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ROBO-ADVICE: A THREAT OR AN OPPORTUNITY FOR THE INDUSTRY?
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6/12/2017
When: Monday, June 12, 2017
5:30 PM
Where: BlackRock
12 Throgmorton Ave
London EC2N 2DL
United Kingdom
Contact: Maxine Elliott
+44 (0)20 7866 1995


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WE EMEA | ROBO-ADVICE: A THREAT OR AN OPPORTUNITY FOR THE INDUSTRY?

Are digital wealth managers a threat or an opportunity for established financial players? Join our discussion on Monday 12th June at 5:30 PM to find out what to make of the "robo-advice" trend.

Scalable Capital, one of the leading European digital wealth managers, iShares by Blackrock, the largest global ETF provider, leading consultancy Celent and trade association Women in ETFs invite you to a discussion about the implications of the rise of digital players in the wealth management space: is it a fad? Which customer segments could be better served with a tech-enabled service? Can digital wealth management be profitable? How to create a digital proposition that delivers a true value-add to your customers and your business? Should you do it in-house or partner?

Space is limited so register today!

 
AGENDA
5:30 PM REGISTRATION
6:00 PM OPENING REMARKS
Simon Miller
Scalable Capital

6:05 PM

PANEL DISCUSSION

Moderator
Mark Polson

Founder
the lang cat

Panelists:
Pollyanna Harper
Head of UK Intermediary Sales
iShares

Adam French
Founder & CEO
Scalable Capital

William Trout
Head of Wealth Management Research
Celent

6:45 PM Q & A
7:00 PM - 7:05 PM

CLOSING REMARKS
Simon Miller
Scalable Capital

7:05 PM - 8:00 PM NETWORKING

ADAM FRENCH | BIO
Adam is Co-Founder and CEO of digital investment manager Scalable Capital. Before founding the business, he spent seven years at Goldman Sachs as Executive Director of Commodities Trading. Adam was responsible for the commodity structured products franchise, including risk management and developing client solutions. Prior to this, he worked in Derivatives Trading where he was responsible for electronic trading for private clients. Adam has just been named as one of the PAM Top 40 Under 40 for 2017. He studied Business Mathematics and Statistics at the London School of Economics.
POLLYANNA HARPER | BIO 
Pollyanna is a member of the iShares EMEA Sales team and is responsible for the iShares UK Advisory business. Pollyanna's service with the firm dates back to 2005, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Pollyanna holds a BA (hons) in French, German and International Business and the Investment Management Certificate.
MARK POLSON | BIO   

Mark Polson is founder of the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably. The lang cat works with advisers and providers, helping them develop better stuff and talk about it in a better way. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy and more human. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be. He spends too much time going to gigs aimed at people considerably younger and more tattooed than him. William

WILLIAM TROUT | BIO
  William Trout leads Celent’s global Wealth Management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.

 

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