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Wealth & Investments NXT 2021
A Tech Mahindra Virtual Summit
4th March 2021
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Wealth & Investments NXT 2021

The global demographic of wealth is shifting dramatically. Everywhere you look, the signs of change are there. Tech Mahindra is organizing a virtual Summit to address these changes. The sessions would include - Open Finance and Its Impact on Wealth and Investments | Is ESG and Sustainable investing a fashion statement or is it here to stay? | Tech enabling Wealth and Investments while maintaining Customer Centricity | Tech enabling Compliant Wealth – Regulations, Compliance & Security.

The event would include Fireside Chat and Panel Discussions to enable thought leadership, along with solutions in wealth and investment management business in Europe industry.

Explore 'Nxt of Everything' enabled by wealth and investment experts across the industry value chain. Join us at the WEALTH & INVESTMENTS NXT 2021 on 4th March 2021!

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Agenda

Join us as we take you through the next wave of Wealth and Investment Management. The much-awaited Wealth and Investments NXT is happening on 4th March 2021.

Hosted on our exclusive Digital Experience Platform, our summit is packed with informative panel discussions, keynote addresses, and an opportunity to connect with the wealth and investment ecosystem. It also brings forward consolidated views of enterprises, operators, policymakers, partners, industry bodies, and subject matter experts.

March 04, 2020
What does Wealth NXT mean?

Prologue

Open Wealth

Fireside Chat

Tech enabling Wealth NXT while maintaining customer centricity

Panel

ESG

Panel

Tech enabling Compliant Wealth – Regulations, Compliance & Security

Panel

Our Speakers

Colas Truong
Partner
Banking & Financial Services(France) ISG
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Colas Truong

Partner
Banking & Financial Services(France) ISG

Colas has worked with Banking and Financial Services (BFS) clients around the world for over 20 years at ISG, helping them transform their businesses and achieve operational excellence. He has focused almost exclusively on driving transformation for Banking clients, advising them on a broad range of market trends, emerging technologies and associated strategies. He has led many large-scale engagements involving technology strategy, operating model design, workforce strategy, major sourcing, automation programs (front office as well as back/middle office), cloud strategy, agile/DevOps transformation and many other aspects of operational excellence.

Harry Weber – Brown
Digital Innovation Director
TISA UK
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Harry Weber – Brown

Digital Innovation Director, TISA UK

Harry has over 20 years of experience working in digital in strategic planning and programme management resulting in the delivery of transformational services within complex stakeholder environments. He works as a senior consultant, an interim and as a Non-Executive Director.

Harry has worked across a range of sectors and clients including the Public Sector (Cabinet Office, Department of Health, Home Office and DWP), the Commercial sector (Old Mutual, Lloyds Banking Group, Reuters and Ask Jeeves) and the Not-for-Profit sector (NSPCC, Shelter and the BBC). He has more recently has been actively investing and mentoring digital start-ups with a focus on Advertising Tech and Digital Marketing services.

Dr. Wolfgang Dietl
Managing Director at IDS GmbH - Analysis and Reporting Services
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Wolfgang Dietl

Managing Director at IDS GmbH - Analysis and Reporting Services

Since 2010, Dr. Wolfgang Dietl has been a member of the management board of IDS GmbH - Analysis and Reporting Services, having worked there since its foundation in 2001. Previously, he has been working for 2 years at Allianz Life Insurance in the field of information systems for investments. From 1995 to 1999, Dr. Wolfgang Dietl was responsible for the investment reporting of a private asset management company and developed software for performance measurement. Starting in 1992, he has been working for three years as a marketing advisor focussing on competitor analysis for retail companies and the small business sector. Dr. Wolfgang Dietl graduated in 1992 with a degree in business administration from the University of Regensburg and Aston University in England. He was awarded his doctorate at the University of Regensburg in 2000. Before his university studies, he completed an apprenticeship as a banker.

Holger Haun
Managing Director at IDS GmbH - Analysis and Reporting Services
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Holger Haun

Managing Director at IDS GmbH - Analysis and Reporting Services

Since 2001 Holger Haun has been a member of the management board of IDS GmbH - Analysis and Reporting Services. During the years 1993 and 2001, he worked in various Finance and IT functions and projects within Allianz SE, Allianz Asset Management and Allianz Life Insurance. Holger Haun studied Computer Sciences at the Technical University of Dresden until 1993.

Steve Murphy
Chief Risk Officer
Target Group
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Steve Murphy

Chief Risk Officer, Target Group

Over 30 years extensive experience of financial services gained through blue chip professional advisory and industry roles.

