We are delighted to invite you to the inaugural in-person Citywire Fintech Forum, held at The Trampery, Shoreditch, on November 30.
At this event we will discuss the latest in wealth and advice technology, and how you can use it to drive positive change for your business, clients, and colleagues. We will look at the trends and innovations that are reshaping wealth management and financial advice, while also offering practical guidance on how to implement changes to your tech stack that will benefit your firm.
Over the space of the day we will hear a panel debate led by disruptors, who will offer pointers on how to futureproof your business and prepare for the next phases of the digital age. We will also get the lowdown from leading technology providers and delve into the solutions that are making wealth managers and advisers even more effective in their roles.
This event is not just for those of you who are savvy with tech jargon and acronyms. While we will look at cutting edge technology, we also welcome anyone who is making the first steps to understand or overhaul their tech stack. We will be presenting information that can help firms of all sorts and sizes.
Technology is leading us towards increased efficiencies, scale and profitability, all while freeing up time to focus on the human aspects of our roles and deliver an even better service for clients. Suffice to say, we are looking forward to this event, and can’t wait to see you in Shoreditch on November 30.
Best wishes,
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Fintech Forum
30 November
The Trampery, 239 Old Street, London, EC1V 9EY
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Event Info
Agenda
Panel sessions
Workshops
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Ian Horne
Head of Audience Development - UK
Contact us
15:00
15:40
Fund Group Workshop - Goldman Sachs Asset Management
All timings in BST
3 June 2021
Day 1
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14:00
14:50
Workshop 1 - dws
As ESG gain
Conference session - Ed Gillespie
8:30-9:30
9:30-9:45
9:45-10:30
10:35-11:05
11:10-11:30
11:30 -12:00
12:05-12:35
12:40-13:30
All timings in GMT
30 November
15:50
16:30
Fund Group Workshop - Artisan Partners
16:40
17:20
Fund Group Workshop - Sands Capital
11:50
12:20
Fund Group Workshop
12:20
13:40
Table planned lunch
13:40
14:40
Panel Session
14:40
15:10
Fund Group Workshop
15:20
15:50
Fund Group Workshop
16:00
16:30
Fund Group Workshop
16:40
17:10
Fund Group Workshop
19:30
20:00
Drinks reception
20:00
23:00
Table planned dinner - Jen Brister
09:15
10:15
Conference Session 2 - Mark Foster
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10:15
10:45
Fund Group Workshop
10:55
11:25
Fund Group Workshop
11:35
12:05
Fund Group Workshop
12:05
13:20
Buffet lunch
08:00 09:15
Workshop 1 - dws
As ESG gain
Breakfast at leisure
All timings in BST
24 September 2021
Day 2
14:00
Event close
As ESG gains prominence globally, our panel
As ESG gains prominence globally, our panel
Arrival and registration
Welcome
Ian Horne
Panel;
Stuart Cummings, Satpreet Singh Chohan ,
Phil Patient
Session 1
moneyinfo
Tessa Lee, Managing Director
Coffee break
Session 2
Seccl
Sam Handfield-Jones, Co-CEO of Seccl
Session 3
Heather Hopkins, NextWealth
Buffet Lunch
Agenda
Session 4
Shân Millie
Session 5
Cascade Cash Management
Dr Emma Black, Co-Founder and CEO of Cascade Cash Management
Coffee break
Session 6
WealthOS
Anton Padmasiri, CEO/Co-founder
Session 7
Dynamic Planner
Yasmina Siadatan,
Sales & Marketing Director
13:30-14:00
14:05-14:35
14:35-14:50
14:50-15:20
15:20-15:50
For the best viewing experience of the workshops and to access any live interactions, please view this webpage on a desktop device.
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workshop speakers
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Workshops
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CFO
Steve Taylor
representatives
Anton has worked in wealth management and pensions for over 16 years for the likes of Edward Jones, Towry, Fidelity and Smart Pension. Building and shipping great products that solve big inefficiencies is Anton's thing. At Fidelity he was the product lead for its retail pension products and more recently, at Smart Pension for developing a modern workplace pensions platform. WealthOS is the idea born out of years of frustrations from working with substandard WealthTech platforms, entirely unsuited to digital adoption and innovation.
