Wealthify is a major player in the emerging robo-investing market. Conceived as a low-cost alternative to traditional investing, Wealthify is an online investment service open to anyone who wants start investing, regardless of income or experience, from tech-savvy millennials to experienced investors looking for a lower cost solution.
Michelle Pearce is Chief Investment Officer and co-founder of Wealthify. After leaving medical school to pursue a long-standing passion for investing, she began her career in Stockbroking, quickly completing the industry exams and moving to work as a discretionary Wealth Manager. However, she soon became frustrated with many aspects of the industry - the layers of unnecessary complexity in traditional wealth management, extortionate fees, and high minimums needed to get started. In a bid to address these failings and build a service designed for the 21st Century, she co-founded Wealthify in 2014.
|Event Date||Tuesday, 13 June 2017|
Based in London, Susannah is an independently-recognised expert in financial crime and related regulatory work. She advises a wide range of clients across industries on issues related to anti-corruption, sanctions, anti-money laundering, fraud, insider dealing and related issues, both contentious and non-contentious. A recognised expert in her field, Susannah is ranked in band 1 for corporate crime in Chambers UK 2013-2016. Global Investigations Review named her in their list of "40 Under 40 – the world's leading investigations specialists" in April 2014. She was appointed as one of the UK's first independent compliance monitors for the purposes of a World Bank and SFO settlement.
|Event Date||Wednesday, 24 May 2017|
John Ahern is a leader in U.K. financial services law and regulation and has extensive experience in the markets in the U.K. and Europe. He advises on a range of regulatory issues in the wholesale and private banking sector where he has developed considerable knowledge over many years in private practice and as in-house counsel for eight years at a global investment bank. John advises multilateral trading facilities, broker-dealers, and banks on trading, clearing, and settlement as well as custody of securities (both physical and dematerialized). He has a particular focus on regulatory capital and advises a number of banks and other authorized firms on the requirements and implications of the prudential regime.
|Event Date||Tuesday, 25 April 2017|
Due to the nature of the IFSL Brooks Macdonald Defensive Capital Fund investing in short-duration fixed-term assets such as structured notes, convertible bonds and preference shares and with MIFID 2 looming they are now putting together a suite of ‘Asset class Teach-in’ sessions.
In this session, exclusively scheduled for SIMA NextGEN members, they will run through an ‘Asset Class Teach-in’ on structured notes and defensive autocalls.
Dr Niall O’Connor, Deputy Fund Manager at Brooks Macdonald, will run through a presentation and provide the audience with the opportunity to ask questions on the subject matter.
Post the presentation there will be refreshments and the opportunity to network.
Attendance is free of charge to SIMANextGEN members.
|Event Date||Wednesday, 12 April 2017|