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.

Andy Brodie 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 last role before joining Rathbones was Chief Operating Officer at Aberdeen Standard Capital, part of Standard Life Aberdeen.

Anastasia Georgiou is Director of Client Solutions for the Adviser segment across EMEA.

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.

Michael Hall is Chief Operating Officer at Union Bancaire Privée (UBP) and beforehand was COO & Head of Wealth Management at Jefferies in London. Previously Michael worked for 24 years at Morgan Stanley where he became COO of Wealth Management EMEA and was also a director of Quilter & Co. Ltd. He was later COO of Asset and Wealth Management at Deutsche Bank UK and a director of Tilney. Michael is a graduate of Oxford University and is a prize-winning accountant.

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 has nearly 25 years’ industry experience working in a range of executive roles, most recently as Sesame Managing Director. Prior to this Richard was UK & Ireland Director of Insurance Wealth Life & Pensions at Experian and spent over seven years at Zurich Financial Services as UK Intermediary Sales Director. Other senior roles include Managing Director of Strategy & Development at Bankhall, along with Chief Executive of Berkeley Independent Advisers.

Richard is passionate about developing innovative solutions that benefit advisers and their customers. In his role as Chief Operating Officer, Richard is responsible for delivering the Group’s proposition and services, creating an exceptional experience that not only defines who we are but is the key reason advisers look to join Sesame Bankhall Group.

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. He 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.

Keith is the Executive lead for PIMFA WealthTech and a long-time specialist in buy and sell-side financial technologies.

Keith was formally Managing Director of Enterprises at the British Bankers’ Association and Executive Director at the Investment Association where he also led the creation and delivery of the asset management FinTech market aggregator.

Having started his career in venture management and investment banking, Keith was formally Head of Customer & Advice Propositions at Barclays Wealth before becoming a member of the Prudential Distribution Executive with oversight of the UK & European key accounts and big deals team.

Mayank is the Group COO for UK’s 3rd largest wealth manager Tilney Smith & Williamson. Prior to this, Mayank was the Chief Consumer Digital & Information Officer at FTSE 100 Centrica, and led the transformation of the UK’s biggest IT and Operations estate at DWP as Chief Digital and Information Officer in UK Government scaling digital services for 13 million people. He has led transformation, tech, data, security and operations for FTSE100 and Fortune 500 industry leaders including Morgan Stanley and Sage Group.

He is a Non-Executive Director on the Board of Uber in UK, is the President of BCS (the Chartered Institute for IT) and has been recognised as a Wharton Business School and BCS Fellow, as the most influential person in UK Information Technology by Computer Weekly and as CIO of the Year by Computing.

Richard has 22 years commercial experience helping financial institutions improve performance and facilitating strategic change and is presently the Global Head of Asset & Wealth Management and Chair of Expand’s Asset Management Global COO Forum.

Richard has guided the COOs of many Wealth Management firms in various transformations involving costs, digital enablement and assessment of other business capabilities.

Prior to joining Expand Research, Richard founded two consulting companies covering business support and performance advisory services the latter of which was acquired in 2014.

Chris co-founded 2plan Wealth Management in 2006 and over the last 14 years has sat at the forefront of one of the UK’s most exciting wealth management companies. Chris is responsible for strategic development and growth of the business, leading the management team, and the overall profile and brand of the company.

As Chief Technology Officer, David leads Raymond James’s long-term technology vision in the UK, and is responsible for the Technology Group and Facilities within the business.  The Technology Group includes functions for IT Support, Infrastructure, Information Security, Business Continuity, Software Development and Programme Delivery.

David Strydom relocated from South Africa to London, where he started as an engineer for a specialised managed service provider that supported blue chip companies across the UK.  This early career experience exposed David to wide ranging support and architecture on a large scale and he quickly became a dynamic and valued resource within the firm.

David joined Raymond James in 2009 working in a variety of IT roles, laterally and vertically. He has participated in the design and implementation of the infrastructure, business continuity plans, business applications and workflows. David has demonstrated not only the relevant experience and expertise throughout his career at Raymond James but also a clear commitment to supporting the business.

David keeps active playing a number of sports and since moving to the UK has caught the bug for snowboarding. He is also close to his family who are spread around the globe providing opportunity for exciting reunions.

Luke is a Partner in our Commercial team and co-heads our national FinTech practice. He specialises in commercial, contracting, IT, and technology matters (including strategic outsourcing, procurement, and supply deals).

Luke has specialist experience and is a very active practitioner in the Financial Services, FinTech and Payments sectors. This includes advising on contracts and arrangements which are subject to regulatory controls – such as material outsourcings and use of cloud.He acts for businesses across the Financial Services ecosystem both UK and internationally, ranging from institutions, payment services providers, and intermediaries, through to specialist FinTech providers and entities (including retail and e-commerce businesses) procuring financial services and products. His clients have ranged from large international groups and PLCs through to start-up, scale-up, and challenger businesses.