PIMFA
- This event has passed.
The UK Wealth Management market has grown rapidly over the last few years. However, while the drivers for growth are well known, the industry still faces many challenges affecting its way of growing sustainably and profitably.
By attending this roundtable, we will discuss how the industry can:
• Transform business models to simplify against complexity
• Build scale to succeed and exceed growth and profitability targets
• Better serve clients, differentiate on service and bring clients to the centre of an organisation
This event is free for PIMFA members to attend. You must be logged in to your PIMFA account to access the free ticket option. Places are limited so early booking is recommended.
Event Information:
Date: 28/09/2023
Time: 08:30 – 10:30
Venue: BNY Mellon | Pershing – 160 Queen Victoria Street – London EC4V 4LA
More about Umar Zaman
Umar Zaman is the Head of Strategy and a member of the Executive Committee for Pershing Limited at BNY Mellon | Pershing.
Umar leads the Pershing EMEA’s strategy and value proposition as we continue to support our clients’ needs for simplification, scale and service.
Umar brings over 20 years of experience in wealth and asset management, having worked across financial technology firms, wealth and asset managers and in consulting
Before joining Pershing, Umar held influential senior leadership positions, notably as the Head of Strategic Initiatives and Innovation at Investec Wealth & Investments, Director roles at PwC and EY, and Chief Administrative Officer at Axa Investment Managers.
Umar holds an MBA from Warwick Business School and a Masters in Telecommunication Technology from Aston University.
More about David Ostojitsch
David joined PIMFA in November 2022 as Director of Government Relations and Policy. He is responsible for PIMFA’s relationships with governments and regulators and regulatory and supervisory policy.
Before joining PIMFA, David spent 16 years working across financial services change and policy, including four years as the Director of Technology and Operations at the Association of Financial Markets Europe (AFME). Earlier in his career, David worked at PwC in investment management and technology advisory.
