PIMFA
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
how can firms better target other demographics to improve their long term viability?
Craig Santangeli (Team Leader)
Head of Transfer Agency Oversight
Rathbone Group Plc
Heena Brown
Financial Consultant
Abrdn
Corey Burrows
Head of Exec Office, Pensions & Savings
Phoenix Group
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
