InSilicoTrials’ Post

In partnership with Reed Smith LLP and our venue sponsor SGX Group, IMAS successfully concluded our Regulatory Forum on Wednesday. The event was opened by Fann Teh, Chairman of the IMAS Regulatory Committee, followed by a keynote address from Teo Kok Ming, Executive Director, Capital Markets Group, Investment Intermediaries Department, Monetary Authority of Singapore (MAS), who covered key points such as the importance of collaboration with different stakeholders, the risks that comes from the opportunities of using artificial intelligence, as well as the regulatory approach by MAS to address the environmental and climate related risks that asset management industry faces.   The forum was divided into two insightful sessions:   Session 1: Key Global Regulatory Updates for Fund Managers Speakers Han Ming Ho and Hagen Rooke from Reed Smith discussed the latest regulatory changes impacting the investment management industry, touching on the latest guidelines on fair dealing, #AML and #CFT measures, #technology risk management, #ESG and much more. Attendees gained valuable insights into significant regulatory developments and trends in Singapore and Hong Kong, China, US, UK and EU.   Session 2: Utilizing AI/Generative AI in the Financial Sector The session explored how Large Language Models (LLMs) are transforming the AI landscape, enabling efficient automation and advanced analytics. The speakers discussed use cases in the financial industry and how the adoption of AI technologies has streamlined workflows, power real-time decision-making tools, and integrate with legacy systems. Looking ahead, the thriving funding ecosystem for AI startups signals a promising future for #AI and #GenerativeAI innovation. We hope participants enjoyed the sharing of Bryan Tan, Partner at Reed Smith, and Christian Schneider, CEO, and co-founder of bluesheets.   Thanks to all who participated in the 10th IMAS Regulatory Forum. If you are interested to find out more about IMAS events, please email us at enquiries@imas.org.sg or visit our website here: https://lnkd.in/gKGmS3bK #IMAS #investments #compliance #assetmanagement #regulations

We had an insightful panel discussion last week at our European Research Summit in London on the transformation within the asset and wealth management industry. Here are some key takeaways: 🔹 Evolving Client Needs: Clients are increasingly demanding cost-efficient investment solutions, personalized service offerings, and greater digital engagement. The next generation is particularly focused on transparency and value-driven fee structures. 🔹 Rise of Alternatives and Private Assets: There's a growing interest in alternative investments as clients seek diversification and higher yields. Firms need to balance traditional and alternative investments while investing in expertise and infrastructure to manage these complex products. 🔹 Adapting Investment Offerings: Innovation is key. From active ETFs to sustainable investment products, firms must align their offerings with client values and goals. Technology, including AI, plays a crucial role in enhancing client interactions and operational efficiency. 🔹 Market Dynamics and Consolidation: M&A activity continues to shape the industry, driven by the need for scale, efficiency, and diversification. Strategic fit, synergies, and post-merger integration are critical for successful acquisitions. 🔹 Threats and Opportunities: The industry faces threats from fintech disruptors, big tech entrants, fee compression, and regulatory pressures. However, with the right strategies, firms can navigate these challenges and seize opportunities for growth. A big thank you to Benjamin Hesse, CFO and Head of Strategy and Development for JPM AWM, for sharing his valuable insights. And thank you to all attendees for engaging in this important conversation. Let's continue to innovate and adapt as we navigate this period of transformation in our industry! 🚀 #AssetManagement #WealthManagement #IndustryTrends #Innovation #ClientNeeds #AlternativeInvestments #MergersAndAcquisitions #Technology #AI #FinancialServices J.P. Morgan Asset Management

I'll be leading a breakout session on Advanced Research in WealthTech at the IAFP Symposium next week in Gatineau. Join me as we delve into the cutting-edge tools and strategies that will define the future of wealth management. Let's explore how emerging technologies can elevate your practice and client experience.  Be sure to attend my session on Sept 26th. Looking forward to connecting with you all there! #CroesusLab #IAFP2024 #WealthTech #FinancialPlanning #Innovation #WealthManagement #SimplifyWealthManagement #FutureofAdvice #FinancialPlanning

Asha Mehta, CFA, Founder of Global Delta Capital, participated in a keynote panel today at Neudata conference in NYC on Alternative Macro Data. Asha discussed the uncertain policy environment, historical uses of capital as a weapon of war, and the role of data science in our evovlving industry. It was an honor to see her alongside esteemed panelists, including experts from Avinash Srinivasan, CFA from Fable Data, Joseph Aube from Brevan Howard, Mike Laskaj from Alphadyne Asset Management, and the one and only Julia Asri Meigh from Neudata. Thank you to Neudata for hosting and Morgan Stanley for sponsoring a thought-provoking agenda with fascinating alt data providers. GlobalDeltaCapital.com PowerofCapital.com #GlobalDeltaCapital #PowerOfCapital #emergingmarkets #research #investing #capital #technology #tech #innovation #future #sustainablefuture #business #economy #economic #globalization #digital #impactinvesting #GlobalInvesting #SDG #SustainableDevelopmentGoals #AI #AlternativeData #SustainableInvesting #GlobalDeltaCapital #InstitutionalInvestor

