Simon Ramos, Deloitte

Simon Ramos Simon is a Partner in Deloitte Luxembourg’s the Advisory & Consulting service line, where he is currently leading the regulatory strategy and investment management consulting practice. Simon has over 20 year of experience in the financial industry and is specialized in strategy, operations and regulatory matters in the Investment Management, Private Equity&Real Estate, Banking and PSF Industries. Simon also is leadin Deloitte’s EMEA Regulatory Watch proposition and Chief Editorialist of Performance, Deloitte’s first global investment management publication.

Agenda

15.50-16.35

How technology is transforming the economics of investor recordkeeping?

Account opening technology
DLT
KYC utilities
Chatbot investor enquiry management
Robotic Process Automation
Crypto-ccy share classes how this all affects investors/distributors from beyond Europe?

  • Thomas Klein

    Thomas Klein Head Service Delivery, Asset Servicing Luxembourg UBS

  • Pascal Simon

    Pascal Simon Director Next Generation Optimization Client Operations Europe RBC Investor Services Bank S.A., Luxembourg