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WealthTech Europe Summit 2017
     HIGHLIGHTS    |   SPEAKERS    |   SCHEDULE    |   SPONSORS   
 

WEALTH TECH EUROPE SUMMIT

HOSTED IN LONDON

TUESDAY - 3rd OCTOBER 2017

 

Speakers

Ian Peacock

Ian Peacock
IG Group

Peter Wilson

Peter Wilson
Moulsford Management

Charlotte Ransom

Charlotte Ransom
Netwealth

Daniel Gilomen

Daniel Gilomen
True Wealth

Ian Peacock

Head of IG, UK & Ireland

IG Group

Ian began his career in financial markets at the London Stock Exchange (LSE) where he spent his formative years in their strategy and business development divisions helping lead the transformation of the London equities market from a quote-driven system to an electronic central market structure. 

He joined the Credit Agricole group in 2004 where he remained for 10 years, working initially in America, as US CEO, and subsequently in Europe, as UK CEO of the Cheuvreux equities franchise. 

In 2015 Ian joined IG Group (IGG LN) as head of UK and Ireland and Group head of business development. As well as managing a geographical business with over £200m in annual revenues he is leading the diversification of IG’s strategy expanding into digital advisory with an aim to disrupt the UK wealth management industry. 

Ian is a Sloan Fellow of London Business School graduating with Distinction and has a Bachelor Degree in Computer Science from the University of Leeds.

Ian is also a strategic advisory board member of Alternative Asset Investment disruptor CoInvestor 

LinkedIn

Peter Wilson

Partner

Moulsford Management

Peter Wilson now focusses on personal investments following a 20-year career in private equity as a partner of Warburg Pincus, where he headed European Financial Services investments, and before that as a founder director of Electra Partners Europe.

 

From 2013 to 2016 he led the UK Government’s Investment Programme within the Department of Business, Industry and Skills and was appointed CEO of British Business Bank Investments on its formation investing £1.5 billion to accelerate the development of new SME lending models and UK focused venture funds.

 

Peter has served on the boards of numerous private companies and two charities. He attended Oxford University and Harvard Business School graduating as an Open Scholar and Baker Scholar.

LinkedIn

Charlotte Ransom

Founder and CEO

Netwealth

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.  

Daniel Gilomen

Commercial Director

True Wealth

Daniel is Commercial Director and heads the B2B business of True Wealth. He is responsible for building strategic partnerships with banks that want to provide their customers with innovative investment technology. Prior to joining True Wealth, Daniel worked as a management consultant advising banks in their product offering, pricing and sales strategy globally.

 

LinkedIn

Dr. Ella Rabener

Dr. Ella Rabener
Scalable Capital

Dann Bibas

Dann Bibas
Fountain

Clem MacTaggart

Clem MacTaggart
Killik & Co

Adam French

Adam French
Scalable Capital

Dr. Ella Rabener

UK Co-Founder & Global CMO

Scalable Capital

Ella Rabener is the CMO of Scalable Capital and a co-founder of the UK business. Before joining Scalable, Ella was the Co-founder & CEO of Westwing.ru, a shopping club for home & living products. She grew the business into the leading destination for interior design products in both Russia and Kazakhstan. Prior to her role at Westwing, Ella was an Associate Partner at McKinsey & Company, where she spent two years advising clients on Risk Management before focusing on consumer goods & retail clients. Ella worked in McKinsey’s New York, Dubai, Munich and Cologne offices. She holds a doctoral degree in Business Administration from the European Business School in Oestrich-Winkel, Germany, one of Germany’s top 3 private universities.

 

Dann Bibas

Founder

Fountain

Dann Bibas is a co-founder at Fountain, a goal based investing platform that is using smart technology to build investment plans that revolves around your goals. By automating the advice process, and bringing it online, they're on a mission to offer investment advice that is relatable, without the hefty premiums.


Dann is an active member of the Founders Of The Future community, a former associate at Citigroup, and an alumni of McGill University.

LinkedIn

Clem MacTaggart

Chief Operating Officer

Killik & Co

Clem MacTaggart joined Killik & Co as Chief Operating Officer in 2006. He started his career in 1986 handling corporate actions with Hill Osborne & Co and since then Clem has amassed more than 30 years’ experience in the industry. Prior to joining Killik & Co, he was CEO at SelfTrade.

At Killik & Co, he is the Chairman of the Executive Board and is responsible for all operational areas of the company, including outsourced services, IT, Finance, HR and Compliance & Risk.
Since joining Killik & Co Clem has established the Project Office which is the central team for managing change within the Firm.

