Managing Director – Life Solutions
Managing Director – Life Solutions
Head of Risk and Compliance at Novia
International Sales Manager Darren has worked within Financial Services since 2005, including roles as a Paraplanner, Support Team Leader and Practice Manager within different Adviser Firms in the South West of England. As an International Sales Manager, Darren endeavors to draw on his knowledge of platforms and experience as an ‘end user’ to provide outstanding customer service, ensuring that Novia Global delivers a market leading offshore proposition. Darren is a Chartered Financial Planner and a fellow of the Chartered Insurance Institute
David is head of multi-asset investments and joined Rathbones in 2007. He is a member of the Investment Executive Committee as well as the Strategic Asset Allocation Committee. David is responsible for developing our investment propositions for national financial advisory firms and networks. He is the lead manager for the Rathbones Multi-Asset Portfolio Funds and the offshore Luxembourg-based Sicavs. David previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts. He joined Barings in 1988 from Hambros, where he managed multi-manager portfolios for private clients.
Chartered Financial Planner Head of Technical Sales, Quilter International David has spent almost 3 decades in the offshore wealth management industry, 20 of these with the Quilter International and its predecessors, Old Mutual International and Royal Skandia. David trains and presents to professional and lay audiences world-wide, on the subject of wealth preservation, with an emphasis on the expatriate client, focussing on investments, pensions and property.
Managing Director – Financial Advice Software. Dylan has worked within Financial Services for more than a decade, starting in roles in client services, to paraplanning, as well as working as an financial adviser in Australia. Dylan brings this experience to transform technology from being a “vault of compliant information” to becoming a digital personal assistant to any professional. At Praemium, client experience is at the centre of the design process, whether it’s the platforms to their clients or advisers to their investors. Strong engagement, good experience and collaboration is key to what we all can achieve together.
Business Development Director Square Mile Investment Consulting and Research Limited John is responsible for business development, with a particular focus on the UK and cross border adviser and life communities. John joined Square Mile from Investec Asset Management where he held the position of Sales Director, Strategic Partnerships. He has over 25 years’ experience in financial services having started his career in banking before leading sales teams within various Life Investment, Platform and Asset Management firms. He has worked extensively with financial advisers and life companies in the UK, Europe, the Middle East, Far East and South Africa and is included in the IA100 list of influencers in the international wealth and advisory sector. John holds a BSc degree in Strategy and Economics, the Certificate in Financial Planning (CII), he is a member of the PFS and the Institute of Directors.
Country Head South Africa at Schroders
Multi-Asset Portfolio Manager • Joined Schroders in 2012 and is based in London • Michael is a Multi-Asset fund manager, which involves portfolio construction, optimisation and strategy for Multi-Asset growth portfolios • He is currently head of the Currency risk premia team of the Strategic Investment Group Multi-Asset (SIGMA) • CFA Charterholder • BSc in Economics from University College London • MSc in Finance from Imperial College Business School
CEO Group Investment Platform Mickey has built up his business experience over the last 20 years. He has been there, and done that, with a cupboard full of proverbial t-shirts to show for it – from starting a micro-lending and E-commerce business to being an executive at corporate level.
I am Head of ESG Investing at CGWM and created our range of ESG portfolios in 2017, and chair the firm’s ESG committee. I also sit on the firm’s wider investment committees and am responsible for integrating ESG into our wider investment process. I joined Canaccord as a fund analyst 9 years ago and am a graduate of the London School of Economics.
International Sales and Technical Manager Paul has been involved in financial services for over twenty-five years, including adviser facing sales roles for the last twenty years. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. Paul has extensive UK and International experience which he has gained in earlier roles with an international pension trustee and before that as regional sales manager for several leading offshore life offices.
Richard is Head of International Sales and is responsible for business development and managing relationships with our strategic distribution partners on a Global basis. With over 25 years' experience working in the international financial services industry, nine of which were spent living in the Middle East, Richard provides a wealth of knowledge and practical experience for the benefit of our business partners, specialising in outsourced investments and de-risking the advice process.
Head of Sales at RL360
Head of Multi-Asset Investments, Europe • Joined Schroders in December 2013 and is based in London • He manages assets on behalf of Institutional and Retail clients • Prior to joining Schroders, Ugo worked as a Director at BlackRock from 2006 (formerly Barclays Global Investors) where he was the lead portfolio manager specialising in diversified growth and risk parity strategies. He joined as a research associate in the Liability Driven Investment (LDI) Team • Prior to this, he worked as a fixed income investment analyst at Barings Asset Management from 2004 to 2006 with oversight on liability driven investments. Ugo’s career commenced in 2000 at Barra International Ltd, where he worked as a consultant to portfolio/risk managers • He is currently head of the Duration risk premia team of the Strategic Investment Group Multi Asset (SIGMA) • CFA and CAIA Charterholder • BSc in Economics, Turin (Italy); MSc Finance, Greenwich (UK)