PIMFA
Agenda
Day One
09.00-09.15
Liz Field
Chief Executive
PIMFA
09.15-09.45
Sheree Howard
Executive Director, Risk and Compliance Oversight
Financial Conduct Authority (FCA)
09.45-10.15
Sneha Shah
EVP & Head of New Business Ventures
SEI
10.15-11.00
Helen Watson
CEO UK Wealth Management
Rothschild & Co
Michele Golunska
Managing Director, Wealth & Advice
AVIVA
Sarah Soar
Chief Executive
Hawksmoor Investment Management’
Liz Field
Chief Executive Officer
PIMFA
11.15-11.50
11:15 – 11:20
Personal Development – Stream Welcome
Samantha Pocock
Co-Chair
Raymond James UK Women Wealth Manager Network
11:20 – 11:50
Personal Development: Bystander training dealing with harassment
Jacqui Hobbs
Lead Training Consultant
Suzy Lamplugh Trust
11.15-11.20
Investment Topics – Stream Welcome
David Butler
Head of Distribution
Quilter Cheviot
11.20-11.50
Investment Topics – Sustainability: how can investment professionals make the most of green finance options?
Dr Rian-Mari Thomas OBE
CEO
Green Finance Institute
11.15-11.20
Practice Management – Stream Welcome
Simon Harrington
Head of Public Affairs
PIMFA
11.20-11.50
Practice Management – Growing Your Female Customer Base
Karen Gill
Co-Founder
Everywoman
11.55-12.25
Personal Development – Board & Community Roles as a Business Development and Career Strategy
Fiona Hathorn
Co-founder & CEO
Women on Boards
Investment Topics – UK Fixed Income
Speaker TBC
Practice Management – Financial Education & Wellbeing
Allison Barnes
Scotland Manager & Gender Lead
Money & Pension Service
12.30-13.00
Personal Development – Menopause in the Workplace
Deborah Garlick
Founder
Henpicked
Investment Topics – ESG Considerations for Wealth Managers
Julia Dreblow
Founding Director
SRI Services
Practice Management – Later Life Planning & Longevity
Tish Hanifan
Founder & Joint Chair
Society of Later Life Advisers
13.30-14.15
Katherine Hutchings
Executive Coach
Kat the Coach
Stacey Parsons
Managing Director of Fixed Income
Primary Bid
Janet Stevens
Head of Strategic Marketing
Isle of Wight College
Pippa Dale
Director, DCM Investment Banking Partnerships & Sparklive
LSEG
14.30-15.05
Personal Development – Stream Welcome
14.30-14.35
Annie Stacey
Co-Chair
Raymond James UK Women Wealth Manager Network
Personal Development – Burn Bright, Not Out
14.35-15.05
Wendy Carey Macartney
People Partner & Coaching Psychologist
Nedbank Private Wealth International
Investment Topics – Stream Welcome
14.30-14.35
David Butler
Head of Distribution
Quilter Cheviot
Investment Topics – Risk Management – Long and Short Term Perspectives
14.35-15.05
Megan Brennan
Global Equity & Multi-Asset Portfolio Manager
Sarasin & Partners LLP
Practice Management – Stream Welcome
14.30-14.35
Alexandra Roberts
Head of Regulatory Policy & Compliance
PIMFA
Practice Management – Issues for clients in drawdown
14.35-15.05
Nike Trost
Asset Management & Pensions Policy
FCA
15.10-15.55
Personal Development – The Power of team: Recruiting, Retaining and getting the best ‘out of your Team’
Faye Silver
Joint Branch Principal & Wealth Manager
Raymond James
Claire Limon
Managing Director
2Plan WM
Charlie Fisher
HR & Rewards Manager
LGT Wealth Management
Investment Topics – The Financial Implications of Life Events: What Women need to consider
David Butler
Head of Distribution
Quilter Cheviot
Petronella West
CEO
Investment Quorum
Susan Hope
IFA Workplace Senior Manager
Scottish Widows
Practice Management – Soft Skills and People Facing Roles
Alexandra Roberts
