Meet the Committee

Team one

Does the industry focus on cost undermine value?

Aisha Williams (Team Leader - shared)

Senior Training and Development Manager
LGT Wealth Management UK

John MacDonald (Team Leader - shared)

Dealing Manager
FIS

Hollee Vivian

Senior Financial Planner
Abrdn

Andrea Yung

Investment Director
Rathbones incorporating Investec Wealth and Investment

Callum Drage

Regional Account Manager
Fidelity International

Sam Spilsbury

Assistant Investment Manager
Hawksmoor

Daniel Golding

Client Adviser
Rothschild & Co

Joe Caunce

Strategic Partnership Manager
Royal London

Hugo Johnstone

Operations Administrator – Operations Technical Team
Raymond James

Team Two

Does targeting other demographics increase profitability?

Craig Santangeli (Team Leader)

Head of Transfer Agency Oversight
Rathbone Group Plc

Heena Brown

Paraplanning Team Leader
Abrdn

Corey Burrows

Senior Product Owner
M&G Wealth Advice

Wade Hunter

Investment Manager Assurance
Rathbones incorporating Investec Wealth and Investment

Jason Sweeney

Senior Digital Product Manager
HSBC

Giorgia Patchett

Investment Manager
Killik & Co

Rory Avery

Internal Communications & Engagement Partner
The Openwork Partnership

Katie Johnston

Stockbroking Team Lead
Redmayne Bentley LLP

Ire Awojobi

Customer Relationship Manager
Chartered Institute for Securities & Investment

Team Three

How do mergers and acquisitions affect existing and prospective client outcomes?

Natalie Pritchard (Team Leader)

Technology Operational Readiness Lead
Rathbone Group Plc

Cera Taylor

Regional Director
Arbdn

Jonathan Lincoln

T&C Manager
M&G Wealth Advice

Tom Sutton

Group Financial Controller
Brooks Macdonald Group Plc

Sonal Bhudia

Chartered Financial Planner
Helm Godfrey Partners Ltd

David O'Keeffe

Senior Investment Consultant
Charles Schwab

Dr Sarah M Ruggins

Head of Investment Specialists
St. James’s Place

Sam Lee

Relationship Management
SEI

Cassandra Phillips

Transaction Reporting Senior analyst
Titan Wealth