WEBINAR SERIES 2020

Unlocking the Digital Transformation
of Wealth Management
Join this 3-part webinar series to understand the changes in online trading and self-directed investing and the boom in self-directed investing during Covid-19.


We will approach this topic from a short term and long term investment perspective and look at tools and capabilities that will be essential for firms who are looking to unlock their digital wealth management.
Episode 1 - The Rise of the Smarter Investor in a COVID-19 world 
The number of Investors interested in online trading or self-directed investing has increased during Covid-19. All across the world, online brokers are seeing their account opening numbers grow exponentially as investors, with more time and many at home, are turning their attention to investing.

Join the 1st Episode and hear from experts about:
  • The Power of Digital: Self-Directed Investing in 2020
  • How firms are using data and  technology as “Building Blocks” approach to accelerate their digital transformation
  • Decoding data analytics, sentiment and AI
  • How to get the client experience right and differentiate yourself

Date:  27 October 2020 I 11am - 11:45am GMT
Speakers:  
  • Will Ferrand, EMEA Wealth Director, Refinitiv
  • Thierry Groues, Associate Partner - WAM Transformation Strategic Solutions Lead at EY
  • Stephen McGrath, Head of Digital Customer Experience and Engagement, IG
Episode 2 - A fine balancing act –  crafting the digital experience for the short-term investor
In an unpredictable year of surprises, pandemic, and political changes across the world, many are focused on the short-term investment goals of investors. Digital platforms and self-directed shops, looking to attract a new breed of intelligent investors, need to capitalize on the right tools to create the right experience.  

Date:  10 November 2020 I 11am - 11:45am GMT
Speakers:  
  • Will Ferrand, Refinitiv
  • Kathryn St. John, Senior Director, User Experience, TradingCentral
Episode 3 - Delivering to the long term view in a digital world
Financial planning has always been part of the traditional wealth management industry. With more investors turning to online/digital offerings, goal-based planning has become a focus for many players.

In this last session of our series, our experts will focus on:
  • How to address the demand of goal-based planning tools
  • The role of ESG and alternative data for the long term investor

Date:  17 November 2020 I 11am - 11.45am GMT
Speakers:  
  • Will Ferrand, Refinitiv
  • Ralf Heim, CEO & Co-Founder, Fincite
  • Charles Smith, Global Head of Digital Solutions, Refinitiv

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Will Ferrand, EMEA Wealth Director, Refinitiv


William is the lead for Refinitiv’s Wealth Management business in EMEA and is responsible for running the operations and strategy for the Wealth business in the region. William joined Refinitiv in 2013 and has held multiple sales and business development roles at the firm. Prior to joining Refinitiv William held roles at PerTrac and eVestment. He holds a Master of Arts in European Union studies from the University of Edinburgh and is fluent in English, French, Italian and German.




Ralf Heim, Fincite, Co-Founder & CEO

Ralf is a German Technology Entrepreneur and Founder of Fincite as well as Fincite Ventures. 
As a Pioneer for digital investment solutions, Fincite creates Asset Management for a connected, digital world. Before Fincite, Ralf headed the business development of a big data company (exits to PwC & SAP). 
Starting as a freelancer at the age of 16, Ralf spent his career building analytical systems for companies as well as central banks.


Kathryn St. John, Senior Director, User Experience,
TradingCentral


Kathryn has in-depth knowledge of software development, quant analytics and trading user experience amassed through startup days with Recognia. Kathryn's team continually transforms Trading Central's products to deliver modern, engaging experiences; and helps brokers envision how to deliver actionable insights to their customers. 


Thierry Groues, Associate Partner, WAM Transformation Strategic Solutions Lead, EY

Thierry Groues is an Associate Partner with EY Financial Services’ Office, in charge of EY’s Digital Transformation solutions in the Wealth Management Industry for EMEIA. His focus is to support clients in the WAM industry in delivering business value through the application of technology. Thierry has over 13 years of experience in Strategy, Innovation and Transformation Consulting.



Charles Smith, Global Head of Digital Solutions, Refinitiv

Charles is responsible for driving the strategic direction, business planning and financial results for Digital Solutions business.  Prior to joining Refinitiv, Charles was a managing director in the Wealth & Asset Management Advisory practice of Ernst & Young LLP (EY). Charles has deep knowledge in wealth management product areas and is an inventor on eight US patents on process and product designs.

Over the last 15 years, Charles has worked extensively with many of the top 10 US financial services institutions with a focus on product strategy, platform design, digital strategies, operating model development, and process improvement. Prior to joining EY, Charles had senior leadership roles at Fiserv/CheckFree (now Tegra118) and Misys (now Finastra).



Stephen McGrath, Head of Digital Customer Experience and Engagement, IG Group

Steve has worked in the financial services industry for more than two decades, gaining a deep understanding of content, initially as a financial journalist and then a content marketeer. In his current role as Head of Digital Customer Experience and Engagement at trading firm IG, his aim is to close the digital customer experience gap by ensuring the right content is delivered to the right audience at the right time through use of data analytics and technology.