Emma Wheeler is an Executive Director and Head of the Women’s wealth program at UBS Global Wealth Management.
Emma is a member of the Council for Investing in Female Entrepreneurs, the industry advisory council as part of the UK government-backed initiative, the Rose Review, designed to unlock female entrepreneurship in the UK. In 2021 Emma led a peer group to create the Invest in Women Hub, an online portal for early stage female founders to support business growth.
The Family Wealth Mentor™ and Philanthropic Advisor, Founder, The Chambers Group Sàrl, Switzerland. Diana is the author of True Wealth: Letters on Money, Life, and Love as well as Money Wisdom Unlocked: Understanding Trauma as a Key to Your Financial Behavior.
Full bio here
Kecia is Founder and Managing Partner at VALUEworks, Multi Family Office, Switzerland.
Kecia’s Multi Family Office has strong expertise in women’s wealth. She is the winner of WealthBriefing Swiss Awards Outstanding Contribution to Wealth Management Thought Leadership and Leading Individual. This year Kecia has been shortlisted for the 2022 Citywealth Powerwomen Awards in the category Inspirational Woman of the Year.
Full bio on VALUEworks webpage
Founding Partner, Capital Generation Partners, UHNW Investment Manager .
Charlotte will join the Panel Discussion: Women in Family Offices & Wealth Management.
Full bio on Capital Generation Partners website
Kent McClanahan, CFA
Vice President, Responsible Investing, RBC Wealth Management
Founder of Kokoro a not-for-profit dedicated to championing mental health as the foundation for a safer, kinder and more productive world; Founder & CEO at NM Impact Ltd.
Natasha is a Next Gen impact investor, philanthropist, and mental health activist. She is a convener to the core and passionate about leveraging her deep network to support a global ecosystem of local change-makers. Her work focuses particularly on gender equality, sustainable food, and a healthy planet, all of which underpin and are underpinned by positive mental health.
Margot de Broglie
Margot is Co-Founder at Juno, an innovative financial education platform for women and non-binary people which is often called “Fintech Duolingo”
Lottie is Founding Director of The Dura Society and Founding Director of Dura Private. Founded in 2016, in response to a desire for deeper connection between personal finance and well-being, The Dura Society strives to dispel the notion that females and finance don’t go together.
Full bio here
Anna is Co-Founder at Bemuse Limited, an award winning low to no alcohol drinks company. Formally she was Director of a London based singe family office. She will share her unique experience in a live interview.
Aynsley is Global Head of Private Wealth and Family Office at TMF Group.
Tracy is a leading authority on the issues facing women in our economic world. Co-founder of the Sophia Financial Group, and author of award-winning book The Financially Empowered Woman.
Full bio on sophiawealthacademy.com
CEO & President of Women in the Housing & Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Publisher, Global Speaker. As a Visionary with over three decades specializing in the Housing & Real Estate Ecosystem, Desirée provides advisory services to the Real Estate Community to enhance the Quality of Life, Gender Equality and Social Impact. As Chairwoman of NAWRB’s Diversity, Equity & Inclusion Leadership Council (NDILC), she oversees the Council’s efforts to raise the number of women leaders, grow women’s employment, and empower at all levels in the housing ecosystem.
CEO, PIMFA – Personal Investment Management & Financial Advice Association (formerly WMA). Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014. Liz has 30 years financial services experience, 19 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.
Full bio on PIMFA website
Dr Rania Labaki
Rania is Director of EDHEC Family Business Centre, and Member of the Advisory Board of Women in Family Business, France
Full bio here
Tamara founded The WealthiHer Network which brings together the UK’s leading financial institutions, to work in partnership to celebrate and support female wealth.
As an advocate of female empowerment, Tamara believes that women deserve to be recognised and championed by the financial sector. WealthiHer intends to do this; inspiring and empowering women to grow and protect their wealth.
Rosi joined Kantar in 2012 where her role is to bring a strategic context to Kantar’s work in financial services. She has a particular interest in the wealth sector. She has led Kantar’s three thought leadership pieces on this topic of which the most recent ‘Winning with Women” included a perspective on the impact of COVID on women’s attitudes to wealth and investing.
Rosi also acts as a research adviser for WealthiHer and works closely with Tamara Gillan on research design and interpretation.
Mariana V. Haseldine
Mariana is a businesswoman, and founder of the GRAND TOUR ARTS platform. She is the founding director of the London Bespoke Partners, an independent investment and creative advisory, and is involved in a variety of tech and cultural projects. She is one of the founding partners of the London BE Partners which includes heads of major companies, senior government officials and business associations.
Mariana’s passionate commitment to empowering women and girls is seen in lending her support for the Women for Women International Foundation.
Advisor, Special Projects, Target Global. Katerina is an expert in Impact Investing and Formerly head of a private banking division in a leading bank.
Full bio on KAMI website
CEO, Main Partner Family Office, Switzerland
Successful CEO of a family office, Aljona will join the Panel Discussion: Women in Family Offices & Wealth Management.
Women’s Wealth Coach; Founder & CEO, Lily Advisory, Senior Wealth Manager, Orion Wealth Family Office
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