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Overview

Today we face many challenges in recruiting for and engaging our workforce and with a diverse client base and shifting wealth patterns, the need for diversity in our workforce is ever increasing to meet the needs of clients, existing and potential.

This conference will highlight the different approaches taken by firms to break out of the mould and to implement new ideas to enhance the diversity in their organisations. This event is a must for senior managers in the sector.

Speakers

Andrew Bailey
CEO
FCA
Andy Briggs
CEO
Aviva
Sarah-Jane Cawthray
Portfolio Manager
Fidelity
Peter Cheese
Chief Executive
CIPD
Tracey Davidson
CEO
Heartwood
Jennifer Davy
Head of
Independent Woman
Liz Field
Chief Executive
PIMFA
John Glen MP
Economic Secretary to the Treasury and City Minister
UK Government
Natalie Gill
Programme Director (Corporate Sector)
Timewise
Kate Mansfield
Relationship Director
Women Returners
Kate Rogers
Head of Policy
Cazenove Capital
Anna Sofat
Addidi Wealth
Founder
Karis Stander
Managing Director
Investment2020
Camilla Stowell
Managing Director, Head of Wealth & Investment Management
Coutts & Co
Helen Watson
CEO - UK Wealth Management
Rothschild

Sponsors

Agenda

08:30               Registration & Networking Breakfast       

 09:00               Opening Remarks

Liz Field, Chief Executive, PIMFA

09:10               Opening Keynote

John Glen MP, Economic Secretary to the Treasury and City Minister UK Government

09:30               Diversity In our Industry – What Can We Learn From Scandinavia?

Tracey Davidson, CEO, Heartwood Group

09:50               Women Returners

Panel

John Barrass, Deputy CEO, PIMFA – Chair

Kate Mansfield, Relationship Director, Women Returners

Camilla Stowell, Managing Director, Head of Wealth & Investment Management, Coutts & Co

Sarah-Jane Cawthray, Portfolio Manager, Fidelity

10:30               EY

TBC

10:50               Break

11:10               The Case for Flexibility

Andy Briggs, CEO, Aviva Insurance and Business Champion for Older Workers

11:30               Flexibility in Practice

Natalie Gill, Programme Director (Corporate Sector), Timewise

Peter Cheese, CEO, CIPD

12:00               Looking for Someone Different: Social Mobility and Young People

Kate Rogers, Head of Policy, Cazenove

Karis Stander, Managing Director, Investment 2020

Helen Watson, CEO, Rothschild Wealth Management

12:40               Lunch

13:40               Careers Pathways into the Sector

TBC

14:00               What’s the Offer – Diverse Communities and Clients

Amy Clarke, Co-Founder, Tribal Capital

Jennifer Davy, Head of Independent woman

Anna Sofat, CEO, Addidiwealth

14:30               Culture and Diversity

 Andrew Bailey, CEO, FCA

14:50               Closing Remarks

Liz Field, CEO, PIMFA

15:00               Afternoon Tea and Networking

PIMFA Wealth of Diversity Conference 2019 - Agenda

Tickets

69 available
Diversity Conference 2018 - Members Ticket£249.00 ex. VAT

Please fill in all required fields

14 available
Diversity Conference 2018 - Non-member Ticket£499.00 ex. VAT

Please fill in all required fields

Details

Date:
February 5, 2019
Time:
9:00 am - 3:00 pm
Cost:
£249 - £499
Event Categories:
,

Organiser

PIMFA
Phone:
02073820382
Email:
events@pimfa.co.uk

Other

CPD Hours
4.5

Venue

EY
25 Churchill Pl, Canary Wharf,
London, E14 5EY United Kingdom
+ Google Map
Phone:
020 7951 2000
Venue Website:
https://www.ey.com/uk/en/home