WLTH Speakers | Customers and Distribution

Discover how to enhance client experiences across the board despite challenging investor demographics and a crowded marketplace.



Benedetta Arese Lucini, CEO, Oval Money

Paul Davies, Chief Behavioural Officer, Money Story

Tim Duffy, Chairman, UK Group, M&C Saatchi

Tim Duffy |  | M&C Saatchi » speaking at WLTH

Timothy Fassam, Director of Government Relations and Policy, PIMFA

Svenja Keller, Partner, Head Of Wealth Planning, Killik & Co

Claire Larocca, Communications Director, Wealthsimple

Claire Larocca |  | Wealthsimple » speaking at WLTH

Kirstine Hartung Larsen, Head of Customer Experience, Nykredit Wealth Management

Anne-Marie Mcconnon, Global Chief Marketing Officer, Investment Management And Wealth Management, BNY Mellon Investment Management

Anne-Marie Mcconnon |  | BNY Mellon Investment Management » speaking at WLTH

Clare Reilly, Head Of Corporate Development, Pensionbee

Taras Rybak, Head Of Investment Solutions, Fusion Asset Management

Taras Rybak |  | Fusion Asset Management » speaking at WLTH

Alan Smith, Chief Executive Officer, Wealth Manager, Adviser, Capital Asset Management

Bart Vanhaeren, Chief Executive Officer And Co-Founder, InvestSuite

Joel Viney, Head Of Compliance - Wealth And Business Banking, Banco Santander

Paul Wilson, Chairman, IFA Magazine

last published: 14/Sep/20 12:15 GMT