Sahra Abdille is a Director and Product Owner at Coutts. She focuses on delivering the strategic roadmap for digital investing products, creating experiences that delight customers and help them make informed decisions in their financial growth.

Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

Tim Bennett (MA, ACA, ASI) is Head of Education and a Partner at Investment and Wealth Management firm Killik & Co. He is responsible for a range of educational collateral that includes weekly Killik Explains videos, popular “How To” guides, and the flagship quarterly magazine, Confidant. Tim also presents at seminars and webinars and is involved with various educational programs. Prior to joining Killik, Tim was the Deputy Editor at Moneyweek and the host of the highly regarded Moneyweekvideos. Earlier in his career, Tim worked for a variety of financial services organisations, including UBS, the Securities Institute and Ernst and Young.

Kara is the Head of Fintech and co-manager of HSBC Asset Management’s Fintech Venture strategy, which invests in start-ups addressing sustainability in the financial industry with core themes including transition finance, financial inclusion and wellbeing, and resilience of the financial system. Previously Kara ran Capital Markets Strategic Investments for HSBC in London and, prior to that, derivatives trading desks and structured lending strategies on the sell-side and buy-side in New York, Tokyo, and Hong Kong.

Nataliya Shybanova joined Green Wealth Partners as a Member of the Board of Directors with a focus on ESG integration for Next Gen investment products in 2022. For this role, she brings experience in structured products and asset management. At GWP, she is responsible for identifying the important themes for the future (green energy, artificial intelligence, electric vehicles, etc.) and then choosing the best products to get access to these themes. Nataliya has over 10 years of experience in structured products from Vontobel Investment Banking and wealth management from UBS Wealth Management covering corporate and UHNW clients in Zurich for Switzerland, Europe and APAC, as well as the CIS markets. Nataliya is a global ambassador for Masttro, a fintech platform that translates all aspects of wealth into WealthData. She was Head of Investor Solutions for AQUIS Capital, a specialised asset management boutique with focus on Hedge Funds and Emerging Asia opportunities as well as Head of Marketing & Communication for Green Blue Invest, a Swiss-based ESG investment company with several investment programs. Nataliya holds an MBA and Master's degree in finance from Hult International Business School in San Francisco and Boston, and a Bachelor's in Public Relations and Communication, from the University of Zurich. Her passion is to blend sustainable innovation within finance to move the industry forward and keep it relevant for the new generation of investors.

GWP is a multi-family office focusing on the unique needs of large families who care about sending NextGen to create a better future. Being independent wealth advisors, we always put the interests of our clients first. We listen to our clients and provide solutions that are specifically tailored to them. We aim to protect and increase their wealth from generation to generation.

Dale has over 10 years of data analytics experience in the asset & wealth management industry covering audit, compliance and cloud transformation programmes. Dale leads the Client Insights & Analytics team for NatWest Trustee & Depositary Services. He has a Bachelor of Science in Medical Microbiology from the University of Leeds and certifications for SQL, Python programming and the CFA Investment Management Certificate

Stephen has over 29 years experience in asset servicing supporting the needs of asset and wealth managers across the major European fund markets such as Luxembourg, Ireland and the U.K. Stephen is the Head of Sales & Relationship Management for NatWest Trustee & Depositary Services – Traditional. He has a Bachelor of Arts in Economics and Spanish from University College Dublin along with a postgraduate diploma in Financial Economics from Dundee University.

Building the Wealth Managament and Mortgage Service Business of a top tier Foreign Bank in London with budget responsibility and business growth in USD millions over last 5years.

Experienced Investment Management professional with over 25 years in Personal Banking and Wealth Management gained from managing clients in some of Nigeria's leading commercial Banks, Discount House and Independent Investment Banking Firms.

Mariya Brown heads Innovation for BNY Mellon Pershing EMEA, focusing on accelerating the firm's digital initiatives, exploring and validating ideas, transforming the way we work, and partnering with clients and the wider ecosystem to develop solutions that service our clients and shape the industry.

Mariya has over 25 years of experience leading product and technology organisations across fintech and capital markets domains at Credit Suisse, JP Morgan, UBS, CMC Markets, FastMatch, Mycelium Blockchain and Finastra; both in the US and the UK.  She brings a wealth of domain knowledge to transform and modernize existing solutions, with a strong motivation to bring the “best in class” product innovation and to solve complex business problems with the use of user research and analysis, new technologies, and targeted software development.

Prior to her joining BNY Mellon, she was leading Treasury transformation at Finastra (third largest Fintech Company) with an objective to converge and modernize several legacy systems, to ensure client retention, improve user experience and to establish a solid footprint for future growth

Andrew is the Chief Operating Officer for Apollo Private Wealth, a Senior Practice of St James Place Plc. Andrew is responsible for organisational design, growth planning, process standardisation, system streamlining and performance management across the business.

