PIMFA Women’s Symposium 2026

Having led learning teams at the Institute of Risk Management, The British Bankers Association and most recently at UK Finance where he developed learning academies on Vulnerability, Financial Crime and Conduct & Culture, Philip is considered a leading authority in L&D within financial services. At PIMFA, Philip’s responsibility is to design and deliver a suite of innovative learning solutions that not only support members to meet their regulatory obligations but help them develop the skills and talents their staff need to take advantage of digital transformation. A qualified trainer, Philip was awarded Fellowship of The Learning Performance Institute in 2018.

Kash is a member of Charles Schwab’s International Compliance Team, operating within the dynamic Retail Compliance ecosystem. As Chief Compliance Officer for Charles Schwab UK, Kash ensures the firm meets both UK and US regulatory obligations, while also supporting compliance for client relationships across EMEA—including Austria, Belgium, Germany, Malta, the Netherlands, and Sweden.

Before joining Schwab, Kash honed his expertise in Wealth Management Compliance, with roles spanning Operational & Technology and Private Banking. He’s passionate about conduct, culture, and ethics (his favourite topics for both professional focus and spirited debate).

Beyond compliance, Kash is a self-confessed sci-fi enthusiast, with a particular fondness for Star Wars, Star Trek, and all things superhero. An avid reader, Kash dreams of peace and harmony in a sometimes-turbulent world and, with whatever time remains, manages to squeeze in a bit of compliance work! When not in London, Kash is surrounded by Star Wars memorabilia, Jazz & Urban vibes and a mountain of books.

Annabel is Regional Centre Head for London & the South East at RBC Brewin Dolphin having previously been Head of Relationship Management for RBC Wealth Management in the UK and Channel Islands. As part of the leadership team, Annabel is focused on driving the success of RBCBD and ensuring our clients receive the best of our organization. Her positivity and broad experience garnered from a twenty year career in wealth management have been instrumental in helping her bring teams together, under a common goal and culture.

Prior to joining RBC in July 2019, Annabel started her career at Barclays and has also worked at Citi, Deutsche and Julius Baer.

Born in Lincoln, Annabel grew up in Yorkshire, before travelling to Oxford to further her education. Annabel holds an MA (Hons) from Oriel College, Oxford and is also a member of the CFA Institute.
When not looking after her young family, Annabel enjoys rugby (playing, coaching and cheering on) paddle boarding and yoga.

Tom Browne is editor of Money Marketing. He has been a senior editor, journalist and writer for over 20 years for a range of national titles.

He was previously editor-in-chief of Reader's Digest UK, where he was part of the team that won Magazine of the Year at the BSME Awards.

Since joining Money Marketing in 2023, he has hosted the annual MM Awards, MMI Leeds and MMI London events. He was shortlisted for B2B
Journalist of the Year at the 2025 Headlinemoney Awards.

Ashling Cashmore leads Charities Aid Foundation's Impact Accelerator: a team of 26 experts in strategic impact
consultancy, grantmaking and social investment.

Her career has spanned social impact consultancy, philanthropy advisory and strategic communications advisory.
Ashling has supported families, companies, investors, foundations and non-profits across the world in their quest for
social impact and has extensive experience advising HNW and UHNW clientele.

Mimi Corden-Lloyd is a Financial Planner at Evelyn Partners, specialising in sport and media, where she empowers high-achieving individuals and their families with financial education and strategic advice.

With a focus on men’s football, TV & Film, and a deep-rooted passion for women’s sport, Mimi is a vocal advocate for elevating female voices in the sporting world. She champions greater inclusion and responsiveness from governing bodies to the needs of women in sport, believing that financial wellbeing is a powerful tool for equity and long-term success.

