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.

Jo James
AJ Bell

Terrie Lewis
ADM Investor Services

Ashish S. Mehta
Arbuthnot Lantham

Miles Piercy
Barratt & Cooke

Linda Cartwright
Brewin Dolphin Ltd

Dean Wragg
BRI Wealth Management Plc

Tom Emery
Brooks MacDonald Asset Management

Margaret Brett
Edward Securities

Rupa Ruparelia
Canaccord Genuity Wealth Management

Andrew Cockerhill
Cave & Sons

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

Linda Riddall
Duncan Lawrie Asset Management Ltd

Heather Yeadon / Myles Sindlehurst
Hargreave Hale Ltd

Lucy Jackson / Georgina McMinimee
Heartswood

Gill Austin
Investec

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

Miranda Lopez-Cardozo 
Quilter Cheviot Limited

Joanne Crookall
Ramsey Crookwall

David Peach
Rathbones

Christine Rose-McCoy
Raymond James Investment Services Ltd

Jackie Johnston / Jean Hill 
Redmayne Bentley

Jean Hill
Redmayne Bentley

Charles Cox
Rossie House Investment Management

William Jatsum
Ruffer

Dayleen van Zyl
Sanlam Private Wealth

Paul Jenkins
SEI

Lisa Winnard
Seasame Bankhall Group

Mary Cope
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

Diana Dixon
UBP

Valentina Kang / Stephen Simper
Walker Crips Stockbrokers

Richard Fuller
WH Ireland

Ian Cornwall  / Ana Gallego
PIMFA

Heidi Bryant
PIMFA Adminstration