Jervis Smith, Managing Director, Investor Services Luxembourg, Citibank Europe PLC
Jervis Smith is the Head of the Investor Services business in Luxembourg. Jervis is responsible for managing the product and business development of Luxembourg services across the globe. Citi’s complete suite of Investor Services products cater to banks, pensions, insurances and asset managers. Previously, Jervis was Head of Sales for APAC in Hong Kong, and Global Head of Client Executives for Securities Services in London, where he was responsible for relationship management to the investment community across the globe. Prior to that, Jervis was Head of Financial Institutions for Managed Funds and the Middle East. He has held a number of roles with financial institutions for Citi, based in London and New York. Jervis is a Senior Credit Officer with 34 years of banking experience. He joined Citi in 1994, and his extensive experience has resulted in frequent invitations to teach within the Bank and to speak on fund management issues both to client groups and at conferences. Prior to joining Citi, he served as Executive Director of the Financial and General Bank PLC in London for eight years and prior to that was with National Westminster Bank from 1982-86. Jervis is a law graduate of The Queen’s College, Oxford University, and a member of the Honorable Society of the Middle Temple – Barrister. He is an Associate of the Chartered Institute of Bankers and holds the Investment Management Certificate. Jervis speaks fluent French, and is married to an Italian. He is a keen sportsman and music lover. | 09.15-09.35 | A conversation with our partner associations: NICSA (USA) and HKIFA (Hong Kong) |
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| 09.50-10.35 | Spreading the investment funds gospel: Market and regulatory developments in key regions and jurisdictionsRegulatory reforms and internationalisation of markets offer new opportunities for fund distribution. An overview of what is in the pipeline in Asia, Brazil, Canada, South Africa and Australia |
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| 11.05-11.50 | Please show me your passportToday, there are 3 existing fund recognition/passport schemes in the Asia Pacific region. Latin America is now gearing towards joining the fund passport band wagon as well. What can we learn from these “glocal” passport business cases?
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| 11.50-12.10 | Can we wrap it up now? So - Where is global distribution really going…?An open discussion with Richard Garland who tells it like it is, on the outlook for global distribution |
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Master Class - sponsored and presented by CitiDavid versus Goliath – the battle for Asian distribution. Are the global giants dominant ? A deep dive into the dynamics of Asian distribution. What’s the winning strategy for distribution in Asia? Is it performance? Is it the fund domicile? What’s selling and why? Who holds the best cards for future growth in Asia : Asian passported funds and UCITS? Stewart Aldcroft, Cititrust Limited, Managing Director and
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| 15.15-16.00 | A Fireside chat – Europe 2.0 and the rest of the worldThe changing face of Europe and the world with Brexit, the rise of populism, an enduring low-interest environment, the threat of climate change, changing investor demand…What are the impacts of major geopolitical and macroeconomics trends on our daily business? Is the core role of asset management changing? Leading political and AM public policy figures tell their stories, discussing their views on the current and future state of Europe. |
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Bringing Asset Managers and Investors centre stage
21-22 March 2017 European Convention Center Luxembourg