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.

Rupert advises single family offices and business-owning families. He has held senior roles across wealth management, including at Smith & Williamson, Savills and BNY Mellon, and co-founded the Lord Mayor’s Global Family Office Summit at Mansion House.

He was recognised with a Spear’s Award for Outstanding Provider of Family Office Services and brings extensive experience working in international private capital, with particular expertise in family governance and complex multi-jurisdictional structures.

Keith is an experienced adviser to financial services firms in wealth management and private banking. He has held senior leadership roles across global consulting and financial services organisations, including EY, Capgemini and Capco, and led EY’s Wealth Management and Private Banking business for over a decade.

He now advises established firms, start ups and charities/social impact organisations on strategy, distribution, partnerships and funding - bringing deep sector knowledge and practical leadership experience.

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.

Rupert advises single family offices and business-owning families. He has held senior roles across wealth management, including at Smith & Williamson, Savills and BNY Mellon, and co-founded the Lord Mayor’s Global Family Office Summit at Mansion House.

He brings extensive experience working with international private capital, with particular expertise in family governance and complex multi-jurisdictional structures.