PIMFA Women’s Symposium 2025

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Emma Reynolds was appointed Economic Secretary to the Treasury and City Minister at HM Treasury on 14th January 2024. Emma was Minister for Pensions at HM Treasury and the Department of Work and Pensions from 9th July 2024 to 14th January 2025. Emma has been the MP for Wycombe since 2024, and represented Wolverhampton North East as MP from 2010 – 2019.

Emma has worked as an adviser in Downing Street and the House of Commons, and set up a business in Brussels advising British companies on their European operations. She has also worked for TheCityUK and Cogitamus.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

Sneha is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth.

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology. Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth. She has also held senior leadership roles across finance and risk, operations, sales, and client service.

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter. Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming award by Business Engage.

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Hannah Maple is a Consultant Transplant and Dialysis Access surgeon based at Guys and St Thomas’ NHS Foundation Trust and an Honorary Senior Lecturer at King’s College London. Prior to becoming a consultant, she was the first clinical lecturer in transplant and general surgery in London. Her research interests are in health psychology within the field of living donation and transplantation. She was the chief investigator of the NIHR funded BOUnD study – the world’s largest study of unspecified kidney donation – and was awarded the prestigious Medawar medal from the British Transplantation Society for her work.

She is lead for research at the Simulation and Interactive Learning (SaIL) centre at Guy’s and St Thomas’ and was awarded an Emerging Leaders Fellowship by the Royal College of Surgeons in 2021.

Over the course of her career Hannah has acquired waaaay too many feminist t-shirts and a wicked sense of humour. She is unashamedly herself and proud to be considered ‘not a typical surgeon’ by her wonderful nursing colleagues. In her (limited) spare time she enjoys torturing herself in the gym and putting her feet up in front of the telly with a cup of tea and a biscuit (or two).

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

Sam joined Raymond James in 2016 and works as a Relationship Manager supporting the Firm’s Wealth Managers across all business models.

She is also a Co-Chair of the RJIS Women Wealth Manager Network and has a keen focus on growing the Firm’s DE&I initiatives to encompass all diversity pillars.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

David’s role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. David works alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.

David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.

Emmanuelle Mure joined RBC Brewin Dolphin in 2020 from Aegon, as a Strategic Relationship Manager and is now our Head of Platforms at RBC Brewin Dolphin. She previously worked in a similar position at Abrdn.

She manages the relationships with all our platform partners across the UK, from a governance, strategic and operational perspective, to support the management and distribution of both the MPS and Voyager fund ranges, totalling assets in excess of £7.8bn.

She also works in partnership with our Intermediary customers, helping them build effective investment solutions that meet the needs of their clients, and to ensure that we are able to deliver joined up consistent and outstanding solutions to our mutual clients.

Martha Silcott began her career out of Uni as an Independent Financial Adviser (IFA) before transitioning into financial services data. At Experian, she developed the Unclaimed Assets Register, reuniting people with lost funds. She later took on senior roles at Capita, Punter Southall, and other companies, managing client relationships and business growth.

The idea for FabLittleBag came from an awkward moment when Martha, at a dinner party, had to do the “handbag smuggle” with a used tampon as there was no bin in the downstairs loo.

Frustrated by the lack of solutions to help with these awkward situations and realising that almost half of women habitually flushed period products causing blockages and eco pollution, she invented FabLittleBag; a sustainably sourced, discreet, and hygienic disposal bag for tampons, pads, and condoms.

The patented product is opaque, seals securely, and is easy to use with one hand. Martha brought FabLittleBag to market, aiming to address both the environmental harm caused by flushing period products and the social stigma around period disposal.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

David’s primary role is to collate, simplify, regularly update and share technical knowledge, in a user friendly and practical way, within the Quilter group and with the adviser community.

This is to assist with maximising financial planning post-tax investment returns given the complexity and fast changing legislation impacting wealth management.

As an experienced business development manager, Helen’s role is to grow the footprint of Quilter Cheviot by interacting closely with professional intermediaries in the North London area. Helen aims to develop the relationships between the professional intermediaries and our investment managers by creating an awareness of the added value that Quilter Cheviot provide to both their business and clients.

Kat coaches Executives and senior leaders at high stakes moments where the organisation or leader is navigating change like a merger, expanding role or new strategy. She works with them 1-1 or as a team and facilitates leadership offsites. Combined with her prior experience as a leader in Financial Services, Kat’s clients find her to be commercially minded, quick to understand context and positively challenging.

As well as her frontline banking experience, as a former Head of Coaching for the London & South East region of a FTSE 100 organisation, Kat is well versed in leadership development. She is an accredited Professional Executive Coach and a Master NLP Practitioner. Contact her via www.katthecoach.com or LinkedIn.

Emma is the Chief Executive of Berry Bros & Rudd, appointed in August 2020, having served on the BB&R board as an Independent Director since October 2017. Emma has had over 30 years of experience in the retail and hospitality sectors, both in the UK and North America. She started her career as a graduate trainee buyer with Bass PLC, where she gained her WSET Diploma and that opened up the wonderful world of wines and spirits to her.

She then spent 14 years working for Asda, part of the Walmart group, in a number of senior commercial positions across merchandising, logistics and brand management. During this time, Emma spent 2 years living with her family in Toronto, as CMO for Walmart Canada. During Emma’s time with Walmart, she was an inaugural member and subsequently Chair of the Global President’s Council of Women Leaders, driving diversity and inclusion across the 28 markets in which Walmart operated.

