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Download Investment Management 2020 Investment Management 2020: Meet the Leaders Series The investment management industry’s most influential companies and business leaders provide insights into market developments in a new online series proudly presented by the City of London Corporation Webinar The UK’s Fintech Industry and Innovations – Key Applications in Wealth Management and Partnership Opportunities 09:00 – 10:00 (BST)/ 16:00-17:00 (Beijing Time),17th June 2020, Wednesday REGISTER HERE: https://attendee.gotowebinar.com/register/1755629106273983760 This webinar will be conducted in English The UK is a global champion in promoting innovation in the financial services sector, with London at the forefront of building the next generation of fintech leaders. The UK has become a global benchmark given its highly supportive regulatory approach which has underpinned widespread innovation in financial services. In addition to an unmatched regulatory environment, the UK’s appetite for innovation has made it a leader in delivering fintech solutions which are transforming the financial services industry. Investments in technological solutions across financial organisations are now more important than ever, as the world shifts towards remote working and online communication channels due to the COVID-19 pandemic. As one of the world’s leading global financial centres, the UK has established a unique position to equip SMEs and financial institutions globally with the required tools to effectively conduct business both during and after this time of crisis. In this webinar, we will explore how the wealth management industry can thrive through investing in and collaborating with fintech, the key to success for investing in fintech companies, the role of the UK fintech wealth management sector post COVID-19 and how the UK can continue to strengthen its international partnerships with growing markets including China. Agenda - Opening remarks by Alderman William Russell, Lord Mayor of City of London (5 minutes) - In conversation: The UK’s Fintech And Innovation – Key Applications in Wealth Management and Partnership Opportunities (35 minutes) o Moderator: William Barkshire, Head of Strategy: Greater China, FNZ Group o Charlotte Wood, Head of Innovation, Schroders o Diana Paredes, CEO and Co-Founder, Suade o Mark Whitcroft, Founding Partner, Illuminate Financial - Questions and Answers (15 minutes) o Moderated by William Barkshire, Head of Strategy: Greater China, FNZ Group - Closing remarks by William Barkshire, Head of Strategy: Greater China, FNZ Group (5 minutes) Speaker Biographies William Barkshire (Moderator) Head of Strategy: Greater China - FNZ Group William is based in Hong Kong and is responsible for leading FNZ’s strategic development in Greater China, and where it has one of the major presences for a UK company; FNZ is a recognised world leader in providing wealth management platform solutions to financial institutions. He has previously advised leading financial institutions in respect of their Chinese growth plans as well as Booz Allen Hamilton in the Middle East. He has also served as Co-President at the Hong Kong Mercantile Exchange, as Director of Corporate Strategy at London Stock Exchange and as Managing Director of Corporate strategy at London Clearing House. He is also an active commentator on market developments in China including being an expert contributor on China Radio International in Beijing. Charlotte Wood, Head of Innovation: Schroders Charlotte is the Head of Innovation at Schroders, where she is globally responsible for startup engagements, alongside the company’s internal innovation activities. She is responsible for the strategic approach to innovation and fintech collaborations, including launching Schroders’ startup programme, Cobalt. She previously worked in consulting and spent a year based in Silicon Valley, connecting clients with relevant VCs and startups. Diana Paredes CEO and Co-Founder: Suade Diana Paredes is the CEO and Co-Founder of Suade, a software platform that enables financial institutions to understand and deliver their regulatory requirements. Prior to founding Suade, Diana had a successful career in investment banking, covering all asset classes at Barclays and Merrill Lynch, across sales, trading and structuring. Whilst working in the industry, she saw an opportunity to innovate and launch her current Fintech/Regtech startup. She believes that a data-driven approach to regulation is the key to preventing the next financial crisis. Mark Whitcroft Founding Partner: Illuminate Financial Mark Whitcroft is a Founding Partner at Illuminate Financial, a venture firm focused on enterprise fintech and software. He sits on the Fintech Advisory Panel of the UK’s Investment Association. Prior to Illuminate, he was involved in a number of fintech accelerators and worked at Deutsche Bank and HSBC. Mark is alumni of University College London and Harvard Business School. This event is in partnership with .
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