WOMEN & WEALTH FORUM Speakers

Diana Chambers

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

Charlotte Thorne

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

Natasha Müller

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 Leefe

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 Chalov

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 Vaughan

Aynsley is Global Head of Private Wealth and Family Office at TMF Group.

Tracy Theemes  

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

Desirée Patno

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. 

Liz Field

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 Gillan

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 McMurray

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.

Indre Butkeviciute

Women’s Wealth Coach; Founder & CEO, Lily Advisory, Senior Wealth Manager, Orion Wealth Family Office