Global strategic partner

In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless. From data and AI to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher. 

At EY, we help clients re-think everything from pricing and operating models to competition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations, and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it. Ultimately, we work with clients not just to stay competitive, but to change investing for the better.

For more information, visit  www.ey.com/en_gl/wealth-asset-management.

Strategic partner

Alpha Financial Markets Consulting is a leading global provider of specialist consultancy services to the financial services industry. The company has worked with 80 of the top 100 asset and wealth managers globally.

Alpha provides strategic and business advice, design (including provider selection), evaluation services and implementation for asset management, wealth management, and insurance clients.

Alpha’s unique market position and proposition is delivered through its sector specialism, expertise and deep experience in its Practice areas and the quality of its people – the top performers from other Professional Services firms, top tier consulting houses and industry – who develop long-term and close relationships with Alpha’s clients to provide pragmatic, tailored advice across their businesses. 

For more information, visit  alphafmc.com.

Strategic partner

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation - inspiring complex change, enabling organizations to grow and building competitive advantages. Our Experts engage across topics of strategy and growth, marketing and sales, data and analytics, operations and technology, holistic transformation and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities.

Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures - and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

Read more of our services for Financial Institutions. BCG’s experts partner with asset managers to work through the strategic implications of changes in the market environment—and convert them into competitive advantages. 

For more information, visit  www.bcg.com.

Strategic sponsor

CMC Connect provides multi-asset liquidity provision and tailored trading technology to a global institutional client base of banks, brokerages, funds and dealing desks. Our clients have access to multiple asset classes worldwide allowing them to seamlessly execute their chosen strategy and increase revenue potential. Our continuous innovation and investment in trading technology means that we are able to respond consistently to changing markets.  

For more information, visit  cmcmarkets.com/connect.

Lead Sponsor

Barings is a $431+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions.

*As of September 30, 2024

For more information, visit  http://barings.com

Knowledge partner

McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For over 90 years, our primary objective has been to serve as our clients' most trusted external advisor. With consultants in over 120 cities in more than 60 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organisation to shape winning strategies, mobilise for change, build capabilities and drive successful execution.

For more information, visit  www.mckinsey.com.

Lead sponsor

Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.  

For more information, visit  Asset Management | Broadridge..

Associate sponsor

21Shares is a world leading issuer of cryptocurrency exchange-traded products (ETPs), providing a comprehensive suite of crypto investment vehicles for institutional and retail investors. The company pioneered the first physically-backed crypto ETP in 2018 and today has the largest product range globally that offers investors with innovative solutions into the crypto market. 

With offices in Zurich, New York, and London, 21Shares boasts a multidisciplinary team of entrepreneurs, engineers, researchers, and financial professionals. Their goal is to bridge the gap between traditional finance (TradFi) and decentralized finance (DeFi) through a collaborative approach. This enables them to operate efficiently on and off the blockchain, developing products that meet the evolving needs of their clients. 21Shares focuses on product innovation, regulatory compliance, and customer satisfaction, with ETPs listed on major European exchanges. This accessibility has made them a trusted partner for those looking to diversify their portfolios with cryptocurrency. 

Visit www.21shares.com to learn more about their offerings and the latest insights in the crypto industry.

Lead sponsor

FE fundinfo is a leading financial data company connecting the asset management industry to distribution networks in the UK, Europe and Asia Pacific. 

Through our data and intelligence, we empower the investment management industry to drive asset growth, operational efficiency and risk management, facilitating faster and global market entry via preferred distribution channels. Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors. 

For more information, visit  www.fefundinfo.com.

Associate sponsor

Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.

Wilshire Indexes operates alongside Wilshire’s investment management, consulting, OCIO, and alternative asset businesses, which are separately known as Wilshire Advisors.

For more information, visit  www.wilshireindexes.com.

Associate sponsor

Luxembourg for Finance (LFF) is the Development Agency for the Financial Centre. Founded in 2008, it is a public-private partnership between the Luxembourg Government and the Luxembourg Financial Industry Federation (PROFIL). LFF’s objective is to develop Luxembourg’s financial services industry sustainably by putting qualitative growth, innovation and stability at its core.

LFF identifies new business opportunities and connects international financial firms to the range of services provided in Luxembourg. It also acts as the first port of call for foreign journalists, cooperates and partners with various professional associations, monitors trends in global finance, and provides substantive material on financial products and services available in Luxembourg. Furthermore, LFF manages multiple communication channels, organises seminars in international financial locations, and takes part in select world-class trade fairs and congresses.

Networking reception sponsor

FactSet helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology globally. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor.

For more information, visit  www.factset.com.

Exhibitor sponsor

In a world shaped by increasingly interconnected risks, Moody’s data, insights, and innovative technologies help customers develop a holistic view of their world and uncover opportunities. With a rich history of experience in global markets and a diverse workforce in more than 40 countries, Moody’s gives customers the comprehensive perspective needed to act with confidence and thrive.

For more information, visit  www.moodys.com.

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