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CLICK HERE for in-depth look at this year’s Annual Summit 2018

Event Summary:

The PIMFA Summit 2018 is our flagship conference, providing delegates with the opportunity to investigate and gain a comprehensive understanding of the issues that impact upon the investment management and financial advice sector, providing an exceptional opportunity to debate on key topics facing our industry.

KEYNOTE SPEAKER ANNOUNCED:  Sir Trevor McDonald OBE, Veteran ITN Presenter

Widely acknowledged as one of Britain’s most popular news presenters, Sir Trevor McDonald anchored ITV’s News at Ten and the flagship current affairs show Tonight. In a departure from his regular role he has also presented ‘Have I Got News For You’ and the rival topical comedy show, ‘News Knight’.

Trevor began his career in Trinidad as a newsreader and interviewer. After joining ITN, he was first assigned to cover the Troubles in Northern Ireland before becoming Sports Correspondent, reporting on Kerry Packer’s Cricket World Series in Australia. His next role was Diplomatic Correspondent and Editor at Channel 4 News.

Trevor has interviewed many of the world’s leading figures. He spoke to Mandela on his release from prison, and in a very different vein he secured the only British TV interview with Saddam Hussein.

Trevor has written biographies of the West Indian cricketers Viv Richards and Clive Lloyd, and published his autobiography Fortunate Circumstances. He won a BAFTA and a Dimbleby award for Outstanding Contribution to Television, and was voted ‘Most Trusted TV Celebrity’ in a Radio Times poll.



Annual Summit 2018
The New Investment Horizon

Wednesday 31st October 2018

08:30 Registration & Networking Breakfast

09:00 Welcome
Liz Field, Chief Executive, PIMFA

09:05 Introduction by Summit Chair
Nina Hossain, Presenter, ITV News

09:10 Opening Keynote
The Rt, Hon Nicky Morgan MP, Chair of the Treasury Select Committee,
MP for Loughborough, House of Commons

09:30 Evolving World of Regulation
Richard Monks, Acting Director of Strategy, Financial Conduct Authority

10:00 PIMFA Supporting Your Future
Liz Field, Chief Executive, PIMFA

10:20 21st Century Investment
Dr Eliza Filby, Visiting Lecturer – Historian of Contemporary Values, King’s
College, London
Gavin Oldham, Chairman, The Share Centre
Tony Stenning, Member, Implementation Taskforce for Growing
a Culture of Social Impact Investing & Deputy Chair, TISA

11:00 Networking Break

11:20 Skills for the Future
Richard Charnock, CEO, Standard Life Wealth
Camilla Stowell, Head of Wealth & Investment Management, Private Office and International, Coutts & Co
Andy Thompson, CEO, Intrinsic

12:00 Next Generation of Digital
Iona Bain, Founder, The Young Money Blog
Alberto Cuccu, CEO, Objectway
Maarten Heukshorst, Chief Relationship Officer, Pershing

12:30 Change is Inevitable… Effective Change is Not
Brett Williams, Managing Director, SEI Wealth Platform UK

13:00 Networking Lunch

14:00 Breakout Sessions

Session A – Using Data to Fuel Smarter Communications
Marc Michaels, Director of Strategy & Insight, Paragon Customer Communications

Session B – Industry Challenges Facing Wealth Managers: A View to 2019 and Beyond
Andrew Foster, Head of Private Wealth Management, Iress

14:45 Economic Review & Outlook – Fireside Chat

Richard Grenfell-Hill, Chief Economist, Diageo
Edward Smith, Head of Asset Allocation Research, Rathbones

15:25 Networking Break

15:45 Business Challenges and Opportunities of Brexit
John Barrass, Deputy Chief Executive, PIMFA
Paul Killik, Senior Partner – Killik & Co Management
Dr Kay Swinburne MEP, Vice Chairman of Economic and Monetary Affairs
Committee, European Parliament

16:30 The Impact of Climate Change on Investing
The Rt Hon. John Gummer, Lord Deben, Chairman, Committee on Climate
Change & Chairman, Sancroft International

17:00 Closing Keynote Speaker
Sir Trevor McDonald OBE, Veteran ITN Presenter

17:30 Closing Remarks
Liz Field, Chief Executive, PIMFA

17:35 Networking Drinks Reception

19:30 Event Ends

PIMFA Annual Summit 2018


Iona Bain
The Young Money Blog
John Barrass
Deputy Chief Executive
Richard Charnock
Standard Life Wealth
Alberto Cuccu
Liz Field
Chief Executive
Dr Eliza Filby
Visiting Lecturer, Historian of Contemporary Values
King’s College London
Andrew Foster
Head of Private Wealth Management
Richard Grenfell-Hill
Chief Economist
The Rt Hon. John Gummer, Lord Deben
Chairman, Committee on Climate Change and Chairman
Sancroft International
Nina Hossain
ITV News
Maarten Heukshorst
Chief Relationship Officer
Paul Killik
Senior Partner
Killik & Co
Richard Monks
Acting Director of Strategy
Financial Conduct Authority (FCA)
Sir Trevor McDonald OBE
Veteran Presenter
Marc Michaels
Director of Strategy & Insight
Paragon Customer Communications
Rt Hon. Nicky Morgan MP
MP for Loughborough & Chair of Treasury Select Committee
House of Commons
Gavin Oldham
The Share Centre
Edward Smith
Head of Asset Allocation Research
Tony Stenning
Member of the Implementation Taskforce for Growing a Culture of Social Impact Investing & Deputy Chair
Camilla Stowell
Head of Wealth & Investment Management, Private Office and International
Dr Kay Swinburne
Vice Chairman of Economic and Monetary Affairs Committee
European Parliament
Andy Thompson
Brett Williams
Managing Director
SEI Wealth Platform UK



Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.



31st October 2018
08:30 - 19:30
£349 - £699
Event Categories:


CPD Hours


ETC. Venues Bishopsgate
155 Bishopsgate
London, EC2M 3YD United Kingdom
+ Google Map
020 3735 4400
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