James has been working in the asset management sector for 5 years delivering valuable change to clients’ distribution teams. Previously he worked for Danone and is passionate about elevating client experience. He graduated from the University of Exeter in Economics and Politics.

Charlie is an experienced technical director and has spent over 15 years focused on strategic software development and delivery with both remote and onshore teams. Has worked with small startups as well as large international companies; Yahoo and Microsoft.

Joe has more than 30 years’ experience in senior Marketing & Communications roles, building brands and teams for the likes of Visa Europe, Lloyds Banking Group, WorldCom and CFA Institute.

Patrick has over 20 years of wide financial services knowledge; including asset management, retail advisory, and institutional trading markets. Strong in strategic analysis and building scalable businesses; Qatar Investment Authority, GFI Group, and Accenture.

Gavin has over 23 years of corporate and commercial law experience, having helped many companies through their entire corporate life cycles. Has worked in organisations both as internal and external counsel; Steptoe & Johnson LLP and GFI Group.

Phyllis has a decade of experience working her way up from the bottom. Loves a mid-morning snack and a mid-afternoon nap. Always the bridesmaid, never the bride.

Ben has over 25 years of sales and client relationship experience in the European funds industry. Has worked for leading service provider investment research and consulting businesses; S&P, OBSR, and Morningstar.