The Federation of European Independent Financial Advisers
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WEEK 2

PANEL SESSION

Tuesday 10th November 2020 – Brexit, COVID and ESG: Challenges and Opportunities

Panel Session: 10.05 – 11.05

This wide-ranging panel session will cover the key drivers that will create threats and opportunities, in 2021 and beyond. The effect of Brexit, across the whole of Europe, will be debated – alongside the now intertwined impacts of COVID-19 and digitalisation. New regulations and consumer trends in the area of ESG will also be discussed, not least in terms of assessing the consequences of both on business models, best practice and suitability. There will also be a deliberation on the future of retirement planning and risk management. Underpinning all of this will be an analysis of the impact of technology at all points across the financial advisory spectrum. The below diverse and highly expert panel will provide unique insights.

craig reeves

Craig Reeves
Board Director and Founder

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PRESTIGE FUNDS

Since 2007, Craig Reeves has been a Director and Founder of Prestige Capital Management Limited, Prestige Fund Management Limited, Prestige Asset Distribution Limited and Prestige International Marketing Services Limited and is a Board Director of various international Prestige Funds. He is also a Director of Nucleus Holdings Limited and is a co-founder and non-executive director of OpenFunds Investment Services AG.

Formerly Managing Director and co-founder of Platinum Capital Management Limited and Head of Portfolio Management and Asset Allocation at Titan Capital Management Limited (both international asset management groups), Craig also has prior experience as a Proprietary Trader at Gaiacorp Trading Limited (another international asset management group) and at London Currency Exchange Limited (a private client/proprietary trading house) – and an internship at Bank of America (in London). He has also previously provided retained consultancy services to a large international family office, an international stockbroker, a pension consulting group and an international real estate investment group, all London based.

He has over 25 years’ experience in financial services as a professional investment manager, trader and investor of alternative investments, hedge funds, capital markets and real estate and has written several articles for various financial publications, including the AIMA Journal. He has served as a Board Director on over 20 international Funds. He graduated with a BA (Hons) in Business Administration from Huddersfield University and a Higher National Diploma in Business and Finance from University of Greenwich (London). He also attended the New York Institute of Finance (NYIF) where he studied various financial markets and derivative trading courses and is also a member of the Chartered Institute for Securities and Investment (CISI).

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Simon Colboc
Secretary General

FECIF EUROPEAN PENSIONS INSTITUTE

Simon has over 25 years’ experience in Financial Services, including executive level positions at Fortis, BNP Paribas and Prudential Plc. He is a member of FECIF’s Advisory Committee and, as Secretary General of FEPI (FECIF European Pensions Institute), heads up its work on pan-European pensions.

He also runs the Financial Services practice of Paris-based consulting boutique CMI strategies.

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Keith Richards
CEO

PERSONAL FINANCE SOCIETY

Keith Richards was appointed Chief Executive Officer of the Personal Finance Society (PFS) in May 2013 and has evolved the role and purpose of the professional body to become the largest in Europe with a growing international presence from its office in Hong Kong. Keith is also Chief Membership Officer for the Chartered Insurance Institute and is responsible for its group membership strategy as well as the development of CII-Hong Kong and strategic relationships across Asia Pacific.

With over 30 years’ experience operating at executive level, Keith is regularly called upon for comment and contribution both home and abroad by various organisations, including governments, regulators and media.

Keith established a strong media profile whilst representing one of the UK’s largest IFA Networks (Tenet Group) as Group Distribution and Development Director, prior to which he was Head of Retail for the largest mutual insurance company in the UK, Royal London Group. Actively engaged in the promotion of Insurance and financial services within the UK and internationally as a profession, he has contributed to the boards of AIFA, APFA and AMI.He sits on the board of the European Financial Planning Association (EFPA), Chairs the Pension Advice Taskforce, is a member of various government and regulatory working groups and recognised as one of the Top 100 Influential figures Internationally, by International Adviser.