PIMFA
Team One
How can the wealth management industry be more accessible for female clients and prospective clients?
SAURAV KARIA
Senior Communications Executive
BNY Mellon
TOM RICHARDS
Associate Director – Collateral Evaluation & Monitoring for Investment Backed Lending
Coutts
ANNABEL MILNES COATES
Relationship Manager, UK Coverage Team
Deutsche Bank UK Ltd
CHRIS CROOKS
Head of IT Service Delivery
Interactive Investo
CHERYL MACDONALD
Associate Financial Planning Director
Investec
CHRIS BAYNES
Proposition Development Executive
Raymond James Investment Management Ltd
RORY GOODMAN
Investment Manager
Ruffer LLP
PAUL FOTHERGILL
Regulatory Engagement Manager
SBG
Team Two
Will more openness about inheritance result in better outcomes for the next generation? If yes, whys is this not discussed more openly?, if not, why not, intentional or otherwise?
JACK KEEGAN
Client Services Administrator
City Asset Management
CHARLOTTE GREEN
Cards Product Owner
Coutts
LAURA JACKSON
External Operations Manager
FIS Global
THOMAS LEDGER
Investment Manager
LGT Wealth Management UK LLP
JORDAN GARDINER
Senior Risk, Control & Compliance Consultant
M&G Wealth Advice
DANNY MURPHY
Group Operations Manager
SBG
AIDAN CHAVASSE
Head of Finance & Strategy
The Openwork Partnership
JOE LUND
Senior Associate
Investec
Team Three
Do influencers fill an “educational” void that should be filled by financial firms?
INDEEWAR SEHGAL
Associate Director, Pricing & Capital Management
Coutts
KISHAN RAJA
Assistant Portfolio Manager
Hawksmoor Investment Management
GEORGIE KILLIK
Partner, Head of Innovation
Killik & Co LLP
BEN CAMIS
Client Services Team Leader
Raymond James Investment Management Ltd
JENNIE RANDALL
Marketing Manager
Waverton
SAM OLLEY
Associate Investment Director
Investec
SOPHIE ANN-COWPER
Technical Sales Support
SEI
SARA HARTLAND
Project Manager
LGT Wealth Management UK LLP
TEAM FOUR
Can future financial planning ever be trending?
ANDREW BENNIE
Senior Investment Director
Brooks Macdonald
MATTHEW PROCTOR
Strategic Execution Manager
Coutts
ABIGAIL METCALF
Governance & Business Manager
Quilter Cheviot
GEORGE COOPER
Operations Administrator – Operations Technical
Raymond James Investment Management Ltd
NIALL SWEENY
Assistant Director, Marketing
Rothschild & Co
LEANNE SAWERS
Business Manager
SBG
ALISTAIR CANNINGS
Investment Manager
Investec
PAUL CLARK
Senior Sales Manager
Clearstream
LISA-MARIE KENNEDY
Custody Services Support Manager
LGT Wealth Management UK LLP
