Under Margin Pressure: Leveraging Data for Competitive Edge

Welcome to an insightful episode of Liqueo’s Deep Dives where we explore the most critical topics in asset and wealth management. In this series, our experts share valuable insights and strategies to help firms stay ahead. In this this installment, we’re diving into the pressing topic of margin pressure in the industry and discussing how firms can use data to gain a competitive edge.

Hosted by Director, Sai Perry, this panel discussion brings together some of the sharpest minds in the field…

	HOST: Sai Perry, Director Sai specialises in Asset Management Transformation and Operating Model Design, with a strong focus on delivering technology solutions. He enjoys collaborating closely with client change teams and C-Suite executives to create effective and impactful solutions together.
	PANELIST: Richard Over, Founding Director Richard is a co-founder of Liqueo and brings nearly 25 years of experience in the asset management industry. He excels in managing and implementing complex global programs and has a proven track record of leading IT teams effectively. His expertise positions him as a trusted partner in navigating the complexities of asset management.
	PANELIST: Scott Surridge, Practice Lead Scott has over 20 years of diverse experience in investment banking, insurance, asset servicing, and asset management, covering front, middle, and back office roles. He’s successfully led large-scale strategic initiatives including implementations, integrations and process improvements.
	PANELIST: Judith Kirkwood Law, Programme Lead Judith is a seasoned leader in Investments Technology with extensive experience in structuring and delivering large-scale transformational change, as well as building high-performance teams. She has recently led a team of 40+ analysts, spearheading strategic projects and enhancing digital and cloud capabilities for ESG on Azure and Snowflake.

As management consultants specialising in asset and wealth management, we understand the challenges that decision-makers face, especially when it comes to technology and data. Our panelists aren’t just talking heads; they’re seasoned veterans ready to arm you with actionable insights and savvy strategies.

This video is packed with knowledge and tips to help you stay ahead of the curve. Dive into this knowledge-packed discussion and transform the way you approach your biggest challenges.