Understanding volatility and the changing landscape of wealth

The world is in the midst of an unprecedented crisis and as we come to terms with the wide and far-reaching implications, wealth managers around the world have had to quickly adjust to a new reality and re-think their business and technology.

The COVID-19 pandemic has urgently forced firms to assess their digital capabilities and find new ways to engage, maintain and build client relationships. On top of having the digital tools to navigate through these volatile times, having the right data, insight and analytics to make sense of all the information and how it affects clients is paramount. Looking forward, those firms that have not fully embraced digitalization or incorporated some form of hybrid engagement model, will operate at a substantial disadvantage. 

Join this webcast to understand where leading financial institutions around the world and in MEA stand today in navigating this crisis and what tools and capabilities are essential to not only survive but thrive. Our experts will discuss:
How should wealth managers adjust their business and client engagement in a world of social distancing
How to support your advisors in demonstrating and delivering value to clients,
How to use data and insights to identify clients at risk and prioritize communications
Operational scale in response to heightened market volatility and client requests
Providing an added-value in a world of digitalisation and easily-available information


William Ferrand, Performance Director Wealth EMEA, Refinitiv

William joined Refinitiv (then Thomson Reuters) in 2013 from eVestment (now a part of Nasdaq). Prior to his current role, he was an Account Manager for Refinitiv’s UK Wealth accounts for 6 years, where he won the award for top sales achiever in Europe North.
William speaks English, French, Italian and German and holds a Master of Arts in European Union studies from the University of Edinburgh.


Stuart McCulloch, Senior Executive Officer, The Fry Group

Stuart McCulloch is Market Head for The Fry Group Middle East. With 29 years’ experience, Stuart is a highly regarded financial services professional with a long heritage of work both in the UK and the Middle East. Before joining The Fry Group, Stuart held roles as Head of Operations at the Bank of Singapore in Dubai, and Head of Operations, Middle East at Coutts. Before moving to Dubai, Stuart worked for Standard Life, Halifax Financial Services and Prudential in the UK, gaining significant knowledge and experience in financial products and services to advise clients on their tax, wealth and estate planning.

Dr Adrian Saville, Chief Executive, Cannon Asset Managers

Adrian Saville’s qualifications include a Bachelor of Arts (Honours) ( cum laude ), M.Com ( cum laude ) and PhD (Economics), which he completed at the University of Natal in 1997 and for which he was awarded the Economics Society of South Africa’s Founders Medal.  He is a UNESCO laureate and a matriculant of Linacre College (Oxford).  He has completed programmes in investing and competitive strategy at New York’s Columbia University and Harvard Business School in Boston. 
In 1994, while completing his doctorate in economics, Adrian formed an investment vehicle that became the forerunner to Cannon Asset Managers, which he founded in 1998.  In 2017 Bidvest Financial Services acquired Cannon Asset Managers. Today Adrian serves as Chief Executive at Cannon Asset Managers. 
Adrian has experience in managing all the major asset classes and has successfully combined teaching and business, having lectured at the University of the Witwatersrand, the University of KwaZulu-Natal, the University of Pretoria, London School of Business, Kelley School of Business, Rotterdam School of Management and the Estonian Business School.  He has held a Professorship of Economics, Finance & Strategy at the Gordon Institute of Business Science (GIBS) since 2003, where he teaches in the fields of macroeconomics, investment finance and strategy.  Adrian has received the Excellence in Teaching Award at GIBS on eleven occasions since 2007.  In 2012, he was nominated for the Economist Intelligence Unit’s Business Professor of the Year Award and in 2014 he received the Central and East European Management Development Association award in teaching excellence.  Adrian’s successful career has encompassed consulting widely to government and the corporate world, including serving as an economic consultant to Visa South Africa. Adrian is the author of the Visa Africa Integration Index (2012-2018) and the Investec-GIBS Savings Index (2015-). He has presented to global audiences in many destinations, including Botswana, Brazil, Chile, Estonia, France, Germany, Ghana, India, Japan, Kenya, the Netherlands, Nigeria, Rwanda, Singapore, the United Kington, the United States, Zambia and Zimbabwe.   

Nerina Visser, Director, etfSA

Nerina Visser is an ETF Strategist and Advisor with a specialist focus on exchange traded products and benchmark indices. She is a director of the etfSA Portfolio Management Company, where she oversees the management of specialist investment portfolios of ETPs for a broad range of clients. She serves as President on the board of the CFA Society South Africa and as chairperson of the ASISA ETF Standing Committee. She is a member of the JSE Issuer Regulation Advisory Committee and the Nigerian Stock Exchange ETF Product Advisory Committee. She also serves on the Editorial Advisory Committee of the Collective Insight publication and is a retirement fund trustee. She is a regular market commentator in the media and a seasoned speaker at conferences, seminars and workshops, in South Africa, throughout Africa and on the global stage.

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