Discussion on
Hybrid Advice in UK

WealthTech Talks: Delivering on the modern demand for hybrid advice

This event is a co-production of The Wealth Mosaic and aixigo.

Stephen Wall, Co-Founder of The Wealth Mosaic, will host John Porteous (Managing Director, Central Financial Services at Charles Stanley), Richard Caldicott (Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth), Simon Bussy (Consulting Director – Wealth at Altus), and Ton Kentgens, (Country Manager, UK & Ireland at aixigo) to discuss on the topic of hybrid advice.

The panellists are going to share their view on hybrid advice and why this service is relevant for the market. They will talk about the fundamentals for a successful market launch and the challenges of a successful implementation of hybrid advice for wealth managers. The panellists will further discuss the opportunities arising in this context, the relevant technologies and framework conditions, and how hybrid advice meets customer demand for modern advice in wealth management. The discussion will end with an overall view of the current state of the market and an assessment how wealth management might evolve in the future.

Date
25th November 2021
Discussion Time
10:00 am (GMT), 11:00 am (CET)
Location
Online
Panellists of the Round Table Discussion
John Porteou

John Porteous
Managing Director Central Financial Services at Charles Stanley

As Managing Director Central Financial Services, John Porteous supports the Charles Stanley Group in driving business growth and creating great client outcomes.
More than 25 years of industry experience in wealth management and financial planning shaped his in-depth understanding of market dynamics, client requirements, regulation and technology.

Richard Caldicott
Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth

Richard Caldicott – Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth – has extensive board level experience in leading innovation, operations, business development, change and transformation activities in the financial services, FMCG and Third sector.

Richard Caldicott
Simon Bussy

Simon Bussy
Consulting Director – Wealth at Altus

Simon Bussy is a highly energetic and experienced financial services leader: Strategy, proposition development and business change, covering all aspects of the end-to-end process. In his role as Consulting Director Wealth, he contributes long-term industry experience to further enhance Altus' success.

Stephen Wall
Co-Founder of The Wealth Mosaic

The Wealth Mosaic's Co-Founder Stephen Wall has many years of in-depth expertise in wealth management. His passion is to provide this industry with relevant knowledge and information. Therefore, he co-founded The Wealth Mosaic, which he aims to establish as a central WealthTech knowledge resource for the international market.

Stephen Wall
Tom Kentkes

Ton Kentgens
Country Manager, UK & Ireland at aixigo

aixigo Country Manager UK & Ireland, Ton Kentgens is a seasoned expert in the financial industry. In the course of his career, he has been employed at Rabobank, Robeco, Capgemini Consulting and Ortec Finance. Now, he contributes his skills and knowledge to expand aixigo's position in the UK and Ireland.

John Porteou

John Porteous
Managing Director Central Financial Services at Charles Stanley

As Managing Director Central Financial Services, John Porteous supports the Charles Stanley Group in driving business growth and creating great client outcomes.
More than 25 years of industry experience in wealth management and financial planning shaped his in-depth understanding of market dynamics, client requirements, regulation and technology.

Richard Caldicott

Richard Caldicott
Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth

Richard Caldicott – Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth – has extensive board level experience in leading innovation, operations, business development, change and transformation activities in the financial services, FMCG and Third sector.

Simon Bussy

Simon Bussy
Consulting Director – Wealth at Altus

Simon Bussy is a highly energetic and experienced financial services leader: Strategy, proposition development and business change, covering all aspects of the end-to-end process. In his role as Consulting Director Wealth, he contributes long-term industry experience to further enhance Altus' success.

Stephen Wall

Stephen Wall
Co-Founder of The Wealth Mosaic

The Wealth Mosaic's Co-Founder Stephen Wall has many years of in-depth expertise in wealth management. His passion is to provide this industry with relevant knowledge and information. Therefore, he co-founded The Wealth Mosaic, which he aims to establish as a central WealthTech knowledge resource for the international market.

Tom Kentkes

Ton Kentgens
Country Manager, UK & Ireland at aixigo

aixigo Country Manager UK & Ireland, Ton Kentgens is a seasoned expert in the financial industry. In the course of his career, he has been employed at Rabobank, Robeco, Capgemini Consulting and Ortec Finance. Now, he contributes his skills and knowledge to expand aixigo's position in the UK and Ireland.

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