Head of Regulatory Policy & Compliance
Laura Langton
Investment Manager
JM Finn
Leanne Sawers
Wealth Advice Business Manager
M&G Wealth
16.00-16.30
Personal Development – DE&I & Wellbeing
Kameka Mclean
Head of Human Resources
Walker Crips Group
Investment Topics – Emerging Markets: focusing on the passive opportunity
Liz Wright
Head of Sales EMEA, Indices
Morningstar
Practice Management – How to pass on pension wealth tax-efficiency
Rachel Vahey
Head of Policy Development
AJ Bell
16.50-17.35
Liz Field
CEO
PIMFA
David Denton
Technical Specialist
Quilter Cheviot
Henry Dovland
Director
TIME Investments
Helen Howcroft
Private Client Director, Financial Planning
Atomos Financial Planning
17.35-18.05
Caroline Gorski
Chief Executive
Capital Enterprise
18.00-18.10
Liz Field
CEO
PIMFA
19:35-22.00
Vicki Anstey
Stress & Resilience Coach and Motivational Speaker
Day Two
08.00-08.45
Sneha Shah
EVP & Head of New Business Ventures
SEI
09.00-09.15
Liz Field
Chief Executive
PIMFA
09.15-09.45
Charlotte Croswell OBE
Chair
Centre for Finance, Innovation & Technology (CFIT)
09.45-10.15
Rebecca Park
Managing Director
Global Counsel
10:15-11:00
Liz Field
CEO
PIMFA
Rebecca Owers
Director of Premier & Wealth Distribution
HSBC
Hortense Bioy
CFA & Global Director of Sustainability Research
Morningstar
Henrietta Walker
Head of Investment Specialist Team
Brooks Macdonald
11.20-11.50
Personal Development – Stream Welcome
11.15-11.20
Sheena Gillett
Communications & PR Director
PIMFA
Personal Development: The Importance of Male Allyship
11.20-11.50
Mark Freed
CEO, E2W & Co-Founder
Men for Inclusion
Investment Topics – Stream Welcome
11.15-11.20
Helen Morrisey
London Sales Director
Quilter Cheviot
Investment Topics – Choice not Compromise
11.20-11.50
Isabelle Clough
Head of Business Development
Titan
Practice Management – Stream Welcome
11.15-11.20
David Ostojitsch
Director of Government Relations & Policy
PIMFA
Practice Management – Vulnerable Clients
11.20-11.50
David Mulholland
Business Development Manager
Brooks MacDonald
11.55-12.25
Personal Development: Career Development and Strategy
Kathryn Eastwood
Director of Income and Employer Partnerships
EY Foundation
Investment Topics: Emerging Markets Growth Engines: Capitalizing on Change
Carly Moorhouse
Fund Research Analyst
Quilter Cheviot
Practice Management: Women’s Financial Wellbeing
Philippa Ponniah
Financial Coach & Wealth Management Expert
Accenture
12.30-13.00
Personal Development: Managing Imposter Syndrome
Caroline Holt
Coach, Trainer, Facilitator, Speaker
Attitude Coach
Investment Topics: Economic Outlook
Kevin Gardinder
Global Investment Strategist
Rothschild & Co Wealth Management
Practice Management: The Health of the IFA Sector
Justine Randall
Chief Commercial Officer
Tatton Investment Management
13.30-14.30
Breda McCague
Transformational Change Specialist & Motivational Speaker
Speakers
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.
After 20 years in a relationship that limited and stifled her, former advertising professional, turned fitness pioneer and award-winning entrepreneur, Vicki Anstey became (age 41) one of the first ever women to participate in Channel 4’s ‘SAS Who Dares Wins’, reaching the final stages after 11 days in extreme conditions at an altitude of 3,000ft in Chile.
In 2021, she and 2 other women, the Girls Who Dare, set a new World Record for rowing unaided across the Pacific Ocean, confronting her fear of deep, open water to do so. It took 60 days, 17 hours and 6 minutes.