Emma joined the executive team of Halfords, as Commercial Director in 2013, responsible for Buying, E-commerce, Far East sourcing and Marketing. Before joining BB&R, Emma was CEO of a Private Equity backed multi-site retailer in the UK for 3 years where she led a major turnaround and large financial restructuring. Emma has been a former Independent Director of Punch Taverns and until April 2024, an Independent Director for City Pubs Group.

Erin Eckhouse joined Raymond James in 2004 and is Head of HR Business Partners for Raymond James Wealth Management. Erin and her team have responsibility for ensuring the right people are working in the right roles and performing at their best.

Originally from Florida, USA, Erin holds a bachelor’s degree from the University of Florida and a master’s degree from the University of North Carolina at Chapel Hill, both in linguistics. Erin originally joined Raymond James’ parent company in St. Petersburg, Florida and throughout her tenure has held a variety of positions across different business lines including Human Resources, Compliance and working in a top producing wealth management practice.

She moved to London in 2017 to lead the Human Resources function for Raymond James in the UK, and previously was HR Business Partner for Fixed Income Capital Markets at Raymond James’ offices in Memphis, Tennessee.

Erin holds the FINRA Series 7, 24 and 66 licenses, is a Registered Corporate CoachTM through the Worldwide Association of Business Coaches and holds a variety of HR related certifications. Erin has been an active volunteer through the Junior League and various non-profit organisations that support the homeless and survivors of human trafficking through wrap-around support funded by social enterprise.

Zoe Burns-Shore is the Executive Director for Customer Delivery at the Money and Pensions Service (MaPS). Her focus is on making impartial money guidance accessible to all by ensuring MaPS is delivering high quality services that get the right outcomes for our customers.

Zoe brings over 20 years’ experience, working both in the public and the private sectors, developing strategies that support and reward colleagues in customer focused delivery, most recently at Yorkshire Water. Zoe also sits on the board of the Leeds and York NHS Trust.

Caroline is a Senior Investment Manager and leads Railpen’s investment stewardship work globally across £37bn of assets under management.
She was previously in charge of the investment, stewardship and collective engagement programme at the Pensions and Lifetime Savings Association (PLSA). Prior to this, she was Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF) and a Senior Policy Adviser at PIMFA (then APFA).

She is Co-founder and Chair of the $4.5tn Investor Coalition for Equal Votes (ICEV) and the $2.5tn Workforce Directors Coalition (WDC) and a fully accredited professional pension trustee at the Standard Life Master Trust – where she is also Chair of its Investment and Sustainability Committee. She has won various industry awards, including as Women in Pensions and Rising Star Awards “Investment Manager of the Year”, Investment Week’s “Investment Woman of the Year” and was picked as one of Financial News’ “Top 50 most influential in European Sustainable Finance” and “Top 25 Rising Stars of Asset Management in Europe”.

In her spare time, she is Co-Chair of the FCA-supported Vote Reporting Group (VRG) and is a Board Director of the Social Market Foundation (SMF), a cross-party think-tank.

Joy is a Chartered Investment Manager working with private clients, clients of intermediaries as well as trusts. Joy will aid those who are investing for the long-term; such as individuals looking to supplement their income in retirement or those who wish to use their portfolio as a ‘rainy day’ fund or to grow their wealth. She will tailor an investment solution for her clients or the clients of independent financial advisers and ensure this is implemented and managed accordingly, striving for the highest level of client service.

Joy is highly experienced at creating bespoke portfolios to meet individual financial goals and priorities such as ethical biases or specific income requirements. Her other area of expertise is working with Power of Attorney representing vulnerable people in care homes or other situations.

Joy helps these clients afford care home fees and manages their investments to ensure their wealth is protected and can grow to meet their individual circumstances, whilst supporting the client and the power of attorney as much as possible.

Joy is a level 7 certified member of the team, holding both the Investment Management Certification and the Wealth Managers Masters. She is also a chartered member of the Chartered Institute for Securities and Investment. She began her financial services career in 2010 working for Allied Irish Bank before moving to the Duncan Lawrie Private Banking Investment Team in 2013. She joined RBC Brewin Dolphin’s London office in 2017 as an Investment Management Associate, moving to Winchester in 2019 as an Associate Portfolio Manager and a Chartered Investment Manager.

Natalie’s journey into health and wellness began in the high pressure corridors of corporate life, where she faced personal health challenges, including daily bloating, severe PMS and fluctuating weight. These experiences, combined with a family history of chronic conditions like type 2 diabetes, propelled her to transition from her demanding job to a career dedicated to nutritional therapy and functional medicine. Today, as a Clinic Director and registered Nutritional Therapist, Natalie specialises in metabolic and cardiovascular health, providing personalised guidance to help clients manage weight, reduce diabetes risk and increase overall energy.

Her approach to health is deeply client focused, prioritising listening and supportive guidance to empower individuals to regain control of their well being. Natalie’s philosophy is rooted in the belief that ‘health is true wealth’, advocating for proactive steps to preserve health before it becomes a necessity. Her expertise makes her a sought after voice in the field; Natalie frequently appears in national press and media, where she shares her insights on maintaining life balance and enhancing personal health.

Beyond her professional role, Natalie is an advocate for regenerative farming and actively campaigns against ultra-processed foods. As a military wife and stepmother, she finds joy in nature, hiking in Scotland with her family and engaging in activities like strength training, swimming and yoga. Her personal and professional life is dedicated to inspiring others to live healthfully and fully, exemplifying how to turn life’s challenges into opportunities for growth and advocacy.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

Mark Freed, a trailblazer in diversity and inclusion, co-founded
E2W over two decadesago when he left a successful fintech career to become the type of husband and fatherthat he always wanted to be.

