08:30 Registration
09:00 Welcome and Introduction
Isabel Webster, Journalist and Broadcaster
09:10 The New Regime in Global Markets: Structural Inflation, Geopolitics, and Fiscal Dominance
Fahad Kamal, Chief Investment Office and Managing Director, Coutts
09:30 Shaping Better Outcomes – Key Insights and Priorities for Wealth and Advice
Sara Woodroffe, Head of Department, Advisers, Wealth Managers and Pensions – Consumer Investments, Financial Conduct Authority (FCA)
09:50 Britain’s Wealth Opportunity: Positioning the UK as the World’s Leading Wealth Hub
Jonathan Sorrell, Group CEO, Rathbones Group Plc
10:10 Geopolitics: Risk and Reward in Financial Market Infrastructure
Mark Gem, Chairman of the Risk Committee, Clearstream
10:30 Panel Discussion: Beyond Legacy, How AI and FinTech Are Redefining Wealth Management Operations
Moderated by: Sean Taylor, Director, Intermediaries, Arbuthnot Latham & Co., Limited
Panellists:
Furkan Sheikh, Wealth Director, RBC Brewin Dolphin
Steve Croucher, UK Managing Director, SecuritEase
Ian Woodhouse,
11:20 Panel Discussion: Financial Crime and Fraud
Moderated by: Zia Ullah, Partner, Eversheds Sutherland
Panellists:
Ruth Ray, Managing Director, Economic Crime, UK Finance
Commander Ollie Shaw, City of London Police
11:50 From T+1 to Tokenization: The Operational Transformation of Wealth Management.
Wil Kramer, Program Director, Northern Trust Corporation
12:10 Wealth CEO Panel Discussion: Shaping the Future of Wealth in the UK
Moderated by: Tariq Khan, Director of Sales and Account Management, Objectway
Panellists:
Camilla Stowell, Wealth CEO, Rathbones Group Plc
Will Hobbs, CIO, Brooks Macdonald
Eren Osman CFA, MD, Wealth Management, Arbuthnot Latham & Co., Limited
James Rainbow, CEO, St. James’s Place Wealth Management Ltd
12:50 The High-Performance Mind: What Happens in your Mind when the Stakes are High?
Maz Matin, Financial Services Consultant
13:10 Closing Remarks and Networking Lunch
Isabel Webster is an award-winning British journalist and broadcaster with more than 20 years’ experience covering politics, business and major national and international news.
She is best known for presenting flagship breakfast programmes on Sky News and GB News with Eamonn Holmes and for anchoring major breaking-news events including the death of Queen Elizabeth II, Grenfell Tower fire and the Streatham terror attack.
She is currently a presenter across Channel 5’s daytime output, alongside her work as a columnist and podcast host.
Fahad Kamal is Chief Investment Officer at Coutts, heading the investment and risk teams in managing client assets of about £55 billion. Prior to Coutts, he was CIO at Kleinwort Hambros, Société Générale’s wholly owned UK private bank, where he chaired KH’s investment committee, and was one of three voting members on Société Générale Private Bank’s global investment committee (with total AUM of €140 Billion).
He has also held positions at the United States Agency for International Development and Institutional Shareholder Services. Fahad holds a BA in Economics from the George Washington University in Washington DC and an MBA from the Cass Business School in London.
Sara heads the Consumer Investments department at the FCA, supervising wealth managers and financial advisers. Her role gives her a front-line view of how firms are responding to regulatory change and our priority to build a stronger investment culture.
Jonathan Sorrell joined Rathbones Group Plc as Group Chief Executive Officer in September 2025.
He was previously President of Capstone Investment Advisors, a global alternative investment and asset management firm based in New York and which he joined in 2020. In five years there, Capstone grew its assets under management from $5bn to $11bn and expanded its international footprint from five to 11 offices.
Until 2019 Jonathan spent eight years at Man Group plc, the FTSE 250 listed alternatives asset manager. Latterly as President, he oversaw global sales and marketing, Man Solutions, and launched the firm’s private markets business. Previously, he served as Chief Financial Officer, with responsibilities across Finance, Operations, People, and Technology.
Jonathan started his career in investment banking at Goldman Sachs, becoming a Managing Director and working in its Investment Banking, Investment Management and Securities divisions in London and New York. While at Goldman, he founded the Petershill Fund, taking minority stakes in alternative asset managers globally. The Fund raised $1bn and developed into a FTSE250 listed company, valued at over £2.5bn.
Outside work, Jonathan co-founded 10,000 Black Interns (now 10,000 Interns) in 2020 and ABL in 2025, providing paid internship opportunities for underrepresented groups in the UK. He is actively involved in the NSPCC as a member of its Rebuilding Childhoods Board, Chair of the Investment Management Industry Group, and Honorary Council Member. Previously, Jonathan was a member of the Investment Committee for Help for Heroes and Chair of the Granville School. More recently, he founded Towards, a business providing local, accessible, and affordable mental healthcare in the UK.
Jonathan lives in Sevenoaks, Kent with his wife, two children and three dogs. He is an avid cricket fan and plays for Underriver cricket club in division 5 of the Kent village league. Jonathan received an MA in Law from Cambridge University.
Mark Gem has been with Clearstream for over 20 years and a board member since 2007. He currently chairs Clearstream Risk Committee, amongst many other things overseeing the post-Brexit organization of Clearstream’s UK business and Clearstream’s overall response to the COVID-19 crisis.
Mark represents Luxembourg on the boards of SWIFT and the European CSD Association, ECSDA. Mark has a first-class degree from Oxford University in Modern History.
Sean joined Arbuthnot Latham in September 2024 to lead the Intermediaries business.
He has 20 years+ multi sector knowledge in both Investment Banking and Wealth Management. Previously worked at Canaccord Genuity, UBS, Goldman Sachs and Deutsche Bank.