He has 35 years of experience in Management Consulting and Technology Development in the Financial Services, Technology and Automotive Industries. His skills and experience cover business leadership, business strategy and operational governance.

Prior to Apollo Private Wealth, he has provided strategic consulting services to a wide range of clients including Citibank, UBS, Rothschild, SAP, Microsoft, Google, Amazon, CISCO, Oracle, BMW, Ford and VW.

Andrew’s has a passion for business growth and using operational governance as a framework to underpin the business growth.

Iain Cowell is Head of Global Technology & Distribution Partnerships, for the asset management firm, Franklin Templeton.

Working with private banks and wealth managers, Iain’s team blend investment solutions with cutting edge technologies; identifying tech-partners and collaborating on scale-up opportunities.

Before joining Franklin Templeton in 2019, his background was in portfolio management, delivering multi-asset funds, pension products and model portfolio solutions  (HSBC, Allianz Global Investors, Federated Hermes and AXA) His passion for financial wellbeing and delivering through digital channels has seen him working with a number of the early stage robo-wealth firms in Europe, both as an investor and product provider, and now increasingly bringing this to the traditional channels. He is an enthusiastic cyclist and was previously an international rower.

Senior Vice President

Jack leads product innovation and client engagement for data, digital and innovation in the Securities Services division at Citi. In this role, Jack supports the development and implementation of the firm’s strategy, managing external partnerships, leading client engagements, and driving industry initiatives.

With 15 years of experience across the investment industry, Jack works closely with clients and market participants to drive innovation and market change. He currently represents Citi across several industry associations and market infrastructure advisory boards.

Jack joined Citi in 2022 and prior to that led FNZ’s blockchain solutions. He has also held a variety of consultancy positions with leading wealth managers, FinTechs and outsourcing providers, supporting their product, innovation, legal, risk and commercial strategies.

Jack holds an Honors degree in Law

Maria is an accomplished professional with a passion for driving sustainability and innovation within organisations. As an enabler who excels in building relationships and connecting people, she is dedicated to delivering value for individuals and businesses alike

Currently as Head of Sustainability for the Wealth Management and Insurance (WM&I) division at Santander UK, she plays a pivotal role in developing its Sustainability Strategy. She is recognised for her proactive engagement as a spokesperson on sustainability, both internally and externally.

Maria holds an MBA from the University of Edinburgh Business School, where she specialised in Strategy and has demonstrated her commitment to professional development through certifications in Sustainable Finance and Investment, from Yale University, Business Sustainability Management from The Institute for Sustainability Leadership at Cambridge University and Disruptive Strategy at Harvard University. She is a versatile and reliable professional, always seeking collaboration and knowledge-sharing opportunities to promote a culture of growth and change.

Tim is the CEO of a Swiss-based digital asset advisory firm, specializing in Blockchain and AI investments. With a presence in the digital asset space since 2017, Tim diligently explores the efficiency gains that Blockchain and AI, as disruptive technologies, bring to society

Carsten is a strategy and change leader with over 22yrs of cross-functional and international responsibilities covering agile transformation, strategy, finance and M&A advisory. He is currently Agile Lead Sales Channels, Private Bank Transformation, Deutsche Bank

Previously he performed variety of management roles at DB over the last 9 years in the International Private Bank, Wealth Management and Group including roles as Member of Regional Councils & Operating Committees as Head of Strategy / CFO or when driving company-wide transformation.

Earlier in his career, he worked 13 years with KPMG’s Strategy & Corporate Finance M&A teams in London, Tokyo and Frankfurt.

Celeste Leverton is an award-winning individual, experienced in and passionate about sustainability strategy creation, client engagement and ESG Investing. She co-led Coutts through the B Corp certification process, making the company the 1st UK HQ’d Private Bank. As a result of this pioneering work, she’s been able to support over 60 clients and 10 suppliers create and implement their own frameworks and Sustainable strategies. More recently, Celeste moved into Coutts’ Responsible Investing team as a manager

Ronald joined Ortec Finance in 2002 to further realize his vision on goal-based planning. This resulted in Ortec Finance’s Goal based Planning product, OPAL. As managing director, Ronald is responsible for this solution and the further development of goal-based planning for the international wealth market. Ronald Janssen studied Econometrics at Erasmus University in Rotterdam. After graduation, he worked as a financial planner for private clients in the high net worth segment. During this period, he designed and developed goal-based planning software.
Besides his work at Ortec Finance Mr. Janssen lectures at the Erasmus University. In addition, he has written several articles for professional journals such as The Journal of Wealth Management and Fonds.nl.

