Not so long ago, a wealthy client’s relationship with their financial adviser or investment manager would simply be passed onto the next generation along with the client’s wealth – but that no longer automatically holds true. These days, the wealthy are likely to be more enquiring, to take recommendations from their peers and to seek alternative advice options – which means there needs to be a compelling reason to remain with the incumbent adviser. This live Investment Week webinar, in association with IRESS, will therefore consider how wealth management and other financial advisory firms are transforming themselves to rise to this new challenge, the strategies they can adopt to retain existing clients and acquire new ones and the key role that technology can play in this crucial area of business development.

Presenters


Julian Marr

Editor, Professional Adviser

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Julian Marr is editor of Professional Adviser, Incisive Media’s news, opinion and analysis website for UK financial advisers. Prior to rejoining Incisive in March 2016, he was editorial director of financial adviser resources Adviser-Hub and Events-Hub as well as a regular contributor to a variety of financial magazines and co-author, with Cherry Reynard, of Investing in Emerging Markets – the BRIC economies and beyond, published by John Wiley & Sons. Before joining Adviser-Hub in 2008, he was editorial director of Incisive Media’s Investment Division, including Investment Week and Professional Pensions. His career as an investment journalist, writer and conference moderator now spans two decades, including five as editor and then publisher of personal finance magazine Bloomberg Money. He used to be a solicitor but that really was a very long time ago.

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Mark Loosmore

Executive General Manager (Wealth), Iress

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Mark has a successful track-record of business development in the IT and the Financial Services market, including helping both NCR and AT&T to establish themselves as key technology suppliers to the Insurance sector. In his role as Business Development Director for Focus Solutions Group, he led the company’s growth – developing and launching new market propositions that resulted in a twenty-fold increase in revenue. Mark joined IRESS in November 2011 as part of the commencing executive team to build the UK Wealth management division. A well-known industry figure, Mark is also a regular FinTech speaker at events and a media columnist. In 2016 Mark ran his first London Marathon and he’s now in training for his first half ironman.

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Chris Davies

Managing Director, Engage Insight

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Chris has 26 years experience in the retail financial services industry both in the UK, and internationally in Asia and Australia. In 2010 Chris founded Engage Insight (Engage) a Fin/RegTech consultancy and research and development agency which focuses on ensuring that retail investment advice firms grow their businesses in a compliant, and client-centric manner. Engage’s 5 years of industry research allows us to tailor our business planning and consultancy services to the needs of the industry and consumers.


Colin Nelson

Marketing Propositions Development, St James's Place

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Colin has been involved in a number of areas in his 10 years at St. James’s Place, including Investment Management and Marketing. At the start of 2018, Colin assumed responsibility for developing a number of our propositions, including Retirement Planning, Intergenerational Wealth, Business 2 Business and affinity relationships. The roles involves developing awareness across the Partnership of the opportunities presented by the evolution of the financial, economic, political and demographic landscape and thus helping Partners build their businesses accordingly.

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