Speakers

Bartosz Golba
Research Director, Financial Services
GlobalData

James Frew
Head of Operational Strategy
St James’s Place Wealth Management

Mark Glover
Global Head of Financial Planning
HSBC Group

Nicholas Johnson
Coutts and NatWest Wealth Division

Matthew Miller
Global Head of Digital for Clients
Barclays

Lee Clifton
Executive Director, Global Head of Client Engagement
J.P. Morgan

Adele Goodfellow
Product Adoption Lead, Chief Technology Office
J.P. Morgan

Vanessa Gilardi
Director, Head of HR Wealth Management International & Global Asset Management
RBC Wealth Management

Cecile Decomps
Head of Business Development
Societe Generale

Chris Loake
Chief Technology and Operations Officer
C. Hoare & Co.

Adri Purkayastha
Group Head of AI and Digital Risk Analytics
BNP Paribas

Bill Murphy
Head of Financial Services Platforms
Tilney Smith & Williamson

Tapas Sharma
Head of Brand Design
Nutmeg

Ian Pickford
Head of Financial Planning
Mazars

Nick Hall
Head of Advice
Wealth Wizards

Carlota van de Koppel
Chief Operating Officer
Bedrock Group

Kate Hobson
Chief Digital Officer
Bedrock Group

Antonio Curia
Executive Director
Wimmer Family Office

Patrick Thomas
Investment Director
Canaccord Genuity Wealth Management

Jean-Marc Bonnefous
Managing Partner
Tellurian Capital Management

Sergel Woldemichael
Senior Wealth Management Analyst
GlobalData

Johnny Beloe
Director of Pre-Sales & WDX1 Product Strategy
Wealth Dynamix

Andy Baillie
Regional Vice President of Sales
Seismic

Karen Oakland
VP Vertical Marketing
Smart Communications

Ton Kentgens
CM UK & Ireland
Aixigo

Eszter Vass
Head of Group Product Enablement
Crealogix

Dan Marsh
Head of Customer
Seccl Technology

Matt Cockayne
Chief Revenue Officer
Nucoro

Jan Skaathun
Chief Commercial Director and Co-Founder
Quantfolio

Alessandro Tonchia
Head of Strategy
InvestCloud Europe and Asia

Jack McKenna
Product Owner, MyRathbones
Rathbones Group Plc

Martin Leah
Change and Transformation Director
Rathbones Group Plc

Alberto Cuccu
CEO
Objectway Ltd

Peter O'Connell
Head of Enterprise Business Development
abrdn

Danny Baggs
Director of Marketing UK
Unblu Inc.

Ronald Janssen
Solution Owner Goal Based Planning
Ortec Finance

David Bicknell
Principal Analyst, Thematic Research
Global Data

Alexander Stumpfegger
Chief Sales Officer
CID

Mark Trousdale
Chief Marketing Officer and Head of EMEA Business Development
InvestCloud

Dominic Greenwood
Group COO
Expersoft

Shimona Pinto
Senior Corporate Solutions
Moxo
Sponsor Information
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
Speaker Information
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Edwin Boadu
Conference Producer
E: Edwin.Boadu@arena-international.com