FBC digital meeting today, 23 April 2023, 2-3pm UK time: Evaluating Fund Board Effectiveness. As the regulatory demands on fund board directors continue to grow, how can fund boards reassure themselves that they are operating as effectively as possible? The meeting will explore how firms evaluate the performance of their boards, including in key areas such as; - the value of board reviews as a means of assessing board operations - nature and scope of these reviews - who’s involved - how the outputs are used. We also will share initial insights from FBC’s detailed research in this area and speak to two senior governance professionals who will provide their perspectives and examples of good practice when it comes to evaluating board effectiveness in the UK, Ireland and Luxembourg; Daniel Rotherford, Global Head of Product Management and Governance at HSBC Global Asset Management, and Frank Johnson, iNED Chair at First Sentier Investors (UK) Funds Ltd. FBC Corporate Members can still register here: https://lnkd.in/eYt7d6nN Shiv Taneja, Catherine Battershill, Brandon Horwitz, Simon Hynes, Peter Christmas, Fiona Evans
Fund Boards Council | Certified B Corp’s Post
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Really looking forward to attending the Funds Congress 2024 today - focussing on key themes that will define the year ahead in asset management. #fundscongress #assetmanagement #investmentfunds #pwc #esg #wealthmanagement
Tomorrow is the day! I'm delighted to be part of Funds Congress 2024, the largest asset management conference in Europe, sponsored by PwC, Carne Group & Dechert LLP. I will be moderating a panel on 'The Future of the Wealth Management Market', with Etienne B., Alexandra Loydon and Terry Donohoe. This session will explore the trends, challenges and opportunities that are shaping the wealth management sector in 2024 and beyond. Looking forward to the conversation and networking with industry peers. Etienne B., Kevin Drake, Dola Fashola, Sonia Styles, Hazell Hallam, Jessica Lewis, Crispian Lord, Elizabeth Stone, Jason Moorhead, Robert Mellor, Stephen Jones, David Croker, Aamer Rafiq. #industryinfocus #pwcuk #assetmanagement #wealthmanagement #fundscongress
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Chief Marketing Officer @ Investall Group | Wealth & Asset Management Platforms Powered by AI
Looking forward to Wealth Management EDGE in 2 weeks. Find AllocateRite at Kiosk K28 in Wealth Tech where you can demo the live capabilities of "Newt", the personal assistant that can expedite everyday workflows and generate reports from portfolios on the fly. #wealthmanagement #financialadvisors #financialadvisers #financialplanning #custody #RIAs #recruiting #uhnw #privatewealth
2 weeks to go! 🎉 The wealth management industry’s leading advisor event is back in just 2 weeks time. Leaders from the largest RIAs will be at Wealth Management EDGE, featuring over $17T in combined AUM, with over 70% of attending advisors managing assets over $500M! Take a look at some of the top firms already confirmed to attend >> http://spr.ly/6043bIwAB #WMEDGE #wealthmanagement #advisors
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Today, managed accounts represent a large portion of industry fund flows, but many practitioners would struggle to explain the differences between these three structures. If you’re not clear on the strengths and weaknesses of each it could mean that your practice and clients are missing out. For this webinar we’ll be joined by Brett Sanders, Chief Executive of Philo Capital Advisers Pty Ltd Advisers and Simon Jeffery-Bilich, Head of Investments at Count to discuss the key considerations and misconceptions of these different structures. Register now: https://lnkd.in/gGZJ_Uf4
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Mr Colin Farrell and Ms Laura McKeown from PwC Ireland discuss whether Ireland is well placed to meet growing demand for private assets in the 2024/25 edition of the International Asset Management & Investment Funds review. The publication will highlight important issues, key developments, and the latest trends within the global asset management industry. It will provide our global readership with a clear understanding of the opportunities within this industry and also within individual domestic markets. The full publican is free to download at: https://lnkd.in/d_KF3JsB #asset #assetmanagement #investmentfunds #funds #ireland #PwC
