Coffee With....AlgoMe Consulting

Welcome to the new Coffee With... AlgoMe Consulting  podcast presented by Luuk Jacobs, Partner, AlgoMe Consulting. Today he is in conversation with the latest addition to our team; Paul Mullins, Partner, AlgoMe Consulting.  The EU sees the industry’s increasing reliance on technology as putting it at risk from Cyber threat and significant IT incidents. The Digital Operational Resilience Act (DORA)...

Now that industry conferences are back to full capacity, Pierre-Yves Rahari, Partner, AlgoMe Consulting joins us to talk about what’s on the agendas for these events and what they tell us about the industry today. From the UK and Ireland, to Europe, the US and Asia, we discuss the key topics which are coming up across the board. With a global conversation taking place around geopolitics, regulatio...

We see AI being applied across many industries, which is why we think it deserves to be the centre stage topic for our latest Coffee With... AlgoMe Consulting podcast.  In this episode we are in conversation with Luuk Jacobs, Partner, AlgoMe Consulting, who has been studying and working in this field for some time now. He shares his insight into the broader implications for the Investment Manageme...

In our latest podcast we examine the news about this year’s banking crises, especially in the light of the SVB and Credit Suisse scenarios, and what the implications of these might be for the Investment Management Industry. We also discuss where the epicentre of financial power might lie in our post Brexit world, and among the current geopolitical uncertainties.  While we are publishing our latest...

Times have changed and so have work patterns. In this new episode, we discuss with Luuk Jacobs, Partner, AlgoMe Consulting, how people in the industry are working today and what this means for firms.  While the current trends might be toward a mix of home and office life – has long social distancing created a roadblock for return to the norm, or is this just the way things are? There are many impl...

Since we started the Coffee With… AlgoMe Consulting podcast, we've seen priorities and trends emerge, peak, and in some cases dip.  In our new podcast we discuss the 2023 playbook for the Investment Management industry and we look ahead to the rest of year with AlgoMe Consulting partners Luuk Jacobs and Pierre-Yves Rahari.  We've four headlines up for discussion and they are; investment...

Welcome to our first Coffee With... AlgoMe Consulting podcast of 2023. We decided recent news of the acquisition of RBC Investor Services by CACEIS was well worth talking about.  There have been similar transactions across the industry and this marks yet another milestone in the trend towards consolidation of service providers in the Investment Management industry. Therefore, it is more than likel...

Welcome to our new episode of the Coffee With AlgoMe Consulting podcast where the topic is focused on the FCA.  The FCA has published a strategic plan for 2022-2025, and subsequently a business plan for 2022-2023, outlining how they intend to execute their 2022-2025 strategic plans. These plans reflect FCA's new approach to focus on outcomes rather than on processes, and to regulate across se...

Putting the "I" in investments: The adoption of sustainability models in the Investment Management industry has had an impact on the development of bespoke portfolios? How do you really define bespoke portfolios for institutional and individual investors? Is this a new model of Asset and Wealth Management designed for market segments that were not serviced previously by the industry? Wha...

Some players in the Investment Management industry claim that we have now reached the bottom of the price war between active and passive funds. Others claim that besides more mergers & acquisitions; the renewed trend towards outsourcing of operations; the ongoing launch of ETF’s and other new products and share classes; the move towards wealth management, we may experience a period of more mod...

The title of our new series of podcast is Path to freedom: What lies ahead of us in the Wealth and Asset Management industry? Now that we are exiting lockdowns, hopefully leaving Covid behind, and partly returning to the workplace, we have lots to discuss. Listen in to find out about our new topics and episodes we'll be sharing over the coming weeks. Guests Luuk Jacobs , Partner, AlgoMe Consu...

This special edition podcast is a Q&A session, with AlgoMe Consulting Partners, Luuk Jacobs and Pierre-Yves Rahari, about the upcoming ‘operational resilience’ deadline. It aims to help all those who have questions, and are looking for expert guidance and insight.   In order to comply with the Operational Resilience Parts rules, firms must ensure the operational resilience of Important Busines...

