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Investment Management: Choosing the Road Ahead

  • CMS 20 Castle Terrace Edinburgh, Scotland, EH1 2EN United Kingdom (map)

Emerging products such as private markets and ETFs, new investor segments, and technological disruption are creating new pathways for asset growth. Hear from industry experts at the crossroads of change and how they’re shaping their business strategy to suit a fast-changing industry.

This timely session will address critical themes, including:

  • Product diversification into private markets and ETFs

  • Retail participation trends and the challenges of engaging new investor segments

  • Technological advancements that are reshaping distribution, operations, and investor engagement

  • The evolution of UCITS and its role in the future of asset management

Who Should Attend:

Senior professionals in asset management, including Heads of Distribution, Marketing & Distribution Oversight, Product Heads, COOs, Product Managers, Country Heads, and Relationship Managers.

Speakers:

  • Lizzy Galbraith, Aberdeen

  • Karagh Gilliatt, CMS

  • Adrian Whelan, BBH

  • Mike Tumilty, Aegon

  • Rosemary Shannon, Baillie Gifford

The panel will be followed by networking drinks, providing an opportunity to connect with peers and industry leaders.

Agenda Highlights:

  • Opening Remarks

  • Economic Briefing: Lizzy Galbraith, Aberdeen

  • Panel Discussion: Adrian Whelan (BBH), Mike Tumilty (Aegon), Karagh Gilliatt (CMS), plus distribution expert

  • Closing Remarks

  • Networking Drinks


We look forward to welcoming you to this insightful event!

Register now
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