Shows
Coffee With....AlgoMe Consulting30 - DORA countdown - is your firm ready?Welcome to the new Coffee With... AlgoMe Consulting podcast presented by Luuk Jacobs, Partner, AlgoMe Consulting. Today he is in conversation with the latest addition to our team; Paul Mullins, Partner, AlgoMe Consulting. The EU sees the industry’s increasing reliance on technology as putting it at risk from Cyber threat and significant IT incidents. The Digital Operational Resilience Act (DORA), is designed to minimise such issues. DORA entered into force in early 2023. In just a few months it will apply in full, which is why we have chosen DORA as today’s topic. Luuk and Pau...
2024-07-1717 min
Coffee With....AlgoMe Consulting29 - Mirror, mirror on the wall.... What conference agendas say about the Investment Management industryNow that industry conferences are back to full capacity, Pierre-Yves Rahari, Partner, AlgoMe Consulting joins us to talk about what’s on the agendas for these events and what they tell us about the industry today.From the UK and Ireland, to Europe, the US and Asia, we discuss the key topics which are coming up across the board. With a global conversation taking place around geopolitics, regulation, private assets and technology – we also look at the nuances by region.Listen and learn from this insightful discussion, as we read between the lines of the indu...
2023-09-2220 min
Coffee With....AlgoMe Consulting28 - AI – what are the implications for the Investment Management industry?We see AI being applied across many industries, which is why we think it deserves to be the centre stage topic for our latest Coffee With... AlgoMe Consulting podcast. In this episode we are in conversation with Luuk Jacobs, Partner, AlgoMe Consulting, who has been studying and working in this field for some time now. He shares his insight into the broader implications for the Investment Management industry and takes a deeper dive into topics such as product and distribution, as well as looking at the compliance and regulation perspective. This edition is definitely worth lis...
2023-07-1827 min
Coffee With....AlgoMe Consulting27 - Beyond the banking crisis – what are the implications for the Investment Management industry?In our latest podcast we examine the news about this year’s banking crises, especially in the light of the SVB and Credit Suisse scenarios, and what the implications of these might be for the Investment Management Industry. We also discuss where the epicentre of financial power might lie in our post Brexit world, and among the current geopolitical uncertainties. While we are publishing our latest podcast with a bit of delay, there is something refreshing in looking at our analysis a few weeks after the events as the initial furore calms, and we are able to tak...
2023-06-1516 min
Coffee With....AlgoMe Consulting26 - How is the Investment Management industry working today?Times have changed and so have work patterns. In this new episode, we discuss with Luuk Jacobs, Partner, AlgoMe Consulting, how people in the industry are working today and what this means for firms. While the current trends might be toward a mix of home and office life – has long social distancing created a roadblock for return to the norm, or is this just the way things are? There are many implications to consider. Luuk shares his insights gathered from the industry and his own experience, on the balance between office and home working, how this impacts cul...
2023-03-1622 min
Coffee With....AlgoMe Consulting25 - Key themes for the Investment Management industry in 2023Since we started the Coffee With… AlgoMe Consulting podcast, we've seen priorities and trends emerge, peak, and in some cases dip. In our new podcast we discuss the 2023 playbook for the Investment Management industry and we look ahead to the rest of year with AlgoMe Consulting partners Luuk Jacobs and Pierre-Yves Rahari. We've four headlines up for discussion and they are; investment and distribution; geopolitics and regulation; technology, which of course is a very broad area and finally, we'll be taking a look at the people part of investment management to explore what this all mean...
2023-02-2325 min
Coffee With....AlgoMe Consulting24 - Future-proofing your operations when providers are consolidatingWelcome to our first Coffee With... AlgoMe Consulting podcast of 2023. We decided recent news of the acquisition of RBC Investor Services by CACEIS was well worth talking about. There have been similar transactions across the industry and this marks yet another milestone in the trend towards consolidation of service providers in the Investment Management industry. Therefore, it is more than likely a few pressing questions will come to the mind of those CXOs overseeing global fund operations and outsourcing their activities to service providers: What is the rationale for such transactions? What are the benefits for the e...
2023-01-2425 min
Coffee With....AlgoMe Consulting23 - Regulations and FCA strategic plan, in a rapidly changing environmentWelcome to our new episode of the Coffee With AlgoMe Consulting podcast where the topic is focused on the FCA. The FCA has published a strategic plan for 2022-2025, and subsequently a business plan for 2022-2023, outlining how they intend to execute their 2022-2025 strategic plans. These plans reflect FCA's new approach to focus on outcomes rather than on processes, and to regulate across sectors as opposed to across segments. Why this shift in approach, and what does this mean practically speaking for firms in the investment funds industry: How should they interpret these plans? How can t...
