2018 SPEAKERS

Nitin is a Fintech and Crypto product specialist with over 15 years’ experience in building products, financial services, marketing and sales functions. He is the co-inventor of the crypto- linked debit card. He has worked with companies like First American, PayPal and Wave Crest and build an...

As Head of Portfolio Strategies, Eileen is responsible for creating managed portfolio solutions for U.S. Bank Wealth Management. She also leads alternative investment analysis for the capital markets research team. Eileen is a member of the Investment Management Executive Committee, Asset...

Neil Anthony is a Co-founder/Director at pioneering investment management fund – ArcSai. ArcSai was created to democratise investment management for its clients by providing bespoke discretionary management in sophisticated exchange traded derivatives, such as options and futures across...

Douglas Azar is the CEO of Wealthinitiative, a WealthTech based in Switzerland. Wealthinitiative is (1) marketplace and (2) an automated valuation tool for non-bankable assets (real estate, art, passion investments and shares in private companies). Douglas has 14 years' experience in Banking in ...

Iain joined Netwealth in January 2016 from UBS Asset Management, where he was an Executive Director and senior portfolio manager in the Global Investment Solutions division. In addition to managing multi-asset portfolios totalling £2 billion, he was one of 6 voting members of the Global Asset...

John Barrass joined PIMFA (formerly the Wealth Management Association (WMA)) as Deputy Chief Executive in July 2007. As part of his work he runs PIMFA interests in Public Policy and Government Relations, including Brexit, EU related business and anti-financial crime activity. Prior to joining...

Anne Boden is a most unusual banker. After a 30-year career in traditional banking, including roles at Lloyds Bank, Standard Chartered, UBS, ABN Amro, RBS and as chief operating officer of Allied Irish Bank, Anne began to explore how financial technology could transform customer’s everyday...

Phillip trained as a computer expert with Honeywell before moving on to program financial and engineering systems for Memorex. In 1987 Phillip joined the city (in time for the crash!) and was a member of the original team that set up the first UK retail share shop for Debenhams Investment...

Kirsten Burt is Head of Marketing for the UK & Jersey business at UBS Wealth Management; she joined the firm in 2013. At UBS, she leads a team of senior marketers in London and Zurich who are responsible for the marketing and business strategy to help grow the business. Ms. Burt is a strategic...

Dean Butler is the Head of Innovation within Prudential’s advice and destitution business. He is responsible for the strategy and delivery of innovation, and digitisation of customer journeys and advice services. He took on this role earlier in 2018, moving from his previous role within HSBC; Head...

Brian is an Investment Adviser at Wealthsimple, a leading digital investing service that combines technology with human advice to make smart, automated investing available to everyone.Brian specialises in the discretionary management of client portfolios, pension funds and socially responsible...

Andrew is responsible for the vision of NexJ’s Wealth Management and Private Banking intelligent relationship management product suite and ensuring its alignment with industry needs and best practices. Andrew is originally a Chartered Accountant who then spent 15 years at Credit Suisse across...

José María Carbajo is the Co-founder and director of Exo Investing. He has extensive experience in the financial asset management space including at ETS asset management factory where he developed new financial quantitative products and portfolio management solutions for institutions and UHNWIs...

John R. Crittenden is an entrepreneur with broad experience across asset management, sales and marketing, consumer financial brands, and digital wealth management platforms.Prior to Mondigi, he was one of the earliest executives as Director of Institutional Services at Acorns, one of the first and...

Giuliano De Rossi heads the European Quantitative Research team at Macquarie based in London. He joined from PIMCO where he was an analyst in the Credit and Equity Analytics and Asset Allocation teams. Prior to this he worked for six years in the Quant research team at UBS. He has a PhD in...

Léonard de Tilly is a French entrepreneur who graduated from Ecole Spéciale des Travaux Publics (top French Engineering School) and Stern NYU MBA in 2012.He started FundShop in 2013 after a 7-year career in financial markets, working in the structured products industry, with top European IB...

As Wealth Management Chief Digital Officer for BNP Paribas, Thierry drives the Digital Strategy for Wealth Management at group level and supports the countries for its deployment and for their transformation. The Digital Strategy covers not only Web & Mobile solutions for clients &...

Jean Devambez is Global Head of Digital and Acceleration. He runs BNP Paribas Securities Services inhouse accelerator: The Catalyst, in charge of defining and rolling out the company strategy for new digital  businesses. As such, he leads several initiatives on Artificial Intelligence, Blockchain...

