The Summit for Wealth Management London 2023 | Foxon Media | 8 May 2023 | 8 Northumberland Avenue, 8 Northumberland Ave, London WC2N 5BY, UK

The event will bring together leading firms to discuss strategies to deliver a premium client service, portfolio management, and efficient back office operations.

Why you should Attend:
• Personalised Client Experience
• Global Macro Trends & ESG
• Portfolio Management
• Technology & Automation
• Digital Wealth Management

2023 Speakers

Iain Barnes
Chief Investment Officer, Netwealth

Phil Patient
Group Chief Operating Officer, HFMC Wealth

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

Mohammed Marikar
Senior Director, Digital Engineering & Innovation, RBC Wealth Management

James Mahon
Joint CIO, Church House Investment Management - Private Clients

Simon Brewer
Senior Adviser, & Co-founder and Host Money Maze Podcast, Rothschild & Co.

Sam Sundera
Head of Future Business, SIX

Mike Kendall
Director of Global Product Strategy, SS&C

Gregory Perdon
Investment Manager, McInroy & Wood

Austin Broad
Chief Advice Officer, AFH Financial Group Plc

Neil Messenger
CEO and Founder, Professional Independent Wealth Advice

Philip (Phil) Smeaton
Head of Investment, Oberon Investments

Alex Spreckley
Managing Director, Saltus Financial Planning

Arun Shetty
Co-Head of Private Clients, GAM Wealth Management, UK

Barry Hardisty
Head of International – Jersey, abdrn

Dominic Rose
CEO, MKC Wealth Ltd

Edward Smith
Co-Chief Investment Officer, Rathbone Brothers Plc

Gabrielle Branson
Deputy Chief Executive Officer, EFG Private Bank Ltd

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

Hugh Johnson
Global Operations Director, The Fry Group

James Baxter
Managing Partner, Tideway Wealth

Jean-Yves Chereau
Partner, J. Stern & Co.

Jeremy Takle
Co-founder & CEO, Pennyworth

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

John Royden
Head of Research, JM Finn

Jordan Williams
Senior Client Partner, Artorius Wealth

Laurence Gagen
Head of Charities, abrdn

Maria Villax
Head of Family Governance and Solutions, Bedrock Group

Martin Brown
Managing Partner, Continuum (Financial Services) LLP

Neil Williams
Partner, LeifBridge

Oliver Barnett
Director, Private Banking, Weatherbys

Paul Sarosy
Managing Director, Hassium Asset Management LLP

Petronella West
CEO, Investment Quorum

Riaan de Bruyn
Director of Strategy & Proposition, M&G Wealth

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

Richard Champion
Deputy Chief Investment Officer, Canaccord Genuity Wealth Management

Sam Tripuraneni
Head of Sustainable Outcomes, Aviva Investors

Seymour Banks
Responsible Investment Director, Tideway Wealth

Shona Lowe
Managing Director -Financial Planning, ABDRN

Sophie Kennedy
Joint Chief Executive Officer, Eq Investors

Steven Pyne
Managing Partner, Holden & Partners LLP

Tom Becket
Chief Investment Officer, Canaccord Genuity Wealth Management

Tracey Davidson
Deputy CEO, Handelsbanken

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, Head of Specialists, Coutts

Anu Wadhawan
Associate Director – Investment Proposition, Fidelity International

Antonio Curia
Executive Director & Head of Economic Research Unit, Wimmer Financial

Robert Madej
Founder & CEO, PureFacts

Jarkko Syyrila
Executive Advisor on ESG, Nordea Asset & Wealth Management

2023 Partners

• Iress
• PureFacts
• Cognito
• SS&C
• Six Financial
• Sharegain
• Unblue
• Wealth Dynamix