Celent Roundtable: Innovation and Emerging Technology Trends in Wealth & Asset Management

London, England
Thursday, 23 October 2014
Agenda


2:00 p.m.

Registration


2:30 p.m.

Welcome and Opening Comments: Wealth & Asset Management Trends You Want to Know

William Trout, Senior Analyst, Wealth Management, Celent
James Wolstenholme, Senior Analyst, Wealth & Asset Management


2:45 p.m.

The Automation of Advice: How Online Firms are Disrupting the Market for Online Advice

William Trout,Senior Analyst, Wealth Management
Ashley Globerman, Analyst, Wealth Management


Automated providers of financial advice are gaining significant traction, particularly in the area of investments. Who are these upstart firms and how are asset managers responding to their emergence? What are the competitive advantages (and weaknesses) of the so-called robo-advisors and what do these mean for traditional advice providers?

3:30 p.m.

Break

3:45 p.m.

Debate: Who Cares About Innovation? Total Return is the Only Salvation!

William Trout, Senior Analyst, Wealth Management
James Wolstenholme, Senior Analyst, Wealth & Asset Management


Celent analysts will debate opposing points of view on the future of Wealth & Asset Management. Will robo-advisors unseat traditional wealth advisory practices? Does the quest for innovation imply unsustainable cost and gains of only marginal additional revenue? Is not total return the ultimate goal? Isn't that the only true goal of all generations of investors?

4:30 p.m.

What is the Merger Between Asset Management and Wealth Management?

James Wolstenholme, Senior Analyst, Wealth & Asset Management


Wealth Management clients demand to understand their portfolios' performance and risk characteristics and it had better be accurate, transparent, and rich with meaningful detail. Portfolio and market data only can come from the Asset Management layer. This session will delve into innovation and the latest trends surrounding:
  • Performance Attribution
  • Portfolio Construction
  • Portfolio Risk
Also included will be a peek "under the bonnet" of the Asset Manager...who is providing what?

5:15 p.m.

Wrap Up            

5:30 p.m.

Cocktails- Networking and Discussion


 

Contact Details

  • Questions?

    Please contact Todd Carter at tcarter@celent.com or at +44.(0).207.852.7863.


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