“To BankiFi is an end-to-end game: open banking imagination, selection and co-development of BankiFi multi-data consent driven platform and (revenue generating) business solutions, testing in a real-life ConsentBox before going  live in the Open Banking world and if needed supported by a go live...

Chris qualified as an accountant with Deloitte before moving into M&A and strategy roles first at Deloitte and then in-house at investment manager Man Group. He has spent the last three and a half years working directly for the executive team at Man on strategic and operational initiatives.

Cyrus is the founder and CEO of a SwissBorg a unique wealth management platform powered by smart contracts and based on a Swiss meritocratic system. A multicultural fintech professional with more than a decade of experience in asset management and algorithmic trading, he has applied his analytical...

Andreas Feiner is a founding Partner of Arabesque. He is responsible for Arabesque`s Sustainability Process, which is the basis for all of Arabesque`s flagship products, and Bespoke Solutions, which offers tailor-made products based on investors` individual preferences. In 2015, Andreas co-authored ...

Entrepreneur, author and speaker with a 33 year diversified background in finance, engineering and maritime. CEO and founder of MoneyDrome Edge Ltd which is an investment platform powered by artificial intelligence, blockchain and analytics Currently pursuing FinTech and Digital Disruption which...

George joined Aberdeen Asset Management 2013 and spent two years on the graduate scheme rotating round the business in Edinburgh, London, Zurich and Philadelphia. Upon completion of the graduate scheme, George joined a small team to build Aberdeen’s Direct to Client retail capability within...

A seasoned creative lead with a proven success record in driving innovation within large corporations, Evan Gerber is currently VP of Digital Strategy for Fidelity Investments. In this role, Evan is both manager and hands on practitioner leading the research, design, and creative development of...

DANIEL GIAMOURIDIS, PhD, is the Global Head of Scientific Implementation (Scientific Implementation Group, SIG), Global Portfolio Products at Bank of America Merrill Lynch in London. He heads a Team of PhD-trained scientists, with emphasis on delivering client solutions in cash equity...

Derek Gibson is a Business Analytics manager for Wells Fargo Wealth and Investment Management Analytics.  Derek’s team supports business strategy and decision making by providing customer insights and trends by using numbers and statistics.  He has created a suite of analytics tools supporting the...

Neil Gourlay is a Managing Director at Accenture, leading the UKI Asset and Wealth Management practice.He has 16 years of experience in Capital markets as well as asset and wealth management, delivering business and technology transformation for institutional and boutique clients.

Martin Gregor Schuricht holds an E-MBA from Copenhagen Business School and joined Nykredit in 2004 as head of Nykredit Private Banking.Previously, Martin Gregor Schuricht worked in various positions in Wealth Management from 1995 – 2004.

Stephanie Griffiths is a digital transformation expert, with +15years in start-ups,established businesses and as a NED.#Entrepreneur #Digital #UX #Funds #ImpactInvesting #InclusiveFinanceMaking Digital Transformation happen for #AssetManagers and #InstitutionalInvestors atMyfundmatch.com through...

Francis Gross is Senior Adviser in the Directorate General Statistics of the European Central Bank. His interests include developing vision and strategy for overcoming the dual disruption of rapid globalization and digitization, as well as designing and driving the implementation of...

Current role: Coutts, Head of Financial Planning & Advice, Private Banking ServicesBio: Anu leads IT, Change and Digital activities which impact advice and planning services  across Coutts. Prior to Coutts, Anu held roles in strategy and Digital investing at Barclays Wealth and strategy...

Nikolai is the COO of Exo Investing. He comes from a consultancy background with extensive experience across European bluechip clients in various sectors for BearingPoint (former KPMG). Nikolai has spent the majority of his career focused on operational excellence and process consulting projects as ...

Alexandra Haggard CFA is a founding member of the Diversity Project. She sits on the Steering Committee and is co-leader of the Ambassador’s work stream. Ms. Haggard is also Managing Director, Strategic Product Management at BlackRock, where she is responsible for formulating the firm’s equity...

William Hobbs joined Barclays in October 2005, working in the Equity Research team, covering the global consumer sector.  He then moved into the Investment Strategy team running global equity strategy for the EMEA division.  He is now head of Investment Strategy. William is a fellow of the...