CEO/Co-founder
speaker
Established in London in 2019, WealthOS is a global fintech company. The company was founded to digitally transform the Wealth management industry. The API first, cloud-native, modular SaaS offers wealth management organisations, big or small, the ability to go to market faster with digitally automated products at a fraction of the cost. Navigating the pandemic, the company has flourished with operational routes in Sri Lanka and Russia. It has been founded by a team that brings on a collective experience of over 60 years at leading financial institutions that include – Fidelity, London Stock Exchange Group, Smart Pension and Russell Investments.
www.wealthos.cloud
company profile
The objective is to introduce WealthOS to the UK WM industry as a modern alternative to core wealth technology platforms currently available.
Workshop objective
Introducing WealthOS, a core wealth management platform for the digital age. The presentation will cover the problems faced by using the existing core technology platform, the WealthOS value proposition on how we solve these problems and the technology we use to do this. The presentation includes a product demo and will also cover the key features of the WealthOS platform and a brief introduction to the people behind the platform.
workshop summary
The next-generation technology for digital wealth management
workshop details coming soon
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Name
representatives
Dr Emma Black is Co-Founder and CEO of Cascade Cash Management (Cascade). She has a PhD from Durham University and fifteen years ago entered the world of finance as an investment and fund manager. She has recently completed a qualification from Harvard Business School on Sustainable Business Strategy and also has a number of business interests, including being co-founder of a new UK challenger bank, GB Bank, and serving on the board of the CISI in North-East England.
Co-Founder and CEO of Cascade Cash Management
Dr Emma Black
speaker
Cascade Cash Management (Cascade) helps savers to get the very best outcomes from their savings, in a faster, smarter and happier way.
The market-leading team have built an independent and transparent savings platform that delivers the best cash returns in the sector and the highest level of depositor protection possible.
Operating from a hybrid model, the expert Cascade team support savers and their professional advisers to access all banks and building societies opening, maintaining and closing savings accounts on a daily basis. The team have amassed expertise from years of administering savings for a wide range of clients including individuals, companies, charities, trusts and pensions to name but a few.
Partners of the service include IFA’s, solicitors and accountants who can self-brand the product for presentation to clients, sharing in the revenue on a 50/50 basis. Growth of business for partners is successful, generating better returns, better financial billing, and better long-term relationships.
A team with purpose, Cascade is focussed on extending its audience served to help more savers reach their savings goals and live happier and more fulfilling lives as a result.
company profile
To open up a new opportunity for those in the financial world to bring to their clients, improving their relationships, attracting new business and creating higher returns for themselves, as well as to demonstrate that a financial business can have the aim to be good to do good, benefiting savers, IFAs, financial experts and charities too.
Workshop objective
Cascade Cash Management is on a mission to make savings simple, helping people to reach their savings goals faster, smarter and happier. Dr Emma Black, CEO and Co Founder of Cascade Cash Management will be introducing and demonstrating the powerful Fintech solution behind the success of their business which has administered over £1bn of savings to date. Including insightful case studies, and the drive behind being a business with purpose, Emma will highlight how a combination of digital cash management with personal customer relationships is key now and in the future for both higher returns and increased deposit protection for yourself and your clients.
workshop summary
Savings Made Simple
workshop details coming soon
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Senior Business Development Consultant
Gary Savory
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Business Development Consultant
Jack Pollock
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Yasmina Siadatan is Sales and Marketing Director of Dynamic Planner, and part of the Executive Management Team and the Board. Yasmina leads and delivers on the firm’s marketing-led growth strategy and further building the Dynamic Planner brand.
Yasmina has extensive knowledge of the retail investment industry, and also of the wider business marketplace, having previously headed up marketing and communications for Start Up Loans, the government’s flagship scheme which provided access to finance for small businesses.
Sales & Marketing Director
Yasmina Siadatan
speaker
Dynamic Planner is one system for all your financial planning needs, enabling firms to match people with suitable portfolios through engaging financial plans. It is an end-to-end, risk-based system, combining intuitive, financial planning technology with a trusted, independent asset risk model.
Founded in 2003, at the heart of Dynamic Planner is an asset risk model, with a 16-year track record of ensuring investment suitability and using more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.
