Securities & Investments Newsletter: May 2018

On April 24, we were pleased to hold our annual Insight and Innovation Day in Boston, where we presented insights and connected with clients on key technology topics across wealth and asset management. Our sessions were well-attended and held in a beautiful room overlooking the North End of Boston. We were also delighted to launch our inaugural Model Asset Manager and Model Wealth Manager awards and case studies. For a full summary of the model award winners, please click here.

We recognized initiatives that demonstrate the effective use of technology across six different categories. The question we answered was “What would it look like for an asset manager or wealth manager to do everything right with today’s technology at their disposal?”. Our mission was to educate, enlighten, and inspire and I believe we accomplished that. Congratulations Brandes Investment Partners, Deutsche Asset Management, ProShares, Charles Schwab, UBS Group AG, and Citizens Investment Services.

In addition to the awards, we delivered key insights via presentations from Neil Katkov and Cubillas Ding on Buyside Risk Management and Emerging Technology, Empowering the Advisor through Smart Data (Data Swamps/Data Smart) from Will Trout, API Monetization Schemes from Kelley Byrnes, and CRM and the Digital Client Experience by Ashley Globerman.

In the coming months, we look forward to connecting with you at our upcoming roundtables in May and June in London across capital markets, risk and compliance and wealth management. In the meantime, please check out the recent research enclosed.

David Easthope
Senior Vice President
@deasthope