2023

Team one

HOW CAN THE WEALTH MANAGEMENT INDUSTRY BE MORE ACCESSIBLE FOR FEMALE CLIENTS AND PROSPECTIVE CLIENTS?

SAURAV KARIA

Communications Manager
BNY Mellon Investment Management

TOM RICHARDS

Associate Director – Collateral Evaluation & Monitoring for Investment Backed Lending
Coutts

ANNABEL MILNES COATES

Relationship Manager, UK Coverage Team
Deutsche Bank UK Ltd

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

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