Shamik Dhar, Chief Economist, BNY Mellon Investment Management Shamik Dhar has 33 years’ experience as an economist. Starting in H.M. Treasury as an economic assistant in the mid-1980's, he moved to Oxford Economic Forecasting and then spent most of the 90's as a senior economist in the Bank of England, where he worked on the UK economic forecast in the early days of inflation targeting and on monetary policy analysis in the early days of the Monetary Policy Committee. Shamik moved to Aviva Investors (formerly Morley Fund Management) in 2000 and spent the next 14 years in the City of London, ending up as a Head of Investment Strategy.In 2014,he became Chief Economist at the Foreign and Commonwealth Office in a period of rapid geopolitical and economic change, advising ministers and senior officials on the economics of Brexit. Shamik joined BNY Mellon as Global Chief Economist in October 2018. Shamik has a degree in Philosophy, Politics and Economics from Oxford University and a Masters in Economics from Queen Mary College, University of London. He also spent a year as a visiting scholar at the University of Pennsylvania in the mid-1990’s

Per Wimmer is a global financier, entrepreneur, adventurer, pioneer, philanthropist and author.

Per owns and runs his own investment bank, Wimmer Financial, which he founded on the 50th anniversary of Sputnik day, October 4th, 2007. He is also the Founder of WimmerSpace, through which he has three planned missions to space on three different rockets. One of these trips will be with Sir Richard Branson’s Virgin Galactic, of which Per is a Founding Astronaut.

Prior to founding his own investment bank, Per was advising on equities at the MAN Group/Man Securities.

Keith Wade is Chief Economist at Schroders, based in London. He is responsible for the economics team and the house view of the world economy. Keith reports to CIO and is a Member of the Group Asset Allocation Committee. His investment career commenced when he joined Schroders in 1988 as UK economist and in 1992 he became Schroders’ senior economist responsible for international economic forecasting. Prior to joining Schroders he was a researcher at the London Business School's Centre for Economic Forecasting.

Keith is a member of the UK Society of Investment Professionals (UKSIP) and the Society of Business Economists. He holds an Investment Management Certificate (IMC) and is a trustee and member of the investment committee for Addenbrookes hospital Trust in Cambridge. Keith is a regular contributor to the press and has co-authored a book on macro-economics for MBA students. He has an MSc and BSc in Economics from the London School of Economics.

Anita Mc Bain joined the Corporate Finance & Stewardship team in April 2018 and assumed the title of Head of Responsible Investment & ESG in September 2018. Anita provides ESG support across equities and fixed income working very closely with the equity and credit analysts and portfolio managers on deep-dive ESG research, thematic research and ESG engagement. Anita regularly speaks at conferences on topics such as climate risk, company ESG disclosure and sustainability topics including anti-microbial resistance, commodity driven deforestation and palm oil and single-use plastic. Before joining M&G, Anita spent six years as Director Sustainability & Corporate Engagement at an impact investment fund that was focused on mitigating climate change and delivering a societal and environmental impact alongside a financial return. Prior to that, Anita was a fixed income credit analyst for various sell-side and buy-side firms.

Currently Head of Wealth Management & Insurance at Santander UK; CEO (inc. SMF 1 & 3) at Santander Insurance Services Ltd, CEO (inc. SMF 1 & 3) at Santander ISA Managers Ltd and Commercial Vice President at Santander Group.

Experienced financial services professional with a track record of revenue growth and transformation at local and global scale, delivered through digital channels and high performing teams - covering key market segments of Retail Banking, Wealth Management and Corporate Banking.

Enterprise and FinTech business development experience including contract and commercial negotiations on transactions and partnerships.

Passionate about sustainability, social mobility and inclusion.

Rennie is Head of Philanthropy and chairs Messrs. Hoare Trustees (MHT); this includes the bank’s donor advised fund, the Master Charitable Trust. Previously, he worked at T. Rowe Price and was responsible for relationships with institutional investment consultants in the UK and Europe. Before joining T. Rowe Price in 2011, he spent time at both Threadneedle and Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

Rennie chairs Philanthropy Impact and is a trustee of the David Nott Foundation. He particularly enjoys mentoring the next generation of philanthropists.

