Speakers - Global WealthTech Summit 2024

SPEAKERS

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2024 Speakers

The leading WealthTech leaders and innovators speaking at the event. More speakers to be announced soon.

Ross Liston – M&G Wealth Advice

CEO

Stuart Gunderson – Seilern Investment Management

Chief Operating Officer, Compliance Officer and MLRO

Esa Kalliopuska – Invesco

Chief Operating Officer - Distribution EMEA

Matthew McLoughlin – Liontrust Asset Management

Chief Commercial Officer and Partner

Iain Cowell – Franklin Templeton

Head of Wealth Technology & Customised Investment Solutions (EMEA, APAC)

Carolina Bouvard – Santander

Global Head of Technology and Operations, Wealth Management and Insurance

Elliott O’Brien – LGT Wealth Management

Partner & Head of Business Transformation

Nigel Guy – SMBC Bank International

Director and Head of Data Migration & Data Transition

Diane O’Connor – St James’ Place

Head of Private Client Area Consultancy

Tom Cunningham – Hargreaves Lansdown

Head of Investment Operations & Change

Corinne Lord – St James’ Place

Senior Investment Specialist

Marie Dzanis – Industry veteran

Former Chief Executive, Asset and Wealth Management

Sonia Bainbridge – Invesco

Head of Digital Distribution, EMEA

Vipul Kapur – Mashreq Bank

Head of Private Banking

Peter Lane – Jacobi

Co-Founder and Chief Commercial Officer

James Lawson – Tribe Impact Capital

Co-Founder and Managing Partner

Zy Wernham – HSBC Private Banking

Head of Investment Journey

Stela Willemstein – UBS

Director, Group Frameworks Risk Management

Alpesh Doshi – Redcliffe Capital

Managing Partner

Luca Zaccagnino – UBS

former Head of UBS Next Connect

Maya Joelson – Savvy Advisors

Founding Principal Wealth Manager and Global Investment Strategist

Nataliya Johnson – Vasant Capital

Founder and Chief Executive Officer

Bimpe Nkontchou – Wealth8

Co-Founder and Chief Executive Officer

Rahul Ahuja – Wealth8

Chief Operating Officer

Gibran Registe-Charles – Urban Edge Capital

Chief Executive Officer

Giovanni Daprà – Moneyfarm

Co-Founder and Chief Executive Officer

Dramane Meite – Hashdex

Head of Product, New Markets

Colla Rensch – Banque Syz

Head of Alternatives, Funds and Quant Research

Alex Noble – The Bank of London

Head of Digital

Greg Davies PhD – Oxford Risk

Head of Behavioural Finance

Chet Velani – EV

Managing Director

Anton Padmasiri – WealthOS

CEO/Founder

Denny Dewnarain – Amundi Technology

Chief Product Officer

Emma Tilt – Fidelity International

Former Head of Personal Investing

Previous speakers at our events

Graham Nicoll – Barclays Wealth Management

MANAGING DIRECTOR - HEAD OF DISTRIBUTION - WEALTH & DIGITAL

Charles White-Thomson – Saxo Markets UK

CHIEF EXECUTIVE OFFICER

Arnaud Denis – MeDirect

GROUP CHIEF EXECUTIVE OFFICER

Sahra Abdille – Coutts

DIRECTOR, DIGITAL INVESTING

Jürgen Blumberg – Goldman Sachs ETF Accelerator

CHIEF OPERATING OFFICER EMEA

James McManus – Nutmeg

CHIEF INVESTMENT OFFICER

Charlotte Wood – Schroders

HEAD OF INNOVATION AND FINTECH ALLIANCES

Hannah Simons – Lloyds Bank Corporate Markets

HEAD OF SUSTAINABILITY

Tamara Kostova – Velexa

CEO

Ninni Franceschi – Nordea

HEAD OF WEALTH MANAGEMENT SWEDEN

Zeynep Ozturk – Deutsche Bank

HEAD OF PRIVATE BANK BLIS

Laurence Everitt – Northern Trust

MANAGING DIRECTOR AND HEAD OF GLOBAL FUNDS SERVICES

Josh Fennell – abrdn

GLOBAL HEAD OF WEALTH SOLUTIONS, CLIENT PROPOSITION,

Maria Costa – Santander UK

HEAD OF SUSTAINABILITY – WEALTH MANAGEMENT AND INSURANCE

Andrew Keegan – Ex BlackRock

FORMER HEAD OF WEALTH EMEA

Mohammed Marikar – RBC Wealth Management

SENIOR DIRECTOR, DIGITAL ENGINEERING & INNOVATION

Riaan de Bruyn – M&G Wealth

MANAGING DIRECTOR - DIGITAL WEALTH

Divakar Padmanathan – Alpha FMC

DIRECTOR & UK MANCO MEMBER, ASSET & WEALTH MANAGEMENT CONSULTING – UK

