David leads proposition development, marketing and industry affairs functions for SS&C Global Investor & Distribution Solutions in the UK and Europe

David has 30+ years in the Wealth Management industry, UK and International 7 years with GBST CEO for GBST EMEA Region.

Gillian has over 30 years’ experience in financial services. She is also a Non-Executive Director on the boards at Benchmark Capital and Kore Labs.

Jackie has over 20 years of financial service experience. Experienced in a range of operational, change and transformation leadership roles in the wealth industry.

As Joint CEO, Sophie oversees EQ’s investment management operations, including its discretionary fund management business.

Extensive experience in Financial Services Operations, Life, Pensions, Wrap Platform, Banking and BPO.

Lisa has emerged as one of the leading voices in Consumer Duty, having brought together the industry to produce a comprehensive Best Practice Guide.

An experienced Managing Director/COO/NED in Financial Services, Finance, HR, Change, Risk and Insurance.

Louise has 31 years in the Financial Services industry, which has mainly been in the Platform and Asset Management space, with a short stint in Fund Accounting and Consulting. Louise is passionate about helping customers navigate the world of investing.

Chanelle Pattinson is a skilled product manager in the fintech industry, Chanelle is at the forefront of revolutionising financial planning for the next generation and creator of the ‘Her Future Bright’ podcast

Nick is a long-standing and passionate supporter of the value of financial advice. He has pioneered the role of technology solutions that fundamentally improve the efficiency and engagement experience for both clients and advisers. As an entrepreneur, Nick founded the original intelliflo business over 20 years ago with the express intent of improving technology for those operating in the financial advice industry.

After completing an MBA in 1997 at Columbia Business School, New York, Nick joined strategy consultants Booz advising global clients such as Pfizer, ABB, and Shell.  He then started in financial services with Skandia in 2001 where he was Marketing Director of the investment platform until 2013, when he joined Aegon UK as Chief Investment Officer managing workplace pension funds. After leaving Aegon in 2021, Nick advised pension and investment companies as a consultant before taking over as Head of the £6 billion Avon Pension Fund.

Nick is one of only a handful of British mountaineers who completed the Seven Summits. Nick will be sharing the lessons and techniques he has picked up during a lifetime of extreme expeditions.

A specialist in applied Neuroscience and Behavioural Science, Neil is widely regarded as an expert on unconscious behaviours that drive our decisions and for bridging complex scientific theory with real-world understanding and application.

Chloe has 13 years experience in Financial Services, covering Operations, CX, Customer Strategy, Risk and Governance and a broad knowledge and experience of BAU, strategic and transformational work.

Carl and Kate started Simplify Consulting in 2014, Carl has significant experience across Business Architecture, Business Analysis, Service Management and Technical Project Management & Delivery disciplines, with a proven track record of achieving successful, measurable and sustained results.

Kate and Carl started Simplify Consulting in 2014, Kate has significant experience in delivering and embedding large scale transformational change, including Risk and Regulatory initiatives. Experience in leading teams both technically, in terms of Risk and Regulation, and providing strategic direction.

Dom has been in the Wealth Management industry for 15 years, and has held roles in Operations and Change Management. His experience includes Platforms, Transfer Agency and Asset Management with a focus on retail investments, operational excellence and products.

Emma has 26 years experience in Financial Services and her areas of expertise are Change Governance, Oversight and Portfolio Management. Previous roles include Head of Transformation at Aviva and Group PMO Manager at Friends Life.

Matt oversees all people related activities and has been in the wealth industry for over 15 years. Previous experience includes managing the Life, Pensions & Investment Centre at HSBC and supporting the migration of all wealth related processes from one site to another and significant offshoring of operational processes. Matt has been a key part of Simplify’s business growth.

Jayne has over 20 years’ experience within the wealth industry, Jayne heads the Business Analysis team. She is responsible for leading multiple engagements for Simplify delivering strategic transformation and change initiatives across the value chain, from Platforms, Wealth Operations to Distribution and Customer Servicing.

Natasha has over 10 years’ experience in the financial services industry.  She has worked on numerous engagements with top tier companies in the wealth industry specialising in change and process optimisation, working with functions across multiple areas such as customer experience and operations both offshore and onshore.