HR Forum

HR is a vital part of the wealth management business.  It informs and drives key business aspects such as culture, behaviours, competence, recruitment, retention, engagement, development and remuneration, to name a few.  Conduct risk, senior managers regime, TCF, T&C: major regulatory policy initiatives, which impact all or parts of the wealth management sector, which directly involve HR.  The HR forum is a strategic forum and invitees are Heads of/Directors of HR.  Extra breakfast or lunchtime seminars may be arranged to include wider HR staff.

  • Richard Fuller (Chairman)
    WH Ireland
  • Kimberely Hargraves
    AJ Bell
  • Terrie Lewis
    ADM Investor Services
  • Ashish S. Mehta
    Arbuthnot Lantham
  • Dena Brumpton
    Barclays
  • Miles Piercy
    Barratt & Cooke
  • Linda Cartwright
    Brewin Dolphin Ltd
  • Dean Wragg
    BRI Wealth Management Plc
  • Cheryl Bennett
    Brooks Macdonald Asset Management
  • Lauren Paterson
    Brooks Macdonald Asset Management
  • Margaret Brett
    Edward Securities
  • Rupa Ruparelia
    Canaccord Genuity Wealth Management
  • Andrew Cockerhill
    Cave & Sons
  • Alison Taylor
    Cazenove Capital
  • Rebecca Griffith
    Charles Stanley and Co Ltd
  • Seema Vadera
    Close Brothers Asset Management
  • Regina Jackson
    Cornelian Asset Managers Ltd
  • Rachel John-Charles
    City Asset Management Plc
  • Chris Holme
    Clyde & Co
  • Linda Riddall
    Duncan Lawrie Asset Management Ltd
  • Heather Yeadon
    Hargreave Hale Ltd
  • Myles Sindlehurst
    Hargreave Hale Ltd
  • Annika Henke
    Heartswood
  • Lucy Jackson
    Heartswood
  • Sanna Jordansson
    Heartswood
  • Gill Austin
    Investec
  • Susanne Harwood
    J M Finn & Co
  • Arlene Kearney
    J M Finn & Co
  • Sara Boswell
    James Brearley & Sons
  • Sharon Marti
    James Hambro & Partners LLP
  • James Hornett
    Killik & Co LLP
  • Angela Webber
    N W Brown & Co Ltd
  • Ian Cornwall    
    PIMFA
  • Ana Gallego
    PIMFA
  • Miranda Lopez-Cardozo 
    Quilter Cheviot Limited
  • Joanne Crookall
    Ramsey Crookwall
  • David Peach
    Rathbones
  • Christine Rose-McCoy
    Raymond James Investment Services Ltd
  • Jackie Johnston
    Redmayne Bentley
  • Judith Ulock
    Redmayne Bentley
  • Jean Hill
    Redmayne Bentley
  • Charles Cox
    Rossie House Investment Management
  • William Jatsum
    Ruffer
  • Dayleen van Zyl
    Sanlam Private Wealth
  • Mary Cope
    Share Centre
  • Suzanne White
    Smith & Williamson Investment Management LLP
  • Janet Rumney
    Thesis Asset Management
  • Harriet Deeble-Rogers
    Thesis Asset Management
  • Valentina Kang
    Walker Crips Stockbrokers
  • Stephen Simper
    Walker Crips Stockbrokers