Adam French

Co-founder and CEO

Scalable Capital

Adam is Co-Founder and CEO of digital investment manager Scalable Capital. Before founding the business, he spent seven years at Goldman Sachs as Executive Director of Commodities Trading. Adam was responsible for the commodity structured products franchise, including risk management and developing client solutions. Prior to this, he worked in Derivatives Trading where he was responsible for electronic trading for private clients. Adam has just been named as one of the PAM Top 40 Under 40 for 2017. He studied Business Mathematics and Statistics at the London School of Economics.


Toby Triebel

Toby Triebel
Wealthsimple

Alex Pillow

Alex Pillow
RDC

Richard Flax

Richard Flax
Moneyfarm

Max Rofagha

Max Rofagha
Finimize

Toby Triebel

CEO Europe

Wealthsimple


Toby leads European operations for Wealthsimple, a leading online investment management service that combines user-friendly digital tools and personal financial advice to make smart, automated investing available to everyone. Founded in Canada by a team of financial experts and technology entrepreneurs, Wealthsimple is backed by Power Financial Corporation, a global management and holding company.

Prior to Wealthsimple, Toby co-founded Spotcap, an online lending platform to SMEs, in 2014. As CEO, he propelled Spotcap from an idea to an established fintech company that was recently included in the top 50 Leading Global FinTech Innovators by KPMG. He helped grow the business to 80 employees operating in five countries, raising more than €50 million, and continues to support Spotcap as an advisor. 

Toby began his career at Goldman Sachs in corporate finance, and subsequently investing in corporates and banks across the capital structure across Emerging Markets at Finisterre Capital, a leading London-based hedge fund. He holds a Masters degree in economics from Cambridge University and a Bachelor degree in economics from the London School of Economics. He has published several FinTech articles in a variety of media, including Techcrunch and VentureBeat, and is regular speaker at FinTech industry conferences.

Alex Pillow

Business development director

RDC

Alex Pillow is RDC’s Business Development Director, primarily positioning their SaaS platform to support compliance, risk and operations leaders within the FinTech & Alternative Finance space to simultaneously improve their risk coverage whilst increasing their speed of onboarding and efficiency of their compliance function. Working with some of the fastest growing and disruptive companies in the UK has allowed Alex to understand the compliance challenges unique to this sector where ensuring effective regulatory and reputational protection for the firms must sit alongside drives for automation and accelerated customer acquisition strategies.

Richard Flax

CIO

Moneyfarm

Richard is passionate about using technology to make investing easier and more personalised, so you can build your wealth in the right way over time. Prior to joining Moneyfarm as CIO Richard was a portfolio manager at PIMCO, a global investment management company, he has also worked as an executive director at Goldman Sachs.

LinkedIn

Max Rofagha

CEO

Finimize

Max is the founder of Finimize, the UK startup making finance accessible for millennials – backed by London-based VC Passion Capital.

Before Finimize, Max co-founded an ecommerce startup with 200 employees (backed by Lakestar) and sold it in 2015. He also mentors at Techstars and Startup Bootcamp and was named one of Forbes "30 under 30" for 2016.


Aloysius Fekete

Aloysius Fekete
AltFi Data

David Stevenson

David Stevenson
AltFi

Luis Rivera

Luis Rivera
ETFmatic

Dan Tammas-Hastings

Dan Tammas-Hastings
RiskSave

Aloysius Fekete

Chief Product Officer

AltFi Data

Aloysius has over 20 years experience as an engineer and finance professional. His career started on the west coast of Canada as consulting civil engineer specialising in materials testing and high performance concrete research. He then joined a high-tech startup as part of the core research team developing state-of-the-art opto-electronics for measuring electric power. He subsequently did on MBA at the Schulich School of Business in Toronto. During his MBA he did an 8-month secondment in Mexico City at Scotia Inverlat Capital Markets where he developed an expertise in structured finance.

On completing his MBA, Aloysius moved to London where he has worked in financial services. He quickly established himself as an expert in securitisation developing analytics for cash flow modeling, credit rating surveillance platforms and pricing methodologies. He has worked across the spectrum of market participants from data vendors to rating agencies to banks.  Aloysius was an early fintech pioneer launching MaxBips, an online platform for term deposits.

 

LinkedIn

David Stevenson

Executive Director

AltFi

David Stevenson, Editor in Chief of AltFinanceNews, is a columnist for the Financial Times (the Adventurous Investor), Investment Week and Money Week. He’s an experienced media entrepreneur (he’s set up a number of online media companies focused on online TV and viral videos) and knowledgeable investment expert. He was also one of the very first journalists to write about the sector in the main nationals.

