Ian is a strategy mentor and adviser to wealth managers, wealth technology firms and financial services leaders. He previously held senior roles at PwC, EY, IBM, Accenture and Orbium, advising firms on strategy, technology and industry change.

He now works part time for boards, executives, founders and with Multrees Investor Services, helping organisations build resilience, adaptability and long-term strategic advantage.

Pauline is a trusted business adviser and mentor with over 30 years’ experience in wealth management. She held senior leadership roles at RBC Wealth Management, including leading the EMEA Affluent business (AUM £1bn), serving as Head of London and acting as Executive Head of Strategy & Business Management.

She now supports wealth management firms as a board adviser, NED and executive coach.

Charles is an entrepreneur and business leader with over 30 years’ experience building and scaling financial services businesses. He founded RFi Group in 2006, growing it into an international research and advisory firm operating across more than 40 markets before a successful exit in 2020.

He brings deep insight into growth strategy, international expansion and value creation within financial services.

Mark is a technology and transformation adviser specialising in investment and wealth management. His experience spans Accenture and PwC, senior executive roles at BNP Paribas Securities Services, and leadership positions across leading UK wealth managers.

He brings deep expertise in large-scale change, supplier management and international operating models.

Anna is the Founder and CEO of The Wisdom Council, established in 2013 to support fairer and more accessible financial services.

She brings independent insight and perspective to firms across the sector, helping leadership teams put customers at the heart of decision-making.

Stephen is CEO of ClearView Financial Media, the publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report.

With over 30 years’ experience in financial publishing, he leads platforms that provide news, insight and research to senior decision-makers in the wealth management sector.