Virtual
Join us and your peers for expert insight into the latest industry challenges, based on new research findings, including:
Mobile Apps for Wealth Management – Mobile apps are omnipresent, and financial institutions have been stepping up their game to offer innovative mobile technology tailored to individual customer needs. On the retail side, most customers use mobile banking on a regular basis. The situation in wealth management, however, is different. Wealth managers across the board are struggling with low mobile adoption. This report explores why wealth managers are lagging their retail peers through in-depth benchmarking of wealth management apps on the market, uncovering the gold standard for apps across regions, client segments, and user preferences.
Digital Education Tools for Financial Literacy – As clients become more involved in the management and transfer of their wealth, financial literacy has emerged as a focal point. Whether it’s HNWIs eager to ensure their children’s capacity to manage their inherited wealth or millennials’ unfamiliarity with financial concepts, clients across segments are demanding new tools to fill these knowledge gaps. This research focuses on how digital tools can assuage clients’ insecurities, deepen the client-advisor relationship, and increase client retention rates between generations.
Supporting the Family Office – Globally we’ve seen unprecedented growth in single family and multi-family offices over the past decade. How much is this increasing popularity a threat to the traditional wealth manager or private banker? Should existing wealth managers consider offering “family office lite” types of services to retain at-risk UHNW clients? In this report we try to unravel the complexities that the increased popularity of the family office presents to wealth managers and private banks.
Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities and gives you the opportunity to connect and share best practices with your peers. This event is designed specifically for operations and technology professionals.
Time | Sessions |
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11:00am |
The Future is Mobile - Mapping the Road To Success
11:00am-11:40am EDT The Future is Mobile - Mapping the Road To SuccessTuesday, Jun 10, 2025 · 11:00am-11:40am EDTCutter Wealth presents the gold standard for wealth management apps identified through in-depth comparative benchmarking and shares best practices and strategic considerations to improve mobile adoption. |
12:00pm |
Tackling Financial Literacy with Digital Education Tools
12:00pm-12:40pm EDT Tackling Financial Literacy with Digital Education ToolsTuesday, Jun 10, 2025 · 12:00pm-12:40pm EDTCutter Wealth examines new digital tools designed to address the increasing focus on financial literacy across segments as clients become more involved in the management and transfer of their wealth. |
1:00pm |
A New Normal - Executive Panel Discussion
1:00pm-1:40pm EDT A New Normal - Executive Panel DiscussionTuesday, Jun 10, 2025 · 1:00pm-1:40pm EDTC-suite executives from leading solution providers share their perspectives on how the current environment will reshape the future of wealth management. |
2:00pm |
The Rising Popularity of the Family Office - Turning Risk into Opportunity
2:00pm-2:40pm EDT The Rising Popularity of the Family Office - Turning Risk into OpportunityTuesday, Jun 10, 2025 · 2:00pm-2:40pm EDTCutter Wealth examines the trends in family offices among the UHNW population globally and explores the reasons behind their popularity. |
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.
Recent research assignments and publications include the following:
Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.
Recent research assignments and publications include the following:
Steve Leivent is the Senior Vice President of SS&C Advent’s Advisory business. In this role he is responsible for Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure. Steve holds a B.S. in Economics from Rowan University.
Andrew Besheer is responsible for leading Appway’s go-to-market strategy for the United States and Canada, as well as representing the voice of the client for Appway’s solutions development and programs.
Prior to joining Appway, Andy spent 16 years at Broadridge Financial Solutions where he held a number of positions. As founding President of Broadridge Advisor Solutions, he was responsible for Broadridge’s front office and advisor-facing solutions, which was comprised of advisor websites, financial planning content, digital and print marketing solutions, and data aggregations solutions. Prior to that role, he was President of Customer Communications, where he led the transaction, print, and electronic document storage businesses. Andy also held a series of product management and strategy-related roles and was GM of the electronic solutions business. Before joining Broadridge, Andy was a Vice President at Instinet and at NatWest Capital Markets, accountable for components of their respective middle and back offices.
About Appway
With over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions.
Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and periodic reviews. Via intelligent orchestration, we connect systems, data, and people across organizational boundaries, thereby allowing them to collaborate at peak effectiveness for optimal value.
Appway’s award-winning software is trusted by 10 of the top 25 wealth managers, and serves over 510,000 users worldwide. Headquartered in Switzerland with offices around the globe, we have several hubs at the intersection of finance and technology, and an international presence reinforced by a strong partner ecosystem.
More About AppwayIMTC is a technology company that provides innovative solutions for fixed income professionals. IMTC’s investment management software, NOVA, seamlessly connects people, processes, and data to streamline fixed income investment workflows, empowering quicker and more accurate decision making to drive performance and, ultimately, growth.
NOVA is the only cloud-native investment management system, born and developed in Microsoft Azure’s secure cloud environment. Combining portfolio construction, optimization, order management, compliance, and risk into one system, NOVA was built by and for fixed income investment managers. The platform is designed to fit for purpose so that firms can create strategic alignment, enhance precise investment decisions, and ensure overall efficiency. Its interoperability reduces the total cost of ownership and increases scalability.
IMTC aims to accelerate the path to growth by removing barriers to performance including the limited capacity of portfolio managers, a lack of visibility into portfolio data, and fragmented systems and workflows.
Our team combines investment industry expertise with experienced full-stack developers to provide the cutting-edge technology that is revolutionizing optimization, automation, and scalability. IMTC has a global presence, with headquarters in New York City and Copenhagen, Denmark.
For more information, visit www.imtc.com or follow us on Twitter and LinkedIn.
More About IMTCSS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. The Advent Investment Suite (AIS) is specifically designed for firms looking to expand into new markets, new regions, and new lines of business with one fully integrated, end-to-end solution. Built to support investment managers, the Advent Investment Suite offers customized and complex portfolio management at scale, rebalancing, trading, compliance, multi-currency accounting, reporting, and performance. Today, AIS is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage.