Speakers
Speakers

Meet our 2024 line-up of incredible speakers.

Meet our 2024 line-up of incredible speakers.

Introducing our expert speakers for Wealth Transformation Summit 2024:

Mark Thomas

Mark Thomas

Chief Strategy Officer
Abrdn

Philip Best

Chief Compliance Officer
Pemberton Asset Management

Gabrielle Branson

Gabrielle Branson

Deputy CEO
EFG Private Bank

Harlin Singh

Harlin Singh

Managing Director, Global Head of Sustainable Investing
Citi

Edward Smith

Edward Smith

Co-Chief Investment Officer
Rathbones Group

Jason Miguel Da Silva

Jason Miguel Da Silva

Director, Global Investment Strategy
Arbuthnot Latham

Stela Willemstein

Stela Willemstein

Director
UBS

Rosa Sangiorgio

Founder

RSg Impact Investing

James (J.R.) Lowry

COO
Janus Henderson Investors

Katie Royals

Katie Royals

Managing Editor
PAM Insights

Greg Horton

Greg Horton

Chief Technology Officer
Fairstone Group Ltd

Damiano Baj

Damiano Baj

Chief Operating Officer
EFG Private Bank

Maria Costa

Maria Costa

Head of Sustainability Wealth Management
Santander UK

Roopalee Dave

Roopalee Dave

Partner – Wealth and Asset Management
EY

Michael Goemans

Michael Goemans

Head of UK Transactional Banking
Investec Bank

William Hobbs

William Hobbs

Head of UK Multi-Assett Wealth
Barclays

Alex Spreckley

Alex Spreckley

Managing Director
Saltus

Niral Kalaria

Niral Kalaria

Chief Transformation Advisor
Kepler Cannon

Stuart Gunderson

Stuart Gunderson

Chief Operating Officer
Seilern Investment Partners

Phil Patient

Phil Patient

Executive Director
HFMC Wealth

Caroline Burkart

Caroline Burkart

Partner
Alpha FMC

Iain Cowell

Iain Cowell

SVP, Digital Wealth & Investment Solutions
Franklin Templeton

Michel Perera

Michel Perera

Chief Investment Officer
Formerly Canaccord Genuity Wealth

Joanne Phillips

Joanne Phillips

MD Direct Wealth
Aviva

Zabeen Moser-Mawji

Zabeen Moser-Mawji

Managing Director Wealth Management
Accenture

Em Caerlewy-Smith

Em Caerlewy-Smith

Partner
Elixirr

Carl Hazeley

Carl Hazeley

Chief Analyst
Finimize

Usman Ahmad

Chief Data Scientist

Acuity Knowledge Partners

Diane O'Connor

Diane O'Connor

Head of Private Client Area Consultancy
St. James Place

Oksana Dovorecka

Oksana Dovorecka

Executive Director Workflow Solutions
UBS Wealth Management

Claire Mann

Claire Mann

Head of Client Propositions
Hampden & Co.

Jürgen Blumberg

Jürgen Blumberg

COO ETF Accelerator EMEA
Goldman Sans

Anton Batiaev

CTO
Vega

Swapnil Sirsikar

Portfolio Lead Business Analyst
M&G plc

Troy Mortimer

Partner – ESG and Responsible Investment

Alpha FMC

Tamer Ozman

Founder and CEO
Mintus

Luke Baldwin

CEO
Nature Broking

John O'Driscoll

Divisional Director, Business Development & Advice
St. James Place

Esa Kalliopuska

COO, EMEA Distribution
Invesco

Sharon Hubmann Skinner

Partner
Boston Consulting Group

Mark Plummer

Head of Private Banking, London
Hampden & Co

Will Jones

Chief Design & Product Officer
11:FS

Jan-Carl Plagge

Head of ESG Research
Vanguard

Matt Phillips

Experience Design Executive Director
JP Morgan

Jamie Forrester

Senior Partner
Alpha FMC

Valentin Khatchatourian

Former Banker, Tech Startup Mentor and Investor

Abby Trott

Operations Manager
Investengine

Umar Zaman

Head of Strategy, EMEA
BNY Mellon | Pershing

Andrew Miller

Lead Investment Director
Quilter

Arsalan Minhas

Associate Vice President, Sales Engineering
Hyland

David Olubuyide

Head of Bestinvest Product Proposition & Client Experience
Evelyn Partners

Matt McLoughlin

Chief Commercial Officer & Partner
Liontrust Asset Management

Jack Stevens

Director, Digital Experience Lead
Coutts

Tom Cunningham

Head of Investment Operations and Change
Hargreaves Lansdown

Adam Preis

Director, Product and Solution Marketing
Ping Identity

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speaking?

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