Currently Chair of DFM connect – the Industry trade group for DFM firms and sits on the CISI Wealth forum. Recognised as Best Industry Commentator in 2024 and 2025 at the City of London Wealth Awards.
Before joining financial services at the Millenia, he served as an Officer in the British Army. Well regarded with reference to Charity governance and management, he is a Trustee at the Royal Military Academy Sandhurst and the City based STEM social mobility charity, the Brokerage.
Outside of work, he is a shooting coach, enjoys cars and a very unruly Labrador called Daisy.
Zia Ullah is Co-Global Head of Corporate Crime and Investigations at Eversheds Sutherland and a Board Member of Eversheds Sutherland (International) LLP. Zia is a globally recognised specialist in International Sanctions and has led multiple cross-border sanctions investigations. He advises on all aspects of corporate/financial crime and was previously the Global Head of Sanctions at Barclays. Zia is a current FCA ‘Skilled Person’ for Financial Crime.
Ruth is Managing Director of Economic Crime. She has worked in counter-fraud and financial crime for the vast majority of her career, both in public and private sectors, including within covert operations for the police. In latter years, Ruth has had oversight of the development, management and transformation of a host of data, fraud and intelligence solutions, most recently bringing new solutions and an intelligence service to market for Cifas.
Ollie is the City of London Police’s Commander for national fraud, cyber and economic crime services. He is also a member of the Home Office’s Joint Police Reform Team, with responsibility for designing the new Target Operating Model for policing in England & Wales.
Ollie has been in policing for over three decades, serving in a variety of uniformed and detective roles. During this time he has supported many of the force’s major policing operations including the 7/7 London bombings, 2011 London Riots and the Fishmongers’ Hall Attack.
Tariq Khan is Business Development Director at Objectway – global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation, advising firms on how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.
Eren Osman is Managing Director of Wealth Management at Arbuthnot Latham, where he leads the bank’s wealth management business across investment management and wealth planning. Since joining the firm in 2012, he has played a central role in shaping the growth and evolution of the business, with a particular focus on delivering exceptional client outcomes, developing high-performing teams and driving innovation within the private wealth sector.
With more than 20 years’ experience in financial services, Eren combines deep investment expertise with broad executive leadership responsibility. He is responsible for the strategic direction of the wealth management division and is actively involved in initiatives spanning technology adoption, operational excellence, colleague engagement and the future development of client services.
Alongside his executive responsibilities, Eren chairs Arbuthnot Latham’s Investment Committee and remains closely connected to the firm’s investment philosophy and governance framework. Eren also serves as a Trustee of the Vivensa Foundation and has chaired its Investment Committee since 2024, having previously acted as an external adviser to the charity’s investment committee.
Outside work, Eren enjoys photography, cooking, climbing, skiing and exploring the Scottish Highlands with his family.
Camilla was appointed Chief Executive Officer, Wealth, Rathbones Group in June 2025, bringing over 30 years of experience in Wealth Management and Private Banking. She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra-high net worth segments, both onshore and offshore.
Camilla has held a series of senior leadership roles at Coutts & Co, including Head of International and Private Office, Head of Wealth and Investment Management, and most recently, Managing Director, Head of Private and Commercial Client Coverage. She led the Coutts coverage business through a period of significant growth and transformation, with a strong focus on client service excellence, technology-driven change, and cultural leadership.
She has deep expertise in wealth management, private client advice, regulatory compliance, and strategic transformation, built over her career with Coutts, Schroders and Lloyds Private Bank. Camilla is a Board member of PIMFA, the UK’s trade association for wealth management, investment services, and financial advice; as well as a member of the Advisory Board for Women in Banking & Finance.
Will Hobbs joined Brooks Macdonald as Chief Investment Officer in April 2026. He previously spent over 20 years at Barclays, holding roles such as CIO of Barclays Investment Solutions, CIO of Barclays Wealth & Investments and, most recently, head of multi-asset wealth. Will brings 20 years of experience in global portfolios, equities, sector allocations, investment strategies, and investment management for high and ultra-high net worth individuals.
James joined St James’s Place Wealth Management as CEO in April 2025. Prior to taking his current role, James was at Schroders from 2007, most recently as Head of UK, CEO of Schroder Unit Trusts Ltd. and a member of Schroders’ Group Management Committee.
During this career at Schroders James had a number of roles including, CEO of Schroders Personal Wealth, Schroders’ joint venture with Lloyds Banking Group, Co-Head of UK Intermediary and Head of UK Financial Institutions and Strategic Accounts. James also served as a non-executive Director of Benchmark Capital, which is a financial adviser network, platform and technology business.
Prior to joining Schroders, James worked in various Distribution and Marketing roles at Baring Asset Management (2001-2007) and John Govett (1996-2001).
He has a BA from Kings College London.
Maz Matin is a mindset and confidence expert, author, corporate speaker, clinical hypnotherapist and Brainspotting practitioner with over 20 years’ experience in financial services recruitment.
Through her work with professionals across the City, she has developed a unique understanding of the pressures, expectations and human dynamics that influence leadership, decision-making and performance.
Maz works with individuals, teams and organisations to strengthen confidence, enhance performance and create meaningful mindset shifts that drive personal and professional success.
Combining commercial insight, expertise in human behaviour and powerful storytelling, she delivers practical, thought-provoking sessions that helps her audience think more clearly, lead more effectively and perform at their best under pressure.
Drawing on her own experiences of adversity and reinvention, Maz brings authenticity, perspective and actionable strategies that inspire lasting change.
She is also the author of Your Silver Lining Awaits, an inspiring exploration of how we can turn setbacks into comebacks, strengthen self-belief and move forward with greater confidence and purpose.