Poised for growth in 2025 | HSBC’s Funding the Future Survey - Out now! HSBC Global Research’s latest survey finds: 💸 Investors feel more bullish on the outlook for venture capital activity and high-growth public equities heading into 2025 🤖 Rapid take-up of AI and a supportive rate environment are among perceived tailwinds; political risk a key headwind 🩺 Technology and healthcare are in focus as public and private investors eye potential growth opportunities Clients of HSBC Global Research can view the full report here 👉http://grp.hsbc/6045Q2g0c #HSBCResearch #Research #AI #Future

What an incredible experience speaking at the Seamless Europe, Munich conference yesterday, representing N26! 🎉 I had the pleasure of joining a panel on a topic I’m truly passionate about: PFM 2.0 for Consumer Empowerment—offering greater visibility and convenience for the modern consumer. 🚀💡 Along Hendrik Schmidt Luka Kobalia Julia Kruslin Stefan Moser, with the moderation of Abe Karar we dove into key topics like financial education, the critical role that regulators play in ensuring consumer protection, creating personalised experiences, and how we can leverage AI to drive smarter, more tailored financial solutions. 🤖💳✨ As Personal Finance Management tools evolve, it’s clear that empowering consumers with better tools, real-time insights, and seamless experiences is key to driving financial inclusion and helping everyone make smarter money decisions. This is how we build a more inclusive, accessible future in finance! 🌍💼 Huge thanks to everyone who joined. Ríon Breslin Ralph Burgess Carolina Lubinus Flo Akinbiyi and everyone that made this event possible. Let’s keep pushing the boundaries of what’s possible in fintech! 💪 #PFM #ConsumerEmpowerment #Fintech #AI #FinancialEducation #InclusiveFinance #Regulation #DigitalInnovation - Hi I am Melissa Patiño Torres, latina working in Fintech. ➡ Follow me for regular career insights, female empowerment & fintech (banking & investment) updates. 💖 Like, comment and share to help me spread fintech news everywhere 📩 Subscribe to my newsletter

Alpha had the opportunity to be this year's Global Sponsor of ClearView Financial Media #WealthBriefing's Annual Technology & Operations Trends Report for #WealthManagement (Family Wealth Report). Across the North American market, as the largest #WealthManagers continue to experience significant growth, they are looking internally to their operations and technology platforms as an opportunity to help drive #scale. Fragmented #BusinessProcesses and disjointed #TechnologyArchitectures are costly and take #RelationshipManagers away from spending time with their clients - they can also lead to employee attrition. If this friction sounds too familiar, please don't hesitate to reach out - we would love to connect! #WealthManagement #GlobalWealth #Operations #Technology #AlphaFMC #ClearViewFinancialMedia #GlobalWealth #FamilyWealthReport

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, announced today the launch of a new Global Technology Equity team. Jeremy Gleeson will join #AllianzGI from AXA Investment Managers at the end of August to lead the new capability, strengthening AllianzGI’s in-house expertise in a sector that is expected to remain a key driver for equity markets and a significant part of client portfolios as megatrends like Artificial Intelligence and ‘digital Darwinism’ continue to disrupt the business landscape. More: https://bit.ly/3yfxF2Z (press release, 07/30/2024) #pressrelease #Equities #Technology #ActiveManagement #AI #EmbracingDisruption

📸 Check out these captured moments from the OneSumX Market Insights UK event! 📸 It was truly wonderful to connect with the #OneSumXCommunity and engage in insightful discussions with the OneSumX team. Thank you to everyone who attended! The event covered a range of important topics, including Basel 3.1 and SDDT updates, agile strategies for navigating market volatility, and ESG data and reporting requirements. Industry leaders also participated in a panel discussion on navigating the complexities of regulatory compliance, and the role of digital transformation in enhancing compliance efforts was explored. Stay up-to-date on the latest regulatory developments and their impact on financial institutions with #RegulatoryUpdates #Basel3 #SDDT. Learn from industry experts and gain valuable insights with #PanelDiscussion #IndustryInsights. Discover innovative strategies for adapting to changing market dynamics with #AgileStrategies #MarketVolatility. Address environmental, social, and governance factors in today's business landscape with #ESG #Sustainability. And finally, harness technology to streamline processes and enhance compliance efforts with #DigitalTransformation #ComplianceEfficiency. Thank you again to everyone who attended the OneSumX Market Insights UK event! #WoltersKluwer #OneSumX #UK #RegulatoryUpdates #Banks #MarketInsights