Welcome back to the Refinitiv Sustainability Perspectives podcast. In this episode, Keesa chats with Charles Smith, Head of Digital Solutions at Refinitiv, covering recent reports about digitization in the wealth space, it's surprising findings, the rapid surge of interest in ESG investing today and how it is set to increase.
Charles Smith spent 8 years as a Managing Director in EY’s Wealth and Asset Management practice where he worked extensively with many of the top 10 US financial services institutions on key wealth management areas such as product strategy, client and advisor experience design and development, retirement, operating model development, process improvement, platform implementation and service delivery strategy. Prior to EY, Charles had senior leadership roles at Fiserv/CheckFree, Misys (now Finastra) and Thomson Financial (now Refinitiv).
See acast.com/privacy for privacy and opt-out information.
What are the 3 key themes in sustainable finance you should know about in October 2020? Tune into our monthly recap episode with Dr....
In this episode, host Keesa Schreane is joined by South African business leader Jonathan Oppenheimer, Executive Chairman of Oppenheimer Generations, to get his feedback...
As President-elect Joe Biden enters into a transition stage, many anticipate a significant change in the US climate change policy and the ESG universe...