Bhavick Patel – HSBC Global Asset Management

HEAD OF UK SALES ETF & INDEXING

Nina Jones – Fidelity International

HEAD OF ADVISER EXPERIENCE

Thor Monsen – Citi Global Wealth

HEAD OF ALTERNATIVE SALES, EUROPE, MIDDLE EAST & AFRICA

Xian Chan – HSBC

MANAGING DIRECTOR, GLOBAL HEAD OF DIGITAL ASSETS

Jakob Beck Thomsen – Danske Bank

MANAGING DIRECTOR, GLOBAL HEAD OF SME FX & TXB SALES

Slawomir Rzeszotko – Jane Street

ETF BUSINESS DEVELOPMENT

Charles Mulinder – ex Fidelity International

FORMER GLOBAL HEAD OF CHANGE

Paul Titterton – ex abrdn

FORMER MANAGING DIRECTOR - DIGITAL SOLUTIONS

Nicolas Pinson – Amundi Technology

HEAD OF STRATEGY AND PRODUCT MANAGEMENT FOR THE ALTO* WEALTH & DISTRIBUTION PLATFORM

Banesh Prabhu – Intellect Design

CEO

Yohan Lobo – M-files

INDUSTRY SOLUTIONS MANAGER, FINANCIAL SERVICES

Eric Fulwiler – Wearerival

CO‑FOUNDER & CEO

Alex Skolar – Velexa

CHIEF PRODUCT OFFICER

Jeremy Taylor – Lazard Asset Management (UK)

MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER

Martha Fee – Northern Trust Asset Management

VP, CHIEF OPERATING OFFICER FOR EMEA

Anil Venuturupalli – HSBC Global Private Bank and Wealth

CHIEF OPERATING OFFICER AND HEAD OF DIGITAL TRANSFORMATION

Liz Field – Personal Investment Management and Financial Advice Association (PIMFA)

CHIEF EXECUTIVE

Joe Parkin – BlackRock

MANAGING DIRECTOR, HEAD OF BANKS AND DIGITAL CHANNELS

Sune Mortensen – Refinitiv, an LSEG Business

HEAD OF INVESTMENT & WEALTH SOLUTIONS, EMEA

Rachel Przybylski – Man Group

HEAD OF TRADING PLATFORMS PROJECTS

Sohail Raja – Societe Generale

HEAD OF EXECUTION PLATFORMS & UK CHIEF DIGITAL OFFICER

Ruta Mikiskaite – Swiss Re

HEAD OF CLIENT SOLUTIONS UK & IRELAND

Paul Came – KPMG

DIRECTOR IN WEALTH & ASSET MANAGEMENT TECHNOLOGY

Cara Williams – Mercer

SENIOR PARTNER, GLOBAL HEAD OF ESG AND SUSTAINABILITY

Vladimir Demine – Morgan Stanley

HEAD OF ESG RESEARCH, INTERNATIONAL EQUITY TEAM

Swapnil Sirsikar – M&G Wealth

BUSINESS ANALYSIS PORTFOLIO LEAD

Grant Parkinson – Standard Chartered

HEAD OF CONSUMER, PRIVATE AND BUSINESS BANKING

John Ditchfield – Helm Godfrey

HEAD OF RESPONSIBLE INVESTMENT, WEALTH MANAGEMENT ADVISER

Roxanne Afzali – Avaloq

CLIENT SUCCESS AND SALES DIRECTOR

Tariq Khan – Objectway

BUSINESS DEVELOPMENT DIRECTOR

What our clients say

The event was outstanding. After a couple of years of no in-person events, taking an exhibition stand and having the opportunity to deliver a pitch has made such an impact on our pipeline.
Karena Vaughan
We found the event to be really useful. There were some really valuable prospects there which we engaged with. I appreciate the support you gave us on the day
Adam Sideserf, Head of Marketing at Oxford Risk
The quality of conversations between Shift data scientists and attendees interested in what Shift is all about was truly top notch.
Jeff Manricks, UK Sales Director at Shift Technology
It is great to engage in conversation that we otherwise couldn’t have… we come here in one day and we are able to meet 10, 20, 30 different potential clients, leads or partners.
Nikolai Hack, COO at Exo Investing
Events like this are great for start-ups to be with some of the bigger older institutions that may not be as agile… putting the two dynamic and static groups of the industry together and getting them to have an engaged conversation.
Monica Sasso, Director Head of Prospecting Strategy at Deutsche Bank
It’s a great educational piece… I have seen a lot of great companies doing very exciting things
Lucy Dunnet, Investment Advisor at Berenberg
I thought it was a great event. The best I have been to in 2019. A good balance of presentations and panels
Richard Day, Underwriting and Pricing Director at Hastings Direct
We were very happy with the event… more than happy to join any future event
Nicolas Blanchard, Co-Founder at APIAX