An elite distance runner competing nationally and internationally, Mimi also serves as Head of Partnership and Sponsorship for her running club, home to Olympians and sponsored professionals as well as sitting on the board of trustees for London University Collage Athletics. She has delivered impactful collaborations with brands like Nike, HOKA, New Balance, and Maurten, helping athletes thrive on and off the track. Mimi brings a unique blend of financial insight, lived athletic experience, and purpose-driven leadership to every stage she steps on.

"Stefanie is Founder and CEO of SD Wellness Ltd and a women’s wellbeing expert helping busy, high achieving women restore their energy clarity and confidence – without adding more noise to their already full lives.

Through targeted nutritional therapy, Hair Tissue Mineral Analysis (HTMA), bio resonance scanning and root-cause lifestyle interventions, she uncovers what is really going on beneath the surface, so her clients can stop guessing and feeling like themselves again. This means identifying missing nutrients, rebalancing minerals, supporting the nervous system and creating realistic, personalised plans that work alongside a demanding career or business. Clients don’t just get a protocol – they get a roadmap, daily accountability and the tools to make lasting change that protect their health for the long term.

Alongside her 1:1 work, Stefanie delivers engaging workshops and group programmes for forward-thinking companies who want to protect the performance, wellbeing and retention of their female leaders. Her approach blends science with empathy, ensuring every strategy is practical, evidence-based and easy to integrate into real life. With a Diploma with Merit from the College of Naturopathic Medicine – where she received the Outstanding Student Contribution Award in Nutrition – and credentials from the International Coaching Federation, she combines scientific precision with genuine understanding to help women and workplaces thrive. "

With executive training from Harvard and London Business School, Gaëlle brings over two decades of corporate leadership experience at L’Oréal, SABMiller, and The Coca-Cola Company. She’s led global marketing and L&D teams and was on Coca-Cola’s Global Leadership Faculty, training over 86,000 employees. She also served as Executive Coach for High-Potential Women at Coca-Cola.

Gaëlle is the Founder of G Force (www.gforceco.co.uk), a leadership training company on a mission to help shape the Next Generation of leaders, while empowering women to lead with Confidence and thrive. Her signature programmes are:

✓ “The Art of Confidence©️”, is CPD-certified and has transformed professionals across

industries from Apple, Unilever, and government bodies, to entrepreneurs and

creatives.

✓ “The Art of LeadHERship©️”, a transformative programme for women at work, and

has also developed a version tailored for children aged 11–18, which she runs in secondary schools.

Gaëlle is also a keynote speaker, TEDx speaker & TEDx organiser. Her keynote speaking engagements have included/include Leadership Jersey, Jersey Business, Jersey Finance, Walkers, and KPMG. She has been a panellist for Carey Olsen, PwC and UBS. Outside of work, Gaëlle is a mother of three, and shares a home with a cat and a peacock. Together with her husband, she has spent the last 18 years restoring a dilapidated castle, now a unique venue where she hosts immersive Leadership Retreats. She loves yoga, cycling and West Coast Swing.

With over 25 years experience in fs B2B marketing, Caroline is passionate about using marketing to power growth. Her career spans sectors including operations, technology and asset management and experience across the marketing mix including communications and marketing strategy.
Caroline cares deeply about SEI’s culture and community supporting diversity and inclusion. As the Executive Sponsor for SEI’s UK Graduate Programme, she is committed to supporting the careers of the future generation of SEI employees.
Caroline also serves on SEI’s Global Women’s Network board and externally on PIMFA’s Diversity and Inclusion committee.

Michaela is a Responsible AI Specialist with hands-on experience helping organisations from Rolls-Royce to the LEGO Group navigate the opportunities and challenges of AI adoption. With a career rooted in the intersection of technology and responsible innovation, she brings a thoughtful, human-centred perspective to the fast-evolving AI landscape.

Jenny Eversole is a Visual Branding Expert and the Founder of Style Space, a platform and service that helps organizations and individuals elevate their professional presence and leadership brand. Jenny partners with leading global organizations including Barclays, Keurig Dr Pepper, Samsung, Rivian, and Cox Enterprises to deliver high-impact workshops, bespoke leadership development programs, and keynote experiences that strengthen executive presence, confidence, and brand credibility.

