Delivering Siegel-WisdomTree UCITS Model Portfolios Offshore – WisdomTree Asset Management – 2.12.26

Summary:

Non-US offshore investors have historically had limited access to institutional-quality, globally diversified model portfolios in a managed-account format. WisdomTree, a recognized innovator in ETF-based model portfolio construction, collaborates with inCadense, a global managed account solutions provider, to deliver the Siegel-WisdomTree UCITS Model Portfolios in managed-account format, enabling offshore advisors to efficiently implement research-driven global strategies across custodians and currencies with greater transparency, scalability, and operational efficiency.

Topics to be discussed:

• Why offshore advisors are adopting UCITS-based model portfolios to deliver globally diversified, institutional-quality solutions.
• WisdomTree’s global model portfolio approach, including the Siegel-WisdomTree investment framework, research-driven construction, and risk-profiled models.
• How UCITS ETFs support transparent, cost-efficient, and scalable portfolio implementation for non-U.S. investors.
• How WisdomTree UCITS model portfolios are delivered offshore via managed accounts with global custodian connectivity and streamlined implementation through inCadense across Latin America and Asia Pacific.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Tom joined WisdomTree in early 2017 to lead Client Solutions. Our Client Solutions Platform is designed to help Advisors grow their business and provide better investment outcomes for their clients. Prior to joining WisdomTree, Tom spent 17 years at BlackRock in a variety of senior roles including Head of Retirement, Head of Defined Contribution Distribution and Head of Product Development and Management. Tom currently oversees WisdomTree’s RIA business channel as well as the Product Solutions Group.

Ryan Krystopowicz is Director of Client Solutions where he helps drive the commercialization of model portfolio solutions and supports advisor growth strategies. He plays a central role in WisdomTree’s Model Portfolio Research Study, advancing insights on model adoption, advisor behavior and prospecting opportunities. His passion for third-party model portfolios and investment outsourcing was cultivated during his tenure at a Registered Investment Advisor, where he held roles across research and operations.

A.J. Harper is Managing Partner and Co-Founder of inCadense, a global managed accounts platform. He has held senior leadership roles including Head of Asset Manager Relationships, Sustainable Finance and ETFs at Euroclear Group; President and CEO of BNY Managed Investments (APAC); CEO and Co-Founder of Axial Partners Limited; and President of Pershing Managed Account Solutions. Additional roles include Managing Director of Lockwood Advisors, Managing Director of Nomura Asset Management (Hong Kong) Limited, President of AdvisorPort, Inc., and Head of Product Strategy for PNC Global Investment Servicing. He began his career at Federated Investors, helping launch its UCITS fund family in Ireland. His work has been recognized by Asian Private Banker with the Asset Management Award for Excellence and innovation awards from NOVA, NICSA, and MMI. He was responsible for building the largest managed accounts platform in the U.S. ($500B), and was cited twice in BNY annual reports for leading one of the firm’s most impactful collaborations, as well as supporting the $4.0B sale of PNC’s global custody business to BNY. A.J. holds a BA in International Studies from Johns Hopkins University and a graduate diploma from the Paul H. Nitze School of Advanced International Studies, including study at the Bologna Center. An English-Speaking Union SSE Scholar, he studied at Rydal School in Wales.