Mark grew E2W to become a community with a reach of more than 15,000 women in Financial Services, aiding institutions with best-practice recruitment and retention of diverse talent.

Wishing to accelerate change, Men for Inclusion was born, and Mark shares his own lived experience as to why inclusion benefits all men, providing more opportunities and breaking free from outdated stereotypes.

Mark’s distinctive voice is not just heard within this community. He’s a vocal advocate for workplace inclusivity, and recently provided evidence to the UK Government Treasury Select Committee during their ‘Sexism in the City’ inquiry, and collaborates on initiatives like the Women in Finance Charter and the Diversity Project.

Mark brings a refreshing perspective to the industry, making him an engaging and insightful commentator for journalists seeking a fresh take on diversity, allyship, recruitment, and workplace culture.

With over 20 years’ experience as an ombudsman Clare led our mortgage work for a number of years before moving into project and policy roles. More recently she led our policy and then casework response to British Steel Pension Scheme complaints and is now leading elements of our work which touch both the pension and investment sectors including ongoing advice charges.

After a diplomatic career in the German Foreign Office, Nina joined the Financial Ombudsman Service as an ombudsman in January 2015. Since 2017 she has specialised in pension complaints, and acts as a technical and policy lead in this area. Over the past few years, Nina has been focussing on complaints about DB transfers out of the British Steel Pension Scheme and about ceding scheme due diligence. She also leads on business engagement with firms and consumer representatives.

Christine joined Handelsbanken Wealth and Asset Management in 2015 as Head of Wealth Advice with responsibility for the leadership and development of their Wealth Advice team, delivering comprehensive wealth planning, pensions and tax advice to customers.

In 2018 she moved to the position of Head of Private Office & Client Director and provides strategic financial planning and wealth management solutions to the businesses wealthiest customers. Christine is a Certified Financial PlannerTM professional, a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities and Investment.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

David’s role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. David works alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.

David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.

Rachael Marshall joined RBC Brewin Dolphin in 2004 and worked in Operations until 2013 when she joined our Intermediary division working in partnership to provide support and effective solutions for our IFA partners our Investment Managers and their teams.

Rachael is now Provider Relationship Manager for our SIPP and Offshore Bond partners in the UK and abroad supporting the management and operational effectiveness of assets totalling in excess of £11bn.

An experienced executive leadership coach, mentor and visionary, Jo is dedicated to transforming the lives of leaders and their teams across the globe. In 2005, Jo became a trailblazer for coaching and mentoring within the UAE, establishing a transformative practice that has since empowered thousands of individuals to realise their potential.

Known for her groundbreaking values discovery methodology™, Jo equips leaders with the tools necessary to align their values with their vision and purpose, developing confidence and clarity in their leadership journeys,”.  Jo’s book “The Restless Executive: Reclaim Your Values, Love What You Do, and Lead with Purpose” is based on these methodologies.

Her innovative approach has inspired many women to reclaim their passions, cultivate meaningful connections, and lead with intention and authenticity.  Jo’s work resonates particularly deeply with women who are endeavouring to find their true expression and answer their soul’s calling. This is a journey Jo has taken herself and is passionate about supporting other women to do the same

Through her writing and speaking engagements, she encourages women to embrace their unique gifts and navigate their paths with courage. She believes that empowering women to trust their intuition and embrace their inherent strengths is essential for making a significant impact in their lives, organisations and communities.  With a passion for creating transformative experiences, Jo continues to inspire women to step into their power, pursue their dreams, and lead with courage and confidence.

Ashling Cashmore leads Charities Aid Foundation’s Impact Accelerator, a centre of excellence for impact supporting clients with strategic advisory, grant making and social investment. Her career has spanned social impact consultancy, philanthropy advisory, and strategic communications advisory.

Ashling has supported families, companies, investors, foundations and social purpose organisations across the world in their quest for social impact and has extensive experience advising HNW and UHNW clientele.

Jo leads Nest Insight’s public-benefit research and innovation programme, with a focus on finding better ways to support low- and moderate-income households to be financially secure, both today and into retirement. Working collaboratively with industry, government and academic partners, Nest Insight conducts research to better understand the challenges people face, and develops and pilots practical real-world solutions to those challenges.

Jo has nearly 20 years’ experience in social and commercial research across the public, private and third sectors and has led innovation work addressing a range of future opportunities in personal finance and pensions.

Cathi Harrison is the CEO of Verve , a national outsourced provider of support services to financial advice firms. She has successfully built a 50+ strong team of qualified and skilled paraplanners, regulation experts and trainers to deliver award-winning services that support advisers to grow and thrive whatever their business challenge. In 2023, as passionate innovator and pioneer for positive disruption, Cathi and her team launched Dextera – a new business operations dashboard to support firms with the running of a business.

Cathi has been in financial services since leaving university and holds both the Chartered and Certified Financial Planner status as well as being a Fellow of the Personal Finance Society, holding an AI qualification from Harvard Business School online and being a former Non-Executive Director of the PFS.

Cathi spends her time driving forward the strategy for Verve , as well as it’s not-for-profit counterpart, The Verve Foundation. A true entrepreneur, she has a passion for disruption, championing female leadership, as well as the development of a more diverse and vibrant financial services.

Outside of work, she loves nothing more than adventuring with her little boy, educating herself on all things wine and dreaming up new business ideas.

Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.

Fiona joined FSCS in 2016 as Head of Financial Management and Funding. Following a period as Acting Chief Financial Officer, Fiona was appointed as Chief Financial Officer and Executive Director on 1 July 2020.

