JULY 20245CONTENTSCXO INSIGHTS 4 Commonly UsedWealth Transfer StrategiesJeanne Krigbaum, Chief Wealth Planning Officer, Old National Bank 20Data-driven Strategies Supporting Effective Conduct Risk Management in Wealth Management businessesStefan Rauch, Head of Compliance, VP Bank AG14Helping Provide Financial Security through a People-focused Approach to Portfolio ManagementYesim Tokat-Acikel, Managing Director, Portfolio Management, Principal Asset Management22Transforming Wealth Management in the Digital EraAndre Cardoso, Head of Wealth Management ­ US, Inter25Strategic Leadership in Operational Risk ManagementBeverley MacAdam, Vice President, Operational Risk and Shared Services, Wealth Management Global Operations, RBC Wealth Management26Independent Solutions Wealth ManagementMichael Lomas,Founder, President & Managing PartnerDan Neiman,Owner, CIO & Managing PartnerGlenn Wiggle, Owner, Chief Compliance Officer & Managing Partner24FEATURED COMPANYCXO INSIGHTS 10SERVICES PROVIDERS - 2024WEALTHMANAGEMENTNavigating the Banking Landscape - Embracing Tech Solutions and Collaboration for Risk ManagementPaul Fosse, Group Director - Group Head of Banking & Treasury, JTC Group28
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