Speakers

Stewart Sanderson

Stewart Sanderson , Head of Relationship Management - Seven Investment Management

10.40

Stewart joined in March 2013 to run the 7IM Discretionary Relationship Management team. Stewart was previously a Director at Coutts & Co Wealth Management and brings over 20 years of experience gained from his time as an Independent Financial Adviser, Private Banker and Regional Director across the UK Private Banking and Wealth Management landscape. He is responsible for day to day management of the relationship management team at 7IM as well as developing and running relationships himself. 

Ryan Rogowski

Ryan Rogowski , ‎Head of Cross Asset Distribution Sales, UK & Ireland - Societe Generale

11.00

Ryan Rogowski joined Societe Generale in 2009 and is part of the Cross Asset Solutions Team.  Ryan’s team manages SG’s LSE listed product offering alongside the direct coverage of discretionary fund managers and private banks in the UK & Ireland.  Ryan has over 15 years of industry experience, formerly the head of Harewood Solutions at BNP Paribas.  Prior to joining BNP Paribas Ryan spent almost 6 years at HSBC Global Markets in London in charge of third party structured investments.

Giovanni Daprà

Giovanni Daprà , CEO - MoneyFarm

11.20

Giovanni is a great believer in technology and a lover of finance and believes that a better customer experience comes from these working together. It is with these principles that Giovanni co-founded MoneyFarm to deliver the best solutions to protect and increase an individual’s wealth over time. Giovanni is the CEO of MoneyFarm creating a culture of innovation that always starts from the customer. Prior to MoneyFarm, Giovanni worked in the Global Market Division at Deutsche Bank AG. Giovanni graduated from Bocconi University with a degree in finance and has an MSc in Mathematical Trading and Finance from Cass Business School.

Giles Beswick

Giles Beswick , Director - Select Property Group

11.40

Director Giles Beswick has been working in the investment industry for over a decade and has played a key role in developing Select Property Group’s ongoing strategy across various economic climates.

 

Giles has been integral to the expansion of the Group and helped nurture its unique approach to property investment, developing investments around the end user and creating a fully managed model that can be an integral part of any diverse portfolio.

Dr. Richard Theo

Dr. Richard Theo , Co-founder & CEO - Wealthify

12.00

Dr. Richard Theo is co-founder and Chief Executive Officer of Wealthify, a new online investment service that makes investing easy and affordable for everyone. Richard is a serial entrepreneur with a passion and enthusiasm for technology that has driven him to establish a series of successful companies including, most notably, ActiveQuote. Richard gained a Ph.D. in Computing at university and software has been core to the success of all his businesses. An award-winning entrepreneur, Richard was recognised at both the Cardiff Business Awards and Wales Entrepreneur Awards in 2015, and was a proud recipient of The Queen’s Award for Innovation in 2016.

Liz Wright

Liz Wright , Director – UK Intermediary Distribution - ETF Securities

13.20

Liz Wright is Director of UK Intermediary Distribution at ETF Securities. In her role Liz is responsible for promoting the use of ETPs within the adviser community and expanding ETF Securities’ IFA client base. Liz has close to 10 years of experience in finance in the UK and was most recently at Barclays Wealth and Investment Management, where she was Strategic Distribution Manager and worked within the group’s Intermediaries, International and Direct division. Prior to working for Barclays, Liz worked for UBS Wealth Management where she integrated IFAs on to the UBS External Asset Management business.

Liz has a Bachelor’s degree in Psychology from Mount Saint Mary’s College (Los Angeles, California)

Malcolm Whyte

Malcolm Whyte , Head of Dealing - Alliance Trust Savings

13.40

Malcolm joined Alliance Trust Savings in May 2015 as Head of Dealing. He has 22 years of experience as a dealer, starting work on the dealing desk at Stocktrade in 1994. Since the purchase of Stocktrade by Alliance Trust Savings the dealing teams of both businesses have been merged. Malcolm now heads up a combined team of 19, dedicated to providing the most efficient service possible for all our clients.

Guy Myles

Guy Myles , CEO - Flying Colours

14.00

Guy founded Flying Colours, in 2014 out of a belief that quality financial advice and investment management should be better value and accessible to more people. In 2000 Guy co-founded Octopus Investments, a UK fund management company with over £5bn of assets under management, before leaving in July 2014. Before that, he was a fund manager for Mercury Asset Management between 1994 and 2000. At Flying Colours he is joined by a team with many years’ experience in the financial advice and investment industry.

Paul Mahoney

Paul Mahoney , MD & Founder - Nova Financial

14.20

Paul is the Managing Director at Nova Financial; an industry leading property investment and finance advisory company offering an end to end advisory service for Buy to Let investors. He is a financial, property and mortgage advisor, he and his advisory team have over 100 years of combined experience in the property and financial services industry and have assisted thousands of investors in the UK and abroad on how best to achieve their lifestyle and financial goals through property investment.

Sandy Jadeja

Sandy Jadeja , Chief Market Strategist - Core Spreads

14.40

Sandy Jadeja is the Chief Market Strategist for CoreSpreads.com a leading financial spread betting and CFD broker based in London. Mr. Jadeja is a widely respected market analyst and trainer for trading strategies. He was voted in the Top 50 most influential traders in 2011 as well as having received several awards from 2003 – 2015 for Best Education in UK, Asia and Dubai. He is featured regularly on CNBC and major media channels providing key market commentary.