Dynamic Planner is used by leading asset managers to risk profile or target more than £220bn of investments. Its technology is mobile-friendly, secure, cloud-based and integrated with leading industry CRMs and platforms and providers.
company profile
Understand what consumers and advisers expect from hybrid financial planning, and the challenges and opportunities around adopting financial planning technology.
Workshop objective
The way financial planning is delivered has undergone a transformative shift in the last two years, with advisers and clients alike embracing new ways of working. With the vast majority of advisers now committed to working in a hybrid way, where remote and face-to-face advice combine, how can we ensure that we maximise the benefits for consumers and firms?
Yasmina Siadatan looks at how this hybrid world opens up new opportunities to help our clients to become more informed and more engaged, and to make our businesses more efficient and more productive – and how financial planning technology used in the right way is the key to unlocking this potential.
workshop summary
Financial Planning in a hybrid world
workshop details coming soon
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With over 19 years of experience in the FinTech industry, there are not many people that Sim doesn’t know! Sim joined moneyinfo in 2010 as Business Development Director after 7 years at 1st Software (now Iress). Sim is experienced in advising on digital strategy to a large range of clients from small to national advice and investment management businesses.
But when he's not talking about moneyinfo, Sim will either be out playing tennis, on his road bike, or, keeping up with his wife's HIIT training!
Business Development Director
M: 07736 792184
Sim Sangha
With 6 years under his belt as Head of Marketing, and experience working as a business analyst and project manager at a number of UK based Universities, Oliver is the perfect match between the creative right brain and the analytical left side. Living with his 5yo daughter, he is never more than 2m away from a unicorn!
Head of Marketing
Oliver Jenkins
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With more than twenty years’ experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo.
When she's not running the show at moneyinfo, Tess can be found running around the hockey pitch, or running round the park with her German Shepherd, Keira.
Managing Director
Tessa Lee
speaker
moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry.
Our software is designed to help wealth managers address the communication challenges of the 21st century and work towards a net-zero economy, with their own secure, branded client portal and mobile engagement app.
We successfully work with more than 140 firms including Saunderson House, Progeny Group, RC Brown, and Sutherland Independent, alongside smaller financial advice firms and family offices, and have helped them to become mobile-enabled, removing paper and email, while automating everyday workflow processes such as client reviews, onboarding and rebalancing.
company profile
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Workshop objective
One of the most tangible ways that going digital has a positive impact on the environment is to become paperless. And by doing so businesses can reduce cost and risk, deliver a better client experience and become much more efficient. In this presentation, Tess will show you how delivery of client and other communications using a client portal can reduce your carbon footprint while delivering huge operational and cost efficiency for your business.
workshop summary
No more blah blah blah! How going digital can reduce your carbon footprint
workshop details coming soon
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Partner Launch Lead
Hamish Warnock
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Senior Account Executive
Annabel Melvin
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Sam is Co-CEO of Seccl, the custodian and platform technology provider.
Sam was previously Director of Growth and Innovation at Octopus (where he led the acquisition of Seccl), having before that launched and run Octopus Cash, a marketplace for savers to find better rates, and Octopus Choice, a property lending platform.
He is passionate about fintech and the role that technology can play in opening access to financial services, and has championed both financial and digital education through initiatives like the Octopus Academy.
Co-CEO of Seccl
Sam Handfield-Jones
speaker
Seccl is a custodian and investment technology company that powers firms at the cutting edge of financial advice and wealthtech.
Seccl provides firms of all sizes with affordable custody, trading and settlement services, feature-rich investment management technology, and a suite of paperless adviser and client portals.
Financial advisers and investment managers can combine these modules to operate their own platform – helping them to take control of their client relationships, improve their customer experience and own more of the value chain.
Elsewhere, technology-first businesses from all sectors can use Seccl’s publicly documented APIs to get plug-and-play access to the financial markets – helping them to launch new investment propositions more quickly and affordably than ever before.
In 2019, Seccl was acquired by Octopus Group, the £10 billion group of companies that includes Octopus Investments, Octopus Energy and Octopus Ventures.
@seccltech
company profile
Learn more about the importance of automation and operational efficiency to – and how you can build the sustainable, hyper-efficient business of the future
Workshop objective
What will the retail wealth market look like in 10 years? What are the key trends and innovations that look set to reshape our industry? And what does it mean for the advisers and wealth managers of today?
