PIMFA
PIMFA Executive Briefing
An invitation only event for full members, held approximately every other month. This virtual meeting aims to provide updates on regulatory, policy and PIMFA issues.
Claire Limon
2 Plan Wealth Management
Andrew Salmon
Arbuthnot Latham & Co
Jonathan Polin
Atomos
Andrea Montague
Brooks Macdonald
David Esfandi
Canaccord Genuity Wealth Management
Richard Flynn
Charles Schwab UK Ltd
Nick Coghill
City Asset Management Ltd
Eddy Reynolds / Gary Bottriell
Close Brothers Asset Management
Emma Crystal
Coutts
James Whittaker
Deutsche Bank Private Wealth Management
Edward James
EFG Harris Allday
Andrew French
Equiniti Financial Services Ltd
Paul Geddes / Bindesh Savjani
Evelyn
Manuel Pardavila-Gonzalez
Halifax Share Dealing Ltd
Matt Handley
Handlesbanken Wealth & Asset Management
Rebecca Owers / Clare Hankey
HSBC
Richard Wilson
Interactive Investor
Andrew Steel
James Hambro & Partners LLP
Hugo Bedford
JM Finn
Clem McTaggart / Sarah Threadgould
Killik & Co.
Guy McGlashan
London & Capital
Ben Snee
LGT Vestra
Ross Liston
M&G Wealth Advice Limited
Caroline Stokell / Mark Rayward
Meridien Investment Management
Chris Fisher
Multrees Investor Services
Stuart Cummins
NED Bank Private Wealth
Stuart DodsonÂ
Openwork Ltd
Julie Hepworth
Perspective Financial Group
Andy McGlone
Quilter Cheviot
Paul Stockton
Rathbone Brothers Plc
Peter Moores
Raymond James Inv. Services Ltd
Nick Bettison / Stuart Davis
Redmayne Bentley
Sandy CrossÂ
Rossie House & Co.
Helen WatsonÂ
Rothschild & Co.
Robin Beer
RBC Brewin
Bertie Dannatt / Lauren French
Ruffer LLP
Mark Fitzpatrick / Liz Kelly
St James’s Place Wealth Management
Debbie Willis / Demir Avigdor
Standard Chartered
Lothar Mentel
Tatton Asset Management
Mark Rayward / Caroline Stokell
Veritas Inv. Partners Ltd
Sean Lam
Walker Crips
Nick Tucker
Waverton Inv. Man. Ltd
Liz Field (PIMFA liaison)
David Ostojitsch
Alex Roberts
Simon Harrington
Emma Clarke (PIMFA Administrator)
Geoff Towers (PIMFA Board member)
