AILO Hot Topics Webinar with FRS Limited and Mercer UK Limited
ZoomFRS: “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.