PIMFA Annual Summit 2018

31st October 2018
09:00 - 18:00
CPD Hours: 6

ETC. Venues
155 Bishopsgate,
London
EC2M 3YD

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The PIMFA Summit 2018 will be a unique 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.

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Keynote Speaker

Sir Trevor McDonald OBE
Veteran ITN Presenter

Widely acknowledged as one of Britain’s most popular news presenters, Sir Trevor McDonald anchors 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.

The Summit Compère

 

Nina Hossain
Presenter of ITV News

Nina Hossain presents ITV News London with the capital’s main stories of the day. She conducts exclusive interviews with high-profile figures and celebrities. In addition, Nina also presents ITV Lunchtime News and regularly presents ITV News at Ten.

Born in Huddersfield, West Yorkshire, Nina studied English Language and Linguistics at Durham University, before gaining a Post-graduate Diploma in Broadcast Journalism at the University of Central Lancashire, Preston. On graduation she was chosen for a traineeship at Border Television in Carlisle. During here four years there, she produced, reported and presented across the output.

Nina won the RTS Journalism Award for Nations and Regions Presenter of the Year 2017, having previously been nominated in the category and in July 2015, she was awarded with an honorary doctorate from the University of Huddersfield.

Speakers & Panellists

  • Richard Charnock
    CEO
    Standard Life Wealth

    More info

    Richard is CEO of Standard Life Wealth, a wholly owned subsidiary of Aberdeen Standard Investments. He joined Standard Life in February 2007 with a brief to create and launch Standard Life Wealth to the market. Richard has overseen the growth of this business which is recognised as a major provider of discretionary fund management in the UK Wealth management sector. He is also an Executive Director of HDFC Life International, serving the Middle East and North African markets.

    Concurrent with heading up Standard life Wealth, Richard was a member of Standard Life UK Executive board from 2010 to 2014 and subsequently became Managing Director of the Adviser and Investment business of Standard Life UK. He had responsibility for all Standard Life retail channel activity in the UK and Ireland and was also CEO of Standard Life Savings with responsibility for the Wrap platform. He was also and Executive Director of Standard Life Investments up to December 2017 when the merger with Aberdeen completed.

  • Liz Field
    Chief Executive
    PIMFA

    More info

    Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014. She has 28 years financial services experience, 17 of which as a successful 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 cultural risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing the best practice guidelines for the industry to adopt to manage risk.

    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.

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

  • Dr Eliza Filby
    Generations Expert
    King’s College, London

    More info

    Dr Eliza Filby is a businesswoman, academic and consultant who specialises in ‘Generational Intelligence’ helping companies and services navigate the complex generational developments within politics, society and the workplace. Eliza educates companies on generational trends and how business can interact successfully with its colleagues and clients, not only with Millennials and Gen Zs, but crucially across the generations. Her aim to smash some of the misconceptions and generalisations that come with speaking about the generations. Types of questions she addresses includes: Why are the over-50s dominating the Gig-economy? Why do Millennials prioritise an in-work gym over an in-work pensions scheme? Why are Gen Z tech-inate but tech-skeptics?

    Eliza has advised companies from private banks to magic circle law firms, from the beauty industry to government departments. Past clients include: Pictet Bank; F&C Investment Trust; RGM International; Bank of Montreal, the Ministry of Defence; global hotel group, IHG; publishing industry bible ‘The Bookseller’;  VICE media, global hairdressing brand, Toni& Guy; and leading manufacturer, Procter and Gamble. She provides an understanding of the challenges of a multi-generational workforce but also practical solutions to how these can be overcome. An engaging and witty speaker, Eliza has spoken on this topic at a range of forums including the FT’s 125 Senior Executive Forum, Women’s in Business Network at Buckingham Palace and the Conservative Party’s Philosophy Workshop.

    Eliza received her PhD from the University of Warwick in contemporary history and worked as a lecturer in modern British history at King’s College London and Renmin University in Beijing. She frequently appears on the media, is a regular on the Sky News Press Preview and has written for the Telegraph, Financial Times and the Guardian. She is currently writing a book on the history of generations.

  • The Rt Hon. John Gummer, Lord Deben
    Chairman
    PIMFA

    More info

    The Rt. Hon John Gummer, Lord Deben, was a Minister in the governments of Margaret Thatcher and John Major for sixteen years, when he was Secretary of State for Agriculture and Secretary of State for the Environment.