Fiona is a Chartered Accountant who brings diverse and extensive experience spanning over 20 years within the financial services sector, including senior positions at JPMorgan and HSBC.  Much of her career has been spent building and leading high-performing finance teams.  At JPMorgan, from 2007 onwards she was a director and held senior positions, including Global Controller roles in corporate finance, business management and strategic client initiatives in both London and New York.  Prior to joining FSCS, Fiona was at HSBC as a Senior Manager for Global Finance and Technology functions.

Having led learning teams at the Institute of Risk Management, The British Bankers Association and most recently at UK Finance where he developed learning academies on Vulnerability, Financial Crime and Conduct & Culture, Philip is considered a leading authority in L&D within financial services. At PIMFA, Philip’s responsibility is to design and deliver a suite of innovative learning solutions that not only support members to meet their regulatory obligations but help them develop the skills and talents their staff need to take advantage of digital transformation. A qualified trainer, Philip was awarded Fellowship of The Learning Performance Institute in 2018.

Emma Henley-Davies is on a mission to make work feel a little more human. With a career spent developing client-facing professionals in the financial services industry, Emma has built a reputation for helping people communicate with confidence, connect more deeply, and sell with integrity.

Emma brings a rare blend of breadth and depth to developing client-facing professionals. As Director, Adviser Skills at RBC Brewin Dolphin, she works across both intermediary and direct-to-client channels, helping advisers elevate how they communicate, build trust, and grow lasting relationships.

Known for blending sharp insight with humour and heart, Emma champions the idea that being yourself isn’t a weakness at work—it’s your superpower. She’s also a business owner, a mentor, and someone who believes that vulnerability and professionalism are not mutually exclusive.

When she’s not reimagining how we show up at work, you’ll find her at the races, on the Cornish coast, or trying to win just one family game night.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

Katy Schnitzler is the Information, Training and Research Lead at the Miscarriage Association. Katy has collaborated with numerous organisations to raise awareness of, and to improve practice in, the area of pregnancy loss at work. Katy’s extensive knowledge and experience informs her training content and delivery, including findings from her own PhD, which investigates the lived experiences of miscarriage in the world of work.

Lisa-Marie Kennedy is a Business Manager at LGT Wealth Management, working in the Custody Services department. Lisa-Marie has worked in financial services for over 20 years, in Operations-focused roles, working with both institutional and private clients. Lisa-Marie is a change advocate with a passion for continuous improvement.

Ilana has worked in Financial Services for over 25 years, in the Isle of Man, UK and some time internationally in both management, business development and specialist roles working with financial professionals.

As the Investment and Retirement specialist for Royal London Distribution, Ilana works with financial professionals nationally on a broad range of topics, swapping insights, strategies and ideas on developing client value propositions that support a thriving advice sector.  With a focus on the human side of money, Ilana promotes the importance of understanding our biases and how we think/act is one of the biggest factors to achieving the good investment outcomes we need to support our long term goals, help build financial resilience and importantly, enjoy living.

When not negotiating Britains railways in the week, Ilana spends her time outdoors enjoying all weathers!

David’s role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. David works alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.

David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.

Charlotte manages bespoke discretionary portfolios for private individuals, trusts & charity clients. Charlotte joined the financial industry in 1997, originally qualifying as an independent financial adviser before becoming an investment manager looking after institutional life and pension funds, hedge funds and private clients. She joined Charles Stanley in 2007. She lives in Devon and is also a Trustee for a charity providing almshouse accommodation in Exeter.

Hollee Vivian holds a law degree, is a chartered financial planner, and a fellow of the Personal Finance Society. She advises clients, both young and old, from those building their wealth, to lottery winners. She enjoys championing women in the industry, but also has a particular interest in advising and coaching women who may have had to take control of their finances for the first time through divorce or bereavement.

Hollee lives with her husband and two children in North Hampshire and has been working in the industry for around 15 years, with the last 9 as a financial planner. In her spare time, she is a keen runner and credits a ladies running group for helping push her to do things outside her comfort zone!

Justina is a Strategic Partnership Manager for the North West of England. She looks to develop and co-ordinate relationships with professional intermediaries, industry bodies and business. This includes law firms, accountants and corporate financiers.

Her role is to accelerate the growth of RBC Brewin Dolphin in the region by identifying and facilitating new opportunities from these organisations, their employees and their underlying clients who would benefit from financial planning, financial education and investment management services.

Alexandra Daly is Founder and CEO of AA Advisors, an independent global placement agency. She has over 20 years’ experience working in finance, 17 of which she has spent in the alternatives sector, raising assets in multiple jurisdictions and across the capital structure. She founded AA Advisors in 2007 and to date has advised on over 80 raises across private markets including Private Equity, Private Credit, Real Estate, Infrastructure and Venture Capital firms raising billions of dollars in these sectors.

In addition to her work with AA Advisors, Alexandra leads an initiative spun out of the Alison Rose Review of Female Entrepreneurship, commissioned by the UK Government, which aims to promote entrepreneurialism across the UK and reduce the entrepreneurial gender gap. Alexandra is the Chair of the Council for Investing in Female Entrepreneurs, a steering committee comprised of leading financial institutions, which is looking at implementing the recommendations of the Rose Review that urge LPs and investment funds to help their clients invest in female-run businesses. As part of her role she is helping to address the funding challenges for female-run businesses and entrepreneurs seeking to access capital from the alternatives community. Alexandra also sits on the Ecosystem Working Group for the Invest in Women Taskforce backed by the Department for Business and Trade (DBT) which continues the UK Governments work to promote and grow the opportunities presented by female entrepreneurship.