These are just some of the questions that Sam Handfield-Jones – Co-CEO of the Octopus-owned custodian and investment technology provider, Seccl – will be looking to tackle in an action-packed half hour.
In particular, Sam will explore the key areas for automation within the advice and investment journey, demonstrating how firms of all sizes can achieve new heights of operational efficiency and flexibility – and why they must if they’re to future-proof their operation.
workshop summary
Innovations, automations and operational efficiency
workshop details coming soon
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Mik's background is 100% adviser. He left school to join an adviser firm specialising in investments and pensions. From there he joined LSD Software which became part of Fame Computers in the early 90's. From Fame to Focus and then to 1st, which Mik co-founded in 1994 with Rory Curran.
Mik first invested in moneyinfo (formerly Sammedia) in 2010 and took over as CEO in 2014.
CEO
Mik Cons
Anton Padmasiri
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Panellists
Panel session
Technology is rapidly improving, but what does it mean for those of us in wealth management and financial advice? In this session, our expert panel will debate this question and outline the tech developments that will separate the best companies from the rest of the pack.
The tech revolution: what it means for investing and personal finance
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Previously, Heather was head of Platforum, a market-research firm servicing the UK platform market, where she worked from 2013 to 2017. Prior to that she was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
Heather Hopkins
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Stuart is Chief Executive and Executive Head of Nedbank Private Wealth International, which comprises of Nedbank Private Wealth Limited, Nedgroup Trust Limited and Nedgroup Trust (Jersey) Limited.
He has over 20 years of banking and investment experience, incorporating senior roles in Cazenove Capital, C. Hoare & Co. and Barclays Wealth. His focus has been on developing high-net-worth relationship and advice businesses across wealth management, private banking and corporate banking. At C. Hoare & Co., Stuart was responsible for the portfolio management and wealth planning business, and was a member of the Executive Group and Investment Committee.
Based in the London office of Nedbank Private Wealth, he now has overall responsibility for managing the company’s UK and international operations across all its office locations.
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities & Investment, and a Fellow of the Chartered Institute of Bankers.
Satpreet Chohan is the founder of FinancialInclusionChallenge.com, a community dedicated to prominent leaders driving greater innovation, collaboration and investment around the financial inclusion thesis.
The venture exists to enable the broader wealth management industry to tap new growth propositions. We do this by connecting technology centric start-ups – those developing commercially viable saving and investment tools that better serve underserved masses - with both prospective B2B clients and venture capital funds.
He has over 15 years of investment experience, helping to grow start-up hedge funds and as a consultant for some of London’s most established incumbent asset management firms.
Satpreet has a bachelor’s degree in Financial Economics and is a CFA IMC holder. As an avid lifelong learner, he is passionate about the role that ESG plays within financial services. He is a CFA ESG Investing certificate holder and has also participated in various other ESG, sustainability and ‘tech for good’ led programmes.
Phil is Group Chief Operating Officer and an Executive Director for HFMC Wealth, an award-winning independent firm of financial planners and wealth managers focused on high net worth private clients. He is a Chartered Financial Adviser as well as being a Fellow of the Personal Finance Society and an Ambassador for Insuring Women’s Futures to improve women’s lifelong financial resilience. Phil has responsibility for defining and supporting the business technology strategies across the organisation as well as delivering the M&A strategy for the Group, integrating the client and back office propositions into HFMC Wealth.
He has 25 years’ experience leading financial planning, wealth management, and employee benefits firms and divisions, including roles at C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming, the largest International Family Office in the EMEA region).
Stuart Cummings
Satpreet Singh Chohan
Phil Patient
Shân Millie
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Focused on Tech-enabled value generation in Insurance and Financial Services, Shân delivers practical advisory and hands-on support for entrepreneurs and corporate intrapreneurs through her own consultancy Bright Blue Hare, and as Founding Associate of boutique professional services firm, GreenKite. A voice of authority on FinTech's role in AI/Data, Corporate Digital Governance, Open Finance and Financial Inclusion, she is Board Advisor for biodiversity social enterprise Heal Rewilding, and InsurTech Arma Karma. Shân originated and co-edited Wiley bestsellers The AI Book (2020) and The InsurTech Book (2018), and Open Finance: The Future of Insurance Innovation?
