Events

Event details

UK & EU Series: Disruption in Wealth Management

Date 
9 September 2020
Time
2:00 pm - 3:00 pm
UKEurope




Join us for the first session after the summer break focused on how the wealth management industry is adapting to meet the changing needs & priorities of private clients. It will cover trends in intergenerational wealth transfer, the interest of younger clients in ESG & Impact Investing and how the financial planning & asset management process can be improved through the use of artificial intelligence.

The discussion will be hosted on Zoom and include a live discussion with a distinguished panel, followed by small group discussions using Breakout Rooms to enhance the networking and discussion. This will allow our members to interact directly with each other and the panelists. A full guest list will be circulated to those that attend.

We are delighted to be joined by:

Qiaojia Li - Co-Founder and CEO at Rosecut. Rosecut is a Wealthtech company that offers bespoke, regulated advice in real-time, using a combination of learning algorithms and human insight. Awarded PAM Top 40 Under 40 in 2018 for her outstanding services in private banking, Qiaojia previously worked for Coutts & Co as Co-head of the Asia Desk, following 4 years at Credit Suisse UK. Qiaojia is a chartered Fellow at the Chartered Institute for Securities & Investment and received her MBA from London Business School.

Daniel Bland - Investment Manager at EQ Investors. Daniel has been advising on and managing sustainable investment strategies for six years. Initially with a large UK investment manager, focused on negative screened equity and fixed income portfolios, before joining EQ and taking responsibility for segregated impact strategies. Daniel is also a member of the asset allocation and investment selection committees. Prior to this he spent 6 years at a UK wealth manager and a year within a large UK bank's graduate scheme. Before entering financial services Daniel worked with the Cluster Munitions Coalition in the lead up to the Wellington Conference on Cluster Munitions, a stepping-stone to The Convention on Cluster Munitions, adopted in May 2008. He is active in supporting others within the financial service community in learning about impact investing and regularly hosts education events with financial planners across the UK.

Harry Holt - Director at Perimeter Consultancy. Harry graduated with Honours in Mathematics and Statistics, he has been a Qualified member of The Society of Technical Analysts (London) for the past 23 years. and had a longstanding interest in Bayesian Methods, particularly in business applications. For the past few years he has been researching A.I. methods linked to the Investment management industry. Harry has 38 years' experience in financial services covering: investment analysis, wealth management, owner broker, and investment fund design.

In parallel, he is a successful entrepreneur and venture capitalist. Over recent years he has run a business building Institutional Sales to top tier Investment management companies for their Ultra High Net Worth Clients, built a Public Relations company in the Middle East and sold out, run an Ethylene Technology (6 patents) on coke reduction in the pyrolysis process company, and worked in Management Consultancy for UK SMEs. He is a partner with the TenSigma A.I research team, which is our A.I. product supporting Investment Institutions. Perimeter Consultancy is a culmination of his broad experience, offering institutions and UHNW clients the opportunity to leap forward to the frontier of A.I. Asset Management.


If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).





Prices
Webinar Registration - Members Only
Free
Major credit cards accepted
credit cards accepted

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