Before founding AA Advisors, Alexandra worked at Man Group for three years, where she cross-sold the firm’s multi-manager platforms, fund of funds businesses and investment services capabilities to European and UAE institutions, sovereign wealth funds, and family offices. Prior to this, Alexandra worked at J.P. Morgan in their London office in the derivatives products group. She started her career in finance at Morgan Stanley, as a member of the Fixed Income and Money Markets division. Alexandra has a BA Honours in Law from City University of London.

Arun joined the ILC in March 2019 as a Research Fellow. Since then she has held other positions, including Senior Health Research Lead, and most recently Senior Health Policy and Research Manager.

She currently heads ILC’s global health programme and strategy and manages the ILC’s prevention programme. During her time at ILC she has led on a number of other health projects, ranging from medication adherence to structural heart disease, universal health coverage, and adult immunisation. She is on the Steering Committee of the Structural Heart Disease Coalition, a member of the ILC Global Alliance Long-term Care Working Group and a member of the ILC Global Alliance Gender and Ageing committee.

In addition to global health, her interests include: generational discourse, social inequalities, and financial wellbeing. Prior to ILC, Arun worked at Goldsmiths College and the University of East Anglia in policy and research roles, influencing internal university policy to improve the student experience.

Sarah is the Director of Just Finance Foundation, a national charity working to empower the next generation with meaningful financial education for life. Sarah is passionate about ensuring that every child, no matter their gender, background or learning style, has an equal chance to build a secure and confident future. After starting her career in HR and recruitment in the private sector,

Sarah has spent the last 15 years working for social action charities, including at The Royal British Legion, leading a broad portfolio of national services including Benefits, Money and Debt Advice services and the Moneyforce website aimed at promoting financial capability to younger service personnel. Sarah has also run employability services, domiciliary care services and projects for young carers and has served on the boards of a youth education charity and a local Healthwatch

Catalina is Managing Director ESG Solutions, Europe for Morningstar Sustainalytics. Catalina has over 14 years of experience in sustainable and responsible investment and has spent the bulk of her career at Sustainalytics in client facing roles in London and APAC having set-up and managed the company’s operations in London and Sydney. Alongside her role at Morningstar Sustainalytics, Catalina serves on the Board of UKSIF, the leading network organisation for sustainable finance and investment in the UK and chairs the Future of Sustainable Data Alliance, representing the voice of the sustainability data and analytics ecosystem.

Catalina has been an active member of several responsible investment steering committees in Australia and the UK. She is a co-founder of the Sustainable Finance Group, a peer support network for individuals working in responsible investment in the UK, as well as the founding group of the “Women in Sustainable Finance” network, based in Sydney.

Catalina holds an MA in Sustainability from the University of Nottingham Business School, and an undergraduate in Political Science from the University of Bucharest.

Verona Kenny joined abrdn Adviser as Chief Distribution Officer in Q4 2024. Verona has over 25 years of experience in financial services, she previously held the role of Managing Director, Intermediary at 7IM and prior to that as Marketing and Proposition Director at Cofunds.

Before coming to the UK from her native Australia Verona worked on the launch of the first true Wrap platform in the Australian market. Known for her leadership and innovative approach, Verona has been instrumental in driving growth and transformation within the companies she has worked for. Verona is passionate about driving diversity and inclusion in the financial services industry and is active in many associations and forums to advance this.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Annabel is Regional Centre Head for London & the South East at RBC Brewin Dolphin having previously been Head of Relationship Management for RBC Wealth Management in the UK and Channel Islands.

As part of the leadership team, Annabel is focused on driving the success of RBCBD and ensuring our clients receive the best of our organization. Her positivity and broad experience garnered from a twenty year career in wealth management have been instrumental in helping her bring teams together, under a common goal and culture.

Prior to joining RBC in July 2019, Annabel started her career at Barclays and has also worked at Citi, Deutsche and Julius Baer.

Born in Lincoln, Annabel grew up in Yorkshire, before travelling to Oxford to further her education. Annabel holds an MA (Hons) from Oriel College, Oxford and is also a member of the CFA Institute.

When not looking after her young family, Annabel enjoys rugby (playing, coaching and cheering on) paddle boarding and yoga.

Charley is the Group General Counsel and Company Secretary of Evelyn Partners Group which she joined in September 2022 as Group General Counsel and was appointed as Group Company Secretary in April 2024.

She joined Evelyn Partners from Provident Financial Group PLC, the London Stock Exchange listed specialist bank, where she was Group General Counsel and Company Secretary. Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management. She has also held the General Counsel and Company Secretary role at Lockton, the global insurance brokerage, and has held a number of non-executive positions.

She began her legal career at Clifford Chance, before moving to Norton Rose.

Tracey was appointed CEO of Hampden & Co in October 2024. She started her career at Barclays where she worked across the UK latterly in a variety of senior positions within the corporate and wealth management divisions.

Tracey joined Handelsbanken in 2003 and accelerated her career quickly becoming Senior Vice President and Head of Northern UK. During this time Tracey was entrusted to lead an acquisition team to identify and acquire an investment and wealth management business. After the successful acquisition of Heartwood (a wholly owned subsidiary of Handelsbanken Plc), Tracey was appointed CEO in 2014. During Tracey’s tenure as CEO, the firm received numerous awards for its global multi-asset funds, wealth management solutions, and as Best Private Bank. In 2019 Tracey took on the position of Deputy CEO of Handelsbanken Plc.

