WealthBriefing London Summit – April 2015

Daryl has led BITA Risk since 2004. He has full responsibility for the BITA product set, its roadmap and client engagement. Daryl has held executive and director roles at Credit Suisse Asset Management, M&G and Prudential Portfolio Managers. He was a founding director of the London Quant Group, a contributor to various investment books and is a member of the PIMFA Indices Committee.

David is business development technical director and joined Vestra Wealth from AXA where he was a senior technical consultant based in Central London. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning. David is a chartered financial planner, a fellow of the Personal Finance Society and a full member of the Society of Trust and Estate Practitioners.

Harvey Mendelson is co-founder and managing director of 1858 Ltd Art Advisory. He is in charge of overseeing all aspects of the business, including jointly managing key relationships with the private banks 1858 Ltd works closely with. Over the past five years, he has been particularly focused on the area of art finance and assists borrowers and lenders in this field.

Prior to 1858 Ltd, Harvey held senior positions in a number of multinational organisations focused on risk management-related services to the financial sector. Harvey has been a guest lecturer on the Sotheby’s Institute Masters art and business programme as well as being a key note speaker at the Deloitte Luxembourg Art & Finance seminar speaking on the integration of art advisory services within a wealth management platform. He has also participated in a variety of panel discussions including at the London Business School Art Investment Conference on investing and innovating in the global art market.

Jean-Yves Chereau is a partner of J Stern & Co, the private investment office of the Stern family. Educated as a tax lawyer in France, he has more than 25 years’ experience in finance and hands-on money management, investment strategy and asset allocation. He started his career at Goldman Sachs in equity research (sale-side), later moving to buy-side. He spent the following 18 years in both traditional and alternative asset management environments ranging from Prudential of America, Nomura International, Satellite Asset Management, a spin-off of George Sorros and Millennium Partners, both two large hedge funds based out of the US. For the past four years before joining J Stern & Co, he was a founding member and the chief investment officer of Halkin Investments, a multi-family office based in London.

Kirsty is both a successful film producer and a tax specialist who has spent much of her career at top-ten accountancy firms. This combined expertise has seen her focus on the structuring of film companies and their finance raises since 1996 – having raised over £100 million for the industry.

In January 2014 she set up Goldfinch Pictures, a series of EIS and SEIS film investment vehicles. This quickly grew to cover all the creative industry sectors and over 70 projects. Having raised over £5 million in the past 12 months, enabling 32 projects to happen, she is adept at not just picking the best projects to enter into Goldfinch, but at structuring, presenting and introducing their creators to her vast network of contacts to ensure they maximise their potential.

Peter Schramme is chief executive of Objectway Financial Software NV—an Objectway Group company—and also serves as group executive vice president, with responsibility for international growth. Peter has served in a number of positions in large multinational companies as well as in start-up businesses. He joined Business Architects, a Belgian start-up company, in 2000, where he founded a new wealth management business unit. The unit spun off into a separate company (eXimius NV), and Peter became its CEO. eXimius was sold to Thomson Reuters in 2007 and acquired by Objectway Group in 2013.

René is responsible for executing Appway’s expansion strategy within key market regions. René provides local support for international clients establishes a sustainable regional presence that can act independently in its service to local clients and partners. Before joining Appway in 2008, he had more than six years of experience working in international business process outsourcing as a sales and consulting director. He previously served in various senior management roles around the world, including working as the CIO of a multinational consulting firm in London.

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private banks, family offices, asset managers, software vendors and service providers.

Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street's Wealth Manager Services division. In addition, he has worked at The Bank of New York
where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development.

Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland and has been included in the Top 100 Most Influential People in Service Provision for Alternative
Investment Firms for the past 3 years.

By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.

Tim joined Barclays in January 2018 and he works closely with other leaders across the business to enhance and connect client and customer relationships. This includes identifying innovative solutions to help the business interact more effectively with clients at every touch point.

Tim joined Barclays from JP Morgan, where he was Global Head of Digital Wealth Management for the Private Bank. Prior to that he spent 15 years in a variety of roles at Citigroup in Europe and Asia, having previously worked at AT Kearney and Deutsche Bank.

Tomas Carruthers is chief executive officer of the Social Stock Exchange. Tomas has an established track record of building and growing retail financial services companies over the past two decades. From 2003 to 2013 he served as CEO of Interactive Investor International. He was formerly director, European business development at AMP International Holdings. In 1994 he co-founded ESI, which became E*Trade UK.