Anja Hochberg is a Managing Director of Credit Suisse in the International Wealth Management Division, based in Zurich. She is the Head of IAF Investment Solutions and Products and is responsible for defining the bank’s sustainable and impact investment products and solutions and its implementation ...

Stefan is the Global Economist and head of Allianz Global Investors’ Economics & Strategy team since 2011, covering global macro and capital markets developments. Stefan joined the firm in 1996 as an equity portfolio manager and assumed the role as an economist and strategist in 1998. Between...

Stéphanie Hospital is the CEO and Founder of OneRagtime, the venture platform, which backs early-stage start-ups in Europe in their full journey to success and makes investment seamless for its community of over 500 investors. OneRagtime works closely with Corporates, and portfolio companies...

As Head of Digital Distribution for Aberdeen Standard Investments Rob is responsible for growing new direct-to-client retail channels and partnerships for the Group and, in so doing, further developing Parmenion’s client facing digital platform. Previously Rob was with wealth manager Charles...

After two years at Deloitte, Pete spent the last 4 years building startup technology companies.Working directly for strong founding teams as employee number one, he has worked across the business taking lead on sales, operations and product management.

Leena is the Head of Marketing at Moxtra, a private, embeddable, secure message center solution for accelerating financial transactions. Being an initial team member at Moxtra, she’s helped the company rapidly develop its business and brand. Leena is a graduate of King’s College London and...

Apiramy Jeyarajah is Head of Financial Institutions, UK and joined HSBC Global Asset Management in Dec 2013. She joined from RBS Global Banking and Marketing where she was responsible for institutional sales’ strategy and business development of the equity, fixed income, currency, commodity and...

Joining the business in 2002, Gareth is now responsible for our Managed Portfolio Service (MPS), Brewin Portfolio Service (BPS) and a member of the Intermediary Management Committee. In his role as Head of Managed Investment Services, Gareth, working closely with our Research Department and...

As President and CIO, Viju leads the scaling and expansion of Pefin's product offering. Viju has been an early investor and advisor to Pefin providing strategic insights and guidance to the management team. His career in finance included Chief Risk Officer at Weiss Multi-Strategy...

Marc is Global Head of Human Resources & Organisation Development at Investec and isbased in London. He is a Chartered Business Coach, Clinical Psychologist and the authorof "Coaching on the Axis: Working with Complexity in Business and Executive Coaching."Marc has been with Investec...

Svenja is Killik & Co’s Head of Wealth Planning. She joined us in June 2017 and is responsible for a team of financial planners who help clients identify their priorities and goals in life and achieve what is important to them. Svenja previously worked in financial planning roles for Investec...

Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment...

Damien acts as the portfolio manager for the EQ Positive Impact portfolios and enthusiastically spreads the word of impact investing. EQ Investors is a wealth manager focusing on impact investing and was one of the first UK companies to be awarded B Corporation status, an internationally recognised ...

Chi focuses on researching and implementing state-of-the-art developments in artificial intelligence technology.He was previously the Chief Investment Officer of Agenda Invest from June 2015 to March 2018. Agenda Invest is a Swiss based family office overseeing US$1bn of assets. He oversaw the...

Frédéric Lenoir, 47, holds an ESCP Europe Master's degree and is a graduate of IEP Paris and Harvard Business School (USA). During his career, he has assumed increasing responsibilities in marketing, communication, digital strategy, development, first at Bertelsmann, (between 1996 and...

Ben Leonard. Founder at META and CEO at FirstHomeCoachBen founded META in 2017 to Help People Help Themselves. META’s mission is to accelerate how personal data is used to empower people, thus creating a more consumer-centric society. META = ME, Think, Act. This is something he is putting into...

Gavin Lewis is Head of UK Institutional Distribution. He joined Vanguard in 2016 and is responsible for the growth of Vanguard UK’s Institutional and Wholesale business encompassing European Consultant Relations, Defined Benefit, Defined Contribution, Not for Profit, Insurance and Financial...

Rickard Lindell is Head of Digital Advice in Nordea, the largest financial services group in the Nordic region and one of the biggest banks in Europe.As Head of Digital Advice the aim is to enable all customers to have easy and relevant access to help with their financial life, this mean developing ...

Penny was appointed as CEO of the Private Office in 2017. She has over 25 years advising private clients, families and charities working previously for Rothschild and Fleming Family and Partners. Before Joining Sanlam, Penny was Head of Private Client, Marketing and Distribution at Close Brothers...