James Sellon- After graduating in Financial and Business Economics, James began his career at Salomon Smith Barney in 1999 and joined their International Private Wealth division in London. He jointly set up the US ex-pat wealth team in 2001 and built up this team before leaving to co-found MASECO in 2008 on the advent of the new non-domicile tax changes in the UK.  With these new non-domicile tax changes afoot James enabled a range of low-cost US mutual funds to become tax efficient in the US and the UK paving the way for a new model of investing for Americans living in the UK.  In 2009, James went on to co-found MASECO Switzerland (now Pilotage Private Wealth AG), followed by MASECO Asia and MASECO Asset Management in 2016.

James holds the Chartered Financial Analyst® (CFA®), Certified Financial Planner (CFP™) and Chartered Wealth Manager (CWM) qualifications and is considered an expert in advising ultra-high net worth international and US families with multi-faceted and challenging investment and structuring requirements. James is often asked to speak at industry forums and global conferences on wealth planning considerations for international families.

Over the last five years, James has been recognised by Spears by winning the High Net Worth Asset Manager of the Year, twice named as one of the UK's 50 Most Influential by PAM and was named as Entrepreneur of the Year by Citywealth's Future Leaders.

James passionately believes that firms in the twenty first century should have a wider social responsibility that looks beyond simply profit maximisation and has a social purpose and as such was instrumental in MASECO becoming the first financial services B Corporation in the UK in 2013. These underlying values and principles run through MASECO, resulting in a team of individuals that share a common perspective.

Senior investment banking professional, with a background as a legal practitioner, amassing over 16 years’ experience working with international companies in middle market M&A transactions and having extensive cross border activities between Europe and Latin America.

Prior to joining Wimmer Family Office in
London UK
(2017), in charge of Private Capital Advisory, Antonio was a senior investment team member of a Private Equity Fund (Fir Capital Partners) and an IB boutique firm (G5Evercore&Sao Paulo Investments SA) based in
Brazil
for 9 years and began his career at and International Law Firm in
Italy&Brazil
. Antonio has extensive experience in Renewables, Infrastructure, Mining&Commodities, Real Estate and Consumer Goods across Europe, LatAm and Africa.

Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy 2012, along with an executive master’s certificate from SDA Bocconi School of Management from Milan, Italy 2016 and a Bachelor degree in International Law from University of Milan, Italy 2003.

Antonio is, from 2019, a Non-Executive Director at Academy Ambassador the School’ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.”

I’m a trusted business and technology advisor to wealth management executives helping them meet industry trends and confidently change through focused reinvention. I help firms to solve specific issues ranging from revising strategic ambition and purpose through to meeting evolving client segment expectations and needs, digitising the client & advisor experience, innovating propositions, simplifying operations, and adopting modern technology platforms. Additionally, I drive Accenture’s European wealth thought leadership content covering key trends, emerging good practices, benchmarks and author relevant surveys, blogs and articles. I also serve on the editorial advisory boards of leading wealth management specialist publications and help build future talent and capabilities through running executive awareness sessions and mentoring the next generation of diverse talent with PIMFA’s under 40 leadership committee. In recognition of outstanding contributions to the industry, I was honoured to receive the 2022 PBI (Private Banker International) London Industry Ambassador Award.  Prior to Accenture, I held senior roles with other leading firms EY, PwC, IBM and Orbium serving their global financial services clients

Dominic Tayler- In 2006 Dominic left UBS to join Cheviot as one of the founding partners. He specialises in investing for private clients, offshore and charities and in particular religious orders. He also sits on the Asset Allocation and UK Equities Committees.

He began his investment management career at Clerical Medical Investment Group in 1991, before joining Credit Suisse Asset Management in 1993, becoming an associate director in 1995. He took his team to Laing & Cruickshank Investment Management in 1999 as an investment director. Following the acquisition of Laing & Cruickshank by UBS in 2004, he was appointed executive director.

Narina Tailor and her team manage the wealth of a small subset of highly successful Entrepreneurs, Corporate Executives, Family Offices both within the UK and globally to offer trust and wealth advisory services as well as the full suite of investment products to create bespoke solutions to meet clients' needs. Additionally, Citi Private Bank's unique positioning within the broader Institutional Clients Group means we are able to connect clients to the services of our Corporate and Investment Bank through a single point of contact in the Private Bank.

As Co-Head of the NextGen Initiative within Citi Private Bank EMEA, we organise inspiring events for Next Generation and Millennial entrepreneurs and professionals to network and hear from inspiring thought-leaders. The network also holds a number of personal development initiatives to promote and up-skill Citi Private Bank's Junior Talent.

