PIMFA
Meet the Forum
Team one
Felix Harvey
Assistant Portfolio Manager
Atomos Investments Ltd
Charlotte Down
Data Analyst
JM Finn
Dan Brown
AML and Account Onboarding Quality Control, Manager
TrinityBridge
Abbie Andrews
Michelle Brough
Area Wealth Director
HSBC
Aaron Taylor
Head of Investment, Governance & Oversight
Succession Wealth
Ben Cheetham
Senior Compliance Manager
Openwork
Dominic McLachlan
Head of Client Life Cycle
W1M
Team Two
Aika Patel
Wealth Manager
LGT Wealth Management
James Sowerby
Compliance Analyst
JM Finn
Perry Beard
Investment Specialist
Tatton Investment Management
Molly Elflain
Business Development Consultant
W1M
Jas Bhimji
Head of Financial Operations
Brooks Macdonald
Caroline Basden
Area Manager
Succession Wealth
Allan Douglas-Munn
Advice Quality Consultant
M&G Advice
Andriea Vamadevan
Solicitor
Rothschild
Team Three
Frederick Tully
1st Line Private Banking & Wealth Management Risk Manager
SEI
Olga Karantanou
Senior Product Owner
M&G Advice
Kenneth Lamont
Principal of Research
Morningstar
Rebecca Albany
Manager, Investment Management Support
JM Finn
Michael Helkvist
Protection Technical Manager
HSBC
Faye Blease
Senior Advice Services Consultant
St. James’s Place
Lee Hadland
Wealth Training Manager
HSBC
David Bryant
Head of Customer Support Services
Openwork