ALFI Global Distribution Conference

A whole world of Luxembourg funds

European Convention Center Luxembourg, Luxembourg

in person

20 September 2023

Neil Wise

Clearstream Fund Centre

Member of the Executive Board

Neil Wise is the Chief Commercial Officer of the funds business at Clearstream and sits on the Executive Board of Clearstream Fund Centre Luxembourg. His focus is on the global custodians, private banks, and wealth managers as well as the local TA and fund manager communities, covering all types of unitised vehicles from mutual and managed funds to Alternative products and ETFs. He is passionate about bring efficiency and increased asset protection to the investment fund market. He is passionate about bring efficiency and increased asset protection to the investment fund market. Based in Luxembourg, and a graduate of Sheffield University, Neil joined Clearstream from Morgan Stanley in 2000. He is married with two children, and having played rugby for many years, including for the Luxembourg National team, Neil now repays that debt by coaching the Rugby Club Luxembourg U14s, who are currently the national champions.

Speaking at

Luxembourg

Wednesday, 20 September 2023

11.50 - 12.30

Fund platforms – Are they fit for the future?

Fund platforms play a pivotal role in fund distribution, but with renewed focus on cost transparency, value for money, private assets, and ESG data requirements, how will/should their business models evolve to meet the future needs of investors, distributors, and asset managers?

These challenges raise many questions: Will direct distribution models by-pass platforms? Should we expect further consolidation and in what form? What is the likely impact of increased regulatory focus on platforms, in particular related to investment recommendations, fees, and advice versus execution? What is the future value proposition of fund platforms? What about the role of technology? What do/will asset managers expect in terms of increased value to support their distribution models? How can they better leverage data? Can such fund platforms be disrupted by new technology entrants?

Pascal Denis

Deloitte

Partner, Investment Management Consulting Leader

Frédérique Dugény

Amundi

Head of Business Solutions and Implementation

Salvador Martin

Inversis Banco

Managing Director, Head of International Business & Corporate Development

Régis Veillet

Fund Channel S.A.

Head of Business Development