Twitter

Luis Rivera

Co-Founder and CEO

ETFmatic

Luis Rivera is CEO and Co-founder of ETFmatic. He regularly speaks at industry events about developments in FinTech, and has also mentored hundreds of entrepreneurs at some of the best startup accelerator programmes in Europe. As an entrepreneur and investor with a background in management consulting, his former startups include launching Okuri Ventures, Tetuan Valley and Startupbootcamp in Madrid.

LinkedIn
Twitter

Dan Tammas-Hastings

Managing Director & Founder

RiskSave

Dan Tammas-Hastings is Managing Director and founder at digital asset management firm RiskSave. He founded the company in response to inadequate risk measures and a lack of transparency dominating the financial services industry. After a successful career as a fixed income trader specialising in GBP derivatives at Merrill Lynch and as a hedge fund manager, managing multi-billion £ portfolios across credit and rates, he is now a thought-leader in risk management and is in charge of strategy and investment at RiskSave. Dan has been awarded both the CFA and FRM charters and is a graduate of the LSE and the University of Cambridge.

LinkedIn

Richard Wazacz

Richard Wazacz
Octopus Choice

Jonathan Rogers

Jonathan Rogers
Taylor Wessing

Dr Richard Theo

Dr Richard Theo
Wealthify

Simon Binney

Simon Binney
Wealth Wizards

Richard Wazacz

Head of Octopus Choice

Octopus Choice

Richard co-founded Octopus Labs in 2015. Octopus Labs is the innovation and product development arm of Octopus – the award-winning investment company managing over £6 billion of assets. Octopus Labs combines established financial services expertise with cutting edge technology to create easy-to-use fintech products that are fit for the mainstream.

Working with a unique network of thousands of financial advisers, and with a deep understanding of financial services, Octopus Labs builds the new ideas, platforms and solutions that can improve the financial lives of our customers.

The first of these, Octopus Choice, launched in early 2016. Octopus Choice brings together the existing strengths of Octopus Investments in both distribution and loan origination, and couples it with a newly developed fintech capability, to create a new, adviser-friendly take on peer-to-peer lending.

Before joining Octopus in late 2014, Richard filled a number of senior strategy and operations roles at both Prudential and Lloyds Banking Group. Richard  holds a Masters in Engineering from the University of Cambridge and a MBA from Columbia Business School.  He is also a Fulbright Scholar and a Sainsbury Management Fellow.

Twitter

Jonathan Rogers

Partner, London & UK Head of Financial Services Regulatory

Taylor Wessing

Jonathan Rogers heads the Financial Services Regulatory Group in the London office.
Jonathan specialises in financial services regulation advising retail banks, payment service providers, wealth managers, funds and other financial service institutions on the full range of FCA and PRA regulation. Typical matters include authorisation and perimeter issues, advising firms in respect of the FCA/PRA's exercise of its supervisory powers, prudential matters, implementation of conduct of business rules, market conduct issues and on matters deriving from the European framework for financial services. 
Recent experience includes: 

advising a start-up UK payment services provider on contractual documentation, compliance policies and regulatory aspects of day to day operations and advertising;
advising Nutmeg, the well-known online wealth manager on client terms and client onboarding requirements as well as general ongoing regulatory advice;
advising start-up online wealth manager through FCA authorisation application and applicable FCA requirements;
advising retail bank Santander on ​applicability of the FSCS scheme

Dr Richard Theo

CEO and co-founder

Wealthify

Wealthify’s CEO and co-founder, Dr Richard Theo is a Cardiff-based award-winning entrepreneur. Technology is at the heart of everything Richard does, having used his PhD in computer sciences to established a number of successful tech companies, including ActiveQuote Ltd, the UK's leading comparison site and broker of health insurance, income protection & life insurance, and most recently, Wealthify.

LinkedIn

Simon Binney

Business Development Director

Wealth Wizards

Simon has been running businesses and consulting in online benefits and pensions solutions since 1999. Simon has been instrumental in developing innovative technology solutions that drive engagement for employees and return on investment for large corporates across all sectors, both in the UK and Globally.

Simon is passionate about driving the development of enabling, integrated workplace technology and communications solutions to continually drive education, engagement and participation for employees, and streamlined, automated administration and data processing for employers.

Over the past 16 years, Simon has built strong professional relationships with organisations such as Microsoft, Citi, HSBC, Nomura, Willis Towers Watson, Mercer, GE, EY, PwC, Disney and JP Morgan, helping them to deliver their pensions and benefit ambitions.


