André is responsible for all business activities in Europe, including management of the London office. Prior to joining Cerulli, Andre spent 7 years at Columbia Threadneedle Investments, most recently as head of Business Management and Market Intelligence & Research for EMEA Distribution, and before that as Head of Performance. Prior to that, Andre worked for UBS Wealth Management in Zurich and London in various roles, including as Head of Investment Analytics and Client Reporting. Andre holds a master’s degree in business and economics from the University of St. Gallen (HSG) and is a CFA charter holder.
|09.50 - 10.30||
AML in the distribution context
Transparency in the investment chain: – know your distributor, know your client and know your beneficial owner. With the implementation of the 4th AML Directive, the coming into life of the Ultimate Beneficial Ownership Register and increased scrutiny from the CSSF, notably through the new “Manco” Circular, what do the authorities expect from asset managers and service providers? Who reports what to whom and how is the process being vetted?
|11.00 - 11.50||
Tomorrow's cross-border fund distribution in the EU
As part of the Capital Markets Union project, the European Commission has initiated ways to facilitate cross-border distribution in Europe. The proposals strike a trade-off between removing distribution barriers and adequate investor protection. How will these new rules modify European fund distribution?
|11.50 - 12.20||
Bad banks? The impact of reputation on marketing
Nation branding and image building: how does the overall reputation as a fund domicile contribute towards distribution efforts? How much does image influence decision-making?
|14.00 - 14.30||
Regional Insights on Distribution: Europe, Asia, Latin America
|14.30 - 15.30||
Workshop I: UK