Promoting the cross-border life insurance and wealth management industry

FRS: “Wealth Management in a Digitally Engaged World Using Model Portfolios”
Frank Carr (CMO) and Matthew Baldwin (Global Head of Sales) from Financial Risk Solutions (FRS) will present on “Wealth Management in a Digitally Engaged World Using Model Portfolios”.
Join Matthew and Frank for an update on how Model Portfolios are impacting the wealth management sector.
On the menu is a mix of:
• Product - unit linked, fund of funds, open architecture, ESG galore
• Distribution - advisors to end-clients
• Tech - processes, operations and investment admin

SPEAKERS:
Matthew’s career in funds and investment administration technology spans more than 30 years, beginning in his native New Zealand in support and implementation roles. He moved to Australia and then onto Singapore, Hong Kong and the UK while shifting his focus onto sales and business development roles. Now based back in the UK Matt is spearheading FRS’s sales effort across the UK, Middle East and Australia.

Frank drives the marketing strategy at FRS and has over 25 years’ experience in senior financial services software roles. In addition, he oversees client relationships and Invest|Pro™ upgrades. FRS software is the market leader in several mission critical areas at life insurance companies. Frank is an Economics graduate and holds an MSc in Sales Management.

This is the committee's regular meeting. Please advise the Chair or email secretariat@ailo.org with any items for the agenda.

Ai-London: “How to Scale Expertise and Drive Real-World AI Results”
The pace of technological change increased in 2021, and if history is any guide, will continue to accelerate in 2022. At the leading edge of high tech are data science and artificial intelligence, two disciplines that promise to keep the pace of change at a high level.
Ai-London, a long-term AILO Associate Member, provide Ai-Driven Insurtech solutions that enable Life & Pension providers to be more agile and innovative. With their strategic partners, City, University of London, Ai-London will present their Ai Value Driver Approach (Ai-VDA), that identifies the most promising focus areas, the business case and operational impact of using machine learning and artificial intelligence techniques to recognise, predict and recommend with greater accuracy.
SPEAKERS:
Andrew Hubbard:
In September 2019, Andrew was invited by EIT Digital to present on ‘Artificial Intelligence as a Disruptor’. This proved to be a pivotal moment, as Andrew throw itself into the world of Artificial Intelligence. This led to strategic partnerships with EIT Digital and City, University of London, winning EU funding for a four-year Industrial PhD programme to ‘Utilise AI to Close the Financial Advice Gap’.

Dom Palaczky:
A major focus for Dom’s role at Ai-London is to use artificial intelligence to develop a system that can segment and profile customers using clustering techniques, and then find the best ways to engage with those customers based on what the data suggests. Dom is also really interested in seeing how the business can use his academic learning and put it to practical use.

Professor Andrew Clare:
Andrew is the Professor of Asset Management at Bayes Business School (formerly Cass) and the Associate Dean for Corporate Engagement, where he is responsible for Bayes (formerly Cass) Exec, the business school's executive education arm. Andrew also serves on the investment committee of the £5.0bn GEC Marconi pension plan, he is a trustee and Chairman of the Investment Committee of the £3.0bn Magnox Electric Group Pension scheme; he is a pension’s advisor to Ferrovial plc; and he is an independent member of Quilter Plc’s Investment Oversight Committee.

ACUITY: “Will the cross-border life sector survive the next 10 years?”
The sector is barely 40 years old, yet it’s already showing increasing signs of maturity and decline.
This short presentation will examine the original drivers of the sector and how subsequent regulation and consumer trends have impacted them, before identifying the key strategic issues the sector needs to confront to ensure its long-term survival.
Attendees will gain a ‘Back to the Future’ insight into the major challenges facing the cross-border life sector and the range of strategic options it needs to consider.
SPEAKER: Simon Willoughby is the Managing Director of Acuity Corporate Consulting, an independent consultancy firm that has provided market intelligence to the cross-border life sector for over 20 years. Simon has spent nearly 40 years in the life sector, 30 of which with cross-border life companies and in a consultancy role. He has been working with AILO since 1993.

This is the Management Committee's quarterly meeting.

FEIFA's12th Annual Conference is scheduled to take place at the exclusive Hilton London Tower Bridge hotel. It will be entirely complimentary for delegates and attendance is only available to FEIFA members and invitees. As in past years, the Conference will be unique in that it will be predominantly designed around the requirements of the delegates, our members. The format and structure is planned as a result of the valuable feedback that we receive from our membership and thus will provide significant benefits for them – and therefore also prove highly successful for sponsors.

As in previous years, presenting companies will include major industry names and the Conference will be preceded and followed by drinks receptions. FEIFA members will once again receive complimentary accommodation at the venue on the previous evening.

Further, more extensive details will be available soon.

A 'virtual' Members' Meeting. For insights and research not available elsewhere, join fellow AILO Members to hear keynote speakers, Nigel Sillitoe of Insight Discovery and Matt Ward of AKG who will share findings from the annual Middle East Investment Panorama and research on Advancing Intergenerational Planning Opportunities. You'll also hear AILO news from CEO, Bob Pain.

International Investment’s inaugural flagship event, II Connect, for the international financial services industry is designed to enable you not only to expand your existing network of contacts, but also to build new knowledge and insights across the challenging cross-jurisdictional financial planning and wealth management space.

This event’s innovative and highly participatory format will give golden opportunities to speak directly to the circle of connections that make the client advice experience complete, such as expert lawyers, accountants, specialist tax, trust and retirement advisers, as well as business model consultants including tech gurus.

This is the committee's regular meeting. Please advise the Chair or email secretariat@ailo.org with any items for the agenda.

All Members based on the Isle of Man are welcome to come along. Topic will be “Career Development in Financial Services”. A big thank you to Utmost International for hosting this event.

All Members based in Dublin are welcome to come along. Topic will be “Career Development - Challenges and Introspection”. A big thank you to Fidelity International for hosting this event.