    Prior to becoming Chairman of PIMFA he was Chairman of the Association of Professional Financial Advisers (APFA).   He is a member of the Board of the Castle Trust.  He set up and now runs Sancroft, a Corporate Responsibility consultancy working with blue-chip companies around the world on environmental, social and ethical issues.

  • Paul Killik
    Partner, Senior Executive Officer
    Killik & Co

    More info

    Paul has over 40 years’ experience in Private Client Stockbroking, and over 30 of those years has been spent in senior management.

    Before founding Killik & Co in 1989, Paul was a Partner of Killik Cassel Haley & Co which merged with Quilter Hilton Goodison in 1975. Having become a Partner of Quilter he ran the Private Client Department from 1982 and, during that time, the firm was at the forefront of wider share ownership, opening the first share shop in the UK within Debenhams, Oxford Street.

    Paul has been a board member of the Wealth Management Association (WMA – the representative body for the investment community) since 1997. He also chairs the London Stock Exchange/APCIMS Strategy group and is a Fellow of the Chartered Institute for Securities and Investment.

    Killik & Co opened for business in 1989, and the vision was, and remains, to build a different style of investment firm, one that offers advice alongside accessibility and the absence of intimidation, to investors at every level. Uniquely, given the increasing preponderance of Execution Only houses, the company provides a high level of personal service via its network of branches, where expert Brokers and Wealth Planners offer both advice and execution to investors.

    Under Paul’s leadership, the company is one of the few remaining independent Partnerships. Killik & Co has grown rapidly to become a significant, and readily recognisable, player in the stockbroking, wealth planning and investment management markets in the UK.

  • Rt Hon. Nicky Morgan MP
    MP for Loughborough, Chair of Treasury Select Committee
    House of Commons

    More info

    Rt Hon. Nicky Morgan MP is the Member of Parliament for Loughborough, first elected in 2010 and re-elected in 2015 and 2017.  She is a former M&A lawyer and worked in three major City of London firms.

    In Government she served as Secretary of State for Education, Minister for Women & Equalities, Financial Secretary to the Treasury, Economic Secretary to the Treasury and as a Government Whip.  In July 2017 she was elected by MPs on all sides of the House of Commons as the first woman Chair of the Treasury Committee.  She is the author of ‘Taught not Caught: Educating for Character in the 21st Century.

  • Gavin Oldham
    Chairman
    The Share Centre

    More info

    Gavin Oldham is Chairman and founder of AIM‐quoted Share plc and The Share Centre (www.share.com), the independent British retail stockbroker formed in 1991, which provides investment services for c.300,000 personal investors, employees and shareholders, having founded Barclayshare (now Barclays Stockbrokers) in 1985.

    In 2005 he established a registered charity, The Share Foundation
    (www.sharefound.org), which operates the Department of Education’s Junior ISA & Child Trust Fund arrangements for young people in care and which has benefited over 100,000 young people throughout the United Kingdom to date. Gavin was awarded the OBE in respect of its services for children and young people in the 2018 New Year Honours.

    In 2014 he established Share Radio (www.shareradio.co.uk), which broadcasted on DAB digital radio from November 2014 to May 2017 and is now wholly online. Its purpose is to help people to become more confident with handling money and investments. Share Radio is based in Westminster and has a sister channel, Share Music (www.sharemusic.me).

    From 1995 to date he has been an elected lay member of General Synod for Oxford Diocese, and is a Church Commissioner and a member of its Assets Committee.

  • Camilla Stowell
    Managing Director, Head of Wealth & Investment Management
    Coutts International and Private Office

    More info

    Camilla joined Coutts Private Office in 2007 with a mandate to manage a portfolio of Ultra High Net Worth clients. She has built an impressive 20 years’ plus experience in the wealth management industry, previously in client management roles at Lloyds Private Banking, Drummonds, and Schroders Private Bank.

    In May 2015 she was appointed Managing Director of Coutts International, Coutts Crown Dependencies, and Coutts Private Office. In April 2017 Camilla took an expanded role of Head of Wealth & Investment Management overseeing the management of the businesses, driving strategic and propositional developments.

    She is a member of the Private Banking Executive Committee and co-chairs the Coutts Diversity & Inclusion Council. Camilla won Private Banker International “Outstanding Young Private Banker” 2012. She has a BA Hons Philosophy & Politics Durham University and the Securities Institute Diploma.

