2025 Speakers

Our line-up of expert speakers address and analyse the key challenges within the wealth management industry

Stuart Wakeling

Stuart Wakeling

Henley Partners The Firm of Global Citizens

Managing Partner

Steven Pyne

Steven Pyne

Holden Partners LLP

Managing Partner

Sarah Revell

Sarah Revell

Athena Wealth Planning Ltd

Director of Operations

Richard Adams

Richard Adams

Capital Generation Partners

Partner COO Chief Compliance Officer

Phil Patient

Phil Patient

HFMC Wealth

Executive Director, Group Chief Operating Officer

Jeremy Takle

Jeremy Takle

Pennyworth

Co-founder & Chief Executive Officer

Alexandre Zimmermann

Alexandre Zimmermann

Beauclerc Advisory Services Ltd

Executive Partner

Anu Sindwani

Anu Sindwani

Fidelity International

Investment Proposition, Global Platform Solutions

Antonio Curia

Antonio Curia

MIELI Private Office

Founder Managing Director

Alessandro De Stasio

Alessandro De Stasio

Artscapy

Founder & Chief Executive Officer

James Sellon

James Sellon

MASECO Private Wealth

Co Founder Managing Partner

Emilia De Stasio

Emilia De Stasio

Artscapy

Founder & Chief Operating Officer

Maria Psarra

Maria Psarra

St. Jamess Place Wealth Management

Director, Iris Wealth Management

Prabhakar Kaza

Prabhakar Kaza

Hamilton Reserve Bank

Chief Executive Officer

Philip Phil Smeaton

Philip Phil Smeaton

Oberon Investments

Head of Investment

Oksana Dovorecka

Oksana Dovorecka

UBSUBS Wealth Management

Executive Director, Lending Products & Platforms

Alex Charalambous

Alex Charalambous

Brooks Macdonald

Head of Wealth

Simone Westerhuis

Simone Westerhuis

LGB-Co. Limited

Managing Director

Stewart Sanderson

Stewart Sanderson

IM Asset Management

Chief Executive Officer

Ollie Barnett

Ollie Barnett

Weatherbys Private Bank

Director, Head of Private Clients

Gilly Green

Gilly Green

Wise Investment

Non Executive Director

Tony Overy

Tony Overy

Rathbones Financial Planning

Chief Executive Officer

Himanshu Singh

Himanshu Singh

HSA Advisory

Founder & Chief Executive Officer

Kinson Lo

Kinson Lo

Dot Investing

Founder & Chief Executive Officer

Tracey Davidson

Tracey Davidson

Hampden & Co.

Chief Executive Officer

Sarah Covey

Sarah Covey

Professional Independent Wealth Advice

Chief Operating Officer

Todd Cowan

Todd Cowan

London & Capital

Executive Director

Neil Messenger

Neil Messenger

Professional Independent Wealth Advice

Founder & Chief Executive Officer

Iain Barnes

Iain Barnes

Netwealth

Chief Investment Officer

Caroline Langley

Caroline Langley

Quilter Cheviot

Investment Director

Sean O’Sullivan

Sean O’Sullivan

Capital Generation Partners

Director, Head of Portfolio Operations and Change

Per Wimmer

Per Wimmer

Wimmer Family Office

Chief Executive Officer

Jonathan Riley

Jonathan Riley

Fladgate LLP

Partner, Head of Private Wealth Group

Jonathan Gain

Jonathan Gain

Stellar Asset Management

Founder & Chief Executive Officer

David Pierson

David Pierson

Omba Advisory & Investments Ltd

Director

Anthony Shatz

Anthony Shatz

Fladgate LLP

Partner

Sandhya Ramula

Sandhya Ramula

Citi

Senior Vice President

Martin J. Ash

Martin J. Ash

Plurimi Wealth LLP

Partner, Managing Director

Amit Banthiya

Amit Banthiya

Plurimi Wealth LLP

Partner, Managing Director

David Butler

David Butler

Quilter Cheviot

Head of Distribution

Andrew Sams

Andrew Sams

HUNDLE

Partner

Matt Hodson

Matt Hodson

M&G Wealth

Managing Director

Alokik Advani

Alokik Advani

Fidelity International Strategic Ventures

Managing Partner

Erik Wiesner-Mostenicky

Erik Wiesner-Mostenicky

Fidelity International Strategic Ventures

Principal

Jacob Jumani

Jacob Jumani

Jumani Holdings

Chief Executive Officer

Xia Wang

Xia Wang

Ark Investment Management Ltd

Co-Founder & CIO

John Porteous

John Porteous

Charles Stanley

Managing Director, Central Financial Services & Chief Client Officer

Robert Hupe

Robert Hupe

Knadel Solutions

Practice Head

Chet Velani

Chet Velani

EV Financial Solutions

Managing Director & Board Member

Anton Padmasiri

Anton Padmasiri

WealthOS

Founder & CEO

Katie Young

Katie Young

Schroders Personal Wealth

Head of Commercial, Client Office, Wealth Management

Keith Edwards

Keith Edwards

Casterbridge Wealth Investments

Chief Executive Officer

Toby Brown

Toby Brown

Beauhurst

Senior Account Executive

Stephen Kattou

Stephen Kattou

Lincoln Private Investment Office

Partner, Head of Advisory

Tom Hodson

Tom Hodson

M&G Wealth

Wealth Manager

Wolfgang Matzner

Wolfgang Matzner

baha GmbH

Managing Director

Zeynep Ozturk

Zeynep Ozturk

J.P. Morgan Private Bank

Managing Director

Valentina Giovannoli

Valentina Giovannoli

Wimmer Family Office

Executive Director

Carl Jreidini

Carl Jreidini

Coutts

Executive Director, Senior Wealth Manager

Delyth Richards

Delyth Richards

SG Kleinwort Hambros Bank

Former Head of Client Strategy Group

Andrea MacDonald

Andrea MacDonald

Avenir

Co-Founder