Stephen A. Lumpkin is a Senior Economist in the OECD Insurance, Private Pensions, and Financial Markets Division of the Directorate for Financial and Enterprise Affairs. He serves as Coordinator of the Financial Markets Unit of the Division and in a related function as Secretary for the OECD...

Sean Mahdi is a Managing Director at Accenture within its Financial Services Practice. He leads the company’s Distribution and Marketing practice for Private Banking and Wealth Management in the UKI.He has 20 years of management consulting experience gained in leadership roles on large-scale...

Mohammed leads RBC Wealth Management’s global Artificial Intelligence programme, as well as RBC’s Applied A.I. Lab in London. His team works on practical applications of cognitive computing in RBC’s day-to-day business. He started his financial career in 2004 as a trainee with UBS Investment Bank...

Brandon Mayo is passionate about people, technology, transforming the financial services sector, and delivering great customer experiences. He has worked within various parts of Nordea Wealth Management for 10 years developing solutions and services for institutional asset management, the fund...

Arun Mehta is an experienced and certified Enterprise Information Management, Predictive Analysis and Business Intelligence Senior Executive with more than 20 years of international experience (Denmark/ USA/ UK/ India/HK/ Singapore) in charting, heading, delivering and architecting complex Cloud...

Hemal is the Founder and CEO of AtomInvest, EMEA’s first digital alternative investments platform which is democratising access to private equity, venture capital and hedge funds. Before starting AtomInvest, Hemal worked as an investment professional within the private equity industry and as an...

Michael is a seasoned investment professional with over 15 years of experience, spanning both the traditional banking and fintech world . Michael’s career covers a 10 years span in traditional banking, where he held a variety of managerial positions in asset management and investment banking in...

Janine Menasakanian is responsible for LGIM’s Personal Investing distribution strategy, and will be looking to grow the customer base by appealing to younger clients and female investors, through internal and external partnerships.    Janine Menasakanian joined LGIM in April 2018 from Vanguard...

ANDREW MORRISONCLIENT EXPERIENCE (CX) – AVIVA INVESTORS Joined Aviva Investors: 2012Main responsibilitiesAndrew leads the design and implementation of best practice across key touchpoints on the Institutional and Wholesale client journeys. Achievements to date include developing a CX...

Anders Nicander is the strategic leader and Head of Digital Wealth in Nordea, the largest and leading bank in the Nordic and Baltic region with more than 10 million customers and an excess of 320 bn EUR in AUM. As Head of Digital Wealth, Mr. Nicander is responsible for the Nordea digital wealth...

Originally a commercial banker, Helene is the creator of and Managing Director for SBC Colab FinTech, the world-first corporate-scale up commercial execution programme in London and NY. Previous roles include the creation and launch the Inaugural Programme of Education and Events for the UK FinTech ...

Priyank has a passion for developing creative solutions to commercial challenges. Drawing on his considerable experience in Asia and Europe he is now the Head of AI & Machine Learning at M&G Prudential. Here he is leading a fast growing community of data scientists and machine learning...

Former Managing Director and now an entrepreneur, Ned Phillips is the founder and chief executive officer of Bambu.Ned Phillips has been based in Asia for the past 25 years; starting his journey in FinTech since 1999 with E*TRADE as one of the very first online brokers before becoming Managing...

Dr Ella Rabener is a co-founder of Scalable Capital, a British-German digital investment manager that now manages over €1 billion for more than 30,000 clients. Prior to joining Scalable Capital, she worked as an Associate Principal at McKinsey & Company (in the New York, Dubai and Munich...

Fahd is a serial entrepreneur passionate about improving people's financial wellbeing, and re-inventing the way the financial industry works using cutting edge AI technology. Fahd was co-founder of Scientificbeta.com, his previous venture which is now the leading European pension platform for...

Umran drives data strategies focused on developing and improving all data capabilities to allow organisations to embed fact based decision making in all its forms. His experience is grounded in enterprise architecture, strategic planning, project delivery and hands on engineering across BI, DW, MDM ...

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities...

A recognised leader within the financial services sector’s, Keith has over 30 years experience operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead, regularly called upon for comment both home and abroad by various...

Iain is the Head of Responsible Investment at Columbia Threadneedle Investments, the global asset management arm of Ameriprise Financial Inc, with funds under management of US$482bn (as at 30 June 2018).  As part of the investment department’s management team, Iain leads Columbia Threadneedle’s...

