Bruce Weatherill, Master of Ceremonies

Bruce is a Chartered Accountant with over 35 years’ financial services industry experience around the world. He was a partner in PwC for 20 years and is now a non-executive director of Compeer as well as other companies.

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 is responsible for Business Development and Account Management in the UK and Middle East. An accomplished professional with over 20 years experience of working with senior management and board level in financial services.  Tariq’s role involves understanding our clients’ business objectives and ensuring Objectway’s solutions can enable these as well as adding value to the clients’ future roadmap in a true partnership approach.

Haydn Webley – Senior Solution Consultant, FIS

Haydn Webley is a Senior Solution Consultant in the Banking and Payments Division at FIS.

Haydn has worked in various roles within Wealth/Data management for over 35 years. The bulk of this time was spent at ICE Data Services, working in both Product Management and Sales Support Functions, where he was responsible for a range of Global Strategic Relationships. In this capacity Haydn has been a speaker at a range of industry events and client conferences, including the SIA annual conference in New York.

Latterly, Haydn was the Partners Director at SIX Financial, where he was responsible for Third Party and Software relationships in the UK, Ireland and the Nordics.

Archana Mohan – Chief Operations and Technology Officer, Veritas Investment Partners

Archana joined the team in 2014 and focuses on ensuring that our investment operations and technology infrastructure are working in support of our clients. She is passionate about optimising and delivering the highest quality service that our team, our clients and their advisors want.

Archana joined the team from Standard Life Wealth (formerly Newton Investment Management’s private client business) where she was a senior business development manager focused on international private clients. Her previous financial services experience spans investment communications, product management and client servicing across a range of firms including Pioneer Alternative Investments, AXA Investment Managers and Citigroup. Archana began her professional career as a special needs coordinator in the New York City school system.

Archana is a Trustee for the Laurel Trust, an Associate of the Chartered Institute for Securities & Investment and holds an MBA in Finance from Yale University, an MA in Education from Columbia University and a BA (Hons) in French from Brown University. Archana speaks French fluently and is passionate about unlocking her own and others’ potential to achieve the remarkable.

Glenn Murphy – Consultant

Glenn provides independent COO advisory services to wealth management companies and international private equity houses looking to invest in the UK wealth management sectors.  Glenn is an experienced financial services and technology executive, with over 25 years of leadership experience in a wide variety of positions, having previously served as Chief Operating Officer for Stonehage Fleming and other lead roles for Schroders, Cazenove Capital, London & Capital and Rathbones.  More recently Glenn was COO at Multrees, an outsourced regulated services provider.

He is an active member of the Chartered Institute of Securities & Investments and CFA UK.  Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science.  He is Investment Management certified (IMC) and qualified in Investment Operations (IOC).  Glenn was also previously a non-executive director for a number of UCITS funds.

Glenn regularly attends and speaks at industry events, panels and has written over 30 articles on the areas of innovation in wealth & investment management.  Outside of industry Glenn is a qualified executive coach, a member of Mensa and also has his own charitable foundation focused on supporting new charity start-ups and directed philanthropy.

Mark Harrison – Chief Transformation Officer, Killik & Co

Mark Harrison is a technology, operations and transformation specialist with extensive experience in multiple aspects of the securities industry. He is a consultant by training and has worked in consulting roles in a very wide range of environments: fund managers, wealth managers and service providers. He has also held senior line jobs in a range of organisations including Cazenove & Co, Henderson, BNPParibas and Waverton Investment Management. He specialises in large scale transformation and outsourcing service provider management. He currently works for Killik & Co.

Nick Rosser – Head of Information Technology, Saunderson House

Nick is Head of Information Technology for Saunderson House, an award-winning independent firm of wealth managers focused on private clients.  Nick plays a leading role in defining and supporting the business lead technology strategies across the organisation.  He has over 25 years’ of experience working within financial services in roles within technology, operations and client advice at firms including Jupiter Asset Management and BDO LLP.