Her insights on professional image and leadership presence have been featured in Forbes, NPR, Fox News, Medium, and The Business Journals. Prior to founding Style Space, Jenny spent nearly a decade building a couture fashion label and authored an award-winning fashion book. Through this work, she witnessed firsthand how personal style shapes workplace culture, confidence, and career trajectory—an insight that led her to create Style Space.

With more than 20 years of experience across personal branding, fashion, public relations, and image consulting, Jenny bridges the worlds of style and leadership, helping professionals build distinctive visual brands that communicate credibility, authority, and authenticity.

Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.

She has 30 years financial services experience, 20 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.

She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.
She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Catherine Foot is Director of the Standard Life Centre for the Future of Retirement. A social researcher, policy analyst, campaigner and writer, she established the Centre in 2021.

Catherine has spent her career working to improve public policy and business practice, with a focus on pensions, employment, health, social care and housing. Before her current role, she was the founding Director of Evidence at the Centre for Ageing Better, and has held senior roles at the King’s Fund and Cancer Research UK.

She is passionate about creating fairer systems that support people to thrive throughout longer working lives and into retirement, and believes that building partnerships across the public, private and voluntary sectors is essential to driving lasting system change. Her current work explores how policy and business must adapt to the changing realities of how we work, save and retire, in order to improve the financial prospects of future generations of retirees. Catherine regularly speaks at conferences, advises on government policy, and is a commentator on pensions, employment, ageing and financial wellbeing.

Before joining PIMFA, Maria held various roles within financial regulation. She is a former civil servant and studied law and legislative studies with a year working in Westminster Parliament. Maria was called to the Bar of England and Wales in 2019 and holds a Master of Laws in European Social Security from KU Leuven, where she focused on pensions.

Olivia heads up Tatton’s Investment Specialist team providing key information on Tatton’s products and market views to the sales team and clients. She joined Tatton from Schroders Investment Solutions where she was an Investment Director.

Originally from South Africa she relocated to the UK to facilitate an expansion of PortfolioMetrix into Europe and coordinate global projects.

Olivia holds a BCom in Investment Management at the University of Pretoria in South Africa with an Honours in Financial Management. She also holds a post-graduate diploma in Financial Planning.

Charlotte Gentry is a well-known entrepreneur in the marketing and communications sector and is the founder of The IVFN, an employee benefit platform designed to help people who are undergoing any fertility related challenge. The IVFN provides employer membership to support people who are struggling with miscarriage, PCOS, Endometriosis, male infertility issues, trauma, and baby loss. A large focus is also on supporting those people within the LGBTQ+ community and providing complex information on donor and surrogacy.

As a result of undergoing 9 years of fertility journey, Charlotte discovered that it was very hard to gain diversity of opinion about her particular fertility issues without spending a lot of money to get it. She has therefore built a platform which brings all the ‘best in class’ specialists together, and has now enabled her members to access free consultations from the number one experts globally, as well as 24/7 nursing care.

A key focus of The IVFN is to support the business, not just the employee and The IVFN does this through content curated to educate the HR, DEI or line manager, provide workshops and a suite of tools to support a business with becoming Menopause Action Plan Ready.

Charlotte previously owned Pure Communications Group, an integrated communications agency which she sold last year to MCI, a global events network.

Cerestrial finds exceptional people who can do remarkable things. Their partners work to identify, foster, develop and accelerate people (and projects) across their community – sharing expertise and maximising the return of incomes back into further growth opportunities. They connect exceptional people who want to grow with the support they need to do remarkable things.

