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Meet the Committee

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

CHRIS CROOKS
Head of IT Service Delivery
Interactive Investor

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