How ESG and regulatory shifts will transform the wealth industry

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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