Collaborating for Success - Speakers
We are delighted to have these esteemed speakers attending our latest partner event.
Session 1 - Building new business opportunities together
Emma Napier, Consulting Director, NextWealth
Emma has spent her whole career watching financial services evolve in the UK, it never ceases to amaze her how things have (and haven’t) changed over the years. Emma’s working life has entered its 3rd decade, yet she remains excited about the future of advice, particularly, how that advice is delivered to an individual.
Emma has a whole heap of experience in-the-thick of, pretty much, all elements of distribution. Anyone who knows her knows she is fuelled by an enormous passion to “do the right thing for the end customer”. Emma is also all too well aware, navigation and getting-it-right is tricky.
As Consulting Director, Emma is sharing her knowledge, understanding and experience of what is actually involved in the end-to-end process of advice and distribution – with those who value it most.
Session 2 - Creating a cohesive Data Management strategy
Geoff Greensmith, Managing Director, Distribution, Autus Data Services
Geoff has 40 years’ financial services experience gained in the Asset Manager, Life Company, Platform and FinTech worlds. Experienced in new start-up ventures and taking products to market, he also has a strong track record of improving existing businesses that have subsequently achieved growth and profit.
He founded Autus Data Services in 2017 with business partner Andy Marson. Autus has an FCA Register reseller license and augment this data with information from other sources. It has developed B2B contact data propositions to help companies that deal with FCA regulated Firms and Registered Individuals. This helps clients’ compliance, administration, operations, IT, CRM, sales, and marketing functions perform B2B contact data tasks more accurately, effectively, and efficiently.
Session 3 - Working together to improve campaign effectiveness
The panel session will include:
Leanne Barnham, Global Head of Marketing, Brooks Macdonald
Leanne Barnham is Global Head of Marketing at wealth manager Brooks Macdonald. Leanne has spent her almost 20 years in asset management in marketing roles at F&C, Architas and Ninety One. Leanne joined Brooks Macdonald as Global Head of Marketing to help the organisation meet its ambitious growth ambitions. Leanne’s global experience across retail, wholesale and institutional channels, has seen her creating marketing strategies across multiple regions giving her great insight into the considerations one has to make when “going global, but acting local”.
Michael Beveridge, Head of UK Intermediary Distribution, BNY Mellon
Michael Beveridge currently leads the UK Wholesale Distribution team of 14 individuals covering all wholesale channels. He works closely with other functional areas across the business and the 7 investment firms. Michael has over 30 years’ experience in financial services and he joined BNY Mellon in July 2019.
David Holloway, Consultant
Now involved with high-conviction in a number of volunteering roles and working selectively with industry colleagues on specific projects, David is the former (until March 2023) Marketing Director (Funds and Intermediary) for Rathbones Group Plc. He was previously the Marketing Manager for Rathbone Funds; a total of 20 years with Rathbones. During this time, he built and guided the intermediary PR programme; funds and Discretionary Fund Management (DFM) collateral, reporting material and content; and managed the mechanisms that distributed it. He managed brand identity and financial promotions frameworks.
Prior to that, worked as Marketing lead at Swiss Life Asset Management UK after 10 years at AXA Equity and Law in a number of marketing, communications and business development support roles.
Session 4 - Consumer Duty - how to effectively monitor and evidence client outcomes
Martin Grimwood, Director of Research, FWD Consulting
Martin Grimwood has 30 years of experience within financial services insights, including roles at GfK, ORC International in addition to his current position at FWD.
During this time Martin has played a key role in leading research and consulting support to both service providers and regulatory bodies. His deep understanding of customer experience and customer protection has been instrumental in helping clients enhance their operations while ensuring compliance within regulatory frameworks.
His experience of working alongside the FCA and developing consumer protection frameworks, including measuring customer outcomes and characteristic of vulnerability, means he is uniquely qualified to advise clients in this sector.