Taking place in One America Square Conference Centre on 2 October 2013, this WealthMatters event will bring together luminaries from across the wealth management industry. Together with your senior wealth management peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.



Room One (Ludgate) Room Two Room Three
08:00-09:00 Registration & Breakfast
09:00 - 10:00 Are equities the way forward for 2014? Strategy Q&A
10:00-10:20 Morning Break
10:20 - 11:20 Latest Thinking on Client Experience Smart Beta Panel
11:20 - 12:00 Networking Break
12:00 - 13:00 Compliance and Regulation demands   Technology Q & A Implications of Fed Tapering (SPDR ETFs)


Date and Time

Date: Wednesday 2nd October - 2013
Time: 8:00 am – 1:00 pm


America Square

Address: 1 America Square, 17 Crosswall, London, EC3N 2LB

About our Sponsors



Aleem Siddiqui

Investment Director and Head of ETF Strategies

Close Brothers Asset Management

After working in hedge funds and alternative investments for eight years, Mr Siddiqui joined Close Brothers Asset Management in 2010 to help establish their alternatives and ETF research effort. He […]

Alessandro Tonchia



Alessandro is a Founder of Finantix. As Strategy Director, he focuses on the company’s growth and long-term product direction. Alessandro has worked in product development and was responsible for large […]

Andrew Fisher


WealthMatters London October 2013

Andrew has held a number of other senior positions in the financial services industry, including most recently chief executive of Towry. Prior to this, Andrew was CEO of Cox Insurance […]

Antoine Moreau

Deputy CEO & Co-Founder


Mr Moreau has held trading positions in interest rate, funds and equity derivatives for 15 years. Prior to co-founding Ossiam, he was global head of fund derivatives and exotic equity […]

Cath Tillotson

Managing Partner

Scorpio Partnership

Catherine Tillotson oversees the research activities of Scorpio Partnership and the development of strategic recommendations for client projects. In addition, she leads both Scorpio Partnership’s annual Global Private Banking KPI […]

Dimitris Melas

Managing Director and Global Head of New Product Research


Dimitris Melas is Managing Director and Global Head of New Product Research at MSCI. Dr Melas and his team are responsible for all research efforts to enhance existing MSCI indices […]

Dr Tim May



Dr Tim May is Chief Executive Officer of APCIMS, the Association of Private Client Investment Managers and Stockbrokers. Up until October 2010, Dr May was a member of the Executive […]

Ian Cornwall

Director of Regulation

Wealth Management Association

Ian has almost 30 years’ experience as a risk and compliance professional.   He started his regulatory career in 1986 with the Surveillance Division of the London Stock Exchange which evolved […]

Kevin Gardiner

Managing Director & Chief Investment Officer


Kevin joined Barclays in September 2009. He is a member of the Investment Committee that shapes asset allocation views for client portfolios, and leads the EMEA strategy team. Prior to […]

Mark Spiers

Head of Wealth Management


Mark’s team provides advice and support predominantly to clients in the wealth management and private banking sector. He has 16 years of experience in the financial services industry. Mark has […]

Matt Claxton


Standard Bank Group

Matt Claxton joined Standard Bank in February 2012 from Barclays Wealth in Jersey, where he was Operations Director.   At Standard Bank he is responsible for the infrastructure functions that support […]

Phil Cutts

CEO of UK Private Banking

Credit Suisse

Phil Cutts is Chief Executive Officer and Head of Credit Suisse’s UK Private Banking business, based in London. He is also a Board member of Credit Suisse (UK) Limited, the bank’s Private […]

Roy Wood

Sales and Marketing Director

Advanced 365

Co-founder of a leading IT managed services division, Advanced 365, part of Advanced Computer Software (ACS PLC)  12 years sales and marketing experience across private, public and non for profit […]

Simon New

Director, Wealth and Asset Management


Simon has been with EY since 2010 and leads the UK Wealth Management Performance Improvement team. With over 20 years of consulting and industry experience, he has worked with a […]

Simon Smith

ETF Strategy

Simon Smith is the founder of ETF Strategy, a leading source ETF news, reviews and strategy. The site provides extensive coverage of ETFs and indices, and has a growing audience […]

Simon Turner



He began his career as a developer in Australia working on Unix based accounting systems for a UK based firm called Tetra Ltd.Since then Simon has had a number of […]

Steve Dyson


Investment & Wealth Management Consultants

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 […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]


This event has already taken place.