Her latest endeavor was a 5 day race in one of the northernmost, remote parts of the world, The Arctic. Covering a distance of over 230km in temperatures of -35 degrees, carrying everything she needed to survive.
In 2023, she plans to participate in the World’s Toughest Bike Race, the Race Across America (RAAM), covering 3,000 miles.
Sarah has 39 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management.
She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company. Sarah is now Chief Executive of Hawksmoor and she currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee.
Michele is the MD for Aviva’s Wealth and Advice businesses, supporting its adviser and workplace customers.
Together, these businesses help more than five million people manage their long-term savings. In addition, she has responsibility for Aviva’s subsidiary businesses of Succession Wealth and Sesame Bankhall Group, for whom she was CEO prior to re-joining Aviva in July 2022.
Michele has over 25 years’ experience in financial services having historically worked in Prudential, Paternoster, Jardine Lloyd Thompson (JLT) and Friends Life.
At the age of 17, Breda McCague became one of the first girls in Irish history to join the Irish Reserve Infantry Defence Forces. She subsequently served as her unit’s first Female Lieutenant for 20 years. She has continued in positions of leadership ever since.
Breda also worked across Global Financial Institutions running Transformation programmes since 2000 and continues into hold a part time Director role with an International Financial Consultancy as a Director of Emotional Excellence. In 2016 Breda decided to co-found Lean In Ireland, a Global foundation that helps women achieve ambitious goals.
In 2017, Breda’s interest began to concentrate more in Emotional Intelligent Leadership. She became an Accredited Coach. She began to deliver talks across Corporates on Leadership, Decision Making, Unconscious Bias, Emotional Intelligence, Vision, Strategy and Growth. She has since been flown to many countries to deliver her lively keynotes. Out of curiosity, she studied some of the drivers behind why, in the corporate world, we do not have enough women involved in decision making Senior Boards and why gender pay gaps continue to prove so troublesome to close.
In 2022, Breda did a TED x talk which was promoted to the Global Professional TED.com channel. Breda’s material can be found on most of the popular social media channels. In her Director for Emotional Excellence role, she builds and delivers unique Senior Leadership Programmes laced with a mix of Emotional Intelligence and some outdoor rough terrain exercises. Breda also often runs hackathons, bootcamps and workshops for other large European & US Institutions.
Breda is a very driven energetic individual who enjoys educating, inspiring and entertaining others so that they can become the best emotionally regulated Leaders across their societies, communities and work environments. Breda was awarded the Women of the Year title in the Women in Finance Ireland Awards for 2021 and has chaired and hosted panels at many Global Finance & Inclusion Events. She has only recently been announced as a Finalist in the STEM Mentor of the Year Awards in Ireland.
Helen is CEO of Rothschild Co’s UK Wealth Management business, a global partner and also sits on the Group’s Executive Committee and Supervisory Board. Helen has spent her entire career working with a wide variety of private clients including tech entrepreneurs, business owners, film makers, academic institutions, as well as families that made their wealth in previous generations. Her years spent as a portfolio manager and senior client adviser, have provided her with an unusually deep understanding of private clients’ investment needs.
Helen is passionate about improving gender and social diversity in the Wealth Management industry and leads a number of initiatives in this area, most notably as co-chair of Rothschild Co’s Diversity, Inclusion Balance Steering Committee. Rothschild Co won two of PIMFA’s Diversity Inclusion Awards in 2022.
Helen regularly comments in the media on the Wealth Management industry and has been featured in the Financial Times and on The Economist’s MoneyTalks podcast, as well as winning and being nominated for a large number of prestigious awards over the years.
Helen joined Rothschild Co in 2010 having worked for almost 20 years in Morgan Stanley’s UK Private Wealth Management business and was appointed CEO of Rothschild Co’s UK Wealth Management business in 2015. Outside of work, she sits on the Investment Committee of Winchester College.
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.