In the second part of our exploration of the logistics and business operational models in the Wealth Asset Management industry, we are discussing Fintech, AI, digital currency, data, security and privacy with our guests.  What are the recent trends? Who are the players? What are the implications from an organisational viewpoint, and also from the perspective of investors and industry stakeholders...

Operational resilience is making the headlines in the Wealth and Asset Management industry, with a strong push from the regulators across the UK and Europe.  Against that background, how are the operating models adapting in the industry, after having been tested to the limit during the Covid-19 crisis?  What is the implication for outsourcing, which is a prevalent model in the industry? How will t...

As we continue our series of podcasts  looking at 2021 with ‘cautious optimism’, we follow-up on our previous episode about new asset classes and products by exploring further what is prompting the Wealth and Asset Management industry towards a binary model of giant vs. niche players. With our guests we discuss in depth what trends we are observing and what that means today. We also look at who th...

In this new podcast we explore how the Wealth and Asset Management industry has actively promoted the integration of private markets in the form of new asset classes and fund structures in their product range, especially in the form of cryptoassets. With our guests we discuss in depth what has prompted this trend and how they foresee it developing in the next few years - especially against the bac...

In our new podcast we look beyond the hype and take a deep dive into ESG with those in the know. The Wealth and Asset Management industry diligently integrated ESG into investment and product development processes over the past few years. Today, increasing taxonomies and regulations raises the question whether we are moving towards a standardisation of ESG? Is this practically possible given the d...

In the first of our new podcast series, we explore ESG and sustainability in great depth with our guests. Over the last few years, in addition to creating ESG oriented products, the Wealth and Asset Management (WAM) industry has embraced a number of stakeholder inclusion measures, which made their way into the regulation: Diversity, equality, and Gender Pay Gap reporting. Today, in a post-Covid an...

At the beginning of 2021, the Wealth and Asset Management industry, is like most of the planet, feeling optimistic about the prospect of moving into a post-pandemic world in the course of this year. At the same time, in a post-Brexit context, the mind of the industry is set towards further expansion, while redefining the regulatory framework in which it operates and integrating innovation further...

As the industry looks to refocus and adapt to a post Covid-19 world we are revisiting innovation in Wealth and Asset management.  We are joined by Alex Gawley, an innovator, investor and former Google Product Director. Alex is the co- founder of Zero Carbon Capital, an EIS fund looking to address climate change through deep science and tech innovation. Previously we have discussed the impact of va...

As industry looks to refocus and adapt to a post Covid world, the theme of this podcast is revisiting the governance model in the Wealth and Asset Management industry.  Boards are already being challenged by prominent issues such as digital, Black Lives Matter, ESG, diversity and economic recession. Added to this is technological innovation, changing market dynamics and younger generations whose i...

In this podcast we are in conversation with Cora Gibbons, Nuveen and Toby Boatwright, BMO Global Asset Management who have accrued two decades each of industry experience.  Together we discuss how the Wealth and Asset Management industry has remained active in developing and launching products during the pandemic. We also look at how this activity reflects product decisions made before the crisis...

In this episode, our first after the Summer break, we explore how the Covid-19 lockdown has made a significant impact on the sales, marketing and distribution functions in the Wealth and Asset Management industry. We discuss what has happened, where we are now and look towards the future. Can we expect the trends and models that have emerged during the crisis to remain and sustain in the new world...

In our latest episode our theme is Covid-19 recovery and we are also looking forward to a new world under construction. We are now several months into the crisis and we discuss these key themes:  ·       What have we learned from our guests on the impacts of the pandemic on the Wealth and Asset Management industry over the last four months?  ·       How is the Wealth and Asset Management industry...

Our recent podcast episodes have explored the responses of the Wealth and Asset Management industry to the Covid-19 crisis and now we are going to take a macro view. As we operate in a global industry, are we seeing a global response model? Or is the crisis requiring each region to develop a specific response model of their own? We explore these and other questions with our guests from global regi...