The Summit for Wealth Management 2024- London | Foxon Media | 20 May 2024 | Hilton London Tower Bridge, 5 More London Pl, Tooley St, London SE1 2BY, UK

Join us at event as we gather top wealth management firms in 2024. Discover cutting-edge strategies for delivering premium client service, optimising portfolio management, and streamlining back office operations.

Key topics:
• Personalised Client Experience
• Global Macro Trends & Risk
• Private Markets & Portfolio Management
• Technology & Innovation
• Digital and Hybrid Wealth Advice

What To Expect
• Vital Discussions
connects leaders from across all key functions of wealth management, in a discussion-focused, networking environment.
• Unparalleled Learning
provides crucial insights and forward-thinking strategies for navigating the latest trends, satisfying clients, and embracing best practices across the front, middle and back office.
• Strong Community
it is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global wealth management industry.

2024 Speakers

Oliver Jones
Head of Asset Allocation, Rathbones Group plc

Aditya Mishra
Managing Director, Head of Global South Asia UK, Bank J. Safra Sarasin

Bev Shah
Co-Chief Executive Officer, City Hive & NED, Consumer Duty Champion,The Big Exchange

Sarah Covey
Chief Operating Officer, Professional Independent Wealth Advice

Mihir Choughule
Wealth Manager, Tideway Wealth

Daryl Hine
Chief Operating Officer, Stellar Asset Management Limited

Eric Moe
Partner, Chief Operating Officer, Whitefoord

Nenad Nestorovski
Chief Investment Officer, Fortis Capital Limited

Delyth Richards
Head of Client Solutions, SG Kleinwort Hambros Bank

Stephen Dowds
Chief Investment Officer, Chief Investment Officer

Keith Edwards
CEO, Casterbridge Wealth

Ononuju Irukwu
Head, Private Banking, First Bank UK

Sanjeet Bhavnani
Managing Director, SB Capital Partners

Todd Cowan
Executive Director, London & Capital

Alexandre Zimmermann
Executive Partner, Beauclerc Advisory Services Ltd

Ashley Boolell
Partner, Head of FX and Commodities, Shard Capital

Manish Singh
Chief Investment Officer, Crossbridge Capital Group

Sarah Revell
Director of Operations, Athena Wealth Planning Ltd

Brodie Neader
Head of Digital, Lombard Odier Investment Managers

Pinaki Das
Ex Thematic Strategist at Quintet Private Bank and Bank of America, Independent Thematic Strategic Advisor

Roy Kirby
Head Corporate Actions, Reference & Pricing, SIX

Jerran Whyte
Founder & Managing Partner, Belvedere Wealth Management

Sonia Wheeler
Managing Director, Essential Wealth Management

John Parker
Head of New Business, Iress

Sanjay Rijhsinghani
Partner, Chief Investment Officer, LGT Wealth Management

Prabhakar Kaza
Chief Executive Officer, Hamilton Reserve Bank

Maria Psarra
Director, Iris Wealth Management, St. James’s Place Wealth Management

Ian Hart
Investment Director, Unbiased Financial Group

Charlie Crossfield
Head of FS Client & Investment Delivery, Evelyn Partners

Gilly Green
Non-Executive Director, Wise Investment

Lee Georgs
Chief Operating Officer, Eighteen48 Partners

Michael Hall
Managing Director, Union Bancaire Privée

Stewart Sanderson
Senior Director, Head of Private Clients, Brooks Macdonald

Simone Westerhuis
Managing Director, LGB & Co. Limited

Antonio Curia
Founder & Managing Director, Mieli Private Office

Anu Wadhawan
Workplace & Personal Finance Investment Director, Fidelity International

Iain Barnes
Chief Investment Officer, Netwealth

Phil Patient
Executive Director, Group Chief Operating Officer, HFMC Wealth

Maria Costa
Head of Sustainability – Wealth Management and Insurance, Santander UK

Philip (Phil) Smeaton
Head of Investment, Oberon Investments

James Sellon
Co-Founder & Managing Partner, MASECO Private Wealth

Jeremy Takle
Co-founder & CEO, Pennyworth

John H. Williams
Head of UK Wealth Planning, Citi Private Bank

John Royden
Head of Research, JM Finn

Maria Villax
Head of Family Governance and Solutions, Bedrock Group

Martin Brown
Managing Partner, Continuum (Financial Services) LLP

Paul Sarosy
Managing Director, Hassium Asset Management LLP

Petronella West
Chief Executive Officer, Investment Quorum

Richard Adams
Partner, COO & Chief Compliance Officer, Capital Generation Partners

Robert Hughes-Penney
Investment Director, Rathbones

Seymour Banks
Responsible Investment Director, Tideway Wealth

Steven Pyne
Managing Partner, Holden & Partners LLP

Oksana Dovorecka
Executive Director for Credit Workflow Solutions, UBS

Justyna Jackholt
Founder & Managing Partner, Bossalini Capital

Ian Williams
Chairman & CEO, Charteris Treasury Portfolio Managers

Stuart Wakeling
Managing Partner, Henley & Partners

Hannah Buxton
Managing Director, Strategic Projects, Coutts

Greg B Davies
Head of Behavioural Finance, Oxford Risk

Mandy Kirby
Co-Chief Executive, City Hive

2024 Sponsors

SILVER SPONSORS:
• Oxford Risk
• Six

BRONZE SPONSOR:
• Canoe
• IRES