Our Speaker Line-up

Our line-up of expert speakers will address and analyse the key challenges within the asset management industry today.

Olivia Cooper


Co Head of Private Wealth & Head of Family Office

Ben Mckeown

Dowgate Wealth

Investment Director

Gemma Godfrey

Kingswood Group

Non-Executive Director

Iain Barnes


Chief Investment Officer

Phil Patient

HFMC Wealth

Group Chief Operating Officer

Maria Costa

Santander UK

Head of Sustainability – Wealth Management and Insurance

Mohammed Marikar

RBC Wealth Management

Senior Director, Digital Engineering & Innovation

James Mahon

Church House Investment Management - Private Clients

Joint CIO

Simon Brewer

Rothschild & Co.

Senior Adviser, & Co-founder and Host Money Maze Podcast

Sam Sundera


Head of Future Business

Gregory Perdon

McInroy & Wood

Investment Manager

Austin Broad

AFH Financial Group Plc

Chief Advice Officer

Neil Messenger

Professional Independent Wealth Advice

CEO and Founder

Philip (Phil) Smeaton

Oberon Investments

Head of Investment

Mike Kendall

SS&C Technologies Inc.

Director of Global Product Strategy, Institutional & Investment Management

Alex Spreckley

Saltus Financial Planning

Managing Director

Arun Shetty

GAM Wealth Management, UK

Co-Head of Private Clients

Barry Hardisty


Head of International – Jersey

Dominic Rose

MKC Wealth Ltd


Edward Smith

Rathbone Brothers Plc

Co-Chief Investment Officer

Gabrielle Branson

EFG Private Bank Ltd

Deputy Chief Executive Officer

James Sellon

MASECO Private Wealth

Co-Founder & Managing Partner

Hugh Johnson

The Fry Group

Global Operations Director

James Baxter

Tideway Wealth

Managing Partner

Jean-Yves Chereau

J. Stern & Co.


Jeremy Takle


Co-founder & CEO

John H. Williams

Citi Private Bank

Head of UK Wealth Planning

John Royden

JM Finn

Head of Research

Jordan Williams

Artorius Wealth

Senior Client Partner

Laurence Gagen


Head of Charities

Maria Villax

Bedrock Group

Head of Family Governance and Solutions

Martin Brown

Continuum (Financial Services) LLP

Managing Partner

Oliver Barnett


Director, Private Banking

Paul Sarosy

Hassium Asset Management LLP

Managing Director

Petronella West

Investment Quorum


Riaan de Bruyn

M&G Wealth

Director of Strategy & Proposition

Richard Adams

Capital Generation Partners

Partner, COO & Chief Compliance Officer

Richard Champion

Canaccord Genuity Wealth Management

Deputy Chief Investment Officer

Sam Tripuraneni

Aviva Investors

Head of Sustainable Outcomes

Seymour Banks

Tideway Wealth

Responsible Investment Director

Shona Lowe


Managing Director -Financial Planning

Sophie Kennedy

Eq Investors

Joint Chief Executive Officer

Steven Pyne

Holden & Partners LLP

Managing Partner

Tom Becket

Canaccord Genuity Wealth Management

Chief Investment Officer

Tracey Davidson


Deputy CEO

Oksana Dovorecka


Executive Director for Credit Workflow Solutions.

Justyna Jackholt

Bossalini Capital

Founder & Managing Partner

Ian Williams

Charteris Treasury Portfolio Managers

Chairman & CEO

Stuart Wakeling

Henley & Partners

Managing Partner

Hannah Buxton


Managing Director, Head of Specialists

Anu Wadhawan

Fidelity International

Associate Director – Investment Proposition

Antonio Curia

Wimmer Financial

Executive Director & Head of Economic Research Unit

Jarkko Syyrila

Nordea Asset & Wealth Management

Executive Advisor on ESG