Connect with Clearwater in London!
We look forward to meeting you at TSAM London. Join the Clearwater team the night before the conference for an evening of networking and fun. Then, connect with our team at our exhibition stand at the event or plan to attend our session and hear from Clearwater's Duncan Cleat on supporting your client services model.
Clearwater has led the way in offering a true SaaS solution for investment portfolio data management, reconciliation, accounting, and reporting services, a unique and innovative option for those looking to stay ahead of the technology curve.
Check out our program details below so you know where to find us!
Take Flight with Clearwater!
Wednesday 27 February
The Enclosure, Flight Club, Bloomsbury
55 New Oxford Street, London, WC1A 1BS
Join the Clearwater team for an evening filled with engaging conversation and an experience to remember! Enjoy complimentary drinks and food while socialising with your industry peers.
Reserve your spot by completing the form to the right.
*Space is limited. You must RSVP to reserve your spot.
Reserve your spot now!
Supporting the Service - Smart Infrastructure Behind Your Client Service Model
Client Services & Retention Forum | Thursday 28 February at 12:40
Context: As asset managers continue to work on improving their operating models across the business, and outsourcing plays an increasing role, naturally client services feels a significant impact. And it’s vital they take advantage of this change and ensure the model still delivers for client services.
Insights & Takeaways: This discussion will look at themes including: how client service leaders can influence business change for their benefit; how operational simplification, whether through smart outsourcing, an IBOR model adoption, or otherwise, can help deliver a richer client service; who owns what in a simplified model; and how to overcome the obstacles around data ownership, security and governance.
Duncan Cleat, CA
Head of European Investment Management Client Services
Meet with Clearwater at TSAM
The senior local Clearwater team will be on-site and want to meet you! Schedule a one-on-one meeting at TSAM London to discuss industry challenges and trends and the latest developments at Clearwater. We have more than 1,000 clients globally and last year alone added more than $1 trillion assets and over 125 clients to the Clearwater platform.
We opened our second office in London during 2018. Edinburgh, our first office is predominantly a client servicing centre, staffed by a dedicated service team of CFAs and qualified accountants. In EMEA, we already serve more than 60 insurance, investment management and corporate treasury clients across 13 countries.
Sign up for an on-site meeting at TSAM London and Clearwater will reach out to you directly to confirm a convenient time during the conference.