  • Dr Kay Swinburne MEP
    Member of the European Parliament for Wales and Vice Chairman of Economic and Monetary Affairs Committee
    European Parliament

    More info

    Dr Kay Swinburne MEP is a legislator and current Vice-Chair of the European Parliament’s Economic and Monetary Affairs Committee (ECON), where she has shaped numerous pieces of European financial services legislation including EMIR, MiFID II, CSDR, and Banking Union files.

    A former investment banker and fund manager, her work in shaping the EU’s supervisory architecture has resulted in the formation of the ESRB, ESMA, EIOPA, EBA, and an SSM for Eurozone banking. This, alongside her role in both MIFID II and EMIR, saw her recognised in 2016 as one of the most influential women in finance by Financial News. In 2013, Dr Swinburne was declared Winner of Financial News’ Women in Market Infrastructure Award, and in 2018 received the IFLR’s Regulatory Reform Award for her career contribution to financial legislative reform.

    Dr Swinburne is a Member of the EU Delegation for Relations with the United States, and Chair of the financial regulatory think-tank NEX Reg.

  • Andy Thompson
    CEO
    Intrinsic

    More info

    Andy was appointed Chief Executive Officer of Quilter Financial Planning (previously Intrinsic) in December 2015, subsequently leading the acquisition of the Caerus business.

    Prior to that he was Distribution Director, leading the Distribution team to provide first-class products and solutions for customers and the recruitment and support of advisers including the acquisitions of Positive Solutions (~700 advisers) and 250 advisers from Sesame Bankhall Group.

    Andy joined Intrinsic in early 2012, when Intrinsic acquired his businesses Blueprint Financial Services and Blueprint Distribution. As a start-up in 2003, Andy proved his entrepreneurial flair by growing Blueprint to 180 advisers before its sale. Prior to this, Andy was a financial adviser before appointed to become a Regional Director for the Zurich Advice Network, managing and leading the London region for over five years. Andy has an executive MBA from London Business School graduating in 1999.

  • Catherine McGuinness
    Chairman of the Policy and Resources Committee
    City of London Corporation

    More info

    Catherine McGuinness is Chairman of the Policy and Resources Committee of the City of London Corporation.

    She is Chairman of the City’s Courts Sub Committee, the body responsible for the management of the Old Bailey and the City of London Magistrates’ Court.

    She has led the City’s work on education, chairing its Education Board and the City of London Academies Trust. Catherine has also been closely involved with the City’s cultural offer, having chaired the boards of the Barbican Arts Centre and Guildhall School of Music & Drama, and with the City’s relationship with Northern Ireland.

    She is a director of “London Works”, a recruitment agency launched by the East London Business Alliance, and a commissioner on the IPPR Commission on Economic Justice.

    A solicitor by training, Catherine is a specialist in financial law.

    Catherine studied PPE at St Anne’s College, Oxford.

The New Investment Horizon
Agenda

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               FCA post Brexit

  • TBC, Financial Conduct Authority (FCA)

10:00               PIMFA Supporting your Future

  • Liz Field, Chief Executive, PIMFA

10:20               21C Investment

Panel

  • Dr Eliza Filby, Visiting Lecturer – Historian of Contemporary Values, King’s College, London
  • Gavin Oldham, Chairman, The Share Centre
                 

11:00               Networking Break

 

11:20               Skills for the Future

Panel

  • 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

Panel

  • Iona Bain, Young Money Blogger, Young Money Agency
  • Pershing (speaker TBC)

12:30               Maximise, Manage, Mitigate

  • SEI – (speaker TBC)

13:00               Networking Lunch

 

14:00               Breakout Sessions

Session A

Paragon (speaker TBC)

Session B

TBC

Session C

TBC

14:45               Business challenges

Panel

  • Paul Killik, Senior Partner – Killik & Co Management
  • Catherine McGuinness, Deputy Chairman of the Policy and Resources Committee, City of London Corporation
  • Dr Kay Swinburne, Vice Chairman of Economic and Monetary Affairs Committee, European Parliament

15:25               Networking Break

 

15:45               Economic Review & Outlook

Panel – TBC

 

16:15               The Impact of Climate Change on Investing

  • The Rt Hon. John Gummer, Lord Deben, Chairman, Personal Investment Management & Financial Advice Association

16:45               Closing Keynote Speaker

  • Sir Trevor McDonald OBE, Veteran ITN Presenter

17:15               Closing Remarks

  • Liz Field, Chief Executive, PIMFA

17:20               Networking Drinks Reception

19:30               Event Ends

 

 

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