Digital Assets in Practice: Governance, Risk & Client Management

This webinar focuses on how firms can practically incorporate digital assets into governance, risk, and compliance frameworks. Attendees will learn how to build policy structures, reporting lines, and accountability mechanisms suitable for servicing or avoiding digital asset activity. The session also outlines what boards should be asking, where common blind spots arise, and how to manage client exposure responsibly. It concludes with best-practice approaches for documenting, escalating, and supervising digital asset-related risks.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• Incorporating digital assets into risk and governance frameworks

• Board oversight: questions, blind spots, and escalation triggers

• Policy frameworks for firms servicing – or avoiding – digital assets

• Risk registers, reporting lines, and accountability structure

• Best practice for dealing with digital asset client exposure

Presenters

Sam Roberts Director of Investment Consulting at Cartwright

Sam is a qualified actuary and Director of Investment Consulting at Cartwright, an advisory firm helping pension trusts, charitable trusts, funeral trusts, and corporate clients.  Cartwright is proud to proactively search for innovative and pioneering ideas, and implement them for clients in a pragmatic way.  Cartwright enabled the first UK pension trust to invest a small allocation to bitcoin in October 2024, and looks forward to helping more clients assess whether bitcoin is right for them.

Arash Nasri  Head of Corporate Treasury at Cartwright

Arash is a Fellow of the CISI and leads the Corporate Treasury division at Cartwright. He helps corporations and various organisations with treasury management and strategic decision making. With over 15 years’ experience in the industry, spanning retail advice, fund management and institutional consulting Arash helps asset owners construct durable portfolios, advising on traditional assets as well as bitcoin.