Anastasia Georgiou is Director of Market Expansion at Morningstar.

Anastasia has 20 years’ experience working in financial services, she is an experienced product leader who is focused on driving the vision and roadmap for businesses and has experience working across Asset Manager, Distribution and Retail solutions. Prior to joining Morningstar in 2007, Anastasia was a Product Manager with Standard & Poor’s for four years.

Andy joined Rathbones in April 2020 as Chief Operating Officer and is accountable for operations, change, technology and facilities. He began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University. Andy has worked at BSkyB, O2 Telefonica, Barclays Wealth and Aberdeen Standard Capital, prior to joining Rathbones. Over his career he has held senior roles focusing on client service, operations, technology and change. Andy’s previous role was Chief Operating Officer at Aberdeen Standard Capital, part of Standard Life Aberdeen.

Anthony is an experienced information technology professional with a strong background of driving efficiencies through bespoke software development and project management. After graduating in 1997 with a bachelor’s degree in Physics, Anthony spent over 10 years at Electronic Data System before joining Bordier UK in 2009 as a Software Development Manager.  Anthony became the Director of IT in 2017 and subsequently Chief Operating Officer and a director of the company in 2021. He is the Data Protection representative for Bordier UK, ensuring the firm’s compliance with the General Data Protection Regulation (GDPR), and is also a member of the Operational Risk Committee.

David joined PIMFA in November 2022 as Government Relations and Policy Director. He is responsible for PIMFA’s relationships with governments and regulators and regulatory and supervisory policy.

Before joining PIMFA, David spent 16 years working across financial services change and policy, including four years as the Director of Technology and Operations at the Association of Financial Markets Europe (AFME). Earlier in his career, David worked at PwC in investment management and technology advisory.

Dino joined James Hambro & Partners in August 2016 as Portfolio Manager. His role evolved in the following years to include the roles of Deputy Head of Private Clients and COO-Investments before becoming COO in December 2022 and is accountable for operations, technology, project management and central administration. He began his career with Laing & Cruickshank in 1999 and also worked at UBS and Quilter Cheviot before joining JH&P.

With over 16 years of experience in the wealth and investment management industry, Jaclyn has worked across multiple business disciplines and now leads the development of high-net-worth segmental strategy and execution of the strategic change agenda, driving transformational initiatives across the organisation. She is a qualified chartered accountant and holds an MBA with distinction. She is motivated by applying her skills and expertise to complex and challenging problems, and delivering to a high standard to generate value.

Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.

Liz has 30 years financial services experience, of which, 19 years served in the capacity of Chief Executive. She has successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses. She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.

Liz is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit and she holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Nick Johnson works for Coutts and is the business owner of NatWest Group’s direct to customer investment platforms NatWest Invest, Royal Bank Invest and Coutts Invest. Nick and his team focus on planning and delivering the strategic roadmap for these services, creating experiences that delight customers, commercial performance and managing the risks that flow from all this.

Before working for NatWest Group, Nick managed the FCA’s investment thematic team leading the cross industry supervision of investment distributors. Prior to this Nick worked in consultancy.

Niral Parekh is our Chief Operations Officer, in charge of operations, digital and technology functions.

Niral was previously a director in digital, strategy and turnaround consulting (ex-Big 4), in charge of business turnaround, corporate strategy, proposition & operations design, digital transformation, regulatory and delivery for wealth and private banking.

Niral completed his undergraduate degree in Boston, and started his career in New York with Deloitte Strategy Consulting. He subsequently moved to London and worked at Ernst & Young within their private equity, wealth and asset management business.  He has held roles in wealth management previously, as head of product proposition at Tilney and Towry Wealth management in charge of DFM, technical, advice and fund of fund proposition. Also headed corporate strategy and risk at Ashcourt Rowan.

Niral is a CFA charterholder and has an MBA from London Business School. He lives in Chislehurst and enjoys hiking, running and spending time with his family.

Peter has been with Canaccord Genuity Wealth Management and its predecessors in a number of roles for over 16 years. Peter has responsibility for client services, operations and technology for the UK and Europe wealth management business.

Richard joined PIMFA (then known as the Wealth Management Association) in January 2017 as Director of Strategic Partnerships. His areas of responsibility at PIMFA include membership and business development.

Preceding this he was Relationship Director at the British Bankers Association (BBA) for almost four years. He looked after all aspects of membership and relationship management at Bank and associate CEO level and was formerly Director of Financial & Professional Services at TheCityUK. He was also a Board Director of BBA GOLD Limited an Operational Loss Risk Platform.

Prior to that Richard was Director of Institutional Sales at Cofunds, the Funds Platform, and has held a number of senior positions, including the formation of Allfunds Bank in the UK. Richard has worked in Financial Services for 37 years, in a career spanning Stockbroking, Financial Planning ,Custody, Asset Management and Banking.

Rob has worked within financial services for over 25 years, and is the Proposition Director for The Openwork Partnership, responsible for the Wealth, Protection and Mortgage propositions, advice framework, digital strategy and marketing. Prior to that, Rob was Commercial Director at Santander Asset Management UK, leading their product, marketing, and distribution teams.

Roopalee Dave (Roops) is a Partner in EY’s Financial Services team focusing on wealth management and private banking clients. She leads the Wealth Management sub-sector in UK and is responsible for client relationship management and business development initiatives for the wealth management segment. She has over 20 years’ experience across industry and consulting in the UK and India. Roopalee has supported wealth managers and private banks by providing insights and leading projects in proposition development, strategy implementation, operating model design, regulatory changes e.g. MiFID II, RDR, and suitability to mention a few.

Roopalee holds a Masters in Strategic Marketing from Cranfield School of Management, UK and a Masters in Management Studies from the University of Mumbai, India.