Kim is a founder, advisor and strategist with over 25 years experience in financial services. She cofounded Clara Pensions – the first and only UK Defined Benefit Pension Superfund and in 2022 was shortlisted for Professional Pension’s ‘Pensions Woman of the Year’. She is currently advising a range of start/scale up businesses and continues to […]
Ian is a highly experienced marketing consultant and agency leader with a strong track record in the finance and fintech sectors. With a creative and CEO background in leading London agencies he founded AML in 2011 to deliver ‘simple ideas for a complicated world’. Successes have included the launch of Vanguard’s investment platform which has […]
Katherine has over 40 years experience in financial services covering both buy and sell side businesses. As former CEO of BNY Mellon International Ltd, she has strong commercial experience supporting global organisations and investment firms, helping them meet their financial goals and regulatory obligations.
Sean has over 20 years in mobile, banking security and blockchain. He led the team that created one of the first e-wallets on a debit/credit card for Gemalto, MasterCard, Korean and Japanese banks. He is an early investors/advisor to leading VCs, FinTechs, Baanx Group and governments.
Joe is a 35 plus year financial services industry executive with deep expertise in Asset Servicing, Capital Markets, and Investment Management. He is a seasoned business leader and board member skilled at creating strategies to grow revenue and maximize profit, driving diverse teams to exceed their goals, and developing C-level relationships. Joe is a recognized […]
Paul Resnik has accumulated an extensive understanding of personal financial services around the globe. He has specialised in investment product design, intermediated investment platforms and the psychological framework of suitable advice both in Australia and internationally over the last three decades. An influential figure in the financial services industry, Paul is an investment “Unicorn” as […]
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY and Capco. He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector. He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships […]
Danielle Higgins is the visionary Founder and Managing Director of The Tracing Group, renowned for providing cutting-edge people tracing and data management solutions to top UK financial institutions and Pension Schemes. She’s a 2023 nominee for the “Innovator of the Year” at the Women in Pension Awards, thanks to Validentity, a groundbreaking ID Verification tool […]