Tracey is also Chair of the Chartered Institute for Securities And Investment (CISI) Integrity & Ethics Committee. Tracey was regularly named one of PAM’s Top 50 Most Influential including 2023. She also received the ‘Initiatives in Diversity’ award at The City of London Wealth Management Awards 2019.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

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

She has 30 years financial services experience, 19 of which as a Chief Executive. She 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.

She 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.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Holly Mackay has worked in the investment industry since 1999, after gaining a degree at Oxford University and working in television. A serial entrepreneur, she sold her first financial services business in 2014 and set up Boring Money -an independent investment data, research and insights business– in 2015. Boring Money supports the investment industry with consumer insights – and supports consumers with personal finance and investment product information and guidance.

Boring Money’s award-winning consumer website is now the largest investment-specific comparison website in the UK. Holly was awarded Investment Week’s Investment Woman of the Year (Small to Medium Firms) for the second consecutive year in 2023, in recognition of her work to tackle both the Gender Investment Gap and the Advice Gap

Holly is a regular speaker at conferences and media commentator, appearing on the BBC, ITV and Sky News, as well as writing columns for national newspapers and financial publications. She is one of the UK’s most trusted voices to help consumers make sense of investment markets and products, and to help investment Boards to understand their customers.

Michael leads the wealth management practice at Odgers Berndtson, the executive search firm and supports boards and executive committees across the private wealth, retail banking and SME financial services sectors. He has over 15 years executive search experience, previously focussing on board and non-executive roles for a boutique board search firm and before that he spent 10 years with another leading global search firm. He has placed Chairs, NEDs and C-suite executives for Plc, private equity and mutual organisations.

Michael graduated from the University of Edinburgh with an MA(Hons) in Psychology.

Andrea joined Brooks Macdonald in August 2023 as Chief Financial Officer, bringing an impressive track record and experience of operating at Board and Executive level across the UK long-term savings and asset management sector.

Most recently, Andrea was Group Chief Risk Officer at Aviva, where she had previously been Group Chief Financial Controller. Prior to that, Andrea has held senior leadership roles including Deputy Group CFO at Royal London and Group Chief Internal Auditor at Standard Life plc.

Her formative years were spent at PricewaterhouseCoopers, where she qualified as a chartered accountant.

Sandy currently holds iNED roles as Chair of the Board of Charles Stanley and Raymond James Wealth Management and Chair of Audit of AIB plc.  She has been an iNED for 22 years and has held roles with 12 financial institutions and a regulatory body, with an accumulated 42 years as Chair of Board and Committees.

In her Executive career she was more laterally a senior partner of PwC financial services practice, specialising in Wealth management and Investment Banking. Prior Executive roles include senior Treasury roles with Anglo American Corporation and Guinness.

With over 25 years experience in fs B2B marketing, Caroline is passionate about using marketing to power growth. Her career spans sectors including operations, technology and asset management and experience across the marketing mix including communications and marketing strategy.

Caroline cares deeply about SEI’s culture and community supporting diversity and inclusion. As the Executive Sponsor for SEI’s UK Graduate Programme, she is committed to supporting the careers of the future generation of SEI employees. Caroline also serves on SEI’s Global Women’s Network board and externally on PIMFA’s Diversity and Inclusion committee.

Archana joined Meridiem in 2014 and focuses on ensuring that their investment operations and technology infrastructure are working in support of their clients. She is passionate about optimising and delivering the highest quality service that their team, their clients and their advisors want.

Archana joined from Standard Life Wealth (formerly Newton Investment Management’s private client business) where she was a senior business development manager focused on international private clients. Her previous financial services experience spans investment communications, product management and client servicing across a range of firms including Pioneer Alternative Investments, AXA Investment Managers and Citigroup. Archana began her professional career as a special needs coordinator in the New York City school system.

Archana is an Associate of the Chartered Institute for Securities & Investment and holds an MBA in Finance from Yale University, an MA in Education from Columbia University and a BA (Hons) in French from Brown University. Growing up in a multicultural environment, Archana witnessed first-hand how strong leadership could build relationships, bridge cultural divides and foster collaboration. She is passionate about unlocking others’ potential to achieve the remarkable.

Harriet is Chief Operating Officer at Perspective Financial Group Ltd. She was appointed to the main Board in November 2024 and provides leadership to the Group’s integration and technology strategy.

Harriet has over 16 years of financial services experience, including the last four years as COO for Kingswood Group. She joined Kingswood Group from Charles Stanley. Harriet brings considerable experience in operations, process and change management. She is a graduate of the University of Bath, a Chartered Member of the CISI and holds an MBA from Cranfield University.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

Annie is the Co-Manager of Raymond James Investment Services’ Relationship Management team and has been with the Firm for 12 years.

Annie is privileged to Co-Chair RJIS’ Women Wealth Manager Network with Sam Pocock as well as representing or UK business on our Global Women’s Council.  She is passionate about Diversity, Equity & Inclusion work within our industry and our wider communities.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

David’s role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. David works alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.

David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.

Liz joined the RBC Brewin Dolphin Nottingham office in 2019 and is a Business Development Manager. She covers the East Midlands and surrounding areas, talking to prospective independent financial adviser (IFA) clients about RBC Brewin Dolphin’s investment solutions and services.

She believes her deep knowledge of and experience in the financial services sector helps her to identify the IFAs that would be a best match for the office, resulting in mutually beneficial relationships being formed.

