How ESG and regulatory shifts will transform the wealth industry

Presented by

Lou Celi, Hanspeter Wolf, Olivia Fahy, Nina Kerkez, Moderated by Lucy Heavens

About this talk

Listen in as Appway CEO & Founder Hanspeter Wolf and other wealth management experts in a take part in a free-flowing discussion of what these changes will mean for the industry. Specific critical issues: * How should wealth management providers change their onboarding methods, client advisory services, and outsourcing strategies to improve compliance? * How far should wealth management firms go to incorporate ESG into different aspects of their business approaches, from marketing, communication, and analysis to investment products and advisory services? * Which regulatory changes—from KYC and AML to data security and privacy to investor protection and fiduciary standards--will have the largest impact on the wealth management industry over the next few years? Panelists for this discussion are: * Lou Celi, CEO of ThoughtLab * Hanspeter Wolf, CEO of Appway * Olivia Fahy, Head of Culture, TCC Group * Nina Kerkez, Director of Consulting, Lexis Nexis Risk Solutions * Moderated by Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

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FNZ is the leading global platform for wealth and asset management. With over $1.5tn in assets under administration, FNZ empowers the world’s leading financial institutions with a unique integrated end-to-end software, technology infrastructure and investment operations platform across North America, Europe and Asia-Pacific. ​ Appway is now part of FNZ