James Brown – Head of Client Services, ComPeer

James joined ComPeer in October 2006 as an Analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics. Today he manages ComPeer’s team of Analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards and is actively involved in bespoke research projects.

Nikolai Lysiuk – Senior Research Analyst, ComPeer

Nik joined ComPeer in January 2013. He graduated university in 2007 with a BA in Financial Economics. Since then Nik has gained experience in many aspects of the financial markets, covering equity, syndicated loans and corporate bonds as an analyst at both Bloomberg and Moody’s. He is closely involved in the formation of benchmarking reports and the development of new initiatives.

James Bevan – Chief Investment Officer, CCLA Investment Management

James Bevan is Chief Investment Officer at CCLA Investment Management Ltd, having joined the company in that role in 2006. As CIO, James is responsible for all of the company’s investment activities, which involve providing a broad range of products and services to more charities in the UK than any other fund manager.

James has had stints as Head of Asset Management and CIO at Abbey, and CIO for Barclays Asset Management Group and BZW Portfolio Management. James joined the City in 1988 following postgraduate research in applied economics and asset allocation at Cambridge University. He is a director of Witan Investment Trust, a Chartered Fellow of the CISI, he is on the advisory group of the CFA Institute, and is a trustee of the Cambridge Endowment for Research in Finance.

James is a frequent commentator on finance, economics and investing for the BBC, Sky, CNBC, Reuters, Bloomberg and a number of journals.

David Wilson – Business Development Director, Objectway Financial Software

David Wilson has been working in the software services industry for over 30 years, his experience spans development, services and sales across Europe, North America and Asia. He has spent the last 15 years in providing solutions to the Wealth management Industry globally. Since January 2013, with the acquisition by Objectway, he has assumed International Sales Director role for the new international entity.

Simon Culhane – Chief Executive Officer, CISI

Simon was appointed chief Executive of the Chartered Institute for Securities & Investment in May 2004, having previously worked both with a number of blue chip financial companies and in Central Government. His previous role was at Deutsche Bank, where he worked as Director, Chairman’s Office, Global Investment Banking.

For three years prior to this, Simon was a Deputy Director, Prime Minister’s Efficiency Unit, Cabinet Office, where he was responsible for the Unit’s work in a number of major Government Departments.

Simon spent his early career with Lloyds Bank plc in a number of roles including Senior Group Manager, Retail Banking for the Kensington area and in Chicago, USA.

Simon New – Group Executive – Strategy, IRESS

Simon joined IRESS in November 2015 from Ernst & Young where he was a director in wealth and asset management.  He has extensive experience of domestic and international private wealth management and has clocked up around 23 years of financial services experience split between industry and management consulting. He has also held senior management positions at Lloyds Bank and Capco. A lover of the great outdoors, his hobbies include skiing, running, mountain biking and golf.