Archives: Speakers

Umar Zaman serves as Head of Strategy and sits on the Executive Committee for BNY Pershing EMEA. In this role, he leads the firm’s strategic direction and value proposition, supporting client requirements for simplification, scalability, and high-quality service. With over two decades of experience in wealth and asset management, Umar has held positions across financial technology companies, wealth and asset managers, and consulting. He holds an MBA from Warwick Business School and a Master’s degree in Telecommunication Technology from Aston University.

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.

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.

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.

Dale has lead the Innovation & Insights team at NatWest Trustee & Depositary Services for the last 4 years and has 12 years of experience in the asset and wealth management industry. Prior to joining NatWest, Dale spent 8 years at PwC as a specialist in data analytics, technology and cloud transformation, working with multinational asset & wealth managers in consulting and audit practices.