Richard was appointed MD of Fund Channel in December 2010. Fund Channel is a joint venture company between Amundi Group and BNPP IP fully dedicated to fund distribution in Europe. Richard has an extensive experience in banking and asset management since 1981. He has held senior positions in sales, marketing, product development and client servicing with leading French and international organisations.
Born & bred in Edinburgh and with a geeky interest in technology
from a very early age, the formative years of David’s career were spent as a
trainee actuary with Life Association of Scotland before stints with Ivory
& Sime, Scottish Life International and strategic consultancy The Abacus.
Having concluded that the prevailing business wasn’t fit for human consumption, David embarked on a mission to create the UK’s first crowdfunded and genuinely collaborative platform which resulted in the creation of Nucleus in 2006. He remains immensely proud to lead the small team that has made Nucleus a credible and refreshing market participant, particularly at a time when honesty and accountability have never mattered more.
Britt Holland-Ellice is a veteran relationship manager, having held roles
at ABN Amro and JP Morgan before transitioning to the fund distribution
platform space at Cofunds in 2011.
Formerly the Head of Cofunds Institutional CRM and then Head of Institutional Fund Relations, in August 2013 she was appointed the Head of Fund Group Relations for Cofunds, encompassing both the Retail and Institutional platforms.
David has over 25 years financial services experience and a proven track record in leading business and technology-based strategic change. For the last 3 years, David has been responsible for SEI’s European Platform offering. Prior to joining SEI, he most recently working as Barclays Head of UK Asset Management and Retail Platforms.
Pierre is responsible for the development of BNP Paribas Securities Services' Transfer Agency, Cross-Border Fund Distribution and Fund Dealing Services products and services to meet the global needs of fund promoters and distributors of financial products to the institutional and retail markets. Pierre joined BNP Paribas Group in January 2000 and held various positions in IT, Finance and business lines departments, managing teams and services in fund administration or global fund distribution, based in Paris, London and Luxembourg.
With over 30 years industry experience, Richard is responsible for the product management and development of the Shareholder and Distribution services within RBC Investor & Treasury Services. Prior to joining RBC, he was Senior Vice President, Strategic Solutions at Brown Brothers Harriman. Richard holds a Bachelors Degree in Economics from Essex University
Geoffrey (Geoff) Cook is a Partner, and co-Head of Investor Services’ Europe, Middle East and Africa businesses, at Brown Brothers Harriman (BBH). He joined BBH in 1997, and was appointed Partner in 2009. For nine years prior to joining BBH, Geoff was a senior manager in the London, Luxembourg and New York financial services practices of PricewaterhouseCoopers.
Tuesday 24th Feb - Thomas Murray Data Services are pleased to present a brand new piece of market research for the TA industry.
Fund Distribution, Platform Development, Distribution Oversight, Automation, Global TA, Distribution Support and more to be explored...
Hear from 60+ leading TAs, asset mngt houses, fund distributors & technological innovators.
Friday 27th February 2015
TConsult is pleased to bring you a one-day intensive briefing covering Title V of the HIRE Act (FATCA).
"Very good balance between information/ content and networking opportunities"
"Relevant topics, good speakers, well organised & a very good networking opportunity"
"Great items, great speakers!"
ITAS returns once again as the key event for catching up with business partners, listening to and debating with the leading figures in the fund operations industry, and having great fun at the evening functions. Highlights this year include these New Thinking And New Perspectives:
a) Chatham House Rules and Off-The-Record Discussion: “What Will It Take To Really Drive Our Business Forward?”
b) Breakfast Briefing - An A-Z of Platform Developments
c) Views Of ALL sides of the industry -Managers, Administrators, Distributors and Platforms
d) Off The Record Lunch and Champagne Roundtables - Investor Protection; Asian Funds Passport; T2S; Global TA; ETFs; Client Reporting; Optical Character Recognition