Daniel Godfrey

Daniel Godfrey
The People's Trust

Aliya Ram

Aliya Ram
Financial Times

Rohin Modasia

Rohin Modasia
Global Alternatives

Daniel Lanyon

Daniel Lanyon
AltFi

Daniel Godfrey

Co-founder

The People's Trust

Daniel Godfrey has been involved in retail financial services for almost 35 years. His professional career has covered life assurance, pensions and asset management. His functional experience covers sales, marketing, product development and executive management at CEO level. He has worked at Mercury Asset Management (now BlackRock) Flemings (now JP Morgan) and Phoenix Group. He has also let two trade associations for a total of 14 years, The Association of Investment Companies and the Investment Association, the trade body for the UK's €7 trillion asset management industry. Throughout his career, Daniel has been very focused of the importance of financial services to clients and beneficiaries and the value that serving customers better could bring to the broader economy. Since leaving the Investment Association a year ago, Daniel has joined the Boards of Moneybox, a mobile phone based savings app aimed at Millennials, which uses "round-up" technology to make it easy and fun to use "digital spare change" for long term investment. He also sits on the Board of Big Issue Invest, a social impact investment firm, owned by The Big Issue, which is the original "street paper" enabling homeless people to earn an income. He is currently working on a project to establish a new mutual investment fund, to be 100% owned by its customers to make a long-term savings approach accessible to the mass market. 

LinkedIn

Aliya Ram

Journalist

Financial Times

Aliya Ram covers European technology for the Financial Times. Before that she was a reporter in the FT's Delhi bureau and has previously covered asset management, consumer industries and UK news in London.

 

LinkedIn
Twitter

Rohin Modasia

CEO

Global Alternatives

Rohin founded Global Alternatives in 2016.

He has a deep understanding of the micro-structure of global traded markets and has been an active investor in property since 1999.

He started his career with Goldman Sachs and subsequently spent the majority of his employed career with IV Capital, a best-in-class statistical arbitrage hedge fund, as head of trading in London and New York.

He is a CFA Charterholder and holds a First Class (Hons) degree in Economics from the University of Warwick.

LinkedIn

Daniel Lanyon

Editor

AltFi

Daniel is the Editor of AltFi, focusing on coverage of professional investment in the Alternative Credit space. He was formerly a senior and award winning journalist at FE Trustnet covering the world of financial markets and asset management. Having attained a degree in economics, he went on to work as a journalist at several of the world’s leading media organisations including The Times, BBC and Reuters covering economics, business and politics. Before this he worked as an economics and business correspondent for Hurriyet Daily News in Istanbul, Turkey.

LinkedIn
Twitter

Shaun Port

Shaun Port
Nutmeg

Joe Parkin

Joe Parkin
iShares

John Stepek

John Stepek
MoneyWeek

Uday Bhaskar

Uday Bhaskar
WealthObjects

Shaun Port

Chief Investment Officer

Nutmeg

Shaun joined in 2012 and is responsible for all aspects of Nutmeg's investment strategy. He is an acknowledged expert in the emerging world of digital wealth management, and in the use of ETFs. Shaun regularly discusses markets, business, consumer affairs and FinTech on the BBC, Sky News, Bloomberg and CNBC.

Shaun brings over 25 years of experience designing and managing multi-asset investment strategies for central banks, pension schemes, charities and high-net worth individuals. Before joining Nutmeg, Shaun was chief investment officer for six years at BDO Investment Management where he was in charge of the investment proposition for high-net worth and ultra-high net worth clients. Before BDO, Shaun was Senior Economist and Head of Research for Crown Agents Investment Management, part of the team managing global bond and equity portfolios for central banks, sovereign wealth funds, and public sector pension schemes.

LinkedIn
Twitter

Joe Parkin

Head of UK Wealth and Retail

iShares

Joe Parkin is Head of UK Wealth and Retail at iShares, where he is responsible for the distribution of BlackRock's passive business in the UK, which includes sales and relationships with private banks, wealth managers, advisers, discretionary clients, D2C and adviser platforms, and digital clients.

This includes the distribution of iShares ETFs, BlackRock Index Funds and BlackRock passive solutions.

Mr Parkin's previous roles at BlackRock included acting as Chief of Staff for the iShares business in EMEA, and overseeing and coordinating iShares' relationshipswith key financial institutional clients across EMEA, including bank and insurance groups.

Prior to joining BlackRock in April 2012, Mr Parkin worked at Goldman Sachs for 6 years. During that time he worked within Private Wealth Management (PWM), where he assisted in building out Goldman Sachs' footprint in the emerging markets, and Goldman Sachs Asset Management, where he was in UK Discretionary Sales.

