Kim recently joined Crealogix as Product Lead in the Wealth Management sector. She led the business integration of three merged Financial Planning businesses’ procedures, systems and training at Canaccord Genuity. She managed a Client Services team, and was the project manager for the implementation of MiFID II regulatory changes within the business. In her most recent roles, she was Head of Client Services at Thomas Miller Wealth Management, and then Canaccord Genuity Wealth Planning after a business merger. She was also part of the project team at Vanguard who launched their Direct to Consumer online portal offering. She has worked as a Client Services Manager at several financial planning and investment management businesses in the UK. She began her career at Merrill Lynch in the USA and then transferred to London 13 years ago. Kim Woodhall has over 15 years’ experience working in the wealth management industry. Kim Woodhall, Product Lead in Wealth – CREALOGIX A charge of £100 + VAT applies for service providers.ĬPD certificates will be issued shortly after the webinar. There is no charge for this webinar for representatives of wealth management firms and private banks. A member of the Compeer team will then be in touch shortly. Please use the form below to register your interest in attending this webinar. Present the views on ESG of end investors and will be joined by decision-makersįrom within the industry as well as other guest speakers with expertise in this We hope you can join us on 15 th September, when Compeer will Investors for ESG portfolios and what investors understand by ESG. Of their service offering, as well as investigating what demand there is from Within the sector and one in which an increasing number of firms are expandingĭuring Compeer’s upcoming webinar, we will evaluate theĬommercial opportunities for wealth management firms that embrace ESG as part One such areaĬould be ESG (Environmental, Social & Governance) investments – a hot topic Of further extreme market volatility, wealth managers will be searching for anyĪreas that can assist them with driving growth going forward. With substantial pressure on asset values and the prospect
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