Aline Zanette, Wells Fargo Asset Management

Aline Zanette Aline has been acting as a Conducting Officer for Wells Fargo Asset Management Luxembourg S.A. since 2016. Her remit principally covers risk management and regulatory compliance. She actively participates in the different projects involving the Asset Management arm of Wells Fargo in Europe Before joining the firm, Aline was working for FundRock Management Company S.A. (previously named RBS Luxembourg S.A.) for 7 years where she got to work in different departments: risk management, investment compliance, investment management oversight and client relations. Aline holds a master in Financial Analysis from the University of Nancy (France).

Agenda

Substance, delegation and governance requirements in Luxembourg
09.15-10.00

The magnitude of the current relationship of cross-border funds with the UK – What is at stake?

  • Current operating and delegation models between UK and the European asset management industry
  • Distribution models
  • Facts and figures
10.00-10.45

CSSF Circular 18/698: Substance, delegation and governance

Deep dive into CSSF requirements on substance and delegation as well as organisational considerations  
14.25-15.10

Practical examples of addressing Brexit challenges

  • Asset managers recount their experiences
15.40-16.10

The people and the place

  • Living and working in Luxembourg
  • What skillset for Luxembourg?
  • Relocation
  • Dual employment contracts
  • Your tax bill
  • Independent directors
  • Directors, senior managers and conducting officers
16.10-17.00

What does the future hold for European asset management?

  • Third-country access through equivalence; the way forward
  • Transition period
  • ESA review, recent developments from EU Commission, ESMA and the UK
  • Third-country passport under AIFMD: will it work?
  • Brexit: what spillover effect on asset managers in the US, Asia and other jurisdictions?
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