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Advisory 2.0

What Are the Data Challenges for Wealth Managers and How Can They Be Addressed?

In this white paper, SIX examines how the advisory job has dramatically changed over the last several years, under the pressure of the regulators, but also because of new demands from end investors who really want to be at the center of the decision-making process:

Sign-up to read more about the following challenges and how they can be addressed:

  • Regulatory Challenges
  • Sustainability Challenges
  • Crypto Challenge
  • Tax Challenge
  • Suitability Challenge

Introducing SIX

SIX operates and develops infrastructure services for the Swiss and Spanish Stock Exchanges, for Post-Trade Services, Banking Services and Financial Information. SIX is owned and operated by 120 banks globally – powering their back and middle office, meaning we react to financial requirements as they happen in the market.

SIX provides market data gathered from the world’s major trading venues directly and in real-time. The database has structured and encoded securities data for more than 35 million financial instruments. We have offices in 23 countries and collect data from over 1,800 sources (exchanges and OTC).

We would love to speak to you in more detail around your various data requirements around pricing, reference data, consumer duty, fund holdings/look through and sustainability data requirements. Click here to find out more: https://www.six-group.com/en/products-services/financial-information.html

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Hear from attendees

“

I enjoyed most the variation in workstreams and being able to hop between them throughout the day

Carolyn Baker | Head of Data Management & Governance, GAM Investments
“

Good chance to talk to other people in the market as well as talk to suppliers face to face about new ideas

Jeff Marshall | Head of Cash Operations, Aberdeen Standard Investments
“

High-quality speakers and information, interesting possibility to chat with sponsors in the lobby during breaks, informal contacts with other participants

Tomas Meyers | Advisor Corporate Public Affairs, KBC
“

The forum felt very current and relevant. There is a genuine sense that the AM sector is on the cusp of a wave of AI and this conference helped us explore the scope, scale and potential impact of this evolution

David Woodall | Head of Reporting, London, Pictet Asset Management Ltd
“

Great buy-side presentations, that really are topical and relevant to the asset management strategy

Glenn Murphy | COO, Stonehage Fleming