As CEO of WealthTech company Velexa, Tamara Kostova works with financial and non-financial institutions on maximizing their growth opportunities through forward-thinking, customised and embedded investing services. She is a passionate advocate for the modernisation of the financial services industry, offering personalised, services with clients’ needs at the forefront. She has spent over 20 years driving client and partner strategies in top-tier financial technology companies and banks including DXC Technology, Deutsche Bank, UBS, and Thomson Reuters.

Marc is a Board Member and Managing Partner Business Development at 3rd-eyes analytics since November 2017. He has more than 20 years of experience in the transformation of the wealth management industry, first as a consultant and later as a banker.

His business focus has always been on the revenue side, for example re-designing the whole offering landscape including pricing structures of Julius Baer, as well as on the re-design of advisory processes. He has project experience across Europe, Great Britain, Hong Kong and Singapore.

Alberto has worked at the forefront of the structured products industry since 2009, starting his career at large international banks. In 2012 he joined Leonteq Securities in London, spearheading the firm distribution efforts in Russia and CEE while rising to the rank of Managing Director. In 2021 he was appointed Head of Sales London. He manages a team of 10 people whose mandates span from UK / Ireland to South Africa.

Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

After 20 years of UHNW private banking at Morgan Stanley, Credit Suisse and Royal Bank of Canada as well as having the privilege of setting up Development Bank of Singapore’s first wealth management business in Europe, Jeremy partnered with Bainbridge Partners to establish Bainbridge Wealth in 2018.
Bainbridge Wealth is an independent financial advisory boutique dedicated to the sophisticated needs of institutional entities, family offices and ultra-high net worth clients offering:
• Traditional Investment Management services re-engineered for today’s risk and volatility
• Private Capital (direct & indirect private equity, co-investments)
• Real Estate (multi-asset and geography, equity & debt financing, off-market)
Bainbridge Partners is an independent asset management firm focussed on wealth preservation and capital appreciation through cutting-edge portfolios delivering true alpha and liquid, uncorrelated, high risk-adjusted returns.
Renowned for his blue-chip banking and extensive multi-asset class experience, Jeremy has managed numerous cross-border transactions, achieving several “One Bank” awards for his collaborative client work with various Investment Banking and Asset Management divisions.
Jeremy has consistently been cited in Citywealth's Leaders List as well as one of Wealth Bulletin’s 40 Rising Stars. He is a chartered fellow of the Chartered Institute for Securities & Investment, holds a certificate for Mortgage Advice & Practice and attained a Masters in International Business from IUP Blaise Pascal, Clermont-Ferrand, France.

Shimona comes from a legal background and works with Moxo 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.

Peggy Smith is the Global Head of ESG Solutions at HSBC Global Private Banking based in London. She is responsible for the Bank’s Sustainable Investment proposition and strategy for Wealth and Private Banking clients globally, covering more than 20 markets. This includes product development, client engagement capabilities across advisory and digital channels, employee upskilling and communication.  Peggy joined HSBC in 2006 and has 15 years of wealth management experience. Peggy holds a Master degree of Business Administration from The Hong Kong University of Science and Technology and she has completed CFA certificates in ESG Investing as well as Climate and Investing.

Nico is a Research and Product Manager at J.P. Morgan’s AI Research team. He is responsible for bridging the gap between the research team and the business. He is responsible for developing and launching AI products across the organisation and his areas of focus include AI fairness, explainable AI, optimisation and AI planning. Previously, he worked in J.P. Morgan’s Wealth Management Investments Solutions division, where he was responsible for structuring discretionary investment strategies.

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.

Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms. He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy, Sionic. This breadth of experience makes him uniquely positioned to support the acceleration of business, technology and people performance.

Nuno Godinho is the Group CEO of Industrial Thought Ltd., a group of companies shaping the future of financial technology and data products. Originally from Portugal, Nuno is an accomplished international Board Member, CEO, entrepreneur, and customer-centric visionary with more than 25 years in business and digital transformation. In addition to founding the strategic business and technology consultancy Diisruptance, his previous roles have included CTO, Chief Product Officer, and Chief Digital Officer with world-leading organisations, such as Microsoft, GE, SAGE. He has longstanding expertise in managing the complexities of growing global companies spanning finance, healthcare, pharmaceuticals, and sports.

