Elizabeth Stone, PwC

Elizabeth Stone Elizabeth is a Tax Partner in Financial Services focussing on the Asset & Wealth Management sector and is the UK Asset and Wealth Management Leader. Elizabeth has 25 years of tax experience both in the UK and Australia. Elizabeth advises a range of global asset and wealth management clients on corporate, product and investor tax issues. Elizabeth’s product tax experience includes advising on the distribution of funds into the UK, the structuring of fund products, the taxation of underlying fund portfolios, product tax risk management and associated regulation such as MIFID II. Elizabeth also assists asset managers with their corporate tax affairs including advising on transfer pricing, UK & international corporate structures, BEPS, permanent establishment risks and tax compliance. Elizabeth has written articles and publications including being a contributing author to Tolley’s Taxation of Collective Investment 2016 and is a regular speaker at PwC and industry conferences. Elizabeth has a Bachelor of Economics and a Bachelor of Laws from Monash University Australia, is a Barrister and Solicitor of the Supreme Courts of NSW and Victoria and is a Chartered Accountant Fellow of the Chartered Accountants Australia and New Zealand.
9.25-10.10

Panel discussion - View from the C-Suite

The asset management industry is experiencing a set of unprecedented structural shifts.
These include; a shift in responsibility for long-term savings from state to employer to employee, the value for money of active management being questioned by stakeholders, significant fee compression, an increasing customer propensity to buy products through digital channels, the use of analytics and artificial intelligence to make better investment decisions and increasing expectation that institutional shareholders should exercise greater stewardship over investment decisions.

How should the asset management industry respond?

Three senior Asset Management executives together with the Chairperson of ALFI provide insights into the future of the Asset Management industry


10.10-10.40

Part I - Crypto currencies and their relevance to Asset Management


11.30-11.55

Part III - A checkpoint on reality in assessing whether investor protection lines of defence can keep pace and be more effectively enabled through technology

Transformational technology; what does it mean for control functions


12.05 - 12.35

The evolving role and profile of the Regulator

As Asset Management evolves, embraces new technology and shifts its own paradigms, how is the role of Regulator adapting to these changes? We will hear from experts representing both the CSSF and the FCA, specialising in preparing the regulator for such change and adapting to regulate the Asset Manager of tomorrow


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