Maurella van der Ree

A senior executive with multi-dimensional experience in global private banking, asset management, and retail wealth management, Maurella combines a unique combination of business acumen, compliance and operations knowledge in her learning events. She is seasoned in being reactive to developments in the regulatory and governance environment as well as being proactive in areas related to compliance and risk management. With her ability to identify gaps, risk exposure, and emerging trends, Maurella is effective in implementing new business models, P&L management, reorganizations, and deploying risk & control frameworks. Maurella’s specific topics of expertise include: Strategy Execution Business Model Implementation Corporate Governance Policy & Procedures Regulatory Compliance/Global Conduct Risk & Ethics Investment Product Distribution Relationship Management Investment Consulting Research & Sensemaking

Embracing Robo-Advisory Looks Promising for The Longevity of Financial Advisors

For several years now, and as expected, numerous studies on the annual trends in the wealth management industry have been published, of which all of them – without exception – continuously emphasize the importance of embracing digital wealth management or to expect extinction. Last December, Capgemini, a technology services and digital transformation consulting firm, in […]