Nuno acted as a thought leader for one of the leading Cloud Platforms in the world, from inception to its launch and subsequent growth into a multi-billion-dollar business. As GM & VP of GE Healthcare, he led the creation and global market launch of the GE Health Cloud - the first industry cloud solution for healthcare. He was the Group CTO & Chief Product Officer at EMIS Group Plc., where he worked directly with the NHS to create innovative solutions and supported the overall governance in UK’s response to COVID-19. During this time, he also collaborated with some of the world’s largest pharmaceutical companies providing AI and data science platforms which allowed the acceleration of COVID-19 vaccine developments. In another of his startups, Empericus, Nuno created a new health intelligence platform, which achieved multiple awards as Startup of the Year for Healthcare and Sports Sciences.

Nuno joined Industrial Thought in November 2022. He leads the group in driving the wealth management industry’s transition to a socially responsible, sustainable circular economy by managing and investing in innovative businesses.

There are currently four companies within the Industrial Thought group: FSL, the market-leader in specialist investment tax solutions, Thought Train, a rapid proof of concept company focused on financial product development, Raw Knowledge a data provider for the wealth management industry, and Thought Ventures, a venture builder and incubator aimed at innovative startups in the circular economy space.

Fella has almost 20 years’ experience working with UHNW, family offices and institutional clients from all over the world.

She has established the investment advisory arm of EFG Private Bank in the UK and leads with passion and energy to service her clients’ investment needs.

As wealth transitions to a new generation, and a new breed of UHNW is created through disrupted industries she comments” Being close to clients means truly listening, building solutions that meet a fast-changing world with their fast-changing needs”.

Before joining EFG in 2015 she held various roles at Citi Private Bank including an Investment Counsellor in the UK and led the alternatives managed investment sales for EMEA in Switzerland. Prior to this, Fella was an alternatives portfolio manager at Union Bancaire Privee where she serviced institutional clients. She started her career as an analyst with Ansbacher & Co Ltd, in London.

She grew up in Algeria but has worked internationally and speaks fluent French and Arabic.  A relentless advocate for diversity, she supports women in the industry to promote themselves and reach their leadership potential. She created and chairs the EFG International’s Women Network. Fella regularly contributes to wealth and diversity publications and talks.

Frederic Carbonnier is a Swiss international finance executive with more than 25 years of successful experience in international banking and finance, with expertise in investments advisory & management, private equity and family office.

Frederic served as senior manager with some of the most prominent banks including UBS, Pictet, Lombard Odier and UBP. Frederic Manages and monitors international investment strategy (portfolio, real estate, private equity, tax, lending, art) for a portfolio of over CHF 500 million. Heads the investment committee at HELMS and Structures and updates the asset allocation. Expert in asset allocation and risk management tools.

Very extensive international network of investors and family offices enabling ongoing sourcing of high quality investment opportunities.

He is the father of 3 children and is fluent in five languages

Nick Davis Charterd FCSI – Investment Director (UK)

Nick has more than 30 years of experience in investment management. He began his career managing money for individuals at Kleinwort Benson before moving to Credit Suisse Private Bank in 1999. In 2005, he began working with institutional clients, specialising in charities at CCLA and pension funds at PSolve, before returning to managing portfolios for individuals, pensions, trusts and charities at Williams de Broe. More recently, Nick spent 10 years at Quilter Cheviot as a Discretionary Fund Manager, managing investments for private clients in SIPPs, ISAs, and Offshore Bonds. In addition, Nick works closely with intermediaries both onshore and offshore. Nick is a Chartered Fellow of the Chartered Institute for Securities & Investment. Name: Nick Davis Title: Investment Director - UK Email: nick.davis@oakglengroup.com Social Handle: Nick Davis | LinkedIn

Firm Biography Oakglen Wealth Limited

An independently owned and managed business, part of the Oakglen Group, Oakglen Wealth seeks to combine service-oriented discretionary and advisory investment management to meet the needs of its clients, ranging from private clients and trusts to family offices and charities. Oakglen Wealth’s personalised service is powered by market-leading technology, enabling a streamlined and efficient level of service for clients with varying risk tolerances and return appetites.

Oakglen Wealth was established in Jersey in 2016 and comprises of a highly skilled team who have worked together for many years. The firm is a part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity, and financial services sectors, responsible for assets of more than GBP 1bn. Oakglen is privately-owned and headquartered in Jersey, Channel Islands.