FBC Digital Meeting Series
Putting the Customer in the Boardroom: Good Practice for Effective Use of Customer Insights by Fund Boards
Ensuring the voice of the customer is heard effectively in the boardroom is not an easy task, particularly in a heavily-intermediated industry such as asset management. And yet, in the course of FBC’s Board Advisory work, we’ve been pleased to uncover many positive examples of how fund boards are endeavouring to put the customer at the heart of decision-making.
In this Digital Meeting, we’ll look at examples of good practice in this area and examine how the effective use of research, data and customer-centric processes are influencing the work of fund boards.
Whilst it is open to all, registration is essential. Priority is given to FBC members, and there are a limited number of places available to non-members.
Deputy Director General, CBI and iNED Franklin Templeton Fund Management Ltd
Henrietta leads the CBI’s Commercial team and is a member of its Executive Committee.
Henrietta has over 30 years’ experience in developing and implementing business, marketing and general management strategies in the UK and internationally. She has held a range of senior global leadership roles in both Financial Services and Fast Moving Consumer Goods, including at Schroders Plc, Advent International and United Biscuits.
She is currently an independent non-executive Director of Franklin Templeton Fund Management ltd and is on the Board of Trustees of Opera North. Henrietta is a Fellow of the Chartered Institute of Marketing and is a member of the Strategy and Advisory Board of the British Standards Institute. She is also a member of the Government’s Professional and Business Services Council. She was previously an independent Non-Executive Director of Newton Investment Management and Chaired their RemCo.
Member of the Master Trust Board and Independent Governance Committee at Scottish Widows and the FBC Advisory Council
David has more than 40 years’ experience in the pensions and investment industry.
He has been a Chief Executive Officer three times including at Invesco Pensions and both the retail and intermediary divisions of Flemings/Save & Prosper, now part of JP Morgan Asset Management.
He has substantial governance experience having served on 16 different boards over 30 years. His non-executive experience includes being an iNED at BlackRock Pensions, a Trustee Director of the Legal & General Master Trust, and currently a Trustee Director of the Master Trust and Member of the Independent Governance Committee at Scottish Widows. He is also a Member of the Advisory Board of the Fund Boards Council.
Ann is an independent director who sits on a variety of boards in asset management and the wider financial services industry, including the fund board of Columbia Threadneedle Investments, an FBC Corporate Member
She has almost thirty years of experience in investment and finance. She has held a number of senior positions including CEO of LV Asset Management, CEO of Ellis Clowes & Company, a London-based Lloyds Insurance Broker, Above Wealth, a London-based wealth management company. Senior positions at Citigroup, including Chief Operating Officer of the Private Bank (Europe), Head of Smith Barney (Europe), Head of Investment for Citi’s Retail Bank and Head of UK Wealth Management and Banking. Ann was previously Head of European Product Development and Strategy for JP Morgan Asset Management. She is qualified as a solicitor and is a member of the Ethics Committee of the Chartered Institute of Securities and Investments (CISI).
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You will shortly receive an email from FBC containing details on how to join the meeting using Zoom. We look forward to welcoming you to this FBC Digital Meeting.
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