PIMFA
Meet the Forum
Team one
How can our industry better understand barriers and improve engagement with wealth management and advice services to improve client outcomes?
Tom Baker
Portfolio Manager
Atomos
Mimi Corden-Lloyd
Associate Director, Financial Planning
Evelyn
Louis Wood
Investment Manager Team Lead
Irwin Mitchell Asset Management
Alex Sokhanvari
Associate Investment Manager
LGT Wealth Management
Natalie Cuomo
Sales Administration Manager
Rathbones
Tom Steele
Business Development Manager
Royal London
Leonor Pinto
Senior Investment Director
Rathbones
Emma Jackson
Solutions Manager
SEI
Team Two
Do you trust us?
Gemma Stewart
Financial Planner
Atomos
James Dawkins
Partner, Investment Management
Evelyn
James Ayling
Investment Manager
JM Finn
Rose Masaka
Head of US portfolio management
London & Capital
Sophie Gorman
Head of communications
Quilter Cheviot
Jonathan Cornish-Varley
Succession Wealth
Aditi Kaistha
Customer Service Director
The Openwork Partnership
Graeme Smith
Sales Manager
Royal London
Team Three
AI: Evolution, Revolution or Devastation?
Thomas Mitchell
Associate Business Analyst
Atomos
Lindsay Spencer
Director, Investment Management
Evelyn
Alexander Cottrell
Portfolio Manager
London & Capital
Jenni Adams
The Openwork Partnership
Senior Risk Manager
Stephen Christie
Partnership & Business Development Manager
M&G Wealth Advice
Emily Vincett
Head of data protection, Compliance & Projects
The Chartered Institute for Securities & Investment
Rhona Neilson
Senior Manager, UK Wholesale Marketing
Fidelity
Jack Cloutman
Head of Advice Proposition Development
St James’s Place
Team Four
How, and to what extent, does our profession adapt and evolve to generational changes, whilst maintaining identity and culture?
Henry Elston
Associate Director, Investment Management
Evelyn
Anthony Flynn
Director, Financial Planning
Evelyn
Caroline Lepley
Onboarding Manager
JM Finn
James Mulholland
Investment Director
Rathbones
James Morgan
Gore Browne Investmenet Management
Assistant Investment Manager
Beth Mepham
Area Manager
Succession Wealth
Peter Amor
Client Support Specialist
Rothschild