Providing risk management advice and support to boards and senior management balancing the need to ensure adherence to regulatory requirements with a commercially sensitive approach.

Working closely with firms to help them develop and grow their businesses whilst meeting the ever increasing regulatory risk requirements, I provide support which is both forward and backward looking including:

  • Advice in respect of the impact of future regulatory change and how best for firms to organise and plan to minimise its impact on business as usual and where possible use it to gain advantage over competitors.
  • Strategic review and redesign of essential risk infrastructures including governance arrangements, risk and compliance frameworks, SMCR, financial crime, operational resilience, complaint handling and training & competence schemes.
Amanda H Volz
VP
BORN I Relationship Builder
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Amanda H Volz

VP, BORN I Relationship Builder

15+ years of enterprise software sales, sales leadership, consulting, digital transformation, and business development experience with a focus on cloud-based technology solutions. Experienced in working with Financial Services, Health and Life Sciences, and Higher Ed organizations to drive measurable business results and positive ROI.

Jon May
Business Development Manager
Bravura Solutions
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Jon May

Business Development Manager
Bravura Solutions

Jon works in Business Development at Bravura Solutions, connecting the market with Bravura’s range of technology solutions. Jon has worked in financial services for over 25 years – starting his career at Skandia Life in the 1990s, he soon moved into technology and has previously held senior roles in delivery and business development at firms including Temenos, Aquila, IFDS, and Equiniti.

Mark Spiers
Director, Wealth Management and Private Banking Advisory
PwC UK
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Jon May

Director, Wealth Management and Private Banking Advisory
PwC UK

Professional specialising in financial regulation and regulatory risk management issues affecting companies in regulated sectors across the globe. Specialism in wealth management, products and services design, client journeys, financial crime, governance, integrity and professional conduct risks. Specialities: Professional regulation, financial services regulation, financial crime regulations, anti-money laundering, laws, policies and procedures, education and training.

Padma Parthasarathy
Senior Vice-President and Global Head Consulting and Digital Services
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Padma Parthasarathy

Senior Vice-President and Global Head Consulting and Digital Services

More than 25 years of experience in consulting and technology & process outsourcing, primarily in the financial services industry. Key areas of expertise: business / P&L management; developing and growing new business lines; deal structuring for large, multi-year outsourcing engagements for application, business process and infrastructure services; client relationship management.

Gautam Bhasin
Senior Vice-President and Global Head, BFSI
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Gautam Bhasin

Senior Vice-President and Global Head, BFSI

Gautam has a vast experience of 18+ years in the IT services field, currently he heads the global vertical business unit for BFSI.

Before joining Tech Mahindra, he was the Managing Director, Accenture Singapore, where he was leading the Technology Sales for the ASEAN market.

He has also served as the Vice-President and Region Head for Financial Services – ASEAN and North Asia in HCL Technologies, where he focused on BFSI segment and was responsible for Sales, Solutions and Customer Relationship.

He graduated from IMT, Ghaziabad in 2001.

Rajesh Dhuddu
Blockchain & Cybersec Leader
Forbes Blockchain 50 - 2021
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Rajesh Dhuddu

Blockchain & Cybersec Leader
Forbes Blockchain 50 - 2021

Rajesh Dhuddu leads Blockchain & Cybersecurity practice for USD 5.2 billion IT giant, Tech Mahindra. He guides a team of 500+ highly accomplished Cybersecurity professionals empowering Global customers in EMEA, APJ & India to strengthen their enterprise wide Cybersecurity posture and build a highly resilient security organization. He works closely with Global CISOs, advising them to leverage best practices both in technology and operations covering Cloud Security, Network Security, Advance Threat Management, Zero Trust, Offensive Security, Cyber-risk Quantification & SASE.

Amit Bajaj
Digital Transformation and Consulting Leader
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Amit Bajaj

Digital Transformation and Consulting Leader

Amit is an experienced Digital Transformation Leader – helping businesses to transform their client and service experiences, their core business models and adjacencies to deliver both growth multiples and value. He heads the European Digital Transformation & Consulting practice from the London office.

  • Designing & deploying TOMs
  • Leading transformation programmes
  • Identify digital growth strategies
Balram Pal
Regional Head BFSI
Tech Mahindra
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Balram Pal

Regional Head BFSI
Tech Mahindra

A cross-functional and multi-vertical manager with a successful track record of managing and running companies at various stages of evolution: from start-ups and turn-around scenarios, to growth planning and execution.

As a through and through believer in teamwork; harnessing the power of all available resources for success, I am extremely bottom-line focused - but not at the cost of investing for growth. The continuous learning keeps me going, and is a prime motivator for me, as a manager.

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