Luis Rivera is a Co-founder at ETFmatic.com, a fintech startup led by a team of experienced entrepreneurs that believe we all deserve a simple and cost effective way to put our savings to work through highly diversified investments in low cost index funds.His former startup experience includes...

Doug Roerden is an innovative and adaptable experience design leader and coach, driving human-centric digital offerings from vision to reality, using applied curiosity, design thinking, and design strategy. Former Vice President for User Experience Design at Fidelity Investments, Doug collaborated...

Gautam Samanta is the Global Head of BFS and Executive Vice President- Europe at NIIT Technologies, where he is responsible for spearheading the company's growth globally for the BFS vertical and managing client relationships in the Europe region. With over 24 years of experience, Gautam comes...

Romi is Chief Executive Officer of PensionBee, the leading online pension manager she founded to simplify pension savings in the UK, following a harrowing pension transfer experience of her own. Romi began her career at Goldman Sachs at the height of the 2007 global financial crisis in the Credit...

Rod is a product management manager for Wells Fargo Wealth Management. Mr. Sayegh manages the client online experience on wellsfargo.com, team member digital experience, mobile advisor, and emerging technologies within Wealth Management Services.Rod is a nearly 20-year-veteran of Wells...

Aaron is the founder & CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered and administered — for the benefit of advisors, employers, and employees alike.  Vestwell removes the friction points of confusion, cost and legal overhead that...

Michaela Seimen Howat is a Sustainable Investing (SI) Strategist in the Chief Investment Office Wealth Management. She joined UBS in April 2018 from Scope Ratings, a European credit rating agency, where she was a senior analyst for financial institutions. At Scope Ratings she lead a project team...

“Bhavini ‘Bev’ Shah is Founder and CEO of City Hive – A Network for Change. Prior to founding City Hive in 2016, Bev gained more than 15 years' investment experience in the City at some of the world's largest financial institutions.  As a British/Indian dyslexic woman (and married mother of ...

Mr. Shibata was leading the MUFG bank’s R&D initiatives in emerging technology and planning of online / mobile financial services, until Sep. 2018, and now with JDD, innovation arm of MUFG, and Oxford University as an academic visitor at St. Antony’s College, to conduct research on technology...

Non Executive Director, SME, Independent Industry Consultant, Financial Services Regulatory Specialist, Strategy Adviser, FinTech Innovation & Regulatory Specialist, Keynote Industry Speaker, Industry Commentator on Financial Services & FinTech Policy. Peter has many years experience...

Konstantin Speidel is a program manager for Digital Transformation at Allianz Global Investors. He is responsible for the digital ecosystem of AllianzGIs flagship product AktivDepot and FinTech cooperation. Before joining Allianz Konstantin was part of UBS’s Wealth Management Innovation Team in...

Mark is currently Head of Artificial Intelligence, Commercial & Private Banking at RBS.  Prior to this he designed and led a project which successfully transformed the Bank’s SME real estate lending proposition.    Mark has held a number of other roles since joining RBS in 2001 including Head...

Ben is co-founder of Moneybox. Prior to Moneybox he co-founded Bloom & Wild, recently named by Deloitte as the second fastest growing tech company in the UK. In the ten years prior to Bloom & Wild Ben was an investor, first at Fidelity, then as part of the founding team of Habrok Capital, a ...

HEAD OF DIGITAL MARKETINGJoined Aviva: 2006Joined Aviva Investors: 2014Main responsibilitiesRobin heads up the Aviva Investors Digital Marketing team, responsible for the digital estate. This includes strategy, website, social media, content distribution, marketing and analytics.Experience and...

Wolfgang Strobel has focused for more than 20 years on bridging the latest technology with modern banking. He headed HVB Group’s project for a transition in 2000, steering its tech investment portfolio during the internet hype early last century. Strobel was also responsible as COO of leading...

Mike is CEO and founder of Wealthtack, an out-of-the-box CRM solution for HNW and UHNW wealth managers. He has 30 years experience in the financial services industry with  an international perspective on the industry, having lived and worked in Tokyo, Singapore, Sydney, Geneva and the City. Mike...

Roi Tavor is the Co-founder & CEO of Nummo, a personal financial management platform that empowers people to live better by helping them manage, maintain and improve their financial health.Prior to Nummo, Mr. Tavor spent over a decade with Julius Baer, where he served as one of the firm’s top...