Mr Parkin has a BA in Economics &Philosophy from Leeds University.

LinkedIn

John Stepek

Editor

MoneyWeek

John Stepek is the executive editor of MoneyWeek magazine, Britain’s best-selling weekly investment magazine, and writes MoneyWeek’s daily email newsletter, Money Morning. He has been writing about financial markets and investment for well over a decade. His work has also appeared in The Sunday Times and The Spectator and you can find him tweeting at @John_Stepek.

LinkedIn
Twitter

Uday Bhaskar

Founder & CEO

WealthObjects

Uday Bhaskar is the Founder & CEO of WealthObjects. He is a Chartered Accountant both in India and UK, and with a London Business School Executive MBA. He holds a graduate degree in Computer Applications, and Masters in Investments. His entire professional experience in within Investment and Wealth management sectors, and has previously worked at Prudential Group, Rothschild Investment Office, and S&P Capital IQ. Uday founded the firm with few friends and launched WealthObjects in late 2015.

 

LinkedIn

Ryan Weeks

Ryan Weeks
AltFi

Ismail Malik

Ismail Malik
BlockchainLab

Jasper Martens

Jasper Martens
PensionBee

Ben Stanway

Ben Stanway
MoneyBox

Ryan Weeks

Editor

AltFi

Ryan is the editor of AltFi News, the go-to news and analysis service for alternative finance. He is also the founder and host of the Millennial Money Matters podcast, and author of the soon-to-launch book Pimple. 

LinkedIn
Twitter

Ismail Malik

Founder & CEO

BlockchainLab

Ismail Malik is Editor-in-Chief of Bitcoin Entrepreneurs Investment Fund Quarterly Review, Cofounder at CoinViral, Coinflow Architect at Blockchain Lab, Cofounder at CoinDesks, Director at SqFt Crowd, Senior Recruitment Consultant at Crypto Devs, and General Secretary at Olympic Cricket Campaign.
 
Ismail was previously Director of Space Management at College Space; Chief Learning Officer at College Corporation; Brick Lane Tv at East London Social Media; Compliance Officer and Regulatory Relations (FSA) at Community Credit Union; Student Body President at Birkbeck, University of London; Dyslexic Students Chair at University of London; Emerging Financial Trends Researcher at World Finance Magazine; Retention and Partner Sales at Dial-a-Phone; Mobile Strategy Consultant at Group Mind; Erasmus Programme UK at European Union; Student Body President at Middlesex University; Chair Business School at Middlesex University; Mobile Prepay Services Director at Eazitalk; Retail Marketing Director at Realtime Communications; Casual Extra without Portfolio at News Corp; Director at Digital Data; and Coordinator at Micro Computer Public Domain Software Club.

LinkedIn

Jasper Martens

VP Marketing

PensionBee

In the dusty old pension world, Jasper brings pensions back in people's mind with PensionBee, UK's first online pension manager. Leading up brand and marketing, he brings 12 years of experience to the fintech startup, voted as one of the innovations of the year by Financial Times. 
Jasper started his career working for various startups in Amsterdam through his own online marketing agency. In 2009 Jasper moved to London to join online insurance provider Simply Business as Head of Marketing and Communications. He won a DADI award (online marketing) and Digi Award in 2014 (customer insight) for his campaigns. 
There’s almost nothing Jasper likes more than collaborating to make cool things happen. 

 

LinkedIn
Twitter

Ben Stanway

Co-Founder

MoneyBox

LinkedIn

Peter Wilson

Peter Wilson
Taylor Wessing

Jeff Shin

Jeff Shin
Wealthsimple

Peter Wilson

Senior Associate

Taylor Wessing

Peter is a senior associate in Taylor Wessing's Financial Services Regulatory Group in the London office. Peter specialises in UK financial services law and regulation, advising clients across the financial services ecosystem, including banks, asset managers and insurance businesses.
 
Peter trained and qualified as a solicitor at PwC, where he provided financial services legal and regulatory expertise on multidisciplinary client engagements to top-tier asset management and banking institutions.
 
Peter is a Chartered Member of the Chartered Institute for Securities & Investments (CISI), holding the CISI Diploma in Investment Compliance and in 2016 was awarded the CISI Compliance Institute Award at Mansion House. He also volunteers as the legal and regulatory subject matter expert to the UK CFA Society's Investment Management Certificate Exam Panel.

LinkedIn

Jeff Shin

Senior Product Designer

Wealthsimple

LinkedIn
Twitter