What To Expect
Navigating the Future: Trends in Wealth Management
As the institutional landscape continues to evolve, the boundaries between institutional and wealth management are becoming increasingly blurred. This session will explore the expanding Wealth universe, highlighting the opportunities and synergies it presents vs. Institutional.
We will examine how wealth managers serving high-net-worth and mass affluent clients are broadening their solution sets and product offerings, moving beyond traditional investment vehicles to include private markets and alternative assets. Additionally, we’ll hear from consultants on how they are engaging with the Wealth sector and influencing its transformation.
Agenda
15.45hrs Arrival and registration
16.15hrs Panel Session: Consultant innovation in the Wealth market
This panel will focus on the evolving dynamics in the wealth market (consolidation, regulatory pressure, portfolio trends, value delivery) and how investment consulting firms are responding and shaping the future of the sector.
Speakers
Kieran Harkin, Managing Director, Redington
Amit Popat, Senior Partner & Global Head of Financial Institutions, Mercer
Ellie Lloyd Jones, Director – Wealth Consulting, WTW
Lightning Talk: Private Markets investing for wealth clients
Joanna will explore the key considerations for asset managers when introducing ‘private assets’ into the wealth space. She will discuss the key requirements for the successful adoption of illiquids, potential barriers and the opportunities for asset managers if Wealth in the UK follows overseas trends.
Speaker
Joanna Stocks, Independent Consultant, SJP
Lightning Talk: Practitioner lens: Distributing into Wealth
Alex will share his insights from a career in Wholesale distribution, offering an asset management perspective on engaging with the Wealth market.
Speaker
Alex Matcham, Head of UK Wholesale Sales (M&G)
17.30hrs Drinks reception
19.00hrs Event concludes
Speakers
Kieran Harkin
Managing Director – Redington
Kieran has over 20 years experience advising institutional asset owners (private sector DB and DC pension schemes and the LGPS) across the full spectrum of investment issues. Kieran also advises a number of UK wealth clients.
Kieran is a member of Redington’s Investment Strategy Committee and joined in May 2023 having spent 10 yearsleading teams at JLT/Mercer. He has also held consulting roles within KPMG, PwC and HSBC Actuaries and Consultants Limited.
Ellie Lloyd Jones
Director – WTW
Ellie Lloyd Jones is a Director in the GB Wealth and Retail team at Willis Towers Watson (WTW). She is responsible for delivering client service to UK wealth clients representing over £3bn in assets, as well as driving the growth of WTW’s UK wealth business. She also has experience managing wealth clients on an OCIO basis and delivering broader investment consultancy services.
Ellie is currently on part-time secondment to atomos, a UK wealth manager, where she provides strategic support to help advance their business growth initiatives.
Ellie has been with WTW for eight years and is a CFA Charterholder. She holds a degree in Integrated Mechanical and Electrical Engineering from the University of Bath.
Alex Matcham
Head of UK Wholesale Sales – M&G
Alex is Head of UK Wholesale Sales, a role he assumed in September 2020.
Prior to this, Alex was a sales director looking after London, Channel Islands and South based clients, having previously occupied Regional Sales and Client Relationship Manager roles.
Alex joined M&G in 2008 on the Commercial Graduate scheme before moving into the UK sales team a year later. Prior to joining M&G, he worked for Hargreaves Lansdown in Bristol as a SIPP consultant.
Alex graduated from the University of Southampton with a BSc in Geography and holds the IMC and PCIAM qualifications.
Amit Popat
Senior Partner & Global Head of Financial Institutions – Mercer
Amit is a Senior Partner and the Global Head of Financial Institutions. He is responsible for the development and execution of Mercer's strategy to engage and support financial institutions and intermediaries including Insurance companies, Wealth Managers/Private banks, Family Offices etc. He works with colleagues across the firm to support financial institutions to meet their business goals, and those of their clients, and to address their needs & challenges through leveraging the full breadth of capabilities offered by Marsh McLennan. He also continues to be responsible for helping NFP clients to meet their philanthropic goals through the financial success of their portfolios.
Previously he was the International Business leader for Mercer's Wealth Management and NFP businesses and the European Business Leader for Mercer's Sentinel business. He has over 16 years of experience at Mercer where he was initially responsible for the strategy and growth of Mercer’s OCIO business in Europe. Subsequently he was based out of Singapore where he was the Regional Business Leader for the OCIO business within the Growth markets (Asia ex. Japan, Middle East, Africa and Latin America).
Amit has over 30 years' experience within the asset management industry and, prior to joining Mercer, he was a Senior Vice President at Banco Santander Group and, a member of the investment committee and Head of the Institutional Business for their fund of hedge funds business. He was responsible for developing and establishing the institutional infrastructure globally and Head of the UK office. Prior to that he held a number of senior roles within Northern Trust, Fidelity Investments and the London Stock Exchange.
Amit graduated with an honours degree in Economics (specializing in Corporate Finance) and Biology from the University of Keele. He is an associate of the Chartered Insurance Institute and is IMC qualified. He was also regulated to provide investment services in Hong Kong and Singapore.
Joanna Stocks
Independent Consultant – JPES Partners
Joanna has worked in financial markets for nearly twenty-five years and has held various senior investment roles running multi-asset, multi-manager and alternative funds. She currently works as an independent consultant via JPES Partners, advising investment firms around market positioning and effective communication of investment solutions. Prior to this she worked as Director of Alternatives and Private Markets at St James’s Place, where had a primary focus on alternative investments within the SJP investment proposition. She was also a member of the SJP Investment Committee, overseeing ~£180bn of assets invested across equities, bonds, multi-asset and alternative strategies with external fund managers. Prior to joining SJP Joanna worked at several asset managers, most latterly at Aberdeen. She has also worked at RBS Asset Management, running investment funds for Coutts clients and started her investment career at M&G Investments. Joanna sits on the Board of literary charity English PEN, where she acts as Treasurer and Chair of the Finance and Audit Committee. She has also held various senior roles on diversity initiatives and was previously Chair of a diversity network.
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