Gary is responsible for the Investment Management Services division at Charles Stanley and has oversight of the Legal function. He was appointed as a main Board Director of the Group in July 2012.   As a Bachelor of Law LLB (Hons) with an MSc in Financial Regulation, Gary initially qualified as a...

Daniel is a Product Owner for Financial Planning & Retirement within Group Transformation at Lloyds Banking Group. He is responsible for defining and delivering the customer journey for advice and guidance across wealth management, investments and pensions. Prior to his move to the UK nine...

Dan Toma is an innovation thought leader and the award winning author of 'The Corporate Startup’ (published by Vakmedien in 2017 and awarded Management Book of the Year for Innovation and Entrepreneurship’ by Chartered Management Institute and The British Library in 2018). Dan started his...

Minh Q. Tran is a VC and entrepreneur with over 20 years of investing experience. Currently, he is the Co-Founder and Managing Partner of Odysseus Alternative Ventures, that manages "Odysseus Fintech", " Insurtech Capital" and "Proptech Capital". Formerly, Minh was...

Philippe Uzan joined Edmond de Rothschild Asset Management in 2007, as Research and Global Asset Allocation Director. He was appointed Chief Investment Officer at the end of 2010. He began his career as an Equity Derivatives Trader at Société Générale, then as a Derivatives Portfolio Manager at AGF ...

Tony started his career at Prudential where he qualified as an actuary, but soon found that his desire to shake things up led to him into new ventures. He has been a founder of Egg, Zopa and now Wealth Wizards, as well as being an adviser on strategy and product development to various blue chip...

Currently the co-founder and CEO of investsuite.  Prior to that he worked for almost 20 years in senior roles in the banking industry and most recently was board member at KBC securities where he launched multiple award-winning fintech businesses.   He is deeply convinced about the merits of the...

Chet Velani is the Marketing Director at EValue, responsible for the development ofeffective marketing strategies to achieve the company’s business objectives. A fellow of the Institute and Faculty of Actuaries, Chet oversees the marketing function which is responsible for EValue’s PR...

Simon Vine, MBA, Ph.D., is a financier, and commentator. As a Co-head of Alfa Bank's Corporate-Investment Bank, Russia’s largest private bank, Simon managed among other things the processes of upgrading the legacy systems and digitalization of Retail Brokerage .He holds a PhD in Finance from...

Joel has been in the Financial services industry for 15 years and has predominantly specialised in the Wealth and Financial Advice space. Having previously worked at the FCA Joel has spent the last 4 years at Santander heading up the Wealth Compliance area. Joel has a keen focus on the evolving...

Ms Walsh is an award-winning global marketeer and strategic advisor with over 25 years’ leadership experience in financial services and management consulting. Most recently, she was Chief Marketing Officer of Standard Life Aberdeen and member of the Executive Committee of the Asset Management...

Hassan Waqar has been recognised as one of the top 500 Global Leaders of the Islamic Economy 2018 by Islamica500. He's a keen entrepreneur and pioneer whose establishing Ummah Finance, a UK based digital platform that will provide shariah-compliant financial products and services to...

Paul has been involved in Financial Services for over 34 years and has a broad range of Retail Banking, Wealth and Financial Advisory experience.  Paul has worked with Santander for three years following a period at the Financial Conduct Authority where he was a Firm Supervisor in the Large Retail...

David Wright, Director, is the EMEA head of Product Strategy for the Systematic Active Equity (SAE) business within BlackRock's Active Equity group. Prior to moving to his current position in 2016 he was a senior strategist within SAE for 10 years in London and the US, responsible for...

Ms. Xu is Senior Portfolio Manager Quant Equities at Robeco. She is responsible for Robeco’s Conservative, Enhanced Indexing and Active Quant strategies. Yaowei specializes in portfolio management Emerging Markets. She is also managing two dedicated A-shares quantitative strategies: Quantitative...

Han Yik is an investor, thought leader and adviser on global long-term investment strategy.Han is currently the Head of Institutional Investors at the World Economic Forum (WEF). He works with senior leadership of the world's largest investors (with combined assets exceeding $2.5 trillion USD)...

Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups and worked for several years in Asset and Wealth...

Joe is the Vice President of Communications and Policy at Betterment, the largest independent online financial advisor. Joe has played a key role in driving the firm's growth to reach over $10b in assets. In addition to his current role, Joe has led the company's B2B advisor-based business...