Speakers

Hear from the leading names in wealth management and tech

80+ visionary speakers provide inspiration and confidence for the next step on your digital journey

James Pomeroy
Global Economist
HSBC

Shona Lowe
Managing Director - Financial Planning
abrdn

Nina Manning
Partner, Head of Digital Delivery
Killik & Co

Sophie Kennedy
Joint Chief Executive Officer
EQ Investors

Charlotte Thorne
Founding Partner
Capital Generation Partners

Edward Smith
Co-Chief Investment Officer
Rathbones Group

Alex Spreckley
Partner & Managing Director
Saltus Financial Planning

Cécile Nagel
CEO
BNY Mellon | Pershing

Salim Mansoor
Global Head of Investment Compliance - Alternatives
Allianz Global Investors

Sharon Maguire
Chief Product & Brand Officer
Cynergy Bank

Tara Al-Azawie
Director - Operating Model Design & Strategic Change
Fidelity International

Keeleigh Field
Strategy & Client Experience Senior Manager
Close Brothers

Byron Evans
Global Digital Product Lead for Wealth
Mercer

Maria Costa
Head of Sustainability - Wealth Management and Insurance
Santander UK

Sarah Abdille
Director & Product Owner - Investments
NatWest Group

Jonathan Whittaker
Chief Data Officer
C. Hoare & Co.

Rio Stedford
Proposition Manager - Wealth Management Expert & Inclusion Champion
Quilter

Carl Hazeley
Chief Analyst & Director of Research
Finimize

Joe Parkin
Managing Partner
FinTech Growth Fund

Christopher Hinitt
Global Head of Digital Banking & Operations
PA Consulting

Below is a list of our 2022 speakers:

MARIE DZANIS
Chief Executive Officer
Northern Trust Global Investments

MAX CLARKE
Chief Transformation Officer
Schroders Personal Wealth

DUNCAN JAMIESON
Chief Operating Officer UK
Julius Baer International Ltd.

ANIL VENUTURUPALLI
COO and Head of Digital Transformation
HSBC Global Private Bank and Wealth

KIRSTY WATSON
Chief Operating Officer, Adviser
abrdn

NIKHIL CHOUGULEY
Chief Operating Officer - Sustainable Investing
Citi Global Wealth

SHANTI KELEMEN
Chief Investment Officer
M&G Wealth

JAMES FREW
Divisional Director – Operational Strategy
St. James’s Place

MARIA VILLAX
Head of Family Governance and Solutions
Bedrock Group

SALIM MANSOOR
Global Head of Investment Compliance, Alternatives
Allianz Global Investors

CHRIS LOAKE
Chief Technology And Operations Officer
C. Hoare & Co.

MARC KAHN
Chief Strategy Officer
Investec

NINA MANNING
Head of Digital Delivery
Killik & Co

GARTH EMRICH
Delivery Lead, Change & Transformation
Rathbone Brothers

MARIA COSTA
Sustainability and Innovation - Wealth Management and Insurance
Santander UK

PHIL PATIENT
Group Chief Operating Officer
HFMC Wealth

NICK JOHNSON
Investing Journey Lead – Wealth Businesses
NatWest

ADITI SUBBARAO
Financial Services Industry Lead
Instabase

PAUL TITTERTON
Managing Director - Digital Solutions
abrdn

ANNA SOFAT
Voice of Women’s Wealth, Financial Planner, and Founder of Addidi

WASIM MUSHTAQ
Transformation Lead, Financial Markets
Standard Chartered

ROOPALEE DAVE
Partner - Wealth and Asset Management
EY

OLIVIA MINNOCK
Editor
FinTech Alliance

REGINALD WARLOP
Partner - Wealth & Digital Assets
Reply

CRAIG BUTTERWORTH
Chief Commercial Officer
Droit Tech

STEPHEN MOODY
General Manager, Banking and Insurance Solutions
causaLens

BRIAN BYRNES
Head of Personal Finance
MoneyBox

JAMIE FORRESTER
Director, Asset & Wealth Management Consulting
Alpha FMC

GARETH JOHNSON
Head of Digital Channels
RBC Brewin Dolphin

SAM MANCHANDA
Head of UK clients & Head of Passive Coverage for North EMEA
DWS Group

JAYNE BROWN
Lead Consultant
Simplify Consulting

SIMON MOONEY
Wealth Management Principal
Endava

SAM TRIPURANENI
Head of Sustainable Outcomes
Aviva Investors

RUSSELL PRICE-WRIGHT
Director
Dreams Technology

MICHAEL HUNWICK
Investment & Wealth Management Senior Manager
Deloitte

OMAR DAVISON
Solutions Engineer
Box

CHARLOTTE MORGAN
Head of Client Experience
Aviva Investors

WILL MAYNE
Principal, Asset Management Advisory Services
Broadridge

SAM BEEBY
Associate Director, Wealth & Asset Management Practice Lead
Cognizant

Interested In Speaking?

Please complete the below short form if you are interested in finding out more about how you could take the stage alongside finance and technology though leaders.

Further Events

About Wealth Management Transformation Summit

No matter where you are on your transformation journey, Wealth Management Transformation Summit provides inspiration and confidence to your next steps.

Join 80 industry leading speakers for keynote talks, fireside chats and themed panel sessions to deep-dive into topics and answer the most pressing industry questions.

Make lasting connections with like-minded leaders! Network and learn alongside colleagues and peers from the wealthtech industry.

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Event Series

Insurance Transformation / London

Banking Transformation / London

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Event Series

Insurance Transformation / London

Banking Transformation / London

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