Leanne joined M&G Wealth Advice in May 2023, and is responsible for strategic enablement and driving optimal efficiency and productivity across the business. Key to this role is working closely with the Executive leadership team to collate insight, assimilate and compile reports and manage delivery. She is also importantly responsible for linking the leadership team and the broader business through a programme of regular formal and informal communications
Most recently she spent two years as Executive Business Manager with Sesame Bankhall Group working directly with the Chief Executive Officer and Chairman.
Prior to this Leanne enjoyed a rewarding 18-year career with Standard Life Aberdeen where she held several key roles including Advice Paraplanner and National Platform Support Manager. It was during this time that she attained her Regulated Diploma in Financial Planning.
Leanne is passionate about creating a sector that is fair and inclusive for all as well as attracting new talent into the world of advice. She continues to work with PIMFA and other key industry bodies to champion our industry and the rewarding careers it has to offer.
Stacey has spent 25+ years in UK financial services, exclusively supporting trading and liquidity in fixed income for Retail and Wealth Intermediaries. Her previous roles included Head of Fixed Income Trading and Strategy at Winterflood Securities before moving to PrimaryBid, as Managing Director of Fixed Income, in 2023.
Stacey is the founder and Chair of the influential industry working group Investor Access to Regulated Bonds (IARB) and played a significant role in delivering the celebrations to mark the 50th Anniversary of LSE Women Members, in 2023.
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
Henny joined TIME in January 2014 as the Business Development Director for London. Over the last nine years Henny has worked exclusively with financial advisers, wealth managers and private banks helping planners add value to their client bank and their professional connections.
She spent nearly six years at Octopus Investments before joining TIME and is a regular speaker at industry events. Henny works closely with Jonathan Wright-Premachandra and Harriet Warren and together they make up ‘Team London’.
Sponsors
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DAY 2 LUNCH SPONSOR
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Reviews
“Key Takeaways: Believe in yourself, ask for help when needed, and celebrate your achievements!”
Absolutely fantastic few days with my colleagues Jane Wilson and Olivia Brady at the first PIMFA women’s symposium 2024. A wealth of speakers from all over the industry on hot topics in wealth and investments (as well as lots of personal development topics).
Loved hosting this panel – what trailblazing, inspiring women. True pioneers and continue to be generous with their time and advice.
A heartfelt thank you to Sheree Howard for her authentic and inspiring speech at the Pimfa symposium opener. Her insights on “Reaping the Rewards of Investing in Women” not only moved us but also called us to action. I truly appreciate her honest approach in highlighting the significant impact of supporting women in our field. Sheree’s words have set a powerful and inspiring tone for the symposium! Thank you PIMFA for organising the brilliant symposium!
“Was an honour to be part of this!”
“Best event!”
It was an incredible couple of days, both as a speaker for the amazing experience and also meeting the most talented women in the industry. A wonderful achievement, you must all be so proud.
Brilliant speakers, insightful content, helpful advice – the event was buzzing and attendees loved it. Deborah Garlick spoke on the main stage and said after the event; ‘It was so inspirational to see so much time, thought and investment in helping women thrive in the financial sector. It was a pleasure to be with you on the first of what I hope will be many more to come. First class!
“What an honour to be on the line up of speakers at PIMFA’s inaugural Women’s Symposium this afternoon!”
So pleased I attended the PIMFA Women’s Symposium this week – the event was a dynamic mix of inspiration, entertainment, education and profound insights. Engaging with remarkable women and supportive male allies across the industry was enlightening. From deep dives into investment topics, to personal development sessions, every moment was a catalyst for growth.
It was an incredible couple of days, both as a speaker for the amazing experience and also meeting the most talented women in the industry. A wonderful achievement, you must all be so proud.
What a fantastic experience and a thoroughly enjoyable session to be involved with. Petronella West and Susan Hope were amazing.
A fantastic day at PIMFA’s Women’s Symposium. In the financial industry is it incredible to attend an event attended by so many wonderful women!
“A fabulous event and one of the best conferences I’ve been to.
Look forward to next year!”
