The Findings
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ELITE PERFORMANCE: A PSYCHO-PHYSICAL APPROACH
To support employees towards elite performance, corporations now need to explore the untapped area of psycho-physical wellbeing as a key contributor.
15 July 2018
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EFFICIENCY, SCALABILITY AND GROWTH – MAKING YOUR BUSINESS AMBITIONS COME TRUE
Middle and back-office processes need to be standardised across business lines in order to achieve the efficiency needed to drive asset growth. Clear management vision is essential within any large-scale change management process in order to meet growth targets while people considerations must not be overlooked.
15 July 2018
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DIGITISING WEALTH MANAGEMENT: WHAT IS THE COMMERCIAL IMPERATIVE OF PERSONALISING YOUR CUSTOMER EXPERIENCE?
The wealth industry recognises that client demand for better digital capabilities is increasing, yet is cautious in adopting these technologies. Delegates acknowledge that suitable digital solutions can act as “enablers” and add value to the client relationship. However, for a successful transition a change of business model, as well as industry mind-set and culture, will be needed.
15 July 2018
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ARE YOU MAKING THE MOST OF PASSIVE INVESTING?
Not all indices are created equally and the session addresses this by giving participants market leading insight to investigate the underlying index which an ETF tracks and how to make the most of passive investments.
15 July 2018
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A REGULATORY UPDATE
MIFID II and GDPR are no longer discussed in the framework of “what’s next?” Both of these pieces of regulations have now come into force. Wealth industry players are drawing first conclusions on how this is affecting the businesses.
15 July 2018