Yohan leads the development of our solutions for Financial Services clients following 16 years in commercially focussed roles within the consumer and B2B payments industry. He has held a range of key sales, sales-leadership, and commercial delivery roles during periods of rapid change. He has worked with a range of sectors including business services, local government, and alternative finance. Yohan has always had a focus on bringing the voice of clients into product, marketing and operational functions.

https://www.linkedin.com/in/yohan-lobo/

Rene currently serves as Market Lead, UK at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. With more than two decades of experience in engineering and managing complex digital transformation programmes, Rene is responsible for identifying market opportunities and creating strategic partnerships with clients to enhance their business propositions. Recently, she was responsible for managing one of additiv's largest Tier 1 banking projects in the UK market, assisting the bank in its digital wealth transformation journey.

Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

Alessandro is the Head of Strategy, InvestCloud Europe and Asia, focusing on building and maintaining long-term relationships with major clients. He is passionate about developing client offerings that improve sales, advice and client relations via digital technology and artificial intelligence. He has a keen interest in sustainability and the impact financial institutions can have in this area. Alessandro has been instrumental in the development of InvestCloud's ESG offering.

Alessandro is co-founder of Finantix, a firm that InvestCloud acquired earlier in 2021 as part of a merger to create the next-generation SaaS wealth solutions platform. Prior to establishing Finantix, he was a consultant specialising in the areas of process management, collaboration and CRM.

Alessandro holds a degree in Physics from the Ludwig-Maximilians-Universität in Munich. In addition, he also studied Philosophy and Linguistics at the University of California in Los Angeles.

How can behavioural science help clients to achieve better financial outcomes? How can you make better investment decisions? What really matters to investors? How do advisers keep clients invested for the long-term?

Greg Davies, Head of Behavioural Finance at Oxford Risk, combines academic rigour and real-life industry experience to answer these questions and provide valuable insights across a wide range of behavioural finance topics.

He founded and led the banking world’s first behavioural finance team at Barclays where he was a Managing Director and Head of Behavioural Quant Finance for a decade. His PhD in Behavioural Decision Theory was awarded by the University of Cambridge, and he is a specialist in both the theory and practice of investment decision making and financial advice.

At Oxford Risk he leads the development of its behavioural decision support software aimed at helping wealth managers and their clients to make the best possible financial decisions.

He has been a visiting lecturer at Imperial College London, held associate fellowships at Oxford’s Said Business School and University College London, and is the co-author of the book Behavioral Investment Management

Chet Velani is the Managing Director and Board member of EV, responsible for identifying and implementing EV’s business strategy. He is also a Fellow of the Institute of Actuaries (FIA) and holds a BSc in Actuarial Science from the University of Kent. Chet’s primary focus is to ensure the EV works closely with our clients to design and deliver innovative solutions that support end customers with their financial planning needs, whether financial guidance, face-to-face or digital advice. He believes everyone has the right to quality and affordable financial planning support.

Rob joined Conquest early in 2022 from intelliflo where he was Knowledge and Success Manager for their i4C cashflow tool over the last 4 years.  Prior to that, Rob has 14 years of paraplanning experience enabling him to understand the inner workings of wealth management from all angles.  Having been involved in the early development of i4C and managing the sales, support and training of the software, Rob has seen the value financial planning technology can add to a firms proposition, both from a business and client perspective and is passionate about how it can help enhance the planning process.   Rob believes that adoption of technology is crucial to attracting the next generation of clients, and ensure financial plans are a commodity available to all.

Martin joined Conquest in January 2023 as VP Sales & Distribution , EMEA. Prior to joining Conquest, Martin worked at Beacon where he was a sales contributor as well as Head of Sales, EMEA and four years at FIS in leadership roles, first leading the Sales Strategic Account Management team in EMEA across all of FIS’ Capital Markets solutions and secondly running the Client Experience Relationship Management team in EMEA and NA. Martin also spent 16 years at Open Link Financial ( Now ION Group ) where his roles included Head of Client Services, MD Financial and Treasury Services and finally Head of Sales EMEA for Energy , Commodities and Finance.

Tariq Khan is Client Development Director at Objectway - global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation, advising firms on how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.

Mark Cunningham is Managing Director of WhenFresh Ltd, the leading residential property data provider, which he co-founded in 2012 and is now part of the PriceHubble family.

Mark is a Graduate of University College Dublin, a serial entrepreneur, thought leader and regular speaker at events in Financial Services and the related sectors which WhenFresh & PriceHubble serve.

Darren Hughes is Head of Product Marketing at iProov, a biometric authentication company whose technologies have been deployed across public and private sector organizations worldwide including the U.S. Department of Homeland Security, Singapore GovTech, U.K.’s National Health Service (NHS), UBS, and Eurostar.

His previous experience spans 20 years in financial services technology endeavours including Open Banking, data analysis and data integration for enhancing customer experience, and security.