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.

David Peach (Chairman)

Jo James / Kimberley Hargraves / Elizabeth Carrington
AJ Bell

Ashish S. Mehta / Catriona Mackay Miller
Arbuthnot Lantham

Miles Piercy
Barratt & Cooke

Linda Cartwright / Adrian Godley / Victoria Smith
Brewin Dolphin Ltd

Dean Wragg
BRI Wealth Management Plc

Tom Emery
Brooks MacDonald Asset Management

Deborah Shaw
Brown & Shipley

Rupa Ruparelia / Heather Yeadon
Canaccord Genuity Wealth Management

Rebecca Griffith / Kate Griffiths-Lambeth
Charles Stanley and Co Ltd

Rachel John-Charles
City Asset Management

Seema Vadera
Close Brothers Asset Management

Regina Jackson
Cornelian Asset Managers Ltd

Chris Holme 
Clyde & Co.

Regina Jackson
Cornelian Asset Managers Ltd

Lucy Jackson / Georgina McMinimee

Gill Austin

Susanne Harwood / Arlene Kearney
J M Finn & Co

Sharon Marti
James Hambro & Partners LLP

James Hornett
Killik & Co LLP

Joanna Shackleton
LGT Vestra

Angela Webber
N W Brown & Co Ltd

Kay Lewis

Miranda Lopez-Cardozo 
Quilter Cheviot Limited

Joanna Crookall
Ramsey Crookwall

Erin Eckhouse
Raymond James Investment Services Ltd

Jackie Johnston / Jean Hill 
Redmayne Bentley

Charles Cox
Rossie House Investment Management

William Jatsum

Dayleen van Zyl
Sanlam Private Wealth

Joyce Chaytor
Saunderson House

Paul Jenkins

Lisa Winnard
Seasame Bankhall Group

Mary Cope / Steven Milicia
Share Centre

Suzanne White / Gill Somerset
Smith & Williamson Investment Management

Nicola Murdoch
Speirs & Jeffrey

Emily Blain
Tenet Group

Janet Rumney / Harriet Deeble-Rogers
Thesis Asset Management

Valentina Kang / Stephen Simper
Walker Crips Stockbrokers

Kim Bishop
WH Ireland

Alex Roberts / Philip Allen

Heidi Bryant
PIMFA Adminstration