2022-07-2827 min
Coffee With....AlgoMe Consulting22 - Personalisation of investment funds: The next new frontier?Putting the "I" in investments: The adoption of sustainability models in the Investment Management industry has had an impact on the development of bespoke portfolios? How do you really define bespoke portfolios for institutional and individual investors? Is this a new model of Asset and Wealth Management designed for market segments that were not serviced previously by the industry? What are the conceptual, technological, operational and regulatory requirements to support this model; is the Investment Management industry ready for this challenge?GuestsCarolina Minio Paluello, appearing in a personal capacity...
2022-03-0726 min
Coffee With....AlgoMe Consulting21 – Has the wave of changes passed its peak in the Investment Industry?Some players in the Investment Management industry claim that we have now reached the bottom of the price war between active and passive funds. Others claim that besides more mergers & acquisitions; the renewed trend towards outsourcing of operations; the ongoing launch of ETF’s and other new products and share classes; the move towards wealth management, we may experience a period of more modest changes in the years to come. Has the wave of fundamental changes that has swept the in the industry in the recent years really passed its peak? Can we substantiate this claim, or are there ne...
2021-11-1534 min
Coffee With....AlgoMe Consulting20 - Introducing our new podcast series: Pathways to FreedomThe title of our new series of podcast is Path to freedom: What lies ahead of us in the Wealth and Asset Management industry? Now that we are exiting lockdowns, hopefully leaving Covid behind, and partly returning to the workplace, we have lots to discuss. Listen in to find out about our new topics and episodes we'll be sharing over the coming weeks. GuestsLuuk Jacobs, Partner, AlgoMe ConsultingPierre-Yves Rahari, Partner, AlgoMe ConsultingPresenterChris New, AlgoMe ConsultingIf you liked our podcast, please...
2021-10-1112 min
Coffee With....AlgoMe Consulting19 – Coffee With... AlgoMe Consulting - Operational Resilience special editionThis special edition podcast is a Q&A session, with AlgoMe Consulting Partners, Luuk Jacobs and Pierre-Yves Rahari, about the upcoming ‘operational resilience’ deadline. It aims to help all those who have questions, and are looking for expert guidance and insight. In order to comply with the Operational Resilience Parts rules, firms must ensure the operational resilience of Important Business Services is established and maintained. This podcast explores how cyber security and robust dynamic governance must be built on top of the risk management process and more, ahead of the 31 March 2022 deadline. GuestsLuu...
2021-09-0821 min
Coffee With....AlgoMe Consulting18 – Fintech, AI, Digital Currency and Data, Security & PrivacyIn the second part of our exploration of the logistics and business operational models in the Wealth Asset Management industry, we are discussing Fintech, AI, digital currency, data, security and privacy with our guests. What are the recent trends? Who are the players? What are the implications from an organisational viewpoint, and also from the perspective of investors and industry stakeholders alike? Listen to the episode to find out more.GuestsKeith Hale, Executive Chairman, TrustQuayMeagen Burnett, Chief Operating Officer, M&G Investment Management PresenterChris New, AlgoMe Consulting
2021-07-2828 min
Coffee With....AlgoMe Consulting17 - Operational resilience: The emergence of new models?Operational resilience is making the headlines in the Wealth and Asset Management industry, with a strong push from the regulators across the UK and Europe. Against that background, how are the operating models adapting in the industry, after having been tested to the limit during the Covid-19 crisis? What is the implication for outsourcing, which is a prevalent model in the industry? How will these operational models stand the test of time in an industry that is continuously undergoing change? Finally, is operational resilience the preserve of the CRO's and COO's only, or should it...
2021-06-2828 minCoffee With....AlgoMe Consulting16 - Mergers & Acquisitions in Asset Management: A world of two tales?As we continue our series of podcasts looking at 2021 with ‘cautious optimism’, we follow-up on our previous episode about new asset classes and products by exploring further what is prompting the Wealth and Asset Management industry towards a binary model of giant vs. niche players. With our guests we discuss in depth what trends we are observing and what that means today. We also look at who the main players are on this world stage, the implications from an investor perspective, and more broadly from a stakeholder perspective.PresenterChris New, AlgoMe ConsultingGuestsEd...