Jennifer Gervès-Keen is a Cerestrial Partner, award-winning Master executive coach, facilitator and speaker. Known for her direct, honest approach, her humour and her energy, Jen is considered to be one of Canada’s top learning and development designers in the field of coaching and leadership. Certified in Neurodiversity, Inclusion, and Change Management, Jen is a fierce advocate for creating and maintaining fair, inclusive work environments for all and is currently working on her PhD in Social Change through Workplace Learning.

To create organisational learning experiences that make a real impact and ensure greater skill retention, Jen started exploring neuroscience and its’ connection to leadership behaviour in 2013 and has since made it a foundational pillar of all her program content and design. Jen is also fascinated by the concept of Followership and has delivered multiple programs and keynotes on this topic.

A well-known and reputed key-note speaker, Jen is known for her engaging conference presentations, recently presenting at the International Adult Education conference in Toronto and the Columbia University Coaching Conference in New York. A published author, Jennifer has had great success for her first book, Show Up Like A Coach, and due to her highly anticipated second book, Show Up Like a Leader in December 2025.

Clare Gittins is the Co-Founder of Ethos, a personal branding agency helping founders and leaders build authentic brands that stand out in an AI-powered world.

With over 15 years’ experience across marketing, communications and brand strategy, Clare began her career as a journalist before moving into PR and leading global communications for a multinational corporate. She went on to shape marketing and brand strategy across Pan-European and UK companies, and today consults founders, business leaders and emerging leaders on building their personal brands.

Focused on the intersection of human creativity and AI, Clare co-founded Ethos to redefine how people express their unique voice and influence through personal branding. She’s passionate about helping leaders communicate with clarity and authenticity and exploring how AI can amplify, rather than replace, what makes us human.

Hannah Gurga is Director General of the ABI, where she leads the insurance and long-term savings sector’s engagement with government, regulators, parliamentarians, and stakeholders. She is responsible for overseeing the ABI’s strategic direction and driving its member priorities, focusing on customer outcomes, investing in people and the planet and supporting an effective market.

Hannah also serves on the Boards of TheCityUK and the Fire Protection Association. She is a member of the Executive Committee of Insurance Europe, as well as the UK government’s Financial Inclusion Committee and Joint Fraud Taskforce.

With nearly 20 years of experience in financial services across public and private sectors, Hannah has previously held senior roles at the London Stock Exchange Group, LCH, and ICAP. She began her career in the civil service, serving in a number of government departments including HM Treasury and the Cabinet Office.

Simon joined PIMFA in November 2017 as a Senior Policy Adviser with a focus on public policy and long term savings. He has previously worked at the National Employment Savings Trust (NEST) and the Treasury in a variety of roles working on a number of issues including automatic enrolment, pension freedoms and the UK’s response to the financial crisis.

Simon has a strong interest in long term savings issues with a particular focus on overcoming behavioural barriers and the support structures that can be put in place in order to help and encourage a thriving savings culture in the UK.

Kat coaches Executives and senior leaders at high stakes moments where the organisation or leader is navigating change like a merger, expanding role or new strategy. She works with them 1-1 or as a team and facilitates leadership offsites.

Combined with her prior experience as a leader in Financial Services, Kat’s clients find her to be commercially minded, quick to understand context and positively challenging.

As well as her frontline banking experience, as a former Head of Coaching for the London & South East region of a FTSE 100 organisation, Kat is well versed in leadership development. She is an accredited Professional Executive Coach and a Master NLP Practitioner. Contact her via www.katthecoach.com or LinkedIn.

Kathy creates and manages Tatton’s adviser relationships in Scotland, Northern Ireland, and the North East of England.

Based in Scotland, Kathy has 30 years of experience in the financial services industry beginning her financial services career with Commercial Union, before joining the Liberty Group and Old Mutual South Africa with her focus on Employee Benefits, Pensions and Corporate Risk.

On relocating to the UK, she worked for Royal London in Edinburgh, before joining Tatton and leading the Account Management Team. Kathy is DipFA qualified and is currently studying to complete her IMC qualification.