Liz has over 25 years of experience in financial services working directly with financial advisers and their clients in the East Midlands. Prior to joining RBC Brewin Dolphin, she carried out investment, pension, tax and trust planning during her time with Zurich Financial Services, Old Mutual and Prudential Assurance, where she was a Regional Account Manager. She is a Member of the Personal Finance Society and its East Midlands Committee

Kathryn is Chief Customer Officer at MYNDUP – currently spearheading the charge in transforming workplace wellbeing, having spent 8 years in the health tech space.

With over a decade of knowledge founded in building and scaling businesses, she spent some years in media before transitioning into the dynamic & ever-changing world of wellbeing. One thing’s remained a constant during her years in wellbeing – her deep, resolute belief in mental health innovation and the difference it can make to health outcomes & lives.

At MYNDUP, she is driven by the delivery of wellbeing support and services to all layers of organisations – providing individualised support for employees & driving business results for HR & boards at notable financial services businesses like Monzo, Pleo and CVC.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

Elissa has spent her life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business, although hopefully a level of professionalism has developed over the years as the needs have become more complex.

Elissa has spent a lifetime in wealth, and was an early female member of the Stock Exchange. She has held a range of Board positions, including Head of Private Clients, covering all aspects of the business, and has a special interest in media, marketing and developing new business. She also mentors several of the younger fund managers, which has been most rewarding.
Elissa is now the proud Grandmother of seven grandchildren and likes entertaining, being social and travelling.

Gemma is a qualified financial planner known for her friendly and patient approach, bringing her clients empowerment and understanding of their own finances. Gemma helps clients to identify their financial goals and sets them on the path to achieving those goals, often using interactive financial planning to make the process engaging and accessible.

She has a particular focus on helping clients implement effective intergenerational planning strategies, ensuring an effective transfer of wealth to the next generation.

Lauren is an experienced senior operational leader and ombudsman with 13 years’ experience in financial services, complaints and policy.

She’s passionate about delivering excellent customer service and driving high and aspirational standards in performance. She has an energy and drive for helping others and is committed to levelling the playing field for colleagues, creating an inclusive, equitable and respectful working environment for all.

She currently heads up cross- cutting policy at the Financial Ombudsman and chairs their Women’s Network.

Elise Hunter is a transformational leader, executive coach, and mindset strategist with over 15 years of experience in people-centric leadership roles. As the Founder of Connection Unleashed, she is on a mission to help high achievers break through their limitations, elevate their performance, and create deep, sustainable success.

With a career spanning board-level leadership, most recently serving as Chief People Officer in the FinTech sector, Elise has been at the forefront of building high-performing teams, driving cultural transformation, and unlocking human potential in fast-paced, high-growth environments. She has an innate ability to see beyond the surface challenges, helping leaders and entrepreneurs redefine success on their terms.

A Masters Level NLP Coach, Elise understands that true performance isn’t just about strategy—it’s about rewiring the unconscious mind, aligning with purpose, and mastering the mind-body connection. Through Connection Unleashed, she works with ambitious professionals who feel capable of more than they are currently achieving—guiding them to unleash their full potential with clarity, confidence, and resilience.

A former competitive swimmer and passionate advocate for high performance, Elise knows firsthand that success isn’t just about skill—it’s about mental agility, emotional intelligence, and the ability to adapt and thrive. Whether working with individuals or teams, she brings an unmatched level of insight, energy, and impact, helping people step into their boldest, most unstoppable selves.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Chief Commercial Officer and leads their distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

Marcia Manarin is a Chartered Accountant with over 20 years of experience in the financial services industry. As Finance Director at Oberon Investments, she supports the company’s financial strategy and regulatory compliance, working closely with the CEO. Over her career, she has held senior roles across various financial institutions, gaining experience in governance, risk management, and financial operations.

Prior to Oberon, Marcia served as Finance Director & COO at VSA Capital Limited, where she oversaw finance, compliance, and operational functions, including HR and IT. She also held executive roles at Tristone Capital (Macquarie Group) and FirstEnergy/GMP Capital (Stifel).

Marcia’s commitment to service extends beyond her professional career. She is a Trustee for the Middlesex Learning Trust, supporting educational initiatives, and a long-standing volunteer with the Association for Postnatal Illness (APNI), where she advocates for maternal mental health. In 2024, she proudly represented the UK as a delegate at the UN Women CSW68, championing gender equality on the global stage.

Marcia is committed to fostering inclusive leadership and supporting the advancement of women in finance. Drawing on her professional experience and personal journey, she is honoured to contribute to the PIMFA Women’s Symposium 2025 and hopes to encourage others in their career paths.

Jessica is an experienced financial services and funds lawyer. She advises a wide range of clients including asset managers, wealth managers, private banks, international financial institutions and charitable institutions on the full spectrum of contractual, transactional and regulatory issues.

Since joining Farrer & Co in 2012, Jessica’s work has focused on firms providing services to high-net-worth individuals (particularly wealth managers and private banks) and on regulated funds. Jessica has undertaken several secondments to a well-known UK wealth manager, giving her an invaluable insight into the unique issues faced by such institutions. She also regularly advises asset managers on UK authorised fund structures and charitable fund structures.

Jessica has recently been advising clients extensively on ESG regulation, including SFDR, UK SDR and TCFD reporting obligations. She is a thought leader in this sphere and has led a number of industry group roundtables.

A thoughtful and highly technical lawyer, Jessica has an open and collaborative approach which is valued by her clients and colleagues. Jessica qualified as a solicitor in 2011.

Mariella joined Brooks Macdonald in 2021 and leads on the firm’s approach to responsible investment, focused on the development of the Responsible Investment Service and of ESG integration practices across the firm’s investment products and services. She sits on the Asset Selection Committee and the Investment Committee.

