
FinTechTalk: Assessing client suitability and sustainability as an engine for growth
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Episode · 43:58 · Oct 13, 2023
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This is the audio-only version of our weekly finance and technology talk show, FinTechTalk. Join us every Tuesday for free by visiting www.business-reporter.co.uk/fintechtalkThe panel discussion is titled:FinTechTalk: Assessing client suitability and sustainability as an engine for growthHow to unlock a greater share of assets under managementTurning your investor management from a regulatory checklist into a source of growthCapturing investors’ suitable risk level and sustainability preferencesThis episode is hosted by Charles Orton-Joneshttps://www.linkedin.com/in/charles-orton-jones-9438212/Jonas Thulin, Head of Asset Management, Erik Penser Bankhttps://www.linkedin.com/in/jonas-thulin-93632914/Stefan Moser, Head Group Investment Compliance, VP Bank AGhttps://www.linkedin.com/in/stefan-moser-compliance/Greg Davies, Head of Behavioural Finance, Oxford Riskhttps://www.linkedin.com/in/gregbdavies/ Hosted on Acast. See acast.com/privacy for more information.
43m 58s · Oct 13, 2023
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