Bhaven Patel – Business Development Manager, Compeer

Having joined Compeer in June 2015, Bhaven is responsible for managing our existing wealth management and private banking client relationships. In addition, he is developing relations with asset management firms to extend our business performance benchmarking service.

Prior to working at Compeer, Bhaven worked in equity sales for HNWI clients at Whitman Howard. He graduated from The London School of Economics, where he studied Economics and Economic History. He is a member of CISI, holding the IAD qualification.

James Brown – Director 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.

Charlotte Lambeth – Chartered FCSI, Director of Private Clients, Charles Stanley

Charlotte manages bespoke discretionary portfolios for private individuals, trusts, & charity clients. Charlotte joined the financial industry in 1997, originally qualifying as an independent financial adviser before becoming an investment manager looking after institutional life and pension funds, hedge funds and private clients. She joined Charles Stanley in 2007. She lives in Devon and is also a Trustee for a charity providing almshouse accommodation in Exeter.

Jack Turner – Head of ESG Portfolio Management, 7IM

Jack Turner is the lead manager of the Sustainable Balance Fund and the Responsible Choice Model Portfolio range. He is also Chair of 7IM’s ESG Investment Committee.

Julia Dreblow – Founder, SRI Services

Julia has specialised in sustainable investment for nearly 30 years.  A passionate advocate for the area, she founded SRI Services and the Fund EcoMarket fund tool in 2010 to help financial advisers match funds to diverse client preferences.

Her work is however varied, including helping the FCA to shape SDR, as a member of their Disclosure and Labels Advisory Group, and vice chair of the Adviser Sustainability Group – the industry led working group established by the FCA in January 2024.  She is also the technical author of the soon to be published British Standards Institution’s sustainable fund standard PAS (BSI PAS 7342). She started her career as a broker consultant at NPI and Friends Provident.

Jacob Kasaska – Research Associate, MainStreet Partners

Jacob, Fund Research Associate, joined MainStreet Partners from “abrdn” where he worked within the Multi-Manager team focusing on ESG and Sustainability. Jacob joined as an intern and worked within the team for four years. After he completed the CFA ESG, Jacob took responsibility for ESG data, analysis and reporting with a focus on identifying leading sustainability-oriented funds.

Michelle Sartorio – Founder & CEO, True Value Creation

Michelle Sartorio is a growth adviser with two decades of experience in the wealth management, long term savings and asset management. She has held senior roles at firms such as HSBC, Brookfield Asset Management, KPMG, Legal & General Investment Management (LGIM), M&G and Savills Investment Management, specialising in strategic communications, go-to-market strategies, sustainability, and investor relations.

As the Founder and CEO of True Value Creation, Michelle helps clients turn their vision into actionable strategies, focusing on sustainable value creation and business transformation. She is a strong advocate for Diversity, Equity, and Inclusion (DEI) and actively supports the Diversity Project, driving gender equality and financial inclusion in the industry.

Michelle holds an MBA from Warwick Business School (WBS), a Sustainable Leadership certificate from the University of Cambridge (CISL), and the Investment Management Certification (IMC) from CFA UK.

Mike Fielding – Senior Associate Director, CBI

Mike is a Senior Associate Director at the CBI having joined their financial services team 2 years ago. His main role is to act as a bridge between policy teams and the CBI’s financial services members to ensure  their voice is being heard and communicated into the whole-economy, public-policy debate. Previously, Mike has worked in senior roles at the trade associations ICAEW and ISC2.