Disruption is putting increased pressure on investment management firms. A “wait and see” approach and work-arounds are no longer viable options as margins are squeezed and the competition is innovating. To survive, operations needs to automate and simplify its processing. To thrive, firms need to consolidate across business lines.In this on demand webinar, UBS, Gulf International Bank and Accenture discuss their experiences of delivering successful consolidation projects across business lines, and what business benefits can be achieved.
Talking points include:
- Trends across the industry – quick fixes or strategic vision?
- Drivers to consolidate the operations and IT infrastructure across business lines. Why now?
- Challenges and lessons learnt from real-life cross-functional consolidation projects
- Vision and objectives: short term gains and long-term benefits
- What to look for in a delivery partner
About the speakers
Chief Operating Officer, Gulf International Bank (UK) Limited
David joined GIB (UK) (formerly Saudi International Bank) in 1985 and worked within Operations across all products and departments before becoming Head of Operations in 2001. David has also had responsibility for Operational Risk between 2012 and 2014. In November 2014 David was appointed as the Chief Operating Officer where he has responsibility for Operations, IT, Portfolio Performance & Control as well as Facilities. David is a member of the GIB UK Management Committee as well as a member of the Operational Risk Committee and Change Management Committee. David also sits on the Group Senior Management Committee.
Managing Director, UBS AG
Anthony has a 23 year track record of value added delivery for the UBS Group. Anthony has been instrumental in leading large teams to deliver transformation across departments and geographies. Leveraging his experience across front to back business and technology, he is focused on managing change while bringing significant benefits to the business as well as operations and IT. He has a proven track record to harness the strengths of a culturally diverse and global organisation while understanding the dynamics of the programme lifecycle and the techniques needed to be successful.
Investment Management Consultant, Accenture
Paul has more than a decade of experience working within the asset management industry. His recent work in the technology space has been focussed on providing better tooling for portfolio managers and dealers. He is a specialist in OTC derivatives, particularly in data provision and regulatory compliance.
He has been a thought leader around areas of significant change in the asset management industry and the practical challenges of incorporating new regulations, products and systems into existing business models.
Prior to joining Accenture, Paul created and managed a trading function for a global asset manager, executing strategies across equity, fixed income and multi-asset funds.
Head of UK Presales and Product Management, SimCorp
Alan Copping is Head of UK Presales and Product Management at SimCorp. With deep product knowledge of SimCorp’s Dimension, Alan’s primary focus is identifying and progressing opportunities in the UK, Ireland and Middle East. Prior to this position, Alan worked as a Pre-sales consultant with focus on back office and settlement processes including Trade Confirmation, Settlement, Collateral Management, Cash Management and Reconciliation.
Alan joined SimCorp in 2011 from SmartStream Technologies where he had a 13 year career working as a programme manager, lead consultant and professional services manager across multiple SmartStream products.