Kate La Trobe is a Board Certified Behaviour Analyst, Certified ADHD Coach, and Neuroinclusion Consultant who helps create spaces where neurodivergence is better understood and supported.

With over a decade of experience across the UK, US, and South Africa, Kate works with parents, children, and adults to build practical neuroaffirming strategies for everyday life, while also advising organisations and schools on how to embed genuine neuroinclusion.

Living with ADHD herself, Kate brings both professional expertise, evidence-based practice, and lived insight to her mission of turning awareness into meaningful change.

Jo has a rich background in both education and financial services. Initially working with neurodivergent and trauma-affected children, she developed strong empathy and support skills.

Transitioning to financial services five years ago, Jo began at Fidelity's contact centre and quickly advanced to the Vulnerable Customer Team three years ago.

In this role, Jo has been focused on developing and implementing processes that support vulnerable clients, efforts that have been recognized and awarded within the industry.

Alongside her work as a mental health first aider and grief first aider, Jo brings a compassionate approach to her work, consistently striving to make a positive impact.

In 2015, Sharon narrowly escaped becoming part of a devastating statistic; in the UK, one woman is killed every five days, on average, by a current or former partner. Surviving that experience changed everything. It gave her not just a second chance, but a mission: to use her voice as a force for change.

Sharon is now an award-winning advocate, speaker, and educator in the field of domestic abuse. In 2024, she was honoured with an MBE for services to victims of domestic abuse, a recognition she holds with deep pride and humility.

Her work is rooted in lived experience and a powerful belief: that the workplace can be more than just a place of employment, it can be a lifeline. For Sharon, work was the only environment that offered a sense of safety. But even then, as research shows, up to 75% of employed victims are harassed by their abusers while at work. This reality fuels her passion for change. Sharon’s mission is to educate businesses across the UK on the realities of domestic abuse and empower them to take action, by equipping leaders and employees with the knowledge, tools, and confidence to support colleagues who may be experiencing abuse now or in the future.

Sharon is committed to ensuring every organisation has a clear and compassionate Domestic Abuse Policy, along with the understanding that even small actions can save lives. Through training, consultancy, speaking engagements, and free resources, Sharon is working to build safer workplaces, and a future where no one feels alone in their experience. Together, we can break the silence and stop abuse.

Adriana is a Senior Private Client Manager at Charities Aid Foundation, where she works with high and ultra-high net worth donors on their family giving and oversees the Legacy service. Adriana has been working within
philanthropy for seven years.

With a background in academic research, she has a particular interest in education and conservation charities.

Ross is the Director of Strategic Accounts at Tatton co-ordinating the business development team within our Strategic Distribution Partners.

As an Intermediary Sales Professional, he specialises in developing Strategic Business relationships with the Intermediary and Advisory Sales sectors.

With a track record of presenting impactful solutions and insights, Ross provide senior support to intermediaries in growing and enhancing their business with the end consumer, combining deep industry knowledge with a commitment to assist their clients achieve their goals.

Kitty has spent over 15 years working in UK financial services, largely in private banking and wealth management, helping customers navigate important financial decisions at pivotal moments in their lives. Today, she leads Private Banking & Select at Santander UK, where she focuses on building commercially strong, well-governed businesses that genuinely serve customers well.

Kitty is particularly interested in the UK’s growing community of “Self-Made” earners — people building wealth through entrepreneurship, careers and ambition rather than inheritance. Too often, they lack access to clear, confident financial advice. She believes we have a responsibility as an industry to make guidance more accessible, transparent and empowering.

Kitty is also passionate about social mobility and increasing the visibility of women in senior financial services roles. Representation matters — not as a slogan, but because diverse leadership produces better decisions and stronger organisations.

At her core, Kitty is motivated by building things that last: trusted customer relationships, resilient teams, and businesses that combine commercial discipline with integrity. Kitty believes that if we can deliver strong outcomes for customers and colleagues while running a sustainable, responsible bank, then we’re doing our job properly.

