speaker-photo

Andreas Pade

Head of Product Asset Management, LPA
Proven expertise: - more than 25 years’ experience in financial industry - successful implementation of a growth strategy for Funds Administration in Germany - development of Funds Administration business and teams from 2 FTE to 60 FTE. Leading up to 160 FTE - Banking, Asset Management Companies (KVG), Funds Administration and client migrations - acting as manager in an international matrix organization - leading RfP team, client acquisition and retention - Listed Derivatives and Equity Trading Funds Administration Setup Funds Administration Services (Alternative Asset Funds/Securities Funds) in Germany. Led the setup of full Funds Administration service offer for Germany dedicated to Alternative Asset Funds and Securities Funds in Germany. Setup Funds Administration services with business processes for Funds Accounting, Accounts Payable and payment instructions, Investor and Regulatory Reporting, Tax and Investment Compliance. As Managing Director I led the strategic development of Funds Administration business in Germany. Implementation of efficiency measures like digitalization and automatization of processes for payment instructions and accounts payable. Product Development and additional experience In charge of setting up new services (e.g. Funds Administration) and further development of existing services. Main change drivers: Commercial requirements, regulatory framework and adaptations of existing services according to German market requirements. Deep expert knowledge in Banking, Asset Management Companies (KVG) and Asset Servicing with focus on Funds Administration, Custody, Settlement and Clearing services. Experience in leading Request for Proposal (RfP) team with strong commercial focus. Project experience (excerpt) - Implementation of AIFMD and KAGB with the setup of new asset classes (Closed Ended Funds) for Depositary Services (Project Lead) - Implementation of Listed Derivatives Clearing in Germany (Project Lead) - Implementation of German Investment Tax Act 2018 for Funds Administration in Germany and Luxembourg (Project Sponsor) - Setup all market connectivity’s for Clearing Services in Germany (Project Lead)
14:40-15:30

2023 - Session - C

Session C2 – Transformation in Asset & Wealth Management