We were proud to sponsor this event and I have been hearing and seeing so much positive feedback across the industry. Colleagues that attended the two day event came back inspired and have been sharing insights from the incredible speakers. Excited to see what the PIMFA team come up with for next year.
- If you want to go fast, go alone. If you want to go far, go together
- It’s not just enough to survive, you need to thrive Only in the presence of pressure do we see how far we can go
- Women shouldn’t be part of your DE&I in the workforce, but part of your BAU
“It was a great pleasure to take part in this fantastic event with these inspirational women and all of those attending !”
Empowering Myself for Success! Caroline Holt’s insights on managing imposter syndrome and building self-confidence really resonated with me. I realized that everyone feels it, but with courage, resilience, and compassion for ourselves, we can overcome it!
Congratulations PIMFA for raising this essential topic. With nearly 40 years’ experience in wealth management, I’m a keen advocate for women to engage with their finances as I’ve seen so many lose out due to a lack of basic money management skills. Come on ladies, let’s start talking about money!
“What an authentic & uplifting session, thank you!”
Loved hosting this panel – what trailblazing, inspiring women. True pioneers and continue to be generous with their time and advice.
Huge thank you to PIMFA for an inspiring two days at the woman’s symposium! Was great hearing about the importance of equality in the finance sector and to see women empowering each other in such a significant industry!
“It was a great pleasure to take part in this fantastic event with these inspirational women and all of those attending !”
I found the PIMFA Women’s Symposium insightful and I have come away with so much to reflect and act on. I’ve been enlightened as a woman and a mother – I was struck by the impact of the gender pay gap and its subsequent impact on the gender pension gap… not that I am nearing retirement- Financial education is key to closing this gap. I loved Susan Hope APFS ‘s example of going through her payslip with her daughter and helping her understand what it all means, and I will be implementing that moving forward. However, parents through financial education alone cannot do it. Financial education alone is not enough. Organisations need to take action to create truly inclusive work environments that provide opportunities for everyone to thrive. This is a much-needed initiative.
“Loved hosting this panel – what trailblazing, inspiring women. True pioneers and continue to be generous with their time and advice.”
Attending the PIMFA Women’s Symposium was an incredible experience. The event brought together inspiring and pioneering women in the wealth and investment management space. As the saying goes, “Only surround yourself with people who will lift you higher,” and I couldn’t agree more. I felt privileged to spend time with some of the incredible women in our company and listen to speakers who highlighted how far women have come in the industry and how much still needs to be done.
“What an honour to be on the line up of speakers at PIMFA’s inaugural Women’s Symposium this afternoon!”
Unlike the usual networking events, PIMFA curated an inspiring platform that brought together speakers from all backgrounds and audience members, fostering insightful discussions on a range of topics relevant to the Financial Services industry. Some key takeaways: Shifting Wealth Dynamics:
1. Financial Conduct Authority’s Sheree Howard reminded that women, either through their own wealth accumulation or generational shifts, are projected to control 70% of global wealth. Additionally, Sneha Sanghrajka Shah SEI emphasised the significant wealth contributions expected from emerging markets, indicating a fundamental shift in global wealth dynamics.
2. Changing Role of #Financial Advisors: #Wealthmanagers and #IFAs are evolving into concierges rather than solely financial advisors, assisting clients with a broader spectrum of life decisions. Diverse talent is increasingly vital for navigating this changing landscape, as collaboration becomes key to long-term success.
Such engaging and thoughtful speakers, and an excellent opportunity for professional and personal development. On behalf of all of us at Raymond James Investment Services, it was a privilege to support you in your efforts!
“You are amazing Liz and that results in an amazing team. I am so impressed by you and your team!”
There is something extraordinarily inspiring about being in a room full of woman, all exceptional leaders, sharing their true selves and their true stories, at the PIMFA Women’s Symposium 2024. Fabulous speakers, fabulous agenda and great craic! Can’t wait for next year. If you want to go fast, go alone. If you want to go far, go together. No one is you, and that is your superpower.
