initiative, we are delighted to invite you to "Proud in FinTech," where leading voices from the FinTech industry and the LGBTQIA+ community will come together to discuss the importance of inclusivity -  highlighting personal stories, sharing actionable recommendations, and showcasing successful initiatives that promote a more inclusive and supportive environment within the FinTech sector and beyond. 
Key Topics:
Current State of Inclusivity in FinTech: Insights into the progress made in supporting LGBTQIA+ individuals within the industry.
Personal Stories: Hear from industry professionals about their experiences being part of the LGBTQIA+ community in both personal and professional spheres.
Actionable Recommendations: Strategies that companies can adopt to create a safer and more inclusive workplace and customer experience.
Company Initiatives and Impact: Learn about the inclusivity programs from leading FinTech companies and their positive impact on employees and customers.
Panellists:
Lucas Germanos, VP, Communications, Zopa Bank
Kim Nguyen, VP, People, Alloy
Jeremy Goro, Head of FS Strategy & Partnerships, UK
Moderator: Roberto Napolitano, CMO, Innovate Finance
This webinar is a must-attend for anyone interested in promoting diversity and inclusion within the FinTech industry. Whether you are a FinTech professional, an HR leader, or simply an ally of the LGBTQIA+ community, you will gain valuable insights and practical strategies to help make your organisation a more inclusive and supportive space.

Proud in FinTech: Webinar

The Consumer Duty has transformed the landscape of the financial services industry, demanding a paradigm shift as firms work towards the higher standard of conduct required for their retail customers. While significant strides have been made, the journey continues. Join KPMG's Consumer Duty experts for an insightful session exploring the evolving regulatory expectations and navigating the path to achieving good customer outcomes.

This thought-provoking discussion will delve into:
Introduction to the Duty and regulatory expectations (4 outcomes and cross cutting rules)
Progress and where firms are expected to be at by July 2024 (including the Board assessment, evidential framework, open and closed book reviews and culture)
Continued areas of focus beyond July 2024 (leveraging data and technology to embed the Duty)
 
The session will be 1 hour and there will be an opportunity for Q&A. Following the session, attendees will have a deeper understanding of the regulators expectation in regards to embedding the Duty into their respective business.

The New Consumer Duty: July 2024 and Beyond

To mark the launch of the FinTech Investment Landscape H1 2024 , Innovate Finance is delighted to invite you to the Insights and Trends Panel and Q&A on July 17th at 3.00pm.

During the session, we will be discussing the results from our latest FinTech Investment Landscape report in the first half of 2023, challenges, opportunities, investment trends and what to expect in the second half of 2024.

Join Innovate Finance’s webinar and take part in the Q&A.

Panel
- James Deal, Co-founder, Primary Bid
- Steve Lemon, Partner, Volution
- Simi Shah, Director Innovation and Growth, City of London Corp
- Adam Jackson, Chief Strategy Officer, Innovate Finance
- Mike Carter, Senior Policy Adviser, Innovate Finance (co-moderator)
- Veronica Glab, Head of Engagement, Innovate Finance (co-moderator)

The session is moderated by Innovate Finance.

Capital Investment in UK FinTech in H1 2024: Insights and Trends

We’re delighted to invite you to our webinar "Harnessing the Power of an International Workforce" on Thursday 11 July at 11:30am - 12:15pm, presented by KPMG and Owen Dobson, Director of Compensation & Benefits at GSR International.

Remote work is not only here to stay, it’s fundamental to how many organisations operate. A robust, international remote working strategy creates huge possibilities for business – such as increasing access to talent, employee engagement, and supporting organisational expansion to name but a few.

In our webinar KPMG and Owen will explore key considerations for Fintech and Crypto organisations around international remote work, including how to reap its rewards and manage risks including employment structuring, immigration, payroll, and tax risk.

Details regarding CPD credits will be provided during the webinar.

Harnessing the Power of an International Workforce

LexisNexis Risk Solutions "True Cost of Compliance" series is dedicated to measuring and tracking how the UK financial services sector responds to the increasingly complex nature of financial crime regulation. In collaboration with the renowned research agency Oxford Economics, the study provides an in-depth view of how senior decision makers from some of the UK's biggest institutions are currently addressing the challenges of rising costs and increased complexity. The study, now in its 3rd edition, has become an essential guide for those responsible for ensuring their organisations are optimising their financial crime compliance strategy investments. The report critically examines whether the sector is making the right efforts or choices in areas such as the investment in people and/or technology as it seeks to mitigate the ever-rising costs of remaining complaint. 
Our CEO, Janine Hirt, and Head of Regulatory Affairs, Paul Worthington, will be joined by LexisNexis Risk Solutions’ Director of Market Planning, Dhaval Patel, to present key insights from the report which is due to be released on 1st July. They will discuss the latest trends, strategies, and technologies in financial crime compliance, offering a detailed preview of what to expect from the full report. 
Key Takeaways: 
Understand the financial magnitude of compliance efforts in the UK financial sector. 
Gain exclusive insights into the allocation of resources across various compliance activities. 
Evaluate whether current strategies are effective and sufficient. 
Don't miss this opportunity to gain a deeper understanding of the financial and operational impacts of compliance within the UK financial services sector. Register now to secure your spot!

Unveiling the True Cost of Financial Crime Compliance in the UK

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

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 &amp; 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

Deloitte Webinar Tech Check

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

Fintech

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.

WealthTech: Disrupting Investment Management presented by Deloitte

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