Simoné Meyer, originally from South Africa, is a corporate mental health trainer and a qualified crisis and trauma counsellor, specialised as a Psychological Counsellor.

She has been in this industry for over 10 years and is passionate about creating environments that promote psychological safety for both employees and employers, helping others thrive.

Her motivation stems from her mother’s 20-year journey with a chronic illness that led to an eating disorder. After her mother’s passing in 2022, Simone now openly shares her experiences of hope, courage, and resilience.

Cerestrial finds exceptional people who can do remarkable things. Their partners work to identify, foster, develop and accelerate people (and projects) across their community – sharing expertise and maximising the return of incomes back into further growth opportunities. They connect exceptional people who want to grow with the support they need to do remarkable things.

Manisha co-founded Cerestrial in 2023, after serving as Chief Operating Officer at R2 Factory, Rolls-Royce’s industrial AI and machine learning business. Her expertise enables organisations to transform through cultural
innovation, having led Rolls-Royce’s Digital Culture team, where she catalysed and upskilled over 30,000 people globally, directly contributing to
over £400 million in business value.

With over 20 years’ experience across manufacturing, engineering and digital sectors, Manisha has helped scale
not for profit and start-up healthcare businesses, spearheaded transformation programmes for FTSE 100
organisations, and implemented sustainable cultural change communities that empowers others to convene, own
and shape the journey of growth by making a difference from their differentness.

Previously, Manisha was Director of Digital Culture and Data Services Programme Executive at Rolls-Royce PLC
and has held senior roles at Fujitsu Services in procurement, logistics and service transition. She is a Fellow of the
Chartered Management Institute, Fellow of the Institute of Consulting, and a certified professional coach. She
serves as a Non-Executive Director to Fuse Health Limited and as a board member of the CMI East Midland &
Eastern regional board.

Kelly began her career in finance in 2001, gaining deep expertise across reinsurance and asset management before joining UBS Wealth Management. At UBS, she served as a Client Advisor and later transitioned into Sales Management, where she led strategic initiatives for over 40 advisors.

In 2011, Kelly made a bold pivot, pursuing her long-held passion for wellness by acquiring and transforming a centre in Spain. Under her leadership, it became a globally recognised destination, celebrated by Condé Nast, Tatler, The Times, and The Telegraph for its pioneering interdisciplinary approach to wellbeing. She switched her focus to coaching and consulting, helping others build inner resilience & confidence and create exceptional businesses.

Returning to the UK in 2023, Kelly joined Smythe House to drive its expansion with the management team. Smythe House delivers Strategic Financial Planning to discerning private clients and family offices. Since joining, Kelly has grown the team from three to twelve and now focuses on cultivating relationships with entrepreneurial clients and strategic partners, particularly within the M&A and legal sectors.

Monika Morgan is a communications specialist, trainer and founder of The Comms Lab, a boutique consultancy helping businesses communicate with clarity and creativity in the age of AI. Working at the intersection of technology and creativity, she supports teams and leaders in adopting and leveraging AI tools to turn communication into a competitive edge while strengthening strategic communications more broadly.
Before launching The Comms Lab, Monika spent over a decade advising leaders across organisations such as Deloitte, Nationwide and the Ministry of Defence on shaping powerful narratives through internal, crisis and marketing communications. Today, she also partners with the likes of Aviva, the Financial Conduct Authority and UK police intelligence units to upskill hundreds of professionals to write, communicate and lead with impact.
A lifelong storyteller, Monika spends her evenings writing travel essays and fiction, believing that authentic expression is essential to keeping communication human and making technology work in service of creativity, not instead of it. She’s passionate about demystifying AI and proving that the future of work still belongs to humans who can connect, adapt and tell a great story. Monika is also a professional development coach and a mentor within the University of Southampton Alumni Network.

