Webinar: Building diversity in the wealth industry

All wealth management firms now consider diversity & inclusion (D&I) as a core part of their people strategy and in turn are thinking about how it applies to their overall recruitment & retention strategy. However, the industry needs to accelerate the pace at which they respond to the country’s diversity and this will become increasingly important as firms consider their future client base.

Individuals, particularly Millennials, want to work in an environment that promotes D&I and clients will expect to deal with more diverse wealth managers in the future. The industry cannot risk being left behind.

In light of this, Parkwell Management Consultants will be hosting a webinar on the topic where we will be looking at the key aspects to consider in your employment strategies. We will hear from senior employment executives and include a panel discussion with industry leaders. With D&I also increasingly becoming a focus for the regulatory bodies, all wealth management firms must now take these issues seriously. Join us on 9th December where we will address these issues and explore how you can have D&I at the centre of your employment engagement and talent management strategies.

Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.

There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.

CPD certificates will be issued shortly after the webinar.

Event Information

16:00 – 16:10           Dan Macey & Prash Arora, Parkwell – “Welcome & Introduction”

16:10 – 16:20           Gareth Wadley, Bristows

16:20 – 16:30           Zandile Nkhata, Investec

16:30 – 17:00           Panel Discussion

Gillian King (HSBC), Gareth Wadley (Bristows), Zandile Nkhata (Investec)

Please complete the form below to register your interest in this webinar. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.

We may share your data with third parties in order to provide certain services, for example webinars. We contract with such third parties regarding personal data in compliance with GDPR. Included in this contract is the obligation to not share personal data with anyone else. We will use the data you provide on this form to contact you with information about the webinar, registration details and any post-event communications. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

Please tick this box if you consent to be contacted by the third parties that participated in this webinar

Dan Macey – Senior Recruiter – Parkwell

Dan has a wealth of experience in private banking search and selection. He has recruited for many of the world’s leading banks as well as smaller institutions and family offices in the UK, Europe and emerging markets. Dan heads up Suffolk Lane Search and is responsible for developing new business while maintaining existing relationships with key clients.

Prash Arora – Senior Consultant – Parkwell

Prash is a senior consultant at Parkwell with over 10 years search experience focusing on mid to senior level appointments within wealth and asset management, including Private Banks and Hedge Funds. Prash is CFA qualified and began his career in asset management in Edinburgh before moving to the City as a Fund Manager covering European equities and structured products for institutional clients.

Zandile Nkhata – Belonging, Inclusion and Diversity Lead – Investec

Zandile Nkhata is currently the Belonging, Inclusion and Diversity Lead at Investec Group responsible for driving a vision and strategy where it’s easy to be me! A Fellow Chartered Certified Accountant (UK) with an Executive MBA she is currently a Doctoral student at Middlesex University exploring how to create organisational cultural shifts in building an inclusive work environment.  She has over 20 years work experience across two continents. She has worked with both Senior and Executive Management including CEOs, Cabinet Ministers, Vice Chancellors and Executive Television Producers. She is married, lives in Blackheath and, in lockdown, has taken up (very slow) running!

Gareth Wadley – Partner – Bristows

Gareth’s practice covers all aspects of employment law, including Tribunal and High Court litigation.  The primary focus of Gareth’s work is on non-contentious employment matters: employment contracts and bonus arrangements; senior executive appointments and terminations; international assignments; complex investigations; reorganisations and redundancies; the people issues arising from outsourcing arrangements and corporate transactions; and international HR projects.

Gillian King, Global Head of Cybersecurity Programme – HSBC Bank plc

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both Banking and Finance and degrees in Economics and Law. She started off in audit with Price Waterhouse before moving into industry post-qualification. Gillian spent several years working for various financial institutions as well as working for a number years as a senior management consultant.

Research Partner

Other upcoming events

Compliance 2022 – The future of UK regulation

Thursday 3rd March 2022
11:00 - 12:00

For many years now, regulation has been the main concern of the UK wealth industry, causing multiple headaches across the sector and one of the key reasons behind surging costs among these firms.

In this webinar, Compeer will review the potential upcoming regulations that firms will face, and research the views of Heads of Compliance to understand where the concerns lie and how prepared firms are for future regulations.

ESG – What next for wealth managers?

Wednesday 9th March 2022
13:00 - 14:00

Following on from our ESG themed webinars earlier in 2021, Parkwell will be hosting another ESG webinar where we will we take stock of the progress within the wealth management industry, discuss new issues and regulations that have emerged over the year and identify the opportunities and trends we think will be prominent during 2022. Once again we will joined by a panel of leading industry experts who will share their insights and debate the challenges ahead.

WealthTech 2022 – Using technology to drive front office efficiency

Thursday 28th April 2022
To be confirmed

An efficient front office is vital for a UK wealth management firm and so firms are constantly looking at ways to improve in this area. Technology will be at least part of the solution and so Compeer will analyse the current state of play and where digital and technological advancements can support the front office.