2021-06-0127 min
Coffee With....AlgoMe Consulting15 - New asset classes and new products: Creatively building new funding mechanisms for the economyIn this new podcast we explore how the Wealth and Asset Management industry has actively promoted the integration of private markets in the form of new asset classes and fund structures in their product range, especially in the form of cryptoassets. With our guests we discuss in depth what has prompted this trend and how they foresee it developing in the next few years - especially against the backdrop of a post-COVID and post-Brexit economy. We will also have a dive into the implications for Wealth and Asset Managers, from a strategic, infrastructure and development viewpoint. Presenter
2021-04-2731 min
Coffee With....AlgoMe Consulting14 - ESG and Sustainable Finance: Are we moving towards standardisation?In our new podcast we look beyond the hype and take a deep dive into ESG with those in the know. The Wealth and Asset Management industry diligently integrated ESG into investment and product development processes over the past few years. Today, increasing taxonomies and regulations raises the question whether we are moving towards a standardisation of ESG? Is this practically possible given the diversity of philosophy and practice in the creation, launch and distribution of ESG solutions? Is this a desirable outcome for the industry? Listen to our enlightening podcast where we get to the heart o...
2021-03-2534 min
Coffee With....AlgoMe Consulting13 - ESG and sustainability culture in the City – what to expect in a post-Covid and post-Brexit world?In the first of our new podcast series, we explore ESG and sustainability in great depth with our guests. Over the last few years, in addition to creating ESG oriented products, the Wealth and Asset Management (WAM) industry has embraced a number of stakeholder inclusion measures, which made their way into the regulation: Diversity, equality, and Gender Pay Gap reporting. Today, in a post-Covid and post-Brexit world, the City's geo-strategic position has changed and its regulatory framework is under debate. In this context, will the WAM industry be able to continue developing a purpose-driven and sustainable corporate model? Where...
2021-03-0233 min
Coffee With....AlgoMe Consulting2021: The year of "optimism with caution" in the Wealth and Asset Management industryAt the beginning of 2021, the Wealth and Asset Management industry, is like most of the planet, feeling optimistic about the prospect of moving into a post-pandemic world in the course of this year. At the same time, in a post-Brexit context, the mind of the industry is set towards further expansion, while redefining the regulatory framework in which it operates and integrating innovation further across the board (products, technology, leadership etc.). However, this renewed optimism will not come without its challenges. These are the fundamental changes in the industry that we invite you to explore with our guests in...
2021-02-0417 min
Coffee With....AlgoMe Consulting11 - Values driven innovation for the Wealth and Asset Management industryAs the industry looks to refocus and adapt to a post Covid-19 world we are revisiting innovation in Wealth and Asset management. We are joined by Alex Gawley, an innovator, investor and former Google Product Director. Alex is the co- founder of Zero Carbon Capital, an EIS fund looking to address climate change through deep science and tech innovation.Previously we have discussed the impact of various technologies on Wealth and Asset Management organisations and in this, our final podcast of 2020, we are talking about the important role values play when putting us on the p...
2020-12-1725 min
Coffee With....AlgoMe Consulting10 - Revisiting the Governance model in the WAM industryAs industry looks to refocus and adapt to a post Covid world, the theme of this podcast is revisiting the governance model in the Wealth and Asset Management industry. Boards are already being challenged by prominent issues such as digital, Black Lives Matter, ESG, diversity and economic recession. Added to this is technological innovation, changing market dynamics and younger generations whose investment outcomes are likely to be different from the Baby Boomers and Generation X. We explore with our guests what governance model changes need to be made to address all these challenges in the ne...
2020-11-1127 min
Coffee With....AlgoMe Consulting9 - What's new in product design and product development in the WAM industry?In this podcast we are in conversation with Cora Gibbons, Nuveen and Toby Boatwright, BMO Global Asset Management who have accrued two decades each of industry experience. Together we discuss how the Wealth and Asset Management industry has remained active in developing and launching products during the pandemic. We also look at how this activity reflects product decisions made before the crisis and what new trends we are seeing with regards to the type of products and structures that will be launched in the not too distant future and beyond. In addition, we talk about what the fundamental d...
2020-10-1525 min
Coffee With....AlgoMe Consulting8 – Sales, marketing & distribution: How do you sustain your sales, marketing and distribution efforts in the new world?In this episode, our first after the Summer break, we explore how the Covid-19 lockdown has made a significant impact on the sales, marketing and distribution functions in the Wealth and Asset Management industry. We discuss what has happened, where we are now and look towards the future. Can we expect the trends and models that have emerged during the crisis to remain and sustain in the new world following the overnight switch to digital and remote interaction this year? What type of other changes, innovations and developments can we expect in these areas? How do these developments reconcile...