The Rt Hon the Baroness Morgan of Cotes (Nicky Morgan) is a former Conservative MP and Minister. She is now a
member of the House of Lords and has a portfolio career with roles across the private and public sectors.

Nicky served in the Cabinets of David Cameron and Boris Johnson as, respectively, Minister for Women & Equalities,
Education Secretary and Digital, Culture, Media and Sport Secretary. She also chaired the House of Commons Treasury
Select Committee for 2 years. She was the Member of Parliament for Loughborough between 2010 and 2019. 

Before being elected she worked as a solicitor specialising in M&A.

Fiona Moucq brings over a decade of marketing experience across hospitality, tech, and the wider startup ecosystem, where she has helped more than 50 companies scale through growth and community-building strategies.

As Co-founder of Ethos, Fiona now channels that experience into helping leaders find their ethos and build unique, authentic personal brands that feel as real as they are.

Her own personal brand reflects the balance she lives every day as a female founder, marketer, and mum of two: blending authenticity and expertise while leveraging AI to redefine what influence means today.

David joined PIMFA in November 2022 as Government Relations and Policy Director. He is responsible for PIMFA’s relationships with governments and regulators and regulatory and supervisory policy.

Before joining PIMFA, David spent 16 years working across financial services change and policy, including four years as the Director of Technology and Operations at the Association of Financial Markets Europe (AFME). Earlier in his career, David worked at PwC in investment management and technology advisory.

Michella joined PIMFA in 2019 as Head of Events. Prior to her current role, Michella worked at Citi, delivering high-profile events across EMEA, working closely with internal and external stakeholders from all businesses of the bank. Michella has over 10 years’ experience working in events in various industries including banking, HR, Finance, Marketing, Technology and Aviation, producing events all over the world including Europe, Asia and North America. She holds a BA in International Events Management from the University of Brighton.

Sam joined Raymond James in 2016 and works as a Relationship Manager supporting the Firm's Wealth Managers across all business models. She is also a Co-Chair of the RJIS Women Wealth Manager Network and has a keen focus on growing the Firm's DE&I initiatives to encompass all diversity pillars.

With 25 years’ financial services experience, Justine is Tatton Investment Management’s Managing Director, having previously held the position of Chief Commercial Officer and leading their distribution, marketing and proposition teams.

A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.

Justine is a passionate leader and thrives working at the forefront of the distribution teams engaging with strategic partners and IFA advocates.

Lacie is a Senior Business Development Manager at Charities Aid Foundation, where she works closely with private
client advisers across the wealth management, tax, legal, and offshore sectors to facilitate structuring philanthropic
capital, whilst raising awareness of responsible stewardship of wealth.

Alex joined PIMFA in June 2017 as a Policy Adviser, where she works on a wide range of regulatory matters, engaging with policy makers and the regulator to promote members’ interests.

She previously worked for the Association of Professional Financial Advisers (APFA) in the same capacity. APFA merged with the Wealth Management Association (WMA) to form PIMFA.

Alex has a legal background, having studied law at Cambridge University and was called to the Bar in 1997. She was a tenant at Lamb Chambers, Temple where she specialised in personal injury claims, contractual disputes and professional negligence. Alex has experience of advisory, drafting and court work including appearances in the Court of Appeal, the High Court and county courts.

As CDIIO, Jessica is leading the transformation of the FCA’s ability to analyse and use the data, intelligence and information we receive to effectively oversee the 50,000 firms we regulate. Jessica is building and evolving our relationship with big tech companies, fintechs and the wider data science community.

Jessica was the Chief Data Officer of Chetwood Financial limited, a digital native, start-up bank, where she spearheaded the use of machine learning. Before moving into fintech, Jessica was Senior Director of Finance & Analytics at eBay in Europe where she built out their advanced analytics and customer insight function.