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⏰ It’s almost time for the AM&AA Winter Conference in Charleston. This premier event offers a prime opportunity to re-engage with many private equity investors and seasoned M&A professionals. We’re looking forward to not only exchanging insights on deal flow but also engaging in meaningful conversations about innovative portfolio transformation strategies. 🤝 #PrivateEquity #InvestmentBanking #MergersAndAcquisitions #MandA
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⏰ It’s almost time for the AM&AA Winter Conference in Charleston. This premier event offers a prime opportunity to re-engage with many private equity investors and seasoned M&A professionals. We’re looking forward to not only exchanging insights on deal flow but also engaging in meaningful conversations about innovative portfolio transformation strategies. 🤝 #PrivateEquity #InvestmentBanking #MergersAndAcquisitions #MandA
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Looking forward to this 2-Day session on Digital Assets focusing on key considerations for Family Offices, with our friends at Wealth Management Institute (WMI) and esteemed guest speakers. #digitalassets #familyoffices #assetmanagement #tokenization #singapore
Digital Assets & Family Offices -> Happy to share our next session of WMI's Certificate in Digital Assets Strategies and Risks. This accredited program covers the ecosystem of digital assets, regulation and compliance, investment strategies, custody, as well as key considerations for family offices. We are delighted to announce our renowned guest speakers Zann Kwan, 关旨斌, CFA, Simon Nursey and Hobeng (“HB”) Lim. Looking forward to joining Jason Toussaint and Nizam Ismail and our friends at Wealth Management Institute (WMI) to host the session, running on 1 & 2 November 2023.
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If you’re worried about how the new Private Fund Rules will affect your business, this is a great panel to watch.
IQ-EQ’s Sean Wilke, Senior Managing Director, Head of Growth Strategy, will be participating as a panelist on The SEC’s Private Fund Advisor Rules: What they mean for onshore & offshore managers. This special event, presented by IFI Global, will be held at The Cornell Club in New York City and online, Oct. 26, 8-10 a.m. EDT. During the event, attendees will learn insights into the implications, impact and scope of the SEC’s new private fund advisor rules. Chris Addy, Founder & CEO of Castle Hall, Mikael Johnson, Sr Lead Partner, Alternative Investments at KPMG, Eileen Overbaugh, Partner at Shulte Roth & Zabelm, and Philip Pirecki, Americas Lead at Jersey Finance will also be participating on the panel. Register for the online event here: https://ow.ly/jHez50PYbpV #iqeq #oneiqeq #ifiglobal #financialcompliance #financialcompliancenews #compliance #SEC
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Stepping towards the end of a transformative year in the industry, we’re pleased to share a roundup of the reports and guides that we’ve published throughout 2023, each offering valuable perspectives to fuel your strategies for the year ahead. 📊 Here's a roundup of our key reports: 👨👩👧👦 Family offices & the role of third-party providers > https://lnkd.in/e6DsVGWX 🔁 A guide to switching your third-party AIFM > https://lnkd.in/eBWDNXuu 💼 A complete guide to switching your fund administrators > https://lnkd.in/eEtU2aaQ 🔮 The 2030 Trustee Guide > https://lnkd.in/eB6w-McJ 🏢 A complete guide to switching your corporate service provider > https://lnkd.in/eXa8t8Qa Take advantage of these valuable insights to fortify your plans for success in the coming year. #IndustryInsights
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As we say goodbye to 2023, I wanted to share a roundup of helpful Ocorian reports and guides published throughout the year. Dive into these valuable insights here: #IndustryInsights #YearInReview
Stepping towards the end of a transformative year in the industry, we’re pleased to share a roundup of the reports and guides that we’ve published throughout 2023, each offering valuable perspectives to fuel your strategies for the year ahead. 📊 Here's a roundup of our key reports: 👨👩👧👦 Family offices & the role of third-party providers > https://lnkd.in/e6DsVGWX 🔁 A guide to switching your third-party AIFM > https://lnkd.in/eBWDNXuu 💼 A complete guide to switching your fund administrators > https://lnkd.in/eEtU2aaQ 🔮 The 2030 Trustee Guide > https://lnkd.in/eB6w-McJ 🏢 A complete guide to switching your corporate service provider > https://lnkd.in/eXa8t8Qa Take advantage of these valuable insights to fortify your plans for success in the coming year. #IndustryInsights
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