2020-09-2826 min
Coffee With....AlgoMe Consulting7 - Covid-19: Recover and rebuild - what have we learned and what’s next?In our latest episode our theme is Covid-19 recovery and we are also looking forward to a new world under construction. We are now several months into the crisis and we discuss these key themes: · What have we learned from our guests on the impacts of the pandemic on the Wealth and Asset Management industry over the last four months? · How is the Wealth and Asset Management industry preparing to move towards a new world under construction? As we conclude our first series in Episode 7, we explore what will be of importance for the industry...
2020-08-0511 min
Coffee With....AlgoMe Consulting6 - Covid-19: Is there a global response model in the Wealth and Asset Management industry?Our recent podcast episodes have explored the responses of the Wealth and Asset Management industry to the Covid-19 crisis and now we are going to take a macro view. As we operate in a global industry, are we seeing a global response model? Or is the crisis requiring each region to develop a specific response model of their own? We explore these and other questions with our guests from global regions including Asia, Americas and Europe. PresenterChris New, AlgoMe ConsultingGuestsCharles de Segundo, Founder, Impact DeltaScott McLaren, Head of H...
2020-07-1620 min
Coffee With....AlgoMe Consulting5 - Innovation: What is Covid-19 bringing to the Wealth and Asset Management industry?In this episode we focus on innovation and what it means during Covid-19. The pandemic has steered an enormous and speedy amount of innovation in medicine, pharmaceutics and other industries which have adapted to the virus. Are we anticipating similar changes or jumps in the Wealth and Management industry and what will this entail - innovative changes in products, processes, people & culture, systems, regulation? Please listen to find out where our conversation leads.PresenterChris New, AlgoMe ConsultingGuestsColin Bennett, Head of Digital Distribution, GAM, speaking in a personal capacityDmitry B...
2020-07-0320 min
Coffee With....AlgoMe Consulting4 - Covid-19 and leadership expectations in the Wealth and Asset Management industryIn our fourth podcast we discuss Covid-19 and the changing expectations of leadership in the Wealth and Asset Management industry.Covid-19 has required the industry to deploy new ways of working and interacting with each other. With remote working now established, we are all looking for a way back to the office but we don’t have all the answers yet. How is this impacting leadership in the Wealth and Asset management industry, and what are the expectations of people in the industry in a post-Covid-19 world?PresenterChris New, AlgoMe ConsultingCo...
2020-06-1825 min
Coffee With....AlgoMe Consulting3 - Covid-19: Is BCP the new BAU?In this episode we focus on Covid-19: Never in the history of the industry have BCP plans been invoked to the extent seen over the last few months. As the world is coming out of confinement, Covid-19 uncertainty remains strong. Is the industry required to stay in BCP mode for the foreseeable future? Is BCP becoming BAU?PresenterChris New, AlgoMe ConsultingCo-presenterLuuk Jacobs, Partner, AlgoMe ConsultingGuestTarne Bevan, COO Interim Greencoat Capital If you liked our podcast, please share and tag us on LinkedIn @A...
2020-06-0329 min
Coffee With....AlgoMe Consulting2 - Where does Covid-19 leave the Wealth and Asset Management industry?In this episode we focus on Covid-19: Where is the industry today? Where is it going tomorrow? Covid-19 is impacting the investors, products, flows, outlook and people in many different ways. Let’s learn from the observations of our guests throughout the crisis, and their outlook for the futurePresenterChris New, AlgoMe ConsultingPierre-Yves Rahari, Partner, AlgoMe ConsultingGuestsPatricia Schuetz, Senior Client Portfolio Manager at Pictet Asset Management, and an experienced industry professional, specialising in fixed incomeVeit Schuhen, a Senior Executive, former COO of the Maitland Group an...
2020-05-2122 min
Coffee With....AlgoMe Consulting1 - Introduction to Coffee With...Introducing our new podcast series called Coffee With....AlgoMe Consulting.Right now Covid-19 is an extraordinary disruptor globally, to say the least. This also applies to the Wealth and Asset management industry. In this series of podcasts, we invite members and actors of the industry to share their insight on how Covid-19 is influencing the state of the industry; bringing changes to the industry’s operating models; and certainly impacting the very people who work in the industry. We explain how in this podcast.PresenterChris New, AlgoMe ConsultingGuestsPierre-Yves Rahari, Pa...
2020-05-0612 min