She previously worked in credit analytics at Ford Motor Company and Stress Testing at GE Capital. Jessica has a degree from Penn State University in Management Science and Information Systems and an MBA from University of Michigan. More recently, she completed the Oxford Said Business School’s Artificial Intelligence programme.

Julia joined PIMFA in July 2024 from a role as chief compliance officer at a retail platform. She has worked in financial services compliance for manymic years with roles in monitoring, training & competency and advisory. She has experience of working in a variety of firms including advice businesses, life companies and platform. She holds the PFS Diploma in Financial Planning and ICA Diploma in Governance, Risk & Compliance.

Julia will collaborate closely with the PIMFA platform and DFM members to develop policy positions and enhance the voice of platforms and DFMs. She will also provide support across a range of member compliance matters, ensuring the industry’s adherence to regulatory standards is upheld and engaging with the FCA and Government

Craig Santangeli is Head of Transfer Agency Oversight at Rathbones Asset Management, where he leads oversight of outsourced transfer agency services across UK and Luxembourg fund structures. With over a decade of experience in asset management operations, Craig has deep expertise in fund launches, mergers, regulatory change, and third party oversight.

He works closely with senior stakeholders and service providers to ensure robust governance, strong client outcomes, and effective delivery of complex change programmes. Craig is Chair of the SS&C Operational ManCo Forum, a member of the Investment Association Investment Funds Operations Committee, and has been part of the PIMFA Under 40 Leadership Programme.

Sneha is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth.

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology.

Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth.

She has also held senior leadership roles across finance and risk, operations, sales, and client service.

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter.

Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming award by Business Engage.

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.

Maggie leads Morningstar’s Index product strategy and development for the European market and oversees the firm’s global sustainability index solutions. Over the past decade at Morningstar, she has played a key role
in advancing ESG and climate innovation, working closely with the firm’s global investor client base to integrate sustainability considerations into portfolio design and launching research driven ratings,
analytics, and index solutions.

Her work spans the intersection of public and private markets, helping clients navigate emerging themes such
as climate transition, nature and biodiversity, and private market transparency through Morningstar PitchBook
index innovation.

Maggie holds a BA from the University of Michigan and an MBA from NYU Stern, where she served as a teaching assistant for Sustainability for Competitive Advantage and participated in the EmpowHer Leadership
Program for women in sustainable finance. She is also an active mentor through Morningstar’s Women’s Network (WIN), and is passionate about supporting the next generation of women leaders in the investment
industry.

Becky Thompson is Continuous Improvement Manager at Redmayne Bentley, where she leads a team focused on driving operational efficiency through process improvement, RPA, and AI.

Holding over 17 years of experience in financial services – with varied roles at Link Group, Lloyds Banking Group, Halifax Bank of Scotland, and Redmayne Bentley - Becky brings expertise in investment operations, regulatory processes, and digital innovation.

She is passionate about helping others work smarter – not harder - by fostering a culture of continuous improvement and delivering scalable, real-world solutions.

Sally has been in the publishing industry for three decades. She is currently working on strategic projects at Harriman House, covering all areas of the book business. She is passionate about working with authors and corporate clients to help transform their ideas into print, digital and audio books.

Harriman House (part of the Pan Macmillan publishing group) is a globally focused publisher with expertise in finance, business and smart thinking. International bestsellers include: The Psychology of Money by Morgan Housel, How to Retire by Christine Benz and How Not to Invest by Barry Ritholtz, amongst many others.

Sally graduated with a degree in Social Policy and is currently studying to become a professional coach. She grew up in Surrey, England and currently lives on the South Coast.

Samantha Watson is Head of Sales for the UK & Ireland at Morningstar, leading strategic client partnerships across the investment and wealth management sector.

With over 20 years’ experience in market data and consultative sales, she specialises in guiding teams to deliver client-centric, solution-driven strategies to complex financial institutions.

She also co-leads Morningstar Women’s Initiative Network (WIN) in London, championing inclusive leadership and supporting the progression of women across the business.