To download material from our website please take a minute to complete the registration form.
You only need to do this once.


The Summit for Asset Management

date 21st January 2019

We are pleased to be sponsoring and speaking at the 2019 Summit for Asset Management in London.

Event name: The Summit for Asset Management, London, UK
Date & Time: Thursday 28th February 2019 from 08:30 – 18:00
Venue: InterContinental London, The O2, 1 Waterview Dr, London SE10 0TW

Jo Parkhill, CASS Consultant and CF10a for Cashfac will participate on a panel to discuss the Asset Management operating model of the future while James McGivern, Head of Asset Management at Cashfac will present on how Asset Management firms can use technology to enhance their operations. Full details of the sessions are below:

De-Risking the Asset Management Operating Model of the Future

With various factors contributing to a seismic shift in the way that all types of firms & industries are operating, asset management is no exception. With this change comes a considerable amount of risk. This panel session will focus on themes such as: how to stay on top of processes and controls across the business as the operating model evolves; how current and future regulations are interacting with operational risk; managing the tangible risks, whether it be cyber or otherwise, posed by the extended enterprise in regards to third parties; and best practices for acting on the exposure once it has been calculated.

Moderated by Ursula Schliessler, Chief Administrative Officer at Legg Mason Global Asset Management, the panelists include Jo Parkhill, CASS Consultant & CF10a for Cashfac, Soren Agergaard Anderson, Chief Risk Officer at Nordea Asset Management and Mohammed Sidhique, Head of Operational & Technology Risk at BlueBay Asset Management.

Using Technology to Achieve Productivity, Operational Efficiency and Compliance in Client Money Management

Technology allows you to integrate your back office system to your bank account giving each client their own fully functional virtual bank account. This allows wealth and asset managers and their clients to have the highest level of banking self-service while giving the firm robust CASS 7 compliance integrated into its operational accounting and delivering automatic real-time settlement and clearance of transactions. James McGivern, Head of Asset Management at Cashfac will be presenting on the importance of using adequate technologies to achieve productivity, operational efficiency and compliance in client money management.

Arrange a Meeting

If you would like to arrange a meeting, please fill out the form below and we will be in touch. If you would like to attend the event, please register here