More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Stephen Holdstock is the Chief Technology Officer of EMEA Insurance at EPAM Systems, where he leads the technological direction for EPAM's insurance clients across the region, helping them achieve strategic value through the integration of business, technology and data.
With more than 20 years of industry experience, Mr. Holdstock brings deep expertise in IT leadership, change management and large-scale transformation programs. His career spans roles in large-scale engineering at Motorola, tier-one consulting at Accenture and strategic leadership at global property and casualty (P&C) carriers, including a significant tenure as CTO at Lloyd's of London.
At EPAM, Mr. Holdstock is focused on building out the insurance practice, continuing to drive transformative outcomes for clients across the insurance industry.
September 3
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The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.
September 3
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As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.
September 3
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This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.
September 3
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Paige is a vice president, benefits consultant based in Los Angeles, California. She consults on best practices for health and welfare and plan design that help employers control costs and mitigate risk while enhancing employee engagement.
September 2
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Jerry R. Sneed, CFA, CAIA, is co-founder and managing partner of
Third View Private Wealth . Reach him atjsneed@thirdviewpw.com .August 30
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Frank J. McKiernan is managing partner at
Third View Private Wealth . Reach him atfmckiernan@thirdviewpw.com .August 30
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