Mariella holds an MSc in Sustainability and Management from the University of Bath, the CFA ESG Certificate and a BA in Modern Languages from the University of Cambridge.

A prominent advocate and recognized driving force in the movement for change within the Investment Management Industry Bhavini ‘Bev’ Shah is the founder and co-Chief Executive of City Hive.  She is a recognised driving force in the movement for change within the Investment Management Industry, championing greater transparency, accountability, and equality in the sector.  An outspoken media commentator, Shah is dedicated to engage with, educate, challenge, and hold the Industry accountable for their Social and Governance responsibilities including diversity.

She is one of the architects of the ACT corporate culture standard for investment companies.  Having spent her investment career in fund manager research and multi asset investing, she has a unique insight into the broader culture of the investment management industry and the ecosystem it operates within.  Prior to founding City Hive, Shah held roles at Aviva Investors, Aviva Life, HSBC Investments and Merchant Securities (Now SanLam Wealth).  She joined the City as an equity trader on the Bear Stearns graduate scheme.

Bev is also an independent non-executive director of The Big Exchange, their Consumer Duty Champion and Chair of their regulated board. She was on the advisory board of the Government backed City of London socio-economic diversity taskforce.  She sits on the Court of the Guild of Investment Managers as their Culture Guardian.  She has been awarded Freedom to the City of London and in recognition of her work to transform the Investment Management industry, has received the Women in Investment Outstanding Contribution award.  She is also the Safe-guarding Governor for a London Primary School which continued to retain its outstanding status.

Heather is the founder and CEO of NextWealth, a market research and events business focussed on the UK wealth management market, covering business models, investment solutions and tech. She has worked in Toronto, Boston, Tokyo and London and is a data and research expert.

Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.

Sneha is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth.

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology. Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth. She has also held senior leadership roles across finance and risk, operations, sales, and client service.

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter. Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming award by Business Engage.

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.

Voted as a Top Five Speaker in Spice Magazine’s Hot 100, and one of Eventex’ 100 Most Influential People in the Events Industry’, SongDivision’s General Manager for UK & Europe, Sam McNeill, is one of the most globally in-demand Corporate MC’s & Facilitators. Sam has hosted over 700 in-person, virtual and hybrid experiences including musical team building workshops, gala awards events and product launches on four continents.

Sam’s accolades include winning ‘Future Leader’ awards for both Meetings & Events Australia (MEA) and the Professional Convention Management Association (PCMA), as well as being included in Connect Corporate’s esteemed list of ’40 under 40’ industry professionals. Most recently Sam was the recipient of the Prestigious ’David Hackett’ award presented by Meeting Needs, for services to Charity within the events industry.

Sam’s professionalism and energy has made him a favourite among some of the biggest brands in the world including Coca- Cola, Microsoft, SAP, Roche, and BP. However, Sam’s greatest professional moment was performing at a Virgin Airlines event where Sir Richard Branson planted a kiss on Sam’s cheek….. He’s still blushing!

Sam holds a Degree in Classical Music Studies from the Sydney Conservatorium of Music and is an accredited Wiley DiSC Facilitator.

Smirk Experience trains companies on the transferable skills between business communication and stand-up comedy. It’s derived from Founder and CEO Sam Carrington’s previous role in high end sales and current role as a professional stand-up comedian,

Sam began his career in radio and television production before hopping over to the sales side for GMTV and latterly ITV. He finished there as one of the company’s youngest Sales Controllers, running a team monetising ITV Breakfast’s digital output. While in this role Sam tried his hand at standup comedy and loved. He immersed himself in doing gigs, attending workshops and reading books on the subject.

As he got better at comedy he began getting on paid shows, travelling round the country and overseas; to date he’s done around a 1,000 gigs, including three full runs at the Edinburgh Fringe. Interestingly he also noticed certain aspects of his day job at ITV got easier and easier due to all the tips tricks, techniques and mindsets he was learning. This was the genesis of the work that has now been booked and rebooked by companies like Google, Allianz Insurance, Fulham FC, multiple firms within Lloyds of London, BUPA, the AA and lots more.

Expect to learn how comics mentally prepare, control nerves, read a room, build rapport with strangers, assess a performance and much more. There might even be time for a few laughs along the way.

SongDivision UK’s Client Executive, Bec Quinn, is also a professional singer and backing vocalist based in London. When she’s not designing and delivering World-Class SongDivision Experiences, Bec can be found performing alongside Jason Donovan and providing backing vocals for renowned artists such as Pixie Lott, Becky Hill, Mimi Webb and Kylie Minogue.

Bec has performed at the iconic Wembley Stadium at Capital Radio’s ’Summer Time Ball’ and made TV appearances singing backing vocals for Keale Settle, famously known as the Bearded Lady from The Greatest Showman. As a top 24 finalist on the X Factor Australia, Bec has since performed at high-profile events worldwide, showcasing her exceptional talent.

Anthea Peers joined Christie’s in 2006, successfully developing a diversified career. Prior to her current role she held the position of Global Managing Director of Private Sales (since 2019), an area of the business which saw its best year to date in 2021, leading the market with $1.7B in private sales.

Prior to this, Anthea was Client Strategy Director for the Classic Art Group and led plans for the then new Classic Week series of sales, now a regular auction fixture globally at Christie’s. She has also worked as Business Director in Old Masters, as a paralegal, in client development, and across many departments including 20/21, and Estates, Appraisals and Valuations.

Anthea has been at Christie’s for 18 years. She is based in London, covering Europe, the Middle East and Africa.