Clive Burstow – Head of Global Resources, Barings

Clive Burstow is an Investment Manager, Head of Barings Global Resources Team and is co-manager on the Barings’ Global Resources, Barings’ Global Agriculture and Barings’ Australia Funds. Clive specializes in the analysis and investment management of materials companies. Clive has worked in the industry since 2004. Prior to re-joining the firm in 2011, he worked for BlackRock and AllianceBerstein, where he was responsible for mining stock analysis. Clive initially joined Barings in 2004 as an Investment Analyst in the Global Resources team. Before that, he worked for six years as a Senior Metals Analyst at Metal Bulletin Research (MBR) and three years as a Senior Database Analyst for Mining Journal Ltd. Clive holds a B.Eng. (Hons.) in Mineral Surveying and Resource Management from the Camborne School of Mines in Cornwall.

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.

Tariq Khan – Client Development Director, Objectway

Tariq Khan is Client Development Director at Objectway – global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation. Recently, he has been discussing with senior executives of the most renowned UK wealth firms how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.

Zoe Mitchell – Senior Marketing Manager, CREALOGIX

Zoe has been working in technology and financial services marketing for over 20 years. She has a post-graduate Diploma in Marketing from the Chartered Institute of Marketing and a PhD in Creative Writing. At CREALOGIX she works closely with the product development teams to create marketing content that helps the wider industry understand the value and opportunities of financial services technology. The CREALOGIX focus is on practical innovation that delivers tangible, commercial benefits to clients in financial services. Zoe uses her communication skills to provide clear information on the available solutions and potential technology developments to empower wealth management firms to take control of their digitalisation strategy.

Nick Tucker – CEO, Waverton Investment Management

Nick joined Waverton in February 2020 as Chief Executive (SMF1) having spent nearly 30 years building wealth management businesses in the UK and overseas. Prior to Waverton, Nick was Managing Director and Head of UBS Domestic Wealth Management business in the UK. For the first 20 years of his career, he was with Merrill Lynch, latterly as Head of Private Clients UK and Ireland. Nick graduated from Exeter University with a degree in Political Studies.

Andy Steel – CEO, James Hambro & Partners

As a founding member of the team, Andy was instrumental in establishing James Hambro & Partners in 2009. He previously held various roles at J O Hambro Investment Management, including Finance Director and Chief Operating Officer, and before that worked at Sun Life and the original J O Hambro Group.

He is a Fellow of the Chartered Association of Certified Accountants.

In 2018, Andy was named one of the PAM 50 Most Influential – the definitive list of those at the forefront of shaping private client work in the UK and Crown Dependencies.

Dr Alexander Cassar – Chief Business Operations Officer, Objectway

Dr Alexander Cassar is responsible for the improvement of the Objectway Group’s business operations. He’s an accomplished professional with over 30 years experience delivering global large-scale transformation programmes and management at Board level in financial services. He is a chartered